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Extract information from Excel spreadsheet to provide information in a useful format

$30-250 USD

Completed
Posted over 7 years ago

$30-250 USD

Paid on delivery
Please do NOT RUSH. I will NOT review any submitted bids until 6 PM New York time on November 30th The attached SAMPLE Excel spread sheet includes 152 rows of data and many columns of data (not all columns of data will be used or relevant. The real spreadsheet will include one to three thousand rows of data however the rear spread sheet data will increase over time. I wish for your way of viewing the data to be compatible with future Excel spreadsheets I tell it to reference. Every single potential client who calls our office has to identify the property they are under contract to purchase otherwise my office can not provide them with a price quote. There are two types of data. There are Potential clients "P" (The Scheduled Date column will be blank for these) and those who turned into real Clients "C" (The Scheduled Date column NOT will be blank for these because the client scheduled a date and time for the home inspection) I want you to design some way for me to be able to know and to have a custom report or a way to obtain the data to gain the following information: For One, Two and Three listed below breakdown number of P that turn into C MONTHLY (so I can see how my price variations effect inspections booked Report Variation One Breakdown number of P that turn into C MONTHLY By List Price Column letter P 0 to 299,000 300,000 to 399,000 400,000 to 499,000 and every hundred thousand up from there Report Variation Two Breakdown number of P that turn into C MONTHLY By Order Fee column K $500 to $549 $550 to $599 and every fifty dollars up from there Report Variation Three Breakdown number of P that turn into C MONTHLY Inspections By Created by column B to easily see what creator is booking more inspections as a percentage on a monthly basis. Once again I am looking for you to create an "overlay" type program I can run on a monthly basis as the Excel spreadsheet changes. The number of rows will change every month however the columns will remain consistent. Yes, I know reformatting the dates will be a challenge.
Project ID: 12230695

About the project

46 proposals
Remote project
Active 7 yrs ago

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I have reviewed your updates and I can still do the project for the original bid. The percent is a little confusing since at the end of the month the clients will be potential or confirmed. How would you determine the conversion rate, compare the created date and the scheduled date? Your project sounds similar to a project I just finished up. You can continue to add records your existing spreadsheet. I will create a macro using visual basic to manipulate the data and identify your potential and committed clients. We can create 3 separate tabs, one for each report. Or we could put the data all on one tab. I do have some questions that I couldn't answer based on the description. Is the "scheduled date" the date you consider a potential client being a committed client? The last week of the month, a client may be committed and schedule an inspection for the following month. Which month would be the committed date? How much flexibility do you have in the date formats? Would data entry be occurring in this file or do you have another system that creates this data dump? For your report are you looking graphs or tables? This feels like a great project. I look forward to discussing this project with you to learn more.
$200 USD in 4 days
4.8 (1 review)
1.0
1.0
46 freelancers are bidding on average $162 USD for this job
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Hello Sir, I am an Expert Techno-Functional Analyst having vast experience in lots of arenas of IT industry including Excel Macros and Formulas. I am an Engineering Graduate with an MBA degree. If you see I am among niche bidders who have 0 failed projects and 100% completion rate since I do not bid on projects which I am not certain of. I will not disappoint you, please give me an opportunity to work with you. No milestones required. Pay me only when your job is 100% done. Also I will provide you with a working sample work before you consider awarding me the project. Thanks, Jay
$200 USD in 3 days
5.0 (366 reviews)
7.7
7.7
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Hello sir! I'm expert on data entry, data processing and have more experience in the sorting data. I'm very proficient in the use of spreadsheet, function, macro in Ms Excel. Please take a look at my profile on Freelancer to verify experience from the past projects. I'm available to start the work now and ready to complete the task within 48 hours. Look forward to working with you on this project. Best regards, Giang
$155 USD in 3 days
4.9 (278 reviews)
7.1
7.1
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Hi, I am good at Excel and vba. I have understood the scope of the work. Looking forward to work with you. Thanks.
$150 USD in 0 day
5.0 (292 reviews)
7.0
7.0
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Dear Sir/Ma'am, I am a Web research, Data Entry & Webs Scrapping expert. I checked and understood your requirements. I can handle this job very well to your appreciation. I can find and extract the information from different websites into an Excel sheet. I am ready to hear the details of the project more in detail now. I have always created a long-term collaboration with my clients through hard work and quality output for a reasonable price. If you have questions or doubts about anything, please feel free to ask me. Sincerely, Mir
$200 USD in 3 days
4.9 (128 reviews)
6.5
6.5
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Hi: Here's my understanding of your requirements: You download data from your CRM software every week. You want to use that information to generate tables/charts which help you identify patterns and generate insights. I have similar jobs before and currently working on a new project from a repeat client (https://www.freelancer.com/projects/Data-Entry/Project-for-aarifakhtar-12087790/) . Please let me know if you want me to show case my previous experience. Please note that I have ~100% completion rate and 5-star feedback on projects. Please connect with me to discuss your requirements in detail.
$166 USD in 4 days
4.9 (126 reviews)
6.6
6.6
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Hello, I’m an Excel expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards.
$150 USD in 3 days
4.9 (117 reviews)
6.3
6.3
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Dear sir, I am scraping expert, I have did too many scraping projects, please check my reviews then you will know. Can you tell me more details? then I will provide example data/script for you. Thanks, Kimi
$163 USD in 5 days
5.0 (65 reviews)
6.2
6.2
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I can do exactly what you need. I'm a computer science professional with a PhD degree and extensive experience in automation of data acquisition, processing, analysis, and presentation in Excel using custom dashboards, macros (VBA scripts), pivots, filters, and other advanced tools. I've done a lot of similar work. Please see reviews on my profile. It would be my pleasure to do your project. Just FYI, I own a small business registered in the state of Illinois. I could bill you as an individual freelancer or as a business, whichever suits you better. Please have a look at some Excel projects I've done: https://www.freelancer.com/projects/Excel/Build-Excel-reports-dashboard/ https://www.freelancer.com/jobs/php/Need-excel-plugin-convert-USD/ https://www.freelancer.com/jobs/Excel/Need-covert-very-large-dat/ https://www.freelancer.com/jobs/Excel-Mathematics/Convert-math-proofs-Excel-formulas/
$150 USD in 3 days
4.8 (120 reviews)
6.6
6.6
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Hey, I reviewed the requirements brief you shared and here is my understanding: In the given data, out of 152 rows, 57 have a non-blank "Scheduled Date". Now, you need a way to easily tell you that out of these 57, October had 14 and November had 43 P to C conversions. Moreover, say for Oct, out of 14, 2 were for List Price < 299000, 3 for > 300,000 to 399,000 and so on. Similar analysis for Fee and also for Created By columns. Is my understanding of the requirement correct at a high level? Assuming that I am on the right track, I will propose a Dashboard view for your requirement. I will create a template for you in which you may keep adding the monthly/daily data (no limit on number of rows) and on a 'Dashboard' sheet, you will get a nice and intuitive view of the performance on a Month-to-Month basis. I am an expert in creating Business Dashboards in Excel and have done more than 500 projects here with Excellent ratings from my clients. I have showcased some of my works in my profile and if you could send a message to me, I would be able to share some more examples for your review. I look forward to hearing from you and can assure you of excellent quality work like I have been doing here on freelancer for more than 8 years now. Thanks and Regards, Rishi
$222 USD in 7 days
4.9 (89 reviews)
6.2
6.2
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Hi, I have more than 14 years of Excel/VBA exp and I am expert in this kind of work. I have completed more than 290 projects. Please look at the feedback left by my employers to know more about my work. Waiting for your positive response. Thanks.
$200 USD in 8 days
4.9 (96 reviews)
6.1
6.1
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Dear Sir, Done numerous similar projects in the past and always impressed the clients with my excellent VBA solutions. Out of my 75 projects, almost 70+ are complex VB/VBA/.Net/Webscrapping projects, hence i can definitely deliver an excellent solution to your requirement. Expert in VBA/VB/.NET, SQL, MS Office, Access/Excel/Word/Outlook, Database, complex Formulae, Statistical analysis, Macros (VBA), pivot, Charts, formatting, templates, dashboard, etc. Worked on several complex Webscrapping (Amazon / Aliexpress / eBay), VBA projects, viz converting Raw data to structured report, sales dashboard, PO tracking, Invoice Automation, budgeting, profitability, estimation, time management dashboards, etc. Also I am a quick learner and complete tasks very quickly using keyboard shortcuts and multitasking skills. And I have been consistently rated as excellent by all the employers. Also Having more than 14 years of experience in banking /finance /accounting, Business analysis, Data analysis, Software development, Software Testing, SDLC, Budgeting, estimation, Project management, Process re-engineering, Statistics, Bookkeeping, HR, Payroll, AR/AP, copy typing, ebook creation, publishing, Web research, Social media marketing, lead generation, etc. Looking forward to work with you.. Have a nice day Thanks.
$111 USD in 3 days
4.8 (65 reviews)
5.7
5.7
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i can do it for you quickly and exactly
$150 USD in 3 days
4.9 (70 reviews)
5.5
5.5
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Hi, I have a university degree in economics and IT, and several decades of system design and programming, in the recent decade especially in Excel and VBA. I plan to complete the project via writing an Excel macro contained in a separate XLSM file. This approach makes further use of the macro very convenient by offering a Control sheet containing cells populated by the usual Open file and/or select folder dialogs to identify the current input and output files (or the folders containing them, as required by the job) and hosting command buttons and other controls if necessary. In my approach you'll have opportunity to consult details with me, to test pilot solutions if necessary in order to achieve an optimal final solution. Further use of macros, fixing of bugs and minor changes are included in the bid without any additional fees. I can start working on the project immediately and complete the job within one, maybe two days. Regards
$98 USD in 1 day
4.9 (58 reviews)
5.7
5.7
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I've read Additional Project Description. Yes, macro will be flexible. You can use it the future (for next txt data file). Hello, I am Excel and VBA expert. I saw the file and read carefully the description of the project. I can write a program (VBA Scrypt). Reports can be placed each on a separate sheet or all in one (Report sheet). The program can be started by pressing the button "Create Report" or automatically when you select the sheet with report. If you have any questions, I will gladly answer. Please note that I have 100% completion rate and 5-star feedback on 50 projects.
$111 USD in 3 days
5.0 (51 reviews)
5.3
5.3
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Hello, After reading your project details I believe I'm suitable for this Excel project. As I'm expert on Excel with more than 5 years experience. Please feel free to contact me. I am looking forward to hear from you. Best regards
$300 USD in 3 days
4.7 (31 reviews)
5.4
5.4
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Greetings sir, i am an expert freelancer for this job and your 100% satisfaction is assured if you allow me to serve. Here is the reason. Why you should pick me? a) I am a very expert and have the same kind of experience of 5 years. b) I work very hard (16+ hours a day and 7 days a week) and also very fast so... it will be done very soon than most of the other providers c) And most important part is my policy: "I will give you (to my client) life time support (as long as you keep relation with me). And fix any bugs/problem without any cost. So, don't ever worry about me” Please sir, leave a reply ASAP, as I am waiting for your kind reply
$100 USD in 1 day
4.9 (67 reviews)
5.2
5.2
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Sir,      I am well versed in this kind of jobs and can do your project as per requirement. I have over 8 years of experiences. I am very much able to work on this. ***I am ready to start Waiting to hear from you. with thanks and regards
$156 USD in 3 days
4.5 (39 reviews)
5.5
5.5
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A proposal has not yet been provided
$140 USD in 5 days
4.9 (18 reviews)
4.4
4.4
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Expert in Excel, Excel formulas, and all excel functions, macros, lookup concepts. Have done many projects in Excel, created many dashboards, and Business intelligence tool for forex markets. Can complete on time with good quality and on time. Expert in referencing and will deliver work with no plagiarism. Experienced MBA Finance as well.
$155 USD in 3 days
4.8 (28 reviews)
4.5
4.5
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Hi, Experienced Excel VBA and VB.Net Programmer. I have read your instructions carefully and saw attached excel file. I will create consolidated report as per your instructions through VBA macro program and it will work for variations of rows. No worries about increasing or decreasing the number of rows. You have to run this macro on monthly basis and all desired report will be created automatically. I have also expertise in exchanging data between sheets, advance formulas, critical programming, developing system for management and creating reports. I have done mostly this type of job where data manipulation is required. Please check my portfolio to see my work. Ready to start please reply soon. Thanks, Virendra
$120 USD in 3 days
4.9 (31 reviews)
4.1
4.1

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Flag of UNITED STATES
Woodland Park, United States
5.0
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Member since Apr 5, 2014

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