Excel Dashboard build


Hi - I'm looking for an Excel expert to build a couple dashboards. I will award this to someone in the next 24 hours and it needs to be completed by EOD Thursday Dec.

The cleaned dataset and mockup pages are attached.

Basically, the dashboards will display the order pipeline for 2019 and 2020. The bar graphs on the top half should change based on the filters that are selected in Rows 2 & 3. The "Top 20" list on the bottom half should update based on the same filters but will incorporate another filter that should not change the graphs.

In the dataset, Column A is manually entered to indicate period. The dashboard will be updated very 2 weeks to show the original starting point (FW30 in this example), the current week, and 2 weeks prior. Old data will be deleted every 2 weeks. Columns AE to AJ are calculations to refine the data which is exported from our CRM system. Rows 2 - 31 (Green) are manually entered in and show the target for each individual ... the data may need to be split or re-organized to make some of the functionality streamlined.

Key requirements:

1 - The mockups are simple designs for illustrative purposes. I will look to you to create a visually effective dashboard based on the mock up. For example, the number of columns or spacing between rows, etc. in the mock up do not have to be followed. I will update the color scheme later so minimum time should be spent of colors.

2 - The dashboard should be easy to update ... every week, I will copy and paste new data into the dataset sheet and rotate out the oldest data.

3 - the formulas should not be overly complex so that I can make changes on my own, if necessary.

4 - Macros should be kept to a minimum. There are 2 buttons which will require macros. Any additonal macros should be discussed in advance.

We'll start this project with a call to answer any questions and further refine the requirements/scope.

I have 3-4 additional dashboards that need to be created ... If everything goes well with the first 2, we will discuss extending this project.

Thanks for reading and looking forward to working with you.

Skills: Charts, Data Processing, Excel, Excel Macros, Excel VBA

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About the Employer:
( 4 reviews ) Singapore, Singapore

Project ID: #18370646

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I am a professional Financial Analyst and Excel expert holding years of experience in utilizing advance level tools and functions of Excel (including VB and Macro) to perform Financial Modeling, Financial Analysis, Fin More

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