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I have an Excel workbook that performs financial analysis, but the numbers and visuals are starting to drift from reality. I need a thorough, general review to bring everything back in line. The job covers three key areas: Formulas and calculations, Data inputs and organization, and Graphs and charts. Because I don’t have a list of specific errors, I’ll count on you to audit every formula, trace dependencies, and replace legacy functions with reliable, up-to-date alternatives where beneficial. While you are at it, please tidy the input sheets, label them clearly, and restructure any duplicated or hidden data so fresh figures can be dropped in without breaking anything. Once the numbers are sound, refresh the visuals. Dynamic charts that auto-update with new data, consistent formatting, and clean dashboards will make the analysis far easier to present. Deliverables • Corrected and validated formulas & calculations • Streamlined data inputs & organization, with an obvious input/output layout • Updated graphs & charts that refresh automatically • Brief changelog outlining the fixes and maintenance tips The file is in Office 365, so feel free to use XLOOKUP, dynamic arrays, Power Query, or other modern tools as long as everything stays compatible with that environment. My goal is a reliable, future-proof workbook that any colleague can open, update, and trust.
Project ID: 40449037
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33 freelancers are bidding on average $117 USD for this job

Hi, I will conduct a thorough review of your financial analysis workbook to ensure accuracy, reliability, and ease of use. The project will cover Formulas & calculations, Data inputs & organization, Graphs & charts and You’ll receive a reliable, future-proof workbook that colleagues can open, update, and trust for accurate financial analysis. please send me message through chat to discuss this task. Kind Regards, Moustafa
$100 USD in 7 days
5.1
5.1

Hello, I would be glad to help audit and modernize your Excel financial analysis workbook. With experience in Excel reporting, financial analysis, and advanced spreadsheet optimization, I can thoroughly review formulas, trace dependencies, fix inconsistencies, and upgrade outdated calculations using modern Office 365 features like XLOOKUP, dynamic arrays, and Power Query where appropriate. I will also reorganize the workbook into a cleaner and more maintainable structure by separating inputs, calculations, and outputs clearly. Hidden issues, duplicate data, and unstable references will be resolved to ensure future updates can be made safely without breaking formulas or dashboards. Once the calculations are validated, I’ll improve the charts and dashboards with dynamic auto-updating visuals, consistent formatting, and a more professional presentation layout. I can ensure a reliable, future-proof workbook that is accurate, easy to update, and presentation-ready.
$100 USD in 1 day
5.2
5.2

I can help you restore this workbook's integrity by shifting it from a legacy structure to a modern Office 365 framework. I will audit your formula logic, replacing volatile or fragile calculations with XLOOKUP and dynamic arrays to ensure the model scales without manual range adjustments. To fix the "drift" in your data, I will restructure the workbook into a clear "Input-Process-Output" architecture, using Power Query where necessary to sanitize raw data and eliminate the need for hidden or duplicated sheets. For the visuals, I will implement dynamic named ranges and automated dashboard components that expand automatically as new data is added. My focus is on creating a lean, high-integrity file where the calculations are transparent and the maintenance is minimal.
$140 USD in 7 days
4.7
4.7

Affordable, Early Delivery. ★★★★★★★★★★★★★★I hold a Masters degree which gives me the requisite background to handle writing from various subjects. I am a highly committed person towards my work. You can rely on QualityXenter for quality and consistency in writing. We never violate copyright rules. I have vast amount of experience in this industry since I am working from 2015 as a professional writer. I provide many modifications till to get your satisfactions. I have access to enough journals to use in your research project. I always produce quality work at VERY LOW RATES so, don't worry if you have a low budget for your work, I will be very happy to make a new client like you. I am producing quality work for my clients including ARTICLE WRITING, REPORT WRITING, ESSAY WRITING, RESEARCH PAPERS, BUSINESS PLAN, TECHNICAL WRITING, MATLAB, THESIS, ACCOUNTING & FINANCE work ETC. Go through my profile link https://www.freelancer.com/u/qualityxenter
$30 USD in 1 day
3.9
3.9

As-salamu alaykum! Hello, I'm Maryam and I am thrilled to offer my nine years of in-depth experience in data analysis and Excel to your project. I understand how important it is to get financial analysis right. Rest assured, I will meticulously review every formula, trace dependencies and replace outdated functions with modern equivalents like XLOOKUP, dynamic arrays, Power Query among others for a future-proof workbook compatible with Office 365. My skills go beyond the typical Excel user. My legal writing background has honed my meticulousness and attention to detail to trace errors and discrepancies; my business planning experiences fashioned me into a strategic thinker who can streamline complex processes effortlessly – like organizing your input sheets and restructuring any duplicated or hidden data; finally, my data analysis capability enables me to not only correct formulas but also ensure everything is labelled clearly for easy navigation. Moreover, I’ve been published in databases like Scopus so you can rely on my research writing abilities for a comprehensive audit report including documentation of all fixes made alongside some maintenance tips. To top it off, I'm well-versed in crafting professional presentations which will give your analytical work an edge by representing the numbers distinctly through dynamic charts avec consistent formatting.
$30 USD in 1 day
3.4
3.4

Dear Client, Hello There! I’m Md Toriqul Islam, a data analyst and Excel automation specialist with 10+ years of experience working with financial models, reporting dashboards, and large-scale Excel optimization using Office 365 tools. I understand you need a full audit of your financial Excel workbook to correct formulas, restructure data inputs, and rebuild charts so the file becomes accurate, stable, and future-proof. I’ve worked on similar projects involving broken financial models, legacy formula cleanup, Power Query restructuring, and dynamic dashboard creation for reporting and analysis. I have rich experience in Excel (XLOOKUP, INDEX-MATCH, dynamic arrays), Power Query, Power Pivot, data modeling, dashboard design, and financial reporting automation. I’m ready to start immediately and would be happy to review your workbook, fix formula dependencies, clean the structure, and upgrade your visuals into fully dynamic, auto-updating dashboards. Looking forward to hearing from you. Best regards, Md Toriqul Islam
$30 USD in 2 days
3.3
3.3

? **Excel Financial Workbook Audit & Dashboard Refresh** I can thoroughly review your Office 365 workbook by auditing formulas, validating calculations, restructuring data inputs, and modernizing charts/dashboards using XLOOKUP, dynamic arrays, and Power Query where suitable. The final workbook will be clean, reliable, auto-updating, and easy for any colleague to maintain confidently.
$49.99 USD in 1 day
2.7
2.7

As a newcomer to this app, I bring fresh perspective and enthusiasm to your project. Although I'm new, I am proficient in Excel and have a keen eye for detail - two traits essential for conducting a meticulous financial analysis review. Throughout my career, I have worked on various Excel projects, which involved auditing formulas, organizing complex data, and creating dynamic charts. Consequently, I am confident in handling the key responsibilities you outlined and delivering an output that aligns with your vision. While being proficient in using XLOOKUP, dynamic arrays, and Power Query, I will ensure that everything remains compatible with Office 365—improving functionality without compromising reliability. Trust me with your project today and let's create a future-proof workbook together that will outperform its legacy version while being more efficient and easier to navigate. We all deserve lenience in a new endeavor thus I humbly request that you give me the same opportunity.
$101 USD in 7 days
1.0
1.0

Hello, I have over 12 years of experience working with Excel and I genuinely enjoy using it. I work quickly, efficiently, and pay close attention to detail. I can help with formulas, data organization, reports, spreadsheets, automation, and more. I am confident I can deliver high-quality work on time and according to your requirements. Looking forward to working with you!
$80 USD in 5 days
0.0
0.0

Hello My name is Rakshith, I'm a Semi Qualified Chartered Accountant from India. I have 4+ years of experience in Accounting, Taxation, Finance and Auditing. I can prepare the budgeted financials using the historical financial statements and can manage the excel functions for the reporting tab. I have practical experience in using Excel for analysis. Do let me know what you think. Thank you.
$100 USD in 7 days
0.0
0.0

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