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I need a well-structured Excel workbook that lets me dig into our sales figures quickly and with confidence. The file should import raw sales data, clean it automatically, and present key insights— totals, trends, segment performance—through pivot tables and clear charts. Please build the logic directly in Excel using formulas, pivot tables, slicers, and, where it adds value, simple VBA macros for one-click refreshes. The final workbook has to be easy for a non-technical user to update with new monthly data while keeping all dashboards and calculations intact. Deliverables • A fully-functional Excel file set up for sales data analysis • At least two interactive dashboards (overall performance and product/region breakdown) • Brief inline documentation or comments so future edits are straightforward Acceptance criteria • All pivots and charts refresh flawlessly after new data is pasted in • No external add-ins required—plain Excel (Office 365) only • File opens without errors or security warnings If something in the brief isn’t clear, let’s iron it out before you start so we hit the mark the first time.
Mã dự án: 40359752
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18 freelancer chào giá trung bình $21 USD/giờ cho công việc này

Hey! We’re a team of 62 professionals specializing in Excel dashboarding and data analysis with 9+ years of experience building interactive, user-friendly workbooks for business insights. Here's how we can help: * Import, clean, and structure raw sales data automatically * Build pivot tables, slicers, and interactive charts for insights * Create at least two dashboards for overall and segment performance * Include inline guidance and simple VBA macros for one-click refresh Could you clarify if you prefer the dashboards to focus more on regional sales trends or product-level insights first?
$20 USD trong 40 ngày
5,3
5,3

Hi, I'm Artur, full-stack developer since 2011. I've built 100+ data automation solutions using Excel VBA, Python. custom ETL pipelines. I'll structure your workbook to auto-import raw sales data - clean duplicates/nulls, and generate pivot tables with trend analysis and segment breakdowns. I work with advanced automation tools that let me build solid solutions faster than traditional approaches, your spreadsheet will be production-ready, not fragile. Quick tip to save time. if you can export your raw data as CSV monthly. I'll set up a one-click refresh that pulls, cleans. updates all charts automatically. Usually saves 3-5 hours/month in manual work. If you rate this bid 5 stars, it helps me grow here and I'll prioritize your project. Ready to start, let's build something reliable.
$20 USD trong 40 ngày
0,0
0,0

⭐⭐⭐⭐⭐ ✅Hi there, hope you are doing well! I recently completed a sales analytics Excel workbook that imported raw data, cleaned it automatically with formulas, and presented insights through dynamic pivot tables and dashboards for easy decision-making. From my experience, the most important part of this project is ensuring seamless data refresh so the user can update monthly sales data without breaking dashboards or calculations. Approach: ⭕ Set up data import and cleaning using robust Excel formulas ⭕ Build multiple pivot tables and interactive slicers for flexible data segmentation ⭕ Create two clean, user-friendly dashboards for overall and segmented sales analysis ⭕ Implement simple VBA macros for one-click dashboard refresh with no external add-ins ⭕ Add concise inline documentation for easy future edits ❓ Could you please clarify the frequency and format of new sales data imports? ❓ Are there any specific sales segments or key metrics you want prioritized on the dashboards? ❓ Would you like the VBA macro to include error handling for unexpected data formats? I am confident I can deliver a fully functional, error-free Excel workbook that is easy for non-technical users to maintain and update. Best regards, Nam
$25 USD trong 32 ngày
0,0
0,0

Hello Client, I’ve read your brief and can build a clean, user-friendly Excel workbook that imports raw sales data, cleans it automatically, and delivers two interactive dashboards (overall performance and product/region breakdown). I’ll implement robust cleaning with formulas and helper tables, use pivot tables with slicers for fast exploration, create clear charts tied to the pivots, and add a simple VBA macro for one-click refresh and safe data paste handling. I’ll include inline comments and a short usage note so a non-technical user can update monthly data without breaking anything. I’ll validate refresh behavior and remove any external dependencies so the file opens cleanly. I suggest we confirm the typical raw data columns and expected file size before I start so I configure the import and pivots correctly. Can you share a sample of the raw monthly data columns (or confirm the exact column names) so I can design the import and pivot fields precisely? Best regards, Daniel
$50 USD trong 26 ngày
0,0
0,0

? Hi there, I can build a clean, well-structured Excel workbook for your sales analysis with automated data cleanup, pivot tables, interactive dashboards, slicers, charts, and simple refresh logic so a non-technical user can update it each month without breaking anything. I’ll keep everything inside standard Excel 365 using formulas, pivots, and lightweight VBA only where it truly improves usability, so the file stays reliable, easy to maintain, and ready for quick insight into totals, trends, and product or region performance. Regards, Carlos.
$20 USD trong 40 ngày
0,1
0,1

Penn Yan, United States
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Thành viên từ thg 12 19, 2025
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