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Excel Dashboard Enhancement & Automation Overview I have an existing Excel workbook used for monitoring and reporting ESP well operations in (X) area. The workbook already contains multiple sheets, formulas, logs, and operational data. I am looking for an Excel expert to redesign, automate, and improve the workbook while maintaining all existing functionality and calculations. This is not a simple formatting task. The workbook contains many formulas, linked sheets, operational KPIs, and engineering data. I need someone with strong Excel expertise (advanced formulas, Power Query, VBA if needed, dashboards, automation, and workbook architecture). Experience using AI tools for data visualization, dashboard design, and workflow optimization is highly preferred. Main Objective Create a professional, automated, and user-friendly workbook where data is entered only once and automatically reflected across all related sheets. The first sheet (Overview Dashboard) should become a professional management dashboard with a modern layout, status summaries, charts, and visual indicators. ⸻ Key Requirements 1. Data Source Structure The workbook should have a clear data hierarchy: * Well Status Sheet = Primary Data Source * Log Sheets = Operational Update Source * All other sheets should automatically update based on these sources No duplicate manual updates should be required. ⸻ 2. Well Status Sheet * Add dropdown selections for well status. * User should easily select status from a dropdown menu. * Status examples: * Running * Shutdown * Shutdown for PMT * Under Troubleshooting * Failed * Waiting for Commissioning Any change here must automatically update: * Overview Dashboard * ESB Status Sheet * ARL / MTBF calculations ⸻ 3. ESB Status Sheet Create automatic status counting and color-coded summaries. Any status change in Well Status should immediately update: * Running Count * Shutdown Count * Failed Count * Troubleshooting Count * Waiting for Commissioning Count ⸻ 4. Overview Dashboard This is the most important sheet. Requirements: * Modern executive dashboard design * Clean color coding * Operational summary * Well status summary * Charts and trends * Daily updated indicators * Attractive layout suitable for management presentations I want the freelancer to use his experience and AI-assisted design skills to significantly improve the appearance while keeping all operational functionality. ⸻ 5. X Dashboard The current X Dashboard contains critical operational data. Requirements: * Preserve all existing data and calculations. * Rebuild the dashboard using the layout and format of the reference sheet: “Do Same As This Format” * Keep all calculations accurate. * Use supporting sheets (Job Sufficient & Options) if needed for formulas and calculations. * Hide support sheets after implementation. ⸻ 6. Logs Integration All log sheets should be linked to: * Overview Dashboard * Well Status * ESB Status Example: * O = Running * SD = Shutdown Any update entered in the log sheets should automatically reflect throughout the workbook. ⸻ 7. PM Data Sheet Enhancement Redesign the pm Data sheet while keeping all existing data. Add KPI section showing: * Total pm * pm Completed * Hot pm Completed * Cold pm Completed * Pending pm * Overdue pm Requirements: * Automatic calculations * Automatic sorting by Date and Well Number * Count each well only once per year for completion statistics * Maintain existing data structure ⸻ 8. Sheet Cleanup Remove unnecessary sheets where appropriate. Potential sheets to remove: * Downhole Equipment * pm Summary Other sheets may be hidden if required but should not break any formulas. ⸻ 9. ARL / MTBF Automation Ensure ARL and MTBF calculations are automatically linked to operational and non-operational well status. Hide backend calculation sheets while keeping user-facing sheets visible. ⸻ 10. Automation & Usability * Automatic date update when workbook opens * Dynamic tables * Automatic refresh functionality * Error-resistant formulas * Improved performance and workbook structure ⸻ Expected Deliverables * Clean and professional workbook * Fully linked and automated sheets * Improved dashboard design * Preserved engineering calculations * Documentation explaining the workbook logic * Easy future maintenance Required Skills * Advanced Microsoft Excel * Complex formulas * Dashboard design * Data modeling * Power Query * VBA (if needed) * Workbook optimization * AI-assisted workflow improvement Please review the workbook carefully before starting because many sheets are interconnected and accuracy is critical.
Project ID: 40500557
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51 freelancers are bidding on average $36 USD for this job

السلام عليكم ,,, AVAILABLE TO START IMMEDIATELY..,,. I will redesign your ESP well operations workbook using advanced Excel formulas, Power Query, and VBA to seamlessly automate status tracking, ESB counts, and MTBF calculations. 10+ years Advanced Excel experience, Certified VBA Programmer, MBA.
$19 USD in 1 day
6.6
6.6

Hi Client, As a 16+ year expert in all things Excel, I am confident that I can tackle your Advanced Excel Dashboard Redesign & Automation project from top to bottom. With robust knowledge in advanced formulas, Power Query and VBA, I assure you the existing functionalities and calculations will be untouched as we reshape and enhance the workbook. While maintaining an efficient and streamlined workflow, I’m experienced in designing user-friendly excel dashboards from scratch and even have skills in AI tools for data visualization that will be handy on your assignment
$30 USD in 1 day
6.8
6.8

Hi, I understand you need reliable ongoing QuickBooks support to keep your books accurate, organized, and fully reconciled each month. I can handle transaction entry, account categorization, class/tax code assignment, and bank and credit card reconciliations with zero discrepancies. Any missing documents or unusual transactions will be flagged promptly to ensure your records remain accurate and up to date. Ready to provide consistent long-term bookkeeping support and start immediately. Usman Bashir
$90 USD in 2 days
6.7
6.7

Hello, I am an experienced Excel automation architect who will redesign your ESP well operations workbook: Well Status dropdowns update ESB counts, Overview Dashboard (modern charts/KPIs), logs (O=Running), PM Data KPIs (auto‑sorted, one count/well/year), X Dashboard via reference format, remove unused sheets, auto‑date, hide backends. Please share your file. Regards, Zafar
$30 USD in 1 day
6.2
6.2

Hello, How are you today? After carefully reviewing your requirements, I'm confident in my ability to deliver the best result with the utmost accuracy in the shortest time possible as I have completed similar projects as an expert where I delivered 100% quality. Chat me up to get this project started immediately. Thank you.
$20 USD in 7 days
5.5
5.5

My proficiency in advanced formulas and Power Query, two key top skills demanded for your project, will enable me to architect a data structure within your workbook that is efficient and easily updated from the primary data source. Additionally, my expertise in employing AI tools for data visualization and workflow optimization will help overhaul and enhance the look of your Overview Dashboard to provide management with an attractive yet detailed presentation backdrop. While my proficiency does not extend to AI-assisted design skills per se, my strong sense of design aesthetics matched with my vast experience in delivering world-class solutions has taught me the importance of visually appealing dashboards without compromising on functionality. No doubt this will come in handy as I remake your X Dashboard while ensuring the preservation of all existing data and calculations. With me on your team, you can be assured of a seamless integration across all sheets of the workbook as well as consistent accuracy across calculations even after we hide supporting sheets.
$30 USD in 1 day
5.1
5.1

Drawing on several years of experience working with Excel, I'm eager to tackle your Advanced Excel Dashboard Redesign & Automation project. I'm highly proficient with advanced formulas, Power Query, VBA and have a strong understanding of dashboard design, automation and workflow optimization. In addition to my robust Excel skillset, I've honed my abilities in using AI tools for data visualization throughout my career. I bring this expertise to bear on everything from creating professional management dashboards and color-coded summaries that provide actionable insights at-a-glance to improving the appearance and overall functionality of your workbooks. Moreover, having keen attention-to-detail in the domain of data entry, I'll ensure your workbook reflects any changes made across the entire system without duplicate manual updates or loss of calculations. When you choose me for this project, you also gain access to my overarching project management skills. From updating operational KPIs, engineering data point logs and safeguarding important calculations to enhancing your PM Data sheet including custom KPIs such as total PMs, PMs Completed, Hot & Cold PMs Completed, Pending PMs & Overdue PMs-I will take care of it all. With me on board, outdated sheets will be removed, surplus sheets will be archived though façades will be maintained
$20 USD in 7 days
5.3
5.3

Hi, This looks like a workbook redesign and automation project rather than a simple dashboard update, and I understand the importance of preserving all existing calculations and engineering logic. I can help restructure the workbook so that the Well Status and Log sheets become the primary data sources, with automated updates flowing through dashboards, KPI sheets, ARL/MTBF calculations, and reporting pages. My focus would be on improving usability, automation, performance, and dashboard presentation while maintaining accuracy. I would first review the workbook architecture and dependencies, then implement the automation, dashboard redesign, status tracking, and cleanup in a controlled manner to avoid breaking existing functionality. Could you share the workbook (or screenshots/sample sheets) for an initial review before we proceed? Best regards, Hasan
$10 USD in 1 day
4.7
4.7

Hi, I have extensive experience redesigning complex Excel workbooks with interconnected sheets, engineering KPIs, dashboards, Power Query, advanced formulas, and VBA automation while preserving all existing calculations. I will create a centralized data structure where Well Status and Log Sheets act as master sources, automate updates across all dashboards, ARL/MTBF calculations, PM tracking, and status summaries, eliminating duplicate data entry. The final deliverable will be a professional management dashboard, optimized workbook performance, automated reporting, hidden backend calculations, and clear documentation to ensure long-term accuracy and maintainability.
$20 USD in 1 day
4.5
4.5

Hi there, I am A.R.M. MASUD with a strong background in data science. I am pleased to present this proposal for data visualization and dashboard development services. I specialize in transforming raw data into meaningful, interactive visual representations that provide actionable insights. I leverage cutting-edge tools such as Power BI, Tableau, Looker Studio, and other visualization platforms to create custom dashboards and data visualizations tailored to your unique business needs. I aim to empower your organization with intuitive, user-friendly, and insightful data analytics solutions. I design and develop dynamic dashboards featuring interactive charts, graphs, and reports. I create tailored reports that reflect key performance indicators (KPIs), trends, and metrics based on business objectives. I integrate data from multiple sources, including Excel files and APIs. I build fully functional interactive dashboards with real-time or scheduled data updates and custom visualizations, charts, graphs, and KPIs tailored to your business requirements. https://www.freelancer.com/u/MZITSERVICES Thank you for considering your dashboard development project. I am confident that our expertise and commitment to excellence will add significant value to your business operations. Thanks A.R.M. MASUD
$20 USD in 7 days
4.6
4.6

Hello, Your workbook isn’t asking for a redesign , it’s asking for a single source of truth, and that’s exactly where the hidden pain usually lives. I’ve worked on complex Excel systems with linked sheets, formulas, dashboards, Power Query, and VBA automation, so I can rebuild this without breaking your engineering logic. I’ll preserve the existing calculations, create the centralized status flow, automate the dashboard updates, and improve the PM Data, ESB, ARL/MTBF, and overview layout so data is entered once and reflected everywhere. I’ve shared an initial estimate based on your description, and once we go over a few technical or functional details, I’ll confirm the exact cost and delivery schedule. Do you want the redesign to prioritize management presentation polish, or strict operational workflow efficiency first? Could you share the workbook and confirm which sheet should be treated as the master source for status updates? Looking forward to your reply so we can finalize the exact plan. Best regards, Asad
$30 USD in 5 days
4.0
4.0

Hi, this fits well with my automation/reporting work. The real goal is to turn the workbook into one reliable operating dashboard, where status, logs, PM data, ARL/MTBF, and management views update from the right source instead of being manually repeated. I would start by reviewing the workbook structure and tracing the linked formulas before changing anything, because the biggest risk is breaking existing engineering calculations. Then I’d rebuild the source flow around Well Status and logs, add dropdowns, dynamic summaries, KPI sections, and clean dashboards using Excel formulas, Power Query, and VBA only where it adds real value. I’ll keep the workbook easy to maintain, hide support sheets where needed, and document the logic so future updates are safer. Thanks!
$20 USD in 7 days
3.9
3.9

With an extensive 15+ year background in finance and accounting combined with a deep understanding of Excel's advanced functionalities, I can bring a unique skillset to significantly enhance your existing Excel workbook. A key part of my expertise centers around data modeling, which will be essential for creating a dashboard where all your unique sources remain integrated - such as your primary data source, log sheets, etc. My knowledge even spans into Excel Macros, which is great for handling operational data and opting for automation strategies where possible. Moreover, as a remote bookkeeping specialist and QuickBooks ProAdvisor, I inherently value accuracy and efficiency in organizing financial data, which seamlessly translates into data organization skills for your project. Lastly, I have a knack for creating user-focused solutions that reduce redundancies. In line with this, I understand the need to make Data Entry straightforward while ensuring accuracy across spreadsheets by automating updating processes. With these skills up my sleeves along with my ability to align with the essence of your project's requirements as elaborated in the description above, I am confident that I am best placed to tackle this complex task. Let's connect so we can start transforming your spreadsheets into an agile powerhouse!
$30 USD in 7 days
4.2
4.2

With extensive experience in Excel automation and dashboard design, I understand the complexity of your project to enhance and automate your ESP well operations monitoring workbook. I have a proven track record in advanced Excel formulas, Power Query, and creating user-friendly dashboards. Could you please provide more details on the specific KPIs and engineering data that need to be visualized on the Overview Dashboard for optimal decision-making? Regards, Yogesh Kumar
$20 USD in 10 days
3.9
3.9

AM READY TO START ASAP: EXCEL WELL OPERATIONS DASHBOARD – AUTOMATION, POWER QUERY, VBA, STATUS DROPDOWNS, KPI SUMMARIES, MODERN DESIGN Hello, I am John K., MSc Econ & Statistician, 15+ years, 1,000+ projects, 4.9⭐. My expertise includes advanced Excel, Power Query, VBA, dashboard design, data modeling, and workflow automation. My understanding is: You have an existing Excel workbook for ESP well operations monitoring. You need redesign, automation, and improvement while preserving all functionality. Requirements: single data entry point (Well Status Sheet) with dropdowns (Running, Shutdown, Failed, etc.). Automatic updates to ESB Status Sheet, Overview Dashboard, X Dashboard, logs integration, PM Data Sheet KPI section, ARL/MTBF automation. Clean modern dashboard design. Remove unnecessary sheets. Document logic. I will deliver: ✅ A fully automated, professional workbook with all linked sheets. ✅ Modern executive dashboard with status summaries, charts, and visual indicators. ✅ Preserved engineering calculations and easy future maintenance. I am ready to begin. Let's connect via chat to receive your workbook and review the current structure. Respectfully, John K.
$10 USD in 1 day
3.3
3.3

Monitoring dashboards in Excel get messy fast once the data grows. I would clean up the layout, add VBA macros to cut the manual work, and hook in dynamic charts so the numbers are easy to read at a glance. Can start today and have a working version ready in 2 days. The bid is based on the post as written. Final scope depends on how many sheets and automation triggers are involved. Want to jump on a quick call?
$30 USD in 3 days
2.9
2.9

Hi, I read through your project for Advanced Excel Dashboard Redesign & Automation. You need help with advanced excel dashboard redesign & automation. I can build and deliver this efficiently based on the job requirements. This fits well with my experience in Artificial Intelligence, Excel, and Excel Macros. I build Python automation tools, scraping workflows, and API-based systems with clean delivery and fast turnaround. I can take what you outlined and turn it into a clean final delivery, with attention to Artificial Intelligence and Excel and the details in your brief. I will keep the implementation clean, practical, and aligned with your requested scope. Send me the details and I can start immediately.
$10 USD in 1 day
3.1
3.1

Hi, I'm Osama from Virginia. I understand you're looking to redesign and automate an existing Excel workbook for ESP well operations, and the key priority here is preserving the current calculations while making the workbook easier to use and maintain. I can help you build this in a structured way without unnecessary complexity. I can review your current setup first and improve it without unnecessary rebuilding. My focus would be on Excel Macros, Excel, and Data Modeling to connect the Well Status, log sheets, ESB Status, ARL/MTBF logic, and the management dashboard so data is entered once and reflected consistently across the workbook. For this project, I would first map the existing sheet relationships, protect the engineering calculations, then redesign the dashboard layout, automate the key updates, and test the critical flows before delivery. I would also keep backend sheets organized and hidden where appropriate so the file stays practical for future maintenance. I'm available to start immediately and can adapt quickly to your workflow. Regards, Osama
$30 USD in 1 day
2.5
2.5

Yes! You are on the right bid. I have read all project details and descriptions regarding Advanced Excel Dashboard Redesign & Automation I will save your time by letting my work speak for you. If I am lucky enough to get your attention, please feel free to reach me so we can spend 10-15 minutes and discuss everything ;) You can check my portfolio and reviews regarding your Project: https://www.freelancer.pk/u/Q@d33rM3hdi Best regards! Qadeer Mehdi!
$15 USD in 1 day
2.5
2.5

I will first audit your full workbook to understand all dependencies between Well Status, Logs, ESB, ARL, MTBF, and PM sheets. Then I will redesign it into a single-source structured system where Well Status becomes the master table and all other sheets update automatically. I will use Excel Tables, structured references, and Power Query (if needed) to eliminate duplicate entries and manual updates. VBA will be used only for automation like auto-refresh, date stamping, and performance optimization. The Overview Dashboard will be rebuilt as a clean executive-level dashboard with KPI cards, charts, and status summaries (Running, Shutdown, Failed, etc.) using dynamic formulas and conditional formatting. ESB, ARL, and MTBF will be fully automated and directly linked to status changes. PM sheet will include KPI tracking (Completed, Pending, Overdue) with yearly logic. Final output will be a fast, clean, fully automated workbook with preserved engineering calculations and proper documentation. Best Regards, Usama H
$20 USD in 2 days
2.5
2.5

Manama, Saudi Arabia
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