MS Excel Add-in with ERP Analytics - Prototype
Budget: $250 – $750 CAD
Create an MS Excel add-in that lets me pull raw tables straight from ERP and excel files, clean the data, explore it visually, and push out polished, reusable reports—all without leaving the Excel worksheet.
Core functionality I need built in:
• Connectivity to ERP tables (ODBC or API—whichever suits Excel best) so a user can browse available tables, apply simple filters, and load the data into a sheet with one click.
• Data-cleaning helpers that detect blanks, duplicates, and obvious outliers, then offer quick fixes or flag rows for review.
• A visual exploration panel for instant charts and other data-visualization tools so users can slice the imported data on the fly.
• A custom report builder where predefined templates pull refreshed figures and generate print-ready or PDF exports at the press of a button.
I work in the current Microsoft 365 desktop build, Excel as the only interface, so the add-in must install smoothly there. C#, VSTO, or Office JS are all acceptable; pick the framework that delivers a stable ribbon button set and a clean task pane. Performance matters: loading 100k-row tables should feel snappy and charts must stay responsive.
Deliverables
1. Compiled add-in and installer.
2. Well-commented source code.
3. Short user guide (PDF) demonstrating connection setup, data-cleaning flow, visualization options, and report generation.
4. Quick video walkthrough so my team can see the workflow end-to-end.
I will test and QA by connecting to our staging ERP, running the cleaners, regular reviews, building a few visuals, and exporting a report—everything should function without manual tweaks.
Core functionality I need built in:
• Connectivity to ERP tables (ODBC or API—whichever suits Excel best) so a user can browse available tables, apply simple filters, and load the data into a sheet with one click.
• Data-cleaning helpers that detect blanks, duplicates, and obvious outliers, then offer quick fixes or flag rows for review.
• A visual exploration panel for instant charts and other data-visualization tools so users can slice the imported data on the fly.
• A custom report builder where predefined templates pull refreshed figures and generate print-ready or PDF exports at the press of a button.
I work in the current Microsoft 365 desktop build, Excel as the only interface, so the add-in must install smoothly there. C#, VSTO, or Office JS are all acceptable; pick the framework that delivers a stable ribbon button set and a clean task pane. Performance matters: loading 100k-row tables should feel snappy and charts must stay responsive.
Deliverables
1. Compiled add-in and installer.
2. Well-commented source code.
3. Short user guide (PDF) demonstrating connection setup, data-cleaning flow, visualization options, and report generation.
4. Quick video walkthrough so my team can see the workflow end-to-end.
I will test and QA by connecting to our staging ERP, running the cleaners, regular reviews, building a few visuals, and exporting a report—everything should function without manual tweaks.