Comprehensive Excel Dashboard & Data Analysis

Job ID: 39902832

Budget: $30 – $250 USD

Project Title:

Excel Data Analysis & Dashboard Creation for Procurement/Projects Data

Project Description:

I have an Excel sheet that contains procurement/project data including:

Vendor name

Project/Service name

Department/Requester

Currency

Amount

Dates

I need a professional Excel expert to analyze this data and build a comprehensive Excel dashboard that provides clear visual insights, trends, and summaries.
All the work should be done entirely in Excel (no Power BI, no external tools).

Deliverables / Required Outputs:
Basic Analysis

Total spend (overall, by currency, by month).

Spend by vendor (top vendors by amount).

Spend by department/project type.

Monthly/quarterly spending trend charts.

Intermediate Analysis

Vendor analysis (number of projects, average project value, vendor ranking).

Category/type analysis (e.g. Network, Cybersecurity, Hosting, Professional Services, etc.).

Currency exposure (percentage of SAR vs USD).

Vendor dependency (how many repeated vendors and total value).

Advanced Analysis

KPI dashboard with:

Total spend

Number of projects

Average project value

Top 5 vendors

Spend by category

Trend over time

Spend risk analysis (high-value or repeated vendors).

Contract renewal analysis (upcoming renewals).

Summary insights (automated text summary using formulas).

Dashboard Requirements:

Interactive dashboard in Excel (using Pivot Tables, Pivot Charts, and Slicers).

Clean, professional layout with clear visuals and automatic refresh/update.

Dynamic filters (e.g., by vendor, department, currency, date).

Visual KPIs and charts (bar, line, pie, etc.).

Final Deliverables:

One Excel file (.xlsx) that includes:

Cleaned & structured data sheet

Pivot tables

Dashboard page

Brief summary sheet (insights & recommendations)