Consolidate Copier Finance Data
Budget: $250 – $750 CAD
I have five separate Excel workbooks, each containing more than three tabs, that track photocopier financial information. I need all of those sheets mined for the same set of fields—lease details, financing terms, address, owner, and account name—and then rolled into a single, refresh-friendly report.
Here’s exactly what I’m after:
• Extract the listed fields from every relevant sheet across all five files.
• Standardise spellings and formats so addresses and account names align.
• Build one master report (new workbook or summary tab) that lets me slice, filter, and total the data easily—Power Query / Get & Transform plus pivot tables are perfect.
• Include a quick set-up or notes so I can refresh the report whenever the source files are updated.
All source files are ready to share right away, and I’m happy to answer questions promptly so you can work without delays.
Here’s exactly what I’m after:
• Extract the listed fields from every relevant sheet across all five files.
• Standardise spellings and formats so addresses and account names align.
• Build one master report (new workbook or summary tab) that lets me slice, filter, and total the data easily—Power Query / Get & Transform plus pivot tables are perfect.
• Include a quick set-up or notes so I can refresh the report whenever the source files are updated.
All source files are ready to share right away, and I’m happy to answer questions promptly so you can work without delays.
Related categories:
Visual Basic
Data Processing
Data Entry
Excel
Data Extraction
Data Visualization
Data Analysis
Data Management