Customer Data Excel Specialist
Budget: $2 – $8 USD
I have a growing set of customer records that must be brought into a single, reliable Microsoft Excel workbook. The work involves three clear steps:
• Data entry – transfer raw customer details I provide (names, contact info, purchase history, notes) into a structured Excel template.
• Data cleaning – de-duplicate, standardise phone and email formats, and flag any incomplete fields so our CRM import runs smoothly.
• Basic analysis – add pivot tables and simple charts that highlight total customers by segment, recent purchase frequency, and any notable trends you spot.
Everything has to stay inside Excel—no outside tools—so a solid command of formulas, data validation, conditional formatting, and pivot tables is essential. I will review the file against the original exports; accuracy and a clear, well-commented workbook structure are my acceptance criteria. Once approved, the final deliverable is the finished .xlsx file plus a brief change log noting any major fixes or assumptions.
• Data entry – transfer raw customer details I provide (names, contact info, purchase history, notes) into a structured Excel template.
• Data cleaning – de-duplicate, standardise phone and email formats, and flag any incomplete fields so our CRM import runs smoothly.
• Basic analysis – add pivot tables and simple charts that highlight total customers by segment, recent purchase frequency, and any notable trends you spot.
Everything has to stay inside Excel—no outside tools—so a solid command of formulas, data validation, conditional formatting, and pivot tables is essential. I will review the file against the original exports; accuracy and a clear, well-commented workbook structure are my acceptance criteria. Once approved, the final deliverable is the finished .xlsx file plus a brief change log noting any major fixes or assumptions.
Related categories:
Visual Basic
Data Processing
Data Entry
Excel
Excel VBA
Excel Macros
Data Analysis
Data Management