Excel Automation for Data & Budgets
Budget: $15 – $25 AUD
I have two live Excel challenges that need a smart set-up rather than one-off number crunching.
First, every day a Microsoft Forms survey feeds a growing sheet of responses about people registering for a program that have mental-health conditions. I want that raw feed to roll automatically into clear tables and charts that show both summary statistics (total counts and % split by condition) and trends over time, filtered by any date range I drop into a control cell. Once the framework is in place I should only have to paste or refresh new rows and watch the results update. Or at least know how to easily update the tables to pull the data needed.
Second, our CFO’s budget model is powerful but intimidating. I need help wiring in automated calculations, validating the numbers as we populate them, and—just as important—walking me through how the workbook actually hangs together so we can maintain it confidently.
Initial deliverables
• Dynamic dashboard for the Forms data, driven by formulas, pivot tables or Power Query, including date-range filtering and auto-refresh.
• Streamlined, fully calculated copy of the CFO budget template, plus a walkthrough (preferably through video call, if not then video or annotated sheet) explaining the logic and helping us populate.
If this first round goes smoothly I have a pipeline of related upkeep and enhancement work, so I’m hoping to establish an ongoing collaboration with someone who lives and breathes Excel.
First, every day a Microsoft Forms survey feeds a growing sheet of responses about people registering for a program that have mental-health conditions. I want that raw feed to roll automatically into clear tables and charts that show both summary statistics (total counts and % split by condition) and trends over time, filtered by any date range I drop into a control cell. Once the framework is in place I should only have to paste or refresh new rows and watch the results update. Or at least know how to easily update the tables to pull the data needed.
Second, our CFO’s budget model is powerful but intimidating. I need help wiring in automated calculations, validating the numbers as we populate them, and—just as important—walking me through how the workbook actually hangs together so we can maintain it confidently.
Initial deliverables
• Dynamic dashboard for the Forms data, driven by formulas, pivot tables or Power Query, including date-range filtering and auto-refresh.
• Streamlined, fully calculated copy of the CFO budget template, plus a walkthrough (preferably through video call, if not then video or annotated sheet) explaining the logic and helping us populate.
If this first round goes smoothly I have a pipeline of related upkeep and enhancement work, so I’m hoping to establish an ongoing collaboration with someone who lives and breathes Excel.