Excel Guru for Portfolio Resource Dashboard
Budget: $30 – $250 AUD
Title: Excel Expert for Portfolio Resource Management (Dashboards + Pivot Power)
Scope: Build a portfolio resource management workbook where:
• Resources can be assigned to multiple projects across months.
• Capacity per resource is entered.
• Dashboards show utilisation over time with slicers/filters (by person, role, project, month).
• Analytics identify under/over-allocation.
Must-have skills: Advanced Excel (pivot tables, Power Query, formulas incl. SUMIFS/XLOOKUP/INDEX-MATCH, dynamic arrays), slicers/timelines, charts
What I provide: A detailed workflow(attached to this post) + a 30-min walkthrough of required tables, charts, and slicers.
Deliverables & timing:
• First cut within 18 hours of kickoff.
• Feedback applied to a final version within 2–3 days.
• Clean, documented formulas, no VBA required (unless agreed).
• Works on modern Excel (O365).
How to apply (fast): Have a quick look at the design attached to the post, Share 1–2 similar dashboards you built, and confirm availability for a 30-min call today (AEST/Sydney).
Scope: Build a portfolio resource management workbook where:
• Resources can be assigned to multiple projects across months.
• Capacity per resource is entered.
• Dashboards show utilisation over time with slicers/filters (by person, role, project, month).
• Analytics identify under/over-allocation.
Must-have skills: Advanced Excel (pivot tables, Power Query, formulas incl. SUMIFS/XLOOKUP/INDEX-MATCH, dynamic arrays), slicers/timelines, charts
What I provide: A detailed workflow(attached to this post) + a 30-min walkthrough of required tables, charts, and slicers.
Deliverables & timing:
• First cut within 18 hours of kickoff.
• Feedback applied to a final version within 2–3 days.
• Clean, documented formulas, no VBA required (unless agreed).
• Works on modern Excel (O365).
How to apply (fast): Have a quick look at the design attached to the post, Share 1–2 similar dashboards you built, and confirm availability for a 30-min call today (AEST/Sydney).
Related categories:
Data Processing
Excel
Analytics
Visual Basic for Apps
Charts
Data Visualization
Data Analysis