Excel Pivot Report Automation
Budget: $2 – $8 USD
I have a raw Excel workbook that needs to be transformed into a clear, reliable reporting file. The core of the job is to build well-structured pivot tables that let me 1) summarise the data quickly, 2) apply flexible filters, and 3) compare key figures side by side. Once the pivots are in place I also want a tidy report sheet—pivot charts or formatted tables are fine—as long as the numbers update automatically when new data is dropped in.
You will work directly in Excel (desktop version, not Google Sheets) and keep the solution formula-driven—no macros required. Final deliverables:
• The updated workbook with all pivot tables, slicers (if helpful), and a finished report tab
• A short set of notes or screen-recording showing how to refresh the data and modify filters
Accuracy and a clean layout are more important than fancy visuals. If you’ve done similar reporting builds before, I’d love to see a sample screenshot in your bid.
You will work directly in Excel (desktop version, not Google Sheets) and keep the solution formula-driven—no macros required. Final deliverables:
• The updated workbook with all pivot tables, slicers (if helpful), and a finished report tab
• A short set of notes or screen-recording showing how to refresh the data and modify filters
Accuracy and a clean layout are more important than fancy visuals. If you’ve done similar reporting builds before, I’d love to see a sample screenshot in your bid.