Excel Pivot Zone Material Tracker
Budget: $3,000 – $5,000 USD
I have a BIM-generated materials export data set, and I need it organised in Microsoft Excel Pivot table. The goal is twofold:
1. Build a dynamic pivot table that breaks the materials down by five primary zones, each of which contains four sub-zones. The table must let me filter quickly by either level—primary, sub-zone, or any combination—to see quantities, weights, or other fields already present in the data dump.
2. In the same workbook, create an easy-to-use form (UserForm or structured sheet) so my team can record each item’s progress through its full lifecycle: procurement, delivery to fabricator, fabrication, delivery to storage, delivery to jobsite, installation, plus an open notes field installers can fill in on tablets.
Deliverables
• Excel workbook with the pivot table and slicers/filters for both zone levels.
• Lifecycle tracking form tied to the same data source, using data-validation lists or a VBA/UserForm interface so entries flow into a separate “Status Log” sheet.
• Clear instructions so any crew member can refresh the BIM export, update the pivot, and add lifecycle entries without breaking links.
Acceptance criteria
• Filters instantly isolate any single zone or combination of zones.
• New lifecycle entries automatically pick up item IDs from the BIM export; no duplicate IDs allowed.
• No macros disabled by default security settings—if VBA is used, include digital-signature guidance.
If you have recent experience building construction-focused dashboards in Excel and can turn this around quickly, let’s work together.
1. Build a dynamic pivot table that breaks the materials down by five primary zones, each of which contains four sub-zones. The table must let me filter quickly by either level—primary, sub-zone, or any combination—to see quantities, weights, or other fields already present in the data dump.
2. In the same workbook, create an easy-to-use form (UserForm or structured sheet) so my team can record each item’s progress through its full lifecycle: procurement, delivery to fabricator, fabrication, delivery to storage, delivery to jobsite, installation, plus an open notes field installers can fill in on tablets.
Deliverables
• Excel workbook with the pivot table and slicers/filters for both zone levels.
• Lifecycle tracking form tied to the same data source, using data-validation lists or a VBA/UserForm interface so entries flow into a separate “Status Log” sheet.
• Clear instructions so any crew member can refresh the BIM export, update the pivot, and add lifecycle entries without breaking links.
Acceptance criteria
• Filters instantly isolate any single zone or combination of zones.
• New lifecycle entries automatically pick up item IDs from the BIM export; no duplicate IDs allowed.
• No macros disabled by default security settings—if VBA is used, include digital-signature guidance.
If you have recent experience building construction-focused dashboards in Excel and can turn this around quickly, let’s work together.