Excel Sales Dashboard Integration
Budget: £20 – £250 GBP
I’m sitting on a set of raw sales figures stored in standard Excel/CSV files, plus an Excel dashboard template that already has the layout and look I want. What’s missing is the connection between the two.
Here’s what I need from you:
• Map my sales data into the template so every chart, KPI and slicer updates automatically when new rows are added.
• Build (or fix) the underlying formulas, pivot tables, named ranges or Power Query steps necessary to keep everything dynamic and error-free.
• Add any lightweight data-cleaning steps inside Excel to handle common issues such as blank rows, text-as-numbers or date parsing.
• Leave me with a single workbook that refreshes in one click, plus a brief note explaining where to paste future data and how to trigger the refresh.
Everything happens inside Excel; no external BI tools required. If there’s a quicker way to achieve the same result with built-in features like Power Pivot or Power Query, feel free to propose it—I’m open as long as the file stays self-contained. Once I can drop in next month’s CSV and see the visuals update instantly, we’re done.
Here’s what I need from you:
• Map my sales data into the template so every chart, KPI and slicer updates automatically when new rows are added.
• Build (or fix) the underlying formulas, pivot tables, named ranges or Power Query steps necessary to keep everything dynamic and error-free.
• Add any lightweight data-cleaning steps inside Excel to handle common issues such as blank rows, text-as-numbers or date parsing.
• Leave me with a single workbook that refreshes in one click, plus a brief note explaining where to paste future data and how to trigger the refresh.
Everything happens inside Excel; no external BI tools required. If there’s a quicker way to achieve the same result with built-in features like Power Pivot or Power Query, feel free to propose it—I’m open as long as the file stays self-contained. Once I can drop in next month’s CSV and see the visuals update instantly, we’re done.
Related categories:
Visual Basic
Data Processing
Data Entry
Excel
Excel VBA
Excel Macros
Data Visualization
Data Analysis