Monthly Vendor Sales Report Consolidation
Budget: $250 – $750 USD
Each month we receive 12–14 sales reports from different vendors. Most arrive as Excel files, while a few show up as PDFs; I’d like those PDFs converted automatically with whatever reliable tool you prefer so everything ends up in .xlsx.
Because each vendor structures their sheet a little differently, part of the job is normalising the data. No matter how the original file is laid out, the consolidated workbook must always include (and be sortable by) Customer name, Invoice amount and Ship-to address. Any extra fields are welcome as long as they don’t break the flow.
Here’s how I see the workflow:
• We will send all the relevant files.
• Convert PDFs to Excel through an automated process (no hand typing)
• Map column headers from every vendor to a common schema
• Combine into a single worksheet that I can filter and pivot without hiccups
• Return the finished master file by the agreed monthly date
If you’re comfortable building a repeatable solution—whether a Power Query template, Python script (pandas, openpyxl), or an Excel macro—please mention it; I’m happy to pay for a one-time setup as long as the monthly updates stay smooth.
Accuracy and quick turnaround are key, so let me know how you’ll verify the data before delivering the final workbook each month.
Because each vendor structures their sheet a little differently, part of the job is normalising the data. No matter how the original file is laid out, the consolidated workbook must always include (and be sortable by) Customer name, Invoice amount and Ship-to address. Any extra fields are welcome as long as they don’t break the flow.
Here’s how I see the workflow:
• We will send all the relevant files.
• Convert PDFs to Excel through an automated process (no hand typing)
• Map column headers from every vendor to a common schema
• Combine into a single worksheet that I can filter and pivot without hiccups
• Return the finished master file by the agreed monthly date
If you’re comfortable building a repeatable solution—whether a Power Query template, Python script (pandas, openpyxl), or an Excel macro—please mention it; I’m happy to pay for a one-time setup as long as the monthly updates stay smooth.
Accuracy and quick turnaround are key, so let me know how you’ll verify the data before delivering the final workbook each month.