Pricing Spreadsheet Migration & Transformation
Budget: $750 – $1,500 USD
Our entire pricing catalogue currently sits in a single Excel workbook, but we have a new CMS system that contains a new spreadsheet structure that will serve as the future-proof version of our pricing system. I need every element moved across—product and service descriptions, image links, materials, equipment, labour rates, and any related look-ups—while reshaping the data to fit the new column order, field names, and calculation logic that lives in our new program.
Because the new template differs from the old one, this is more than a simple copy-and-paste job; it calls for significant data transformation. You may need to:
• split or merge fields,
• convert formulas into more efficient functions,
• normalise units and naming conventions, and
• maintain link integrity for embedded or referenced images.
A clean, well-structured final functional pricing workbook is the primary deliverable, ready to drop straight into everyday use. If you rely on VBA, Power Query, or other automation to perform the migration, please include those scripts or queries so I can repeat the process in future. A short change log explaining the mapping decisions and any calculated adjustments will complete the hand-off.
Accuracy and consistency are critical; once the transfer is finished I’ll run random spot-checks against the original file before sign-off. If this sounds like a routine challenge for you, let’s get started right away.
Because the new template differs from the old one, this is more than a simple copy-and-paste job; it calls for significant data transformation. You may need to:
• split or merge fields,
• convert formulas into more efficient functions,
• normalise units and naming conventions, and
• maintain link integrity for embedded or referenced images.
A clean, well-structured final functional pricing workbook is the primary deliverable, ready to drop straight into everyday use. If you rely on VBA, Power Query, or other automation to perform the migration, please include those scripts or queries so I can repeat the process in future. A short change log explaining the mapping decisions and any calculated adjustments will complete the hand-off.
Accuracy and consistency are critical; once the transfer is finished I’ll run random spot-checks against the original file before sign-off. If this sounds like a routine challenge for you, let’s get started right away.
Related categories:
Visual Basic
Visual Basic for Apps
Excel VBA
Excel Macros
Data Cleansing
Data Analysis