Excel Data Transfer/Drag Automation

Job ID: 40348954

Budget: $100 – $200 CAD

I maintain a workbook that collects mixed data—numbers, text, dates—from one sheet or tab and needs it to appear, neatly organized, on another sheet or tab every semi-mnthly. The structure on the destination sheet is already laid out; what’s missing is a reliable, reusable mechanism that moves only the relevant rows, preserves existing formatting, and overwrites or appends without breaking formulas already in place.

Here’s the workflow I have in mind:
• A single-click macro, Power Query routine, or similarly streamlined method that gathers the new records from the source sheet and refreshes the target sheet.
• Built-in error handling so blank rows, duplicates, or unexpected data types are flagged before they land on the destination sheet.
• A date-stamped log (either hidden sheet or simple text file) that proves the transfer ran each week.

Deliverables
1. Updated workbook containing your code/queries and any helper sheets you create.
2. Clear, step-by-step notes inside the file (or a short PDF) so anyone on the team can run the semi-monthly update.
3. Brief walkthrough call or screen-recording to verify everything works on my machine.

When you reply, please outline your proposed approach—VBA, Power Query, scripts, or another method—and explain how you’ll manage the schedule and data integrity. A concise timeline and any similar projects you’ve handled will help me award quickly.