Excel - Create an input form and an output report that can be saved as a PDF
Budget: $30 – $250 USD
I need a clean, user-friendly Excel workbook that lets me capture transaction information through a single form and instantly generates clear, printable PDF report from those entries. The focus is squarely on reporting, so the workflow should look like this:
PLEASE SEE THE ATTACHED CDA WORKSHEET!
1. Form-based data entry
• One intuitive sheet (or VBA UserForm) where I can type the key business details—dates, client, amounts, notes, anything you suggest for solid record-keeping.
• Dynamic drop-downs or validations to keep entries consistent.
2. Reporting layer
• A report sheet that pulls fresh figures the moment new data is added.
I’m open to formulas, structured tables, or VBA—whatever produces a smooth experience and reliable output. Once it’s built, I would like simple instructions so I can maintain it myself.
Deliverables
• Finished Excel file with data entry form, data sheet, and reporting sheet(s)
• Brief guide (PDF or a sheet inside the workbook) outlining how to add rows, refresh reports, and adjust fields in future
Acceptance criteria
• Form captures all required fields without errors
• Reports refresh in one click or less, showing accurate, formatted summaries
If you have sample dashboards or previous form/report work, feel free to share a screenshot. Let’s keep this lightweight yet sturdy so I can rely on it every day.
PLEASE SEE THE ATTACHED CDA WORKSHEET!
1. Form-based data entry
• One intuitive sheet (or VBA UserForm) where I can type the key business details—dates, client, amounts, notes, anything you suggest for solid record-keeping.
• Dynamic drop-downs or validations to keep entries consistent.
2. Reporting layer
• A report sheet that pulls fresh figures the moment new data is added.
I’m open to formulas, structured tables, or VBA—whatever produces a smooth experience and reliable output. Once it’s built, I would like simple instructions so I can maintain it myself.
Deliverables
• Finished Excel file with data entry form, data sheet, and reporting sheet(s)
• Brief guide (PDF or a sheet inside the workbook) outlining how to add rows, refresh reports, and adjust fields in future
Acceptance criteria
• Form captures all required fields without errors
• Reports refresh in one click or less, showing accurate, formatted summaries
If you have sample dashboards or previous form/report work, feel free to share a screenshot. Let’s keep this lightweight yet sturdy so I can rely on it every day.