Automated Excel Financial Analysis Tool
Budget: ₹1,500 – ₹12,500 INR
Each month I work with a inventory variance analysis in Excel worksheets that detail our operating expenses and costs. I am looking for a single, robust Excel-based solution that can pull those files in automatically, crunch the numbers, and surface the main drivers behind month-over-month changes without any repetitive manual work.
Core requirements
• Automatic data import: when a new monthly file is saved in a designated folder, the model should ingest it, map the relevant columns, and refresh all calculations on open.
• Scheduled report generation: at a time I specify (for example every first business day, 8 a.m.), the workbook should compile a summary variance report
• Real-time data visualization: inside the workbook I want an interactive dashboard—think slicers, dynamic charts, maybe Power Pivot/Power Query models—so I can drill straight into cost centres and instantly see what moved.
Scope of analysis
Only expenses and costs are in play. I need clear variance calculations against the prior month, YTD views, and automated flags for anything breaching set thresholds.
Input format
All source data arrives as standard Excel files; no CSVs or database connections are involved.
Deliverable
A turnkey .xlsx (or macro-enabled .xlsm if VBA is required) that does everything above, plus concise documentation so I can tweak source folders, refresh times, and threshold values on my own. I will test the model with a couple of sample months; acceptance is complete when refresh, scheduling, and the interactive dashboard all run smoothly without further intervention.
Core requirements
• Automatic data import: when a new monthly file is saved in a designated folder, the model should ingest it, map the relevant columns, and refresh all calculations on open.
• Scheduled report generation: at a time I specify (for example every first business day, 8 a.m.), the workbook should compile a summary variance report
• Real-time data visualization: inside the workbook I want an interactive dashboard—think slicers, dynamic charts, maybe Power Pivot/Power Query models—so I can drill straight into cost centres and instantly see what moved.
Scope of analysis
Only expenses and costs are in play. I need clear variance calculations against the prior month, YTD views, and automated flags for anything breaching set thresholds.
Input format
All source data arrives as standard Excel files; no CSVs or database connections are involved.
Deliverable
A turnkey .xlsx (or macro-enabled .xlsm if VBA is required) that does everything above, plus concise documentation so I can tweak source folders, refresh times, and threshold values on my own. I will test the model with a couple of sample months; acceptance is complete when refresh, scheduling, and the interactive dashboard all run smoothly without further intervention.