Excel pivot and performance graph
Budget: $30 – $250 USD
I WILL ONLY CONSIDER PROPOSALS THAT HAVE REVIEWED THE DATA AND HAVE SPECIFIC THOUGHTS
TIMELINE 1 WEEK
I would like a graph that allows me to choose a period, month, quarter, year or selected months
to review the charge count, total charges, balance…..
In addition I would like to be able to choose the categories separately for comparison i.e. only look at total charges or balance
and collection %
I should be able to choose the provider individually, i.e. Joy mxxxx jan 18-feb 20 for the various categories
it would be nice to be able to choose the month, i.e. Jan 20 and jan for the provider to be able to compare the months
Please come up with a way that the data can be automatically pulled based upon the provider and month so that I have
the calculations done with the minimal of work. i.e. download data and it chooses the date for the provider
if that is not possible, I would like to just add the additional months below the provider on a monthly and regular
basis to do the calculations
i.e. In november I can reload the entire spreadsheet with all the number up to November 2021 or
just manually add July-november 2021 at the bottom of each provider to to update graph.
TIMELINE 1 WEEK
I would like a graph that allows me to choose a period, month, quarter, year or selected months
to review the charge count, total charges, balance…..
In addition I would like to be able to choose the categories separately for comparison i.e. only look at total charges or balance
and collection %
I should be able to choose the provider individually, i.e. Joy mxxxx jan 18-feb 20 for the various categories
it would be nice to be able to choose the month, i.e. Jan 20 and jan for the provider to be able to compare the months
Please come up with a way that the data can be automatically pulled based upon the provider and month so that I have
the calculations done with the minimal of work. i.e. download data and it chooses the date for the provider
if that is not possible, I would like to just add the additional months below the provider on a monthly and regular
basis to do the calculations
i.e. In november I can reload the entire spreadsheet with all the number up to November 2021 or
just manually add July-november 2021 at the bottom of each provider to to update graph.