Financial Data Analysis Excel Workbook
Budget: $250 – $750 USD
I have a set of raw financial figures that I need transformed into a clean, well-structured Excel workbook. The goal is to make the data easy to filter and to let me run quick yearly projections and trend analysis without touching the underlying formulas each time.
Here is what I need done:
• Import or copy the source data into an organised table with proper data types so filters and slicers work flawlessly.
• Build dynamic formulas (or a PivotTable/Power Query setup if that keeps things tidier) that produce clear yearly projections alongside historical trend lines. CAGR, YoY growth, and any other common indicators should update automatically when I paste new rows.
• Add a simple dashboard sheet with charts or conditional-format highlights so I can spot outliers and overall direction at a glance.
• Keep the workbook lightweight, transparent, and unlocked—if you create helper columns or hidden sheets, label them clearly so I can audit or tweak them later.
Deliverable: a single .xlsx file, ready for me to drop next year’s numbers in and immediately see refreshed yearly projections and visual trend insights.
Here is what I need done:
• Import or copy the source data into an organised table with proper data types so filters and slicers work flawlessly.
• Build dynamic formulas (or a PivotTable/Power Query setup if that keeps things tidier) that produce clear yearly projections alongside historical trend lines. CAGR, YoY growth, and any other common indicators should update automatically when I paste new rows.
• Add a simple dashboard sheet with charts or conditional-format highlights so I can spot outliers and overall direction at a glance.
• Keep the workbook lightweight, transparent, and unlocked—if you create helper columns or hidden sheets, label them clearly so I can audit or tweak them later.
Deliverable: a single .xlsx file, ready for me to drop next year’s numbers in and immediately see refreshed yearly projections and visual trend insights.