KPI and Financial Data Automation and Reporting
Budget: $15 – $25 USD
I have a specific need to automate the migration of key financial data and performance metrics that I receive weekly via emailed Excel documents from various operators into a database. The critical component of this project will involve the setup of an automation process that can accurately transfer the data from Excel to the database.
Upon successful migration, the system should automatically generate reports from the database, and email these reports to me, in Excel format.
Here are the skills necessary to execute this project:
- Advanced knowledge in database management
- Proficiency in setting up automation processes
- Proficiency in Excel
- Experience in generating reports from databases automatically
- Experience with Power Automate and or Power BI
Preference will be given to those who have done similar work in the past and can provide examples or references.
Upon successful migration, the system should automatically generate reports from the database, and email these reports to me, in Excel format.
Here are the skills necessary to execute this project:
- Advanced knowledge in database management
- Proficiency in setting up automation processes
- Proficiency in Excel
- Experience in generating reports from databases automatically
- Experience with Power Automate and or Power BI
Preference will be given to those who have done similar work in the past and can provide examples or references.