Monthly Retail Revenue Pivot Analysis -- 2
Budget: ₹750 – ₹1,250 INR
I have an Excel file containing just over 4,350 retail transactions from 2023-2024 (about $1.8 million in total sales). What I need is a clear, Excel-based view of how revenue moves month-by-month—nothing else; region and product splits are not required for this engagement.
Here is exactly what I’m after:
• A cleaned worksheet where date fields are consistent and any blanks or obvious entry errors are resolved.
• A dynamic PivotTable that rolls revenue up by month, ready for quick filtering or drill-down.
• A formula-driven summary table (using SUMIFS / COUNTIFS) that shows total monthly revenue, order count, and average order value side by side.
• At least one well-formatted chart linked to the PivotTable that makes the monthly trend visually obvious at a glance.
All work must stay inside Microsoft Excel; please do not move the data into Power BI, SQL, or other platforms. The finished file should be ready for me to refresh with new rows later this year, so make sure any ranges are set up as Excel Tables or use dynamic named ranges.
Deliver the completed .xlsx file plus a brief note outlining any cleaning steps you took so I can replicate them if new data arrives.
Here is exactly what I’m after:
• A cleaned worksheet where date fields are consistent and any blanks or obvious entry errors are resolved.
• A dynamic PivotTable that rolls revenue up by month, ready for quick filtering or drill-down.
• A formula-driven summary table (using SUMIFS / COUNTIFS) that shows total monthly revenue, order count, and average order value side by side.
• At least one well-formatted chart linked to the PivotTable that makes the monthly trend visually obvious at a glance.
All work must stay inside Microsoft Excel; please do not move the data into Power BI, SQL, or other platforms. The finished file should be ready for me to refresh with new rows later this year, so make sure any ranges are set up as Excel Tables or use dynamic named ranges.
Deliver the completed .xlsx file plus a brief note outlining any cleaning steps you took so I can replicate them if new data arrives.