Expense tracker & Financial Analysis
Budget: ₹1,500 – ₹12,500 INR
I need a set of Excel workbooks that handle my company’s financial data from raw import to executive-ready insight. The core sheet must calculate revenue growth automatically, pulling monthly figures, applying the right formulas, and flagging anomalies. A clean line chart should refresh on each update so trends are instantly visible during meetings.
Beyond the primary sheet, I want supporting pivot tables that slice revenue by product, region, and channel, all connected with slicers for quick drill-downs. Formatting has to be polished—consistent fonts, color-coded variance indicators, and locked cells where inputs shouldn’t change.
To save time each month, a basic VBA macro should handle routine steps: clearing last period’s data, importing the new CSV export, refreshing pivots and charts, then saving a timestamped copy. The macro can stay simple, but it must be well-commented so I can tweak ranges later if needed.
Deliverables
1. Fully formatted Excel file with revenue-growth formulas in place
2. Dynamic line chart linked to those calculations
3. Pivot tables with slicers for detailed analysis
4. VBA macro (with comments) that automates the update cycle
5. Short read-me sheet summarizing how to operate and adjust the workbook
I’ll provide a sample dataset once we start so you can build and test against real numbers.
Beyond the primary sheet, I want supporting pivot tables that slice revenue by product, region, and channel, all connected with slicers for quick drill-downs. Formatting has to be polished—consistent fonts, color-coded variance indicators, and locked cells where inputs shouldn’t change.
To save time each month, a basic VBA macro should handle routine steps: clearing last period’s data, importing the new CSV export, refreshing pivots and charts, then saving a timestamped copy. The macro can stay simple, but it must be well-commented so I can tweak ranges later if needed.
Deliverables
1. Fully formatted Excel file with revenue-growth formulas in place
2. Dynamic line chart linked to those calculations
3. Pivot tables with slicers for detailed analysis
4. VBA macro (with comments) that automates the update cycle
5. Short read-me sheet summarizing how to operate and adjust the workbook
I’ll provide a sample dataset once we start so you can build and test against real numbers.