Sort data from Excel doc-Turn data into a pivot table which also populates a word doc
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Description
Experience Level: Expert
GENERAL INFORMATION ABOUT OUR BUSINESS: Acutis Diagnostics Inc. is a clinical laboratory that assists doctors with prescription monitoring.
INDUSTRY: Healthcare
WHICH SOFTWARE YOU WILL BE USING: Microsoft Excel and Microsoft Word
TASK: We require a tool that will pull data from an excel sheet and create individual reports based on sales representatives and billing categories. This report will consist of a specific format and a live pivot table per sales rep.
The live pivot table will then need the ability to transfer data into a word document to create a form based on the individual accounts.
I have attached 3 documents that you will need to get this job done. The documents are titled "Document A" "Document B" and "Document C"
Document A is the file we will be dumping daily data into.
Document B is an example of what each sales rep report will need to look like.
Document C is the Microsoft Word document Template that the Document B will populate when expanding an account on the pivot table.
Document A will need an option for us to press a "generate missing reports" button so that all the data dumped into sheet 1 will generate multiple reports (Document B).
The key to this task is to create a Pivot table for each referring sales rep # with the associating client name and any bill-type starting with the word "missing".
After creating individual reports with live pivot tables, there will need to be another option when expanding the "count of bill-type (missing info/dx)" it will auto-populate Document C. Note: Please have Document C sorted by the type of billtype. Missing info first, then Missing Dx.
INDUSTRY: Healthcare
WHICH SOFTWARE YOU WILL BE USING: Microsoft Excel and Microsoft Word
TASK: We require a tool that will pull data from an excel sheet and create individual reports based on sales representatives and billing categories. This report will consist of a specific format and a live pivot table per sales rep.
The live pivot table will then need the ability to transfer data into a word document to create a form based on the individual accounts.
I have attached 3 documents that you will need to get this job done. The documents are titled "Document A" "Document B" and "Document C"
Document A is the file we will be dumping daily data into.
Document B is an example of what each sales rep report will need to look like.
Document C is the Microsoft Word document Template that the Document B will populate when expanding an account on the pivot table.
Document A will need an option for us to press a "generate missing reports" button so that all the data dumped into sheet 1 will generate multiple reports (Document B).
The key to this task is to create a Pivot table for each referring sales rep # with the associating client name and any bill-type starting with the word "missing".
After creating individual reports with live pivot tables, there will need to be another option when expanding the "count of bill-type (missing info/dx)" it will auto-populate Document C. Note: Please have Document C sorted by the type of billtype. Missing info first, then Missing Dx.
Youseph R.
100% (3)Projects Completed
5
Freelancers worked with
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Last project
19 Jan 2017
United States
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Dear Youseph,
Its seems that your project details are might b incomplete please add some more info regarding your expectations on it..
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