
Enhance and Automate Excel Reports
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Post a project like this653
£50(approx. $67)
- Posted:
- Proposals: 19
- Remote
- #4299141
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Excel & Google Sheets Automation Expert | Dashboards | Google Apps Script | Excel VBA

♛ UK Chartered Accountant | Excel Expert | Tax Specialist | Financial Modeling & Forecasting | Bookkeeper


Data Scientist, Data Analyst, RESTful APIs developer, Automation Solutions Developer
536505038734911135408911562641117234901875971114881011177637150705710671680115702443201394
Description
Experience Level: Entry
Project Requirements:
We have two Excel workbooks that are attached containing financial and cost centre data. The reports need enhancements to improve their usability, automation, and dynamic visualisation. Below are the specific tasks:
1. Dynamic Date Selection:
a) Add "From" and "To" date pickers or dropdowns in each workbook.
b) Configure the worksheets to dynamically filter data based on the selected date range.
2. Automated Calculations:
Ensure all calculations in the sheets are automated, including totals for invoices and cost centres when new rows (invoices) or columns (cost centres) are added.
3. Dynamic Graph Updates:
Configure the existing graphs to automatically adjust and update as new data (rows or columns) are added.
4. Future-Proof Design:
As mentioned above, the reports will have additional rows for invoices and new columns for cost centres added over time. Ensure that all calculations, summaries, and visualisations incorporate these updates automatically without manual intervention.
We have two Excel workbooks that are attached containing financial and cost centre data. The reports need enhancements to improve their usability, automation, and dynamic visualisation. Below are the specific tasks:
1. Dynamic Date Selection:
a) Add "From" and "To" date pickers or dropdowns in each workbook.
b) Configure the worksheets to dynamically filter data based on the selected date range.
2. Automated Calculations:
Ensure all calculations in the sheets are automated, including totals for invoices and cost centres when new rows (invoices) or columns (cost centres) are added.
3. Dynamic Graph Updates:
Configure the existing graphs to automatically adjust and update as new data (rows or columns) are added.
4. Future-Proof Design:
As mentioned above, the reports will have additional rows for invoices and new columns for cost centres added over time. Ensure that all calculations, summaries, and visualisations incorporate these updates automatically without manual intervention.
Projects Completed
202
Freelancers worked with
149
Projects awarded
52%
Last project
10 Oct 2026
United Kingdom
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