Convert Current excel reports to reference another excel workbook
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$30/hr
- Posted:
- Proposals: 10
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- #493735
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Description
Experience Level: Intermediate
Estimated project duration: 1 - 2 weeks
Hello,
I am moving a client to a new CRM and they have 6 excel files that they use as reports. The CRM can produce dynamic spreadsheets that we will reference as the primary dataset. This means that the sheet will be pulling data from outside of excel and some data from within the sheet. This job will include formulas, and some level of advanced filtering for all of these reports. Maybe some VBA programming. For example, every rep gets their own "tab" in the GM report. The spreadsheet will need to read the dataset, determine who the reps are and produce each tab when opened. So if a new rep comes on, his tab will need to be generated without much manual work.
Please let me know if you are interested in this job as there is a level of urgency due to previous programming delays. I do believe that this will be simple for someone that is an excel specialist.
You will be working with a CRM developer that will help you through the CRM piece of the job. You will split work with this dev in order to make the deadline.
Thank you
I am moving a client to a new CRM and they have 6 excel files that they use as reports. The CRM can produce dynamic spreadsheets that we will reference as the primary dataset. This means that the sheet will be pulling data from outside of excel and some data from within the sheet. This job will include formulas, and some level of advanced filtering for all of these reports. Maybe some VBA programming. For example, every rep gets their own "tab" in the GM report. The spreadsheet will need to read the dataset, determine who the reps are and produce each tab when opened. So if a new rep comes on, his tab will need to be generated without much manual work.
Please let me know if you are interested in this job as there is a level of urgency due to previous programming delays. I do believe that this will be simple for someone that is an excel specialist.
You will be working with a CRM developer that will help you through the CRM piece of the job. You will split work with this dev in order to make the deadline.
Thank you
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100% (37)Projects Completed
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Last project
24 Jun 2017
United States
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