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Excel & Automation Specialist Needed / Fix Data Tool
We are seeking an experienced Excel and automation specialist to take over, troubleshoot, and enhance an existing data management tool, as well as implement automation for invoicing and customer communications. This project involves improving an Excel-based system currently used to manage student course data, alongside building a streamlined workflow for generating invoices and sending confirmation emails. **Part 1: Existing Excel Tool (Fix & Optimisation)** An Excel-based tool has already been developed to extract and organise course sales data. It captures key student information, including: * Full name * Date of birth * Address * Enrolled course * Course start and end dates **Current functionality includes:** * Generating student name lists for class registers * Exporting student data for certification purposes * Structuring data for upload to a governing body platform **Current issue:** The data refresh function is not working correctly. When attempting to update the dataset with the latest orders, an error alert appears and the refresh fails. **Requirements:** * Diagnose and fix the refresh/data connection issue * Review and optimise the existing tool * Ensure reliable and efficient data updates * Improve usability where necessary **Part 2: Invoice & Email Automation** We also require automation of our invoicing and confirmation email process. **Current workflow:** * Order/customer data is exported from our WordPress website * Invoices and confirmation emails are created and sent manually **Requirements:** * Automatically generate invoices using order data * Create professional invoice templates (PDF format preferred) * Automatically send confirmation emails to customers * Emails must include accurate course and student details (course name, dates, etc.) * Attach invoices to emails where applicable **Integration & Workflow:** * The solution must work with our existing WordPress data exports (CSV format) * We are open to the best technical approach (Excel, Power Automate, VBA, Zapier, Make, or other solutions) * The system should be reliable, easy to use, and suitable for ongoing operational use **Deliverables:** * Fully functional and stable Excel tool with working data refresh * Automated invoice generation system * Automated email confirmation system * Clean templates for invoices and emails * Documentation or handover instructions Please Include in Your Proposal: * Relevant experience (Excel automation, Power Query, VBA, APIs, or workflow tools) * Examples of similar projects * Your proposed approach/tech stack * Estimated timeframe * Cost estimate We are looking for someone who can take ownership of this project, resolve existing issues, and deliver a reliable, long-term solution.
I need information off of websites and sheets for CRM set up
We require meticulous consolidation of legacy event and membership data for CRM ingestion. Extract detailed event and attendee records from Eventbrite into a structured spreadsheet, ensuring each event and participant is logged. Cleanse and harmonize historical event CSVs and membership exports, map fields consistently to a master template, resolve duplicates and formatting issues, and deliver a validated, CRM-ready master spreadsheet with clear field mappings and data integrity checks.
Windows 10 PC Troubleshooting and File Recovery
I am seeking a skilled technician to help resolve issues with my Windows 10 home edition PC. The tasks include recovering lost files from the C: drive, fixing audio and speech problems, and fix the image problems (the images can be viewed by right-click and choosing: use the "photo" to edit, but if left-click, it asked you to open the app "ms-paint"). The ideal candidate should have a strong background in Windows operating systems and troubleshooting. If you are experienced in file recovery, audio settings, and general PC maintenance, I would love to hear from you. I'm using windows 10 (home edition), it seemed that it was updated suddenly without my notification. Then I found my old files which were saved on desktop only disappeared. Some of my software that I previously using were also disappeared. There are no folder named "temp", "windows.old", etc. I also restarted my pc more than 5 times. I reinstalled the 3 drivers in order to fix the sound problems. I also searched on file explorer to check my documents, still can't find them. But all issues are not fixed yet. You will be asked to answer the following questions when submitting a proposal: 1) Describe how you would help me in this project. Please specific the steps you would take action to. 2) How much time do you think you will need on this project? 3) Please state the payment for: 1. a milestone of each (speech and audio; files recovery in c drive) and 2. all-in-one 4) Describe your recent experience with similar projects 5) Please list any certifications related to this project
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Excel automation project – smart workbooks + master dashboard
**Update to project brief** After some further refinement I now need further work doing including support with data mapping excels to each other and I need some further support with Excel formula on all excels. If this is something you can still support with please let me know - I've updated the budget to reflect. NDA will be required. Hi, I have a set of structured Excel workbooks already built. (there's 4 businesses in total each with 2 workbooks per a business that need to feed into each other and then a master) I’m looking for an experienced Excel freelancer to help with: Adding formulas and logic across multiple tabs Creating calculated metrics and simple RAG (Green/Amber/Red) indicators Applying clean formatting and dropdowns Linking multiple workbooks together Formatting dashboards that pulls data from those workbooks (each workbook needs a dashboard which then needs to feed into my master one) Ensuring everything is stable and easy to refresh Important: The structure is already designed – no redesign required but if there are suggestions to make it better and more functional for my businesses that will be super helpful This is an implementation task (logic + linking only) Must be done in Excel (Power Query preferred but open to suggestions) Deliverables: Fully working Excel files with logic in place Dashboard correctly pulling data Simple instructions for updating / refreshing I hope I am explaining this well - essentially I am trying to build a smarter system for my managers to use to make their jobs easier but still make sure data is captured properly.
Greek-Speaking Looker Studio Expert
Project Title: Development of a Live Dashboard in Looker Studio (Sales & Targets Tracking) Mandatory Requirement: We are looking for a collaborator who is a fluent Greek speaker. Project Description: We are seeking an expert to provide full visualization of data sourced from Google Sheets into Looker Studio. The goal is to create a comprehensive dashboard that allows for automated data aggregation and real-time analysis based on: Sales Agent (Agent) & Product Category: Grouping performance by individual team members and specific product types. Row Status: Filtering and displaying data based on the specific "Status" column in the Google Sheet. Dynamic Time Periods: Implementation of interactive filters for daily, weekly, and monthly views. Key Deliverable: The core requirement is a comparative analysis of Actual Performance vs. Monthly Targets (Actual vs. Target) per category and per agent. Technical Requirements: The dashboard must be fully interactive. Use of Scorecards for high-level KPIs. Use of Trendlines to visualize real-time progress throughout the month. Ensuring seamless, live data synchronization between Google Sheets and Looker Studio. Application Requirements: Please provide a cost and time estimate for this project. Additionally, kindly share a relevant portfolio of similar dashboards you have developed.
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Shift planning / Rota management
I need to create a spreadsheet / database which we put all of our staff onto, we need to see which staff are available (depending on what they want to work) who is confirmed booked for a shift and who is proposed for one. Many thanks,
Data Engineer(Salesforce CRM)
We are looking for an experienced Data Engineer to help clean, standardize, and structure large volumes of real estate and regulatory compliance data. This role focuses on transforming messy, inconsistent datasets into a reliable and scalable data foundation that supports reporting, compliance tracking, and future automation. You will work closely with our business and technical teams to understand data logic, resolve inconsistencies, and design a clean, structured data environment. Responsibilities -Review and analyze existing datasets (leases, units, tenants, occupancy, rent, compliance) -Identify inconsistencies, duplicates, and missing or conflicting records -Standardize naming conventions, unique IDs, and relationships -Clean and transform data from spreadsheets, CSVs, and system exports -Build master datasets for properties, units, tenants, and leases -Develop repeatable data-cleaning workflows or pipelines -Implement data validation and quality checks -Create documentation (data dictionary, mappings, business rules) -Generate exception reports for data issues requiring review Required Skills -Strong experience with SQL and Python -Experience with ETL / data transformation workflows -Solid understanding of data modeling and relational databases -Experience cleaning messy, multi-source datasets -Strong knowledge of data validation and data quality practices -Ability to work independently and communicate clearly
Sharepoint setup for medical device startup
I’m working for a very small medical device startup (2 employees). I have recently set up our Microsoft 365 business platform and have been struggling with sharepoint and power suromateyfor the last couple of days to set up a strong document review and approval Workflow for our quality management system. Gratful for a call back to dicuss how we might be a belt I work together, Thanks in advance, Basil
Past Projects
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I need a comprehensive business dashboard
We are a HR, Health & Safety & Data Consultancy. We are growing, and I am sick of having a million processes and sheets, so we have moved over to google work space & I now want to bring everything together. We need the dashboard, but also the sheets behind it. I need to be able to put some of the sheets in folders for the team to access/complete, we need to pull billing data from within client folders, and the rest needs to be designed. I'll need hand-holding to use it too, so I need patient tech support here please :-) These are just my thoughts - if you have done this for other businesses and there are areas I haven't thought of please feel free to help me out with your thoughts. I'd like the look to reflect our brand and personality. Me and most of the team have raging adhd lol so I need someone with flair who can please make this bright, easy to use, dopamine hits with completed tasks/goals etc would be brilliant. Everything we do is
Ecommerce Data Entry Assistant Needed
I am looking for a reliable person to help with data entry for my project. The role involves entering product details, uploading images, and ensuring accuracy. Attention to detail and Ai skills required
Design an Excel Dashboard / Pivot Table
We have a profit sheet we use for each month for our Alloy Wheel Refurbishment and Trim Repair company- I would like a dashboard / Pivot Table to bring all these together to show our yearly income and expenditure all broken down.
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I need an Airtable Expert to set up bases and forms
I am looking for an Airtable freelancer to help build out an Airtable system for my business. I already have an Excel spreadsheet prepared which sets out the table names, column headings, and notes on the field types and relationships. Based on that, I need someone to build the structure properly in Airtable and make sure it is clean, practical, and easy to use. The scope is broadly as follows: *Create around 20 Airtable tables *Set up the fields for each table based on my Excel specification *Use the correct field types where relevant, including linked records, single select, multi select, free text, long text, dates, checkboxes and similar *Import information into some tables where required *Leave some tables blank where specified *Create 8 to 9 Airtable FORMs linked to selected tables so I can quickly submit or update information without going directly into the base each time *Create around 5 email alerts / automations triggered by specific changes, such as a new record being added or a status being changed (I will specify) Create 3 or 4 dashboards within Airtable so I can view and work with selected data across multiple tables I will provide: *The Excel file showing the table structure and field headings *Notes on which fields should be linked, free text, select fields etc. *Details of which Workspace, Base and Table each item belongs in *Details of which tables need data added and which should remain blank *Guidance on the forms, alerts and dashboards I want What I need from you: *Build the setup directly in Airtable *Keep naming clear and consistent *Make sensible recommendations if anything in the structure could be improved *Test the setup before handover so the linked fields, forms, automations and dashboards all work properly *Provide a short handover note or quick walkthrough video so I can manage it afterwards *Include minor revisions after initial delivery if needed *Provide the direct URLs for each form created *Provide the direct Airtable URLs for each relevant table / view so I can access them easily afterwards Please reply with: *Your Airtable experience *Examples of similar Airtable work you have done, especially bases with linked tables, forms, automations and dashboards/interfaces *Your estimated turnaround time *Your proposed fixed fee Note that I will need to send an NDA to the select consultant in order to cover provision of sensitive data.
Data scraping
I require an experienced data researcher / scraping specialist to extract high-quality, niche-specific data from multiple UK sources and deliver it in a clean, structured format. This is not a bulk scraping job — accuracy and relevance are critical. Scope of Work: 1. Target Data (Initial Focus) I am looking to build lists for the following niches: • Property investors (Buy-to-Let, HMO, developers) • Company directors in property-related businesses • Business owners suitable for commercial finance ⸻ 2. Data Sources You may use a combination of: • Companies House (via SIC codes & director data) • Property-related platforms (where legally accessible) • Public directories • LinkedIn (Sales Navigator filtering – manual research, not scraping if restricted) • Other compliant UK data sources ⸻ 3. Required Data Fields Each record should include (where available): • Full Name • Company Name • Role (Director / Owner) • Email Address (verified where possible) • Phone Number (if available) • Location (UK-based) • Industry / SIC Code • Notes (if relevant, e.g. property investor / developer) ⸻ 4. Data Quality Requirements • UK-based contacts only • No duplicate entries • No generic or irrelevant businesses • Data must be accurate and up-to-date • Avoid scraped junk or low-quality lists ⸻ 5. Compliance (VERY IMPORTANT) • All data must be sourced from publicly available or compliant sources • Must comply with UK GDPR guidelines • No illegal scraping or data extraction methods • No use of prohibited LinkedIn automation tools ⸻ 6. Output Format • Excel / Google Sheets • Clearly structured columns • Clean, ready for outreach use ⸻ 7. Initial Volume • Phase 1: 4000-5000 high-quality leads • Potential for ongoing weekly/monthly work ⸻ Ideal Candidate: • Experience with UK data sourcing (Companies House, etc.) • Strong data cleaning and validation skills • Familiar with B2B lead generation • Understanding of property / finance sector is a plus • Able to suggest better data sources (not just follow instructions) ⸻ Budget & Timeline: • Open to proposals based on quality • Looking to start immediately • Ongoing work available for the right person ⸻ To apply, please include: • Examples of similar data projects • Tools you use for sourcing and verification • Your approach to ensuring data accuracy ⸻ Start your proposal with: “Quality over quantity — understood” ⸻ Additional Notes: This project is focused on building a long-term data pipeline for targeted outreach campaigns. I am looking for someone reliable who can consistently deliver high-quality results.
One-Hour Clay Setup to Enrich Company Contacts
I am looking for a freelancer with strong hands-on Clay experience to set up a Clay table within my own Clay login. If you're experiened using Clay then you'll know this is a 1 hour job max. The goal is to take a list of companies and company URLs that I provide, upload them into Clay, and then enrich those companies with the following contact-level information: Person full name Job title LinkedIn URL I will also provide a list of target job titles that Clay should search for against the companies and URLs supplied. Important requirement: The output must not remain as multiple contacts trapped inside a single Clay cell or nested result. I need the workflow set up so that each matched person becomes its own row. The final output should be in this structure: Company Name | URL | Person Full Name | Job Title | LinkedIn URL So, for example, if Clay finds 20 matching contacts for one company, I do not want "20 contacts found" sitting in one row or one cell. I need those 20 contacts expanded into 20 separate rows. Scope of work: *Set up the Clay table in my account *Upload the company names and URLs I provide *Configure the search/enrichment using the job titles I provide *Ensure the workflow expands contact matches into separate rows *Test the setup first on around 10 records only, so we do not waste Clay credits *Once the test is confirmed working, run the full process *Record your screen showing the exact process you used in Clay Screen recording requirement: Once completed, I would like a clear screen recording showing the exact workflow you used in Clay. This can either be: *a full example search from start to finish, including turning found contacts into separate rows, or *the actual working process used on my table The video should be clear enough that I can repeat the process myself later.
Repairs and Monitoring system
I require a designer to develop a simple, user-friendly Repairs and Monitoring system to manage walkabouts, repairs and health & safety issues across five accommodation schemes. Existing Excel spreadsheets define required data; the task is to integrate these into a cohesive solution—link sheets, create dropdowns, automate data population, implement tracking and status updates, and produce clear reports. The system must accommodate staff with limited computer skills, be reliable, and easy to maintain.
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Simplifying our Master pricelist
We require an expert to streamline our Master pricelist spreadsheet. The workbook contains extensive data, numerous VLOOKUP operations, and synchronization with our Sage database via the "Sage Data" sheet. Despite a reduced upload copy, the file remains sluggish—taking over a minute to open and delay when saving/closing. Deliverables: optimize formulas, restructure for performance, implement efficient lookup/indexing strategies or Power Query/SQL alternatives, and provide a lean, responsive workbook with documented changes and recommendations.
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Data Scraping
Hi, I am trying to do some data scraping from the following site:- www.vehicle-operator-licensing.service.gov.uk I want to target of Licenced operators based in the following post codes:- SA1 SA2 SA3 SA4 SA5 SA6 SA7 SA8 SA9 SA10 SA11 SA12 SA13 SA14 SA15 SA16 SA17 SA18 CF3 CF4 CF5 CF10 CF11 CF14 CF15 CF23 CF24 CF31 CF32 CF34 CF35 CF36 CF37 CF38 CF39 CF40 CF41 CF42 CF43 CF44 CF45 CF46 CF47 CF48 CF61 CF62 CF63 CF64 CF71 CF72 CF81 CF83 In terms of the data required -I have attached a PDF printout of what the OL Licence pages looks like I need:- - Licence No (OG no) - Business Name - Business Type - Trading Names - Directors (Could me Multiple name - one in each column) - Licence - Licence Status - Continuation Date - Address - Operating Centre Address with confirm of vehicle and trailers for each site - Total Number of Vehicle - Total Number of Trailers - Name Can you give me a an idea of how much data there will be per postcode and what you would charge for this data scraping? Look forward to hearing from you. Zain Ikram
Excel formulas for data cleaning and analyusis
Seeking an experienced Google Sheets/Excel specialist to craft robust formulas for automatic data extraction and analysis from an operational spreadsheet. Deliverables: formulas for date-range analysis, branch/location totals, trend and key-metric identification, concise summary outputs, and recommendations on optimal functions (FILTER, SUMIFS, QUERY, INDEX/MATCH, etc.). Data layout: branches by rows, dates by columns, numeric values at branch/date intersections. Ability to review the sheet and propose an elegant formula architecture or collaborate live is required. Describe relevant prior spreadsheet projects.
Design & Organization of Waste Collection Data Using Star Schema
Design and implementation of a Data Warehouse using a Star Schema to analyze waste collection operations. The project focuses on transforming raw operational data into structured dimension and fact tables to support data-driven insights and decision-making.
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Calling a Hubpost manager!
HubSpot Data Organiser – UK Preferred Hello and welcome to PouchSmart. We’re the UK’s first dedicated service helping brands ditch wasteful plastic packaging and upgrade to recyclable and compostable pouches. Now we need a sharp HubSpot organiser. We have lots of data — leads, enquiries, prospects and contacts — currently scattered across systems. Your job is to: • Upload and structure ~1,000 records into HubSpot • Apply the correct filters, tags and pipelines • Clean and organise the database • Link JotForm submissions to HubSpot • Set up simple automation and follow-up sweeps This initial project is a fixed-scope task (around 1,000 entries) to get everything clean, organised and ready for our sales team. If you do it well, the role can become ongoing HubSpot management. UK applicants preferred. Overseas applicants are welcome but must check in weekly and work within our project manager system. If you’re organised, precise and know HubSpot inside out — apply.