
Excel Automation Expert to configure data
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£50(approx. $67)
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Description
Experience Level: Entry
This is a very simple task, shouldn't take to long to do.
I need an Excel expert to configure an automatically updating transaction statement in my spreadsheet. The spreadsheet contains two sheets: Sales and Expenses. I want a third sheet called Transaction Statement to pull and combine data from both, updating itself when I add new entries.
Scope of Work:
1. Extract from Sales Sheet:
Columns needed: DATE PAID, CUSTOMER NAME, and TOTAL AMOUNT.
Map to:
Date → DATE PAID
Name → CUSTOMER NAME
Incoming (£) → TOTAL AMOUNT
Outgoing (£) → Leave as 0
2. Extract from Expenses Sheet:
Columns needed: DATE PAID, SUPPLIER NAME, and TOTAL AMOUNT.
Map to:
Date → DATE PAID
Name → SUPPLIER NAME
Outgoing (£) → TOTAL AMOUNT
Incoming (£) → Leave as 0
3. Create Transaction Statement Sheet:
Combine both data sets into a single sheet.
Sort the data by Date (like a bank statement).
Ensure the sheet updates automatically when new rows are added to either the Sales or Expenses sheet.
4. Automation Options (any of the following):
Power Query (preferred if no macros needed)
VBA Script/Macro (if Power Query is not suitable)
Any other seamless Excel solution
I need an Excel expert to configure an automatically updating transaction statement in my spreadsheet. The spreadsheet contains two sheets: Sales and Expenses. I want a third sheet called Transaction Statement to pull and combine data from both, updating itself when I add new entries.
Scope of Work:
1. Extract from Sales Sheet:
Columns needed: DATE PAID, CUSTOMER NAME, and TOTAL AMOUNT.
Map to:
Date → DATE PAID
Name → CUSTOMER NAME
Incoming (£) → TOTAL AMOUNT
Outgoing (£) → Leave as 0
2. Extract from Expenses Sheet:
Columns needed: DATE PAID, SUPPLIER NAME, and TOTAL AMOUNT.
Map to:
Date → DATE PAID
Name → SUPPLIER NAME
Outgoing (£) → TOTAL AMOUNT
Incoming (£) → Leave as 0
3. Create Transaction Statement Sheet:
Combine both data sets into a single sheet.
Sort the data by Date (like a bank statement).
Ensure the sheet updates automatically when new rows are added to either the Sales or Expenses sheet.
4. Automation Options (any of the following):
Power Query (preferred if no macros needed)
VBA Script/Macro (if Power Query is not suitable)
Any other seamless Excel solution

Mantas K.
100% (2)Projects Completed
3
Freelancers worked with
3
Projects awarded
60%
Last project
23 Jul 2025
United Kingdom
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