
Excel automation project – smart workbooks + master dashboard
- or -
Post a project like this£450(approx. $604)
- Posted:
- Proposals: 68
- Remote
- #4486593
- OPPORTUNITY
- Expired
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Description
Experience Level: Expert
**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.
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.
Claire T.
100% (1)Projects Completed
1
Freelancers worked with
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Projects awarded
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Last project
2 Mar 2026
United Kingdom
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Log inClarification Board Ask a Question
-

Hello, Where are the workbooks stored? Are they Google Spreadsheets or Excels? How many members will be accessing it and will it be simultaneous? What is the expectation of Dashboard?
-

Dear Claire T.
PPH System doesn't allow me to send you a new proposal until you answer my first one. :(
Could you, please?
Thank you in advance,
Carlos -

Hi Claire
Will all workbooks be stored locally or in a shared/cloud setup? And do you have any preferred layout/style for the dashboards?
Thanks.
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