Phoenix - Your AI Assistant25 - improvements to an excel workbook
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have already sent a proposal. Description
Experience Level: Intermediate
Estimated project duration: less than 1 week
General information for the business: Looking for suggestions to make this workbook more usable.. see description below
Description of requirements/functionality: Hopefully the worksheets make some kind of sense!
The first two sheets are the CONFIDENTIAL sheets with actual figures which then feed into the REPORT sheets.
What would be great would be to somehow, when starting a new project that, I can add LINE ITEMS (from a dropdown or category page? or something - this is where you come in!) which then get neatly added to the spreadsheet with no formatting required. always avoiding empty rows etc
i.e no bassoon when there is … no bassoon!
i’d like it if the report sheets were untouchable/protected and required no formatting or fixing, and that they have the correct margin uplifts on every cost, which feed in figures correctly etc
As you can see there are different rates for different jobs
I would like a way to add a margin percentage to any rate or cell, which then recalculates in the reports - is there a simple way to achieve this?
On the confidential sheets, I like to see the total margin on each row, and profit (I am unsure if I have ever calculated margins correctly!)
On the musicians sheet I would probably like you to remove the Quantity row and allow for each instrument/player to have their own row
I wouldn’t mind if both confidential sheets were combined if there was a clean way of doing this, but as you can see there are far more levels of cost per musician than there is basic suppliers.
What is missing is a combination of my actual EXPENDITURE, with INCOME, CONTINGENCY and a BALANCE. - as a confidential sheet.
Regarding the REPORTS
there should be no zero amounts fed through (they should somehow be filtered out)
sometimes when a budget has been agreed i.e the client is happy with the costs, I might make further savings in the confidential sheet, things taken out, reduced in price etc - BUT I don’t want these changes my end to affect or change the already agreed price for the client in the REPORT sheet.
is there a way to manage this secondary stage of the budgeting process?
anything to make this look simpler cleaner and be secure for staff to create budgets for me would be great
a lot to get your head around - but I think it makes more sense looking at the sheet :-)
Specific technologies required: vba, excel 2016/13
OS requirements: Windows
Extra notes:
Description of requirements/functionality: Hopefully the worksheets make some kind of sense!
The first two sheets are the CONFIDENTIAL sheets with actual figures which then feed into the REPORT sheets.
What would be great would be to somehow, when starting a new project that, I can add LINE ITEMS (from a dropdown or category page? or something - this is where you come in!) which then get neatly added to the spreadsheet with no formatting required. always avoiding empty rows etc
i.e no bassoon when there is … no bassoon!
i’d like it if the report sheets were untouchable/protected and required no formatting or fixing, and that they have the correct margin uplifts on every cost, which feed in figures correctly etc
As you can see there are different rates for different jobs
I would like a way to add a margin percentage to any rate or cell, which then recalculates in the reports - is there a simple way to achieve this?
On the confidential sheets, I like to see the total margin on each row, and profit (I am unsure if I have ever calculated margins correctly!)
On the musicians sheet I would probably like you to remove the Quantity row and allow for each instrument/player to have their own row
I wouldn’t mind if both confidential sheets were combined if there was a clean way of doing this, but as you can see there are far more levels of cost per musician than there is basic suppliers.
What is missing is a combination of my actual EXPENDITURE, with INCOME, CONTINGENCY and a BALANCE. - as a confidential sheet.
Regarding the REPORTS
there should be no zero amounts fed through (they should somehow be filtered out)
sometimes when a budget has been agreed i.e the client is happy with the costs, I might make further savings in the confidential sheet, things taken out, reduced in price etc - BUT I don’t want these changes my end to affect or change the already agreed price for the client in the REPORT sheet.
is there a way to manage this secondary stage of the budgeting process?
anything to make this look simpler cleaner and be secure for staff to create budgets for me would be great
a lot to get your head around - but I think it makes more sense looking at the sheet :-)
Specific technologies required: vba, excel 2016/13
OS requirements: Windows
Extra notes:
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