Vba Projects

opportunity

Microsoft Access Developer (Azure SQL Back-End)

We require a Microsoft Access developer to create a robust customer and call management system for our company. The system will: Import weekly CRM and Waiver CSVs Deduplicate bookings and merge records Calculate 12-month spend and visits Generate automated call lists for several sales campaigns (party reactivation, birthdays, upsells, etc.) Provide two user levels (Manager / Staff) with dedicated dashboards, data correction tools, and KPI reporting. The database back-end will be hosted on Azure SQL Database with Azure AD authentication (IT team will provide). You’ll build the Access front-end (forms, queries, VBA automation) and ensure clean integration. Experience in Access-to-SQL linking, VBA ETL routines, and user interface design is required.

opportunity

Excel Logistics Model Optimization & Data Cube Integration

I have a partially built Excel-based logistics planning model used by our logistics team for weekly operations. The file is growing in size (~10MB) and needs optimization and scaling. I'm looking for an Excel expert to: a) Workbook Scaling & Formula Optimization - Expand the model to cover a full year of weekly sheets (currently only a quarter built) - Review and refine formula logic, especially around summing logic but possibly data validation and conditional formatting if deemed necessary. - Resolve issues with duplicated defined names when copying weekly sheets if appearing - Explore grouping/minimizing vehicle rows by Vehicle_Grp for better usability across site users. b) Stock Sheet Review - Audit the use of INDIRECT functions across depot stock sheets to sum the weekly sheets efficiently - Assess and improve grouping logic for SKUs and weekly data c) Driver-Friendly Printouts - Create a user-friendly way to print a vehicle’s job list by selecting week/day/vehicle - Ignore blank lines and return only active entries. - Potentially generate a weekly driver summary by name, if possible. d) Data Cube Integration - Extract and structure all relevant input data into a Power Pivot or Power Query data model (data cube/db) - Enable trend analysis by customer, location, and collection frequency Ideal Skills: - Advanced Excel (Power Query, Power Pivot, VBA optional) - Experience with logistics or operations models - Strong understanding of workbook performance optimization Looking to start immediately. Budget type negotiable

opportunityurgent

Excel Booking System & Linked Sales/Purchases Log

About us We’re a small Belfast-based golf tour operator. We’re looking for an Excel specialist to finish and refine our booking workflow so it’s robust, attractive, and easy for our team to use. What we need A complete, user-friendly Excel solution comprising: Customer Booking Form (Excel) Branded layout, clean typography, and clear green accents suitable for a golf brand. Save / Submit button that: Appends each booking to a Master Sales table. Resets the form to a fresh, blank state for the next entry. Validated fields with dropdowns for courses, hotels, transfers, suppliers, clusters, etc. (we have the lists and must be able to add to them over time). Sensible defaults, clear messages, and protection so only intended input cells can be edited. Linked Sales & Purchases Logs (already started) Finalise and harden formulas/queries to keep: Master Sales (Booking Ref, Lead Name, PAX, Tour, Date Travelling, Invoice Amount, Deposit Paid, Payment Method, Total Paid, Outstanding Balance, Date Balance Due/Paid, Total Costs, Costs Paid, Outstanding Costs, Profit, Notes) Master Purchases (Booking Ref, Vendor, Category, Tour, Service Required, Cost, VAT Rate, VAT Amount, Gross, Date Confirmed/Playing, Deposit/Balance, Payment Method, Date Costs Due/Paid, Lead Name, Date of Travel, PAX) auto-updating without copy/paste (Power Query or VBA where appropriate). Summary / Performance Dashboard (KPI-driven) A polished summary sheet with slicers/filters (Date, Tour, Category, Supplier, Status) and visuals for the KPIs our files already track: Sales & Profitability Total Bookings Total PAX Revenue (sum of Invoice Amount) Deposits Received Total Paid Outstanding Balance Total Costs Costs Paid Outstanding Costs Gross Profit (£) Profit Margin % Revenue / PAX, Cost / PAX, Profit / PAX Operations & Pipeline Upcoming Departures (next 7 / 30 / 60 days) Balances Due Soon (by due date bucket) Payment Status (Paid / Deposit Only / Balance Outstanding) Suppliers & Products Spend by Category (Course, Hotel, Transfers, Extras, Other) Top Suppliers by Spend Top Tours / Packages by Revenue & Margin Compliance / Tax (as applicable) TOMS VAT: show default rate and fraction from Settings, and basic VAT aggregates from Purchases (VAT Rate/Amount/Gross). Automation & Structure A tidy folder that “just works” (e.g., \Booking Form, \Data (Master Sales/Purchases), \Reports). Buttons/macros for Save Booking, Refresh Data, Add List Item, Open Dashboard. Power Query and/or VBA so links refresh reliably with one click. Protection & Reliability Lock formulas and structure; keep inputs open. Clear error handling (missing mandatory fields, invalid dates/amounts). Unique Booking Ref logic to prevent duplicates. Current status We have functioning workbooks and dropdown lists (e.g., Courses/Hotels/Transfers and clusters), a Booking Financials form with fields such as PAX, Total Invoice Amount, Deposit, Balance, Income/Outgoings per Person, and Profit per Person, plus Master Sales and Master Purchases tables with the columns listed above. We need a pro to finish the linking, fix/confirm formulas, set up the save/reset routine, and polish the design and protection. Deliverables Final Excel set: Booking Form, Master Sales, Master Purchases, Summary Dashboard. Working Save/Submit flow (logs booking → refreshes logs/dashboard → resets form). Auto-updating queries (no manual copy/paste). Protected formulas; guided inputs; easy list maintenance for dropdowns. Branded, clean visuals using 18Ireland styling (greens, subtle greys, readable fonts). A short illustrated How-To (1–3 pages). Optional: quick handover call/screen share. Must-have skills Advanced Excel (structured tables, data validation, named ranges). Strong formulas (SUMIFS, INDEX/XMATCH, LET/LAMBDA where helpful). VBA for user-friendly buttons and controlled save/reset routines (or low-code alternatives). Power Query (Get & Transform) for reliable updates across linked files. Protection best practices. Nice to have Power Pivot / basic data modelling for scalable summaries. UX polish for clear, attractive dashboards. Travel/booking workflow experience. Success criteria Staff can add a booking, click Save, and: Entry is stored in Master Sales (unique Booking Ref). Master Purchases and the dashboard update on refresh. The form resets cleanly for the next customer. Users can add new dropdown items without breaking validation. Key sheets are protected; inputs are obvious and easy. Files sit in a logical, documented folder and are robust for regular updates. Budget & timing Please propose a fixed price or a clear estimate with milestones. We’re ready to proceed. To apply, please include: Your approach (VBA vs Power Query mix, logging method, protection strategy). 2–3 examples of similar Excel/VBA/Power Query projects. A brief timeline and cost. Any suggestions to improve robustness or usability.

opportunity

Excel Dashboard Developer – Performance Tracker

Project Overview: I’m looking for an experienced Excel specialist to build an automated performance dashboard for my estate agency group. We have six Sales offices and six Lettings offices, and I want to track daily performance metrics from two data sources: 1. Call logs (exported from our phone system) 2. Reapit CRM reports (valuations, viewings, instructions, offers, sales agreed, exchanges, etc.) The aim is to have one Excel workbook that I can easily update each day by pasting in new data or refreshing Power Query connections. The dashboard should automatically show: • Individual Negotiator activity (calls, talk time, performance vs target) • Office-level summaries for each of the 12 branches • Department-level views (combined Sales and Lettings totals) • A simple front page with clear charts, slicers (Office / Negotiator / Date), and key KPIs. ⸻ What I Need: • Build an Excel-based dashboard with dynamic visuals and KPIs • Automate data refresh (via Power Query or macros) • Create clean dashboards for: • Individual negotiators • Each office (6 Sales, 6 Lettings) • Department summaries (Sales & Lettings) • Use a clean blue and white theme with easy navigation • Include a short guide or Loom video showing how to update the data daily ⸻ Skills Required: • Advanced Excel (Power Query, PivotTables, Dashboard Design) • Strong visual layout and performance reporting experience • Familiar with CRM or sales data structures (Reapit experience a plus) • VBA experience (nice to have but not essential)

I am looking for an Excel programmer

The Excel sheet must have the following: Everything outside the yellow areas and the images are untouchable, and the images must be fixed. Do not break the existing formats. Only one payment option should be selectable (PayPal, Wire Transfer, Check, Zelle). After one option is chosen, the others should be deactivated. The user must clear their current selection to choose a different method. a. Face (Same Method): Only one thickness option should be selectable (e.g., 1/8’’ or 3/16’’). b. Upper Box (Same Method) c. Box Depth (Same Method) Acceptance of Terms and Conditions Before selecting a payment option, users must be required to check this box: "I accept the Terms and Conditions." This verification must be mandatory (e.g., enforced via Data Validation or VBA). The customer should be able to email their quote from the product selection page to us with a single button click. Note: Please let me know if you have any recommendations.

VBA expert required to fix a print subroutine

I believe this is a very quick job for a real VBA expert. I am attaching: 1) A two page pdf of the output from a macro I have been writing. 2) The VBA PrintSub routine The macro prints a number of vouchers (two columns x five rows) up to a maximum of 20. The issue is that the two images (logo and QR code) in the voucher appear to move vertically down over the course of the printing. Please look at first row on Page 1 and then the last row on Page 2, I believe the reason is that they are not fixed correctly to the voucher in the print subroutine. In simple terms the code creates a single voucher and fixes the images in that voucher, and then repeats the print across and down the page(s). I am an amateur code writer and not particularly elegant in my code. I am fairly sure that the issue has to do with the point in the code where I am fixing the image files. I do believe that this needs a real expert who understands the subtleties of creating print outputs I am not asking anyone to fix this before accepting the project, but I just want you to be absolutely sure you know you can. Please start your message with the sum of 69 and 31 Thank you Chris

VBA script from excel to test and configure MySQL connection

The description provided is as follows: "I am looking for a freelancer to help me with a project. The project involves writing a VBA script in Excel to test and configure a MySQL connection. The script should check the connection, configuration, and drivers for MySQL and ensure that the connection can be opened and established for the export of data from Excel. The freelancer will also need to remote into my laptop via AnyDesk or TeamViewer to make any adjustments or configuration. If you have experience with Excel macros and MySQL, please apply for this project."

Excel spreadsheet alterations

This project involves enhancing an Excel workbook used to track finances for a football club. The existing workbook contains multiple spreadsheet tabs, one for each team, with a running monthly total displayed at the top of each sheet. However, the number of rows available for inputting individual bank transaction details is limited. The goal of this project is to modify the workbook's structure to allow efficient entry and tracking of all expected financial transactions through next year. Some potential solutions include inserting additional rows on each tab, converting to a more flexible layout, or developing VBA macros to dynamically generate rows as needed. The ideal candidate will have strong Excel skills including functions like SUMIFS and experience working with multiple related sheets. They should propose an optimized design that maintains existing functionality while future-proofing against data volume growth. clarity and documentation of any changes made will be appreciated. The final deliverable is an updated Excel file with an improved system for comprehensive recording of bank activity for each team over the next 12 months.

Export data from excel to MySQL

An experienced programmer is sought to build a Visual Basic for Applications script automating data exports from Excel to MySQL. The workbook houses two crucial worksheets - a primary sheet containing nearly nine-hundred-thousand information records, and a secondary with seventeen-thousand supplementary rows. The script must extract all records from the primary sheet into corresponding MySQL tables, incorporating logic to detect duplicate entries based on identifying columns to prevent redundant uploads. It also needs periodic execution capability to seamlessly transfer newer additions from the secondary seventeen-thousand row sheet. Proficiency in VBA, MySQL and handling large datasets is required to efficiently update records without duplication. Only candidates demonstrating proven experience delivering precisely what is outlined here should apply.

Excel Automation Expert to configure data

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

Expert Needed for Data Scraping & Lead Generation Automation

I’m looking for an expert in data scraping and automation to help set up a system for generating high-quality leads from websites such as LinkedIn, Indeed, and other relevant platforms. The ideal candidate will have: • Strong experience in developing web scraping and API scraping tools • Advanced skills in Python, VBA, including the ability to send and receive data through APIs • A solid understanding of lead generation workflows • The ability to advise on best practices and help shape the structure of the project • Experience with scraping or integrating with platforms like LinkedIn, Twitter, Indeed, etc. This is a project with room for growth and automation. I’m ready to get started immediately and would appreciate guidance on how best to set this up for ongoing use. Please share details of your experience, examples of similar projects, and your availability. I’m happy to schedule a call to discuss the scope and your ideas. Looking forward to working with you, Mohamad

opportunity

Enhanced “Contracts Book” Spreadsheet

Objective Automating all calculation columns (currently N–U) so formulas propagate immediately for every new row. Securing sensitive cells (inputs vs. calculated results) to prevent accidental edits. Building an intuitive dashboard that dynamically summarizes key metrics (sales, commissions, margins, contract counts) with slicers and charts. 1. Automated Formulas Scope: Columns N (Contract End Date) through U (Month Signed) must each be true “calculated columns” within the Table. Requirements: New data entered in columns A–M automatically triggers all eight calculation formulas in that same row—no manual copy/paste or VBA maintenance. Formulas reference: End Date (N): LiveDate + Years × 12, minus 1 day. ContractValue (O): (EAC/AQ × Uplift %) × Years. Processing Fee (P): 12% of ContractValue if Channel = “UD,” else 0. Gross profit (Q): ContractValue – Processing Fee. Agents Commission % (R): 0.5 for Channel “Brook Green,” otherwise lookup via Sales Person table. Agents Commission £ (S): Gross profit × Agents Commission %. NET Margin (T): Gross profit – Agents Commission £. Month signed (U): End of month of Date signed. Use native Excel Table features (structured references or cell-based formulas) to ensure bullet-proof propagation without user intervention. 2. Cell Protection & Data Security Scope: Lock down all formula cells (N–U) and any lookup-table ranges on the “Sales Person” sheet. Requirements: Protect the sheet with a password, leaving only columns A–M writable for data entry. Ensure users cannot accidentally overwrite formulas or lookup data. Provide clear instructions or a toggle for administrators to unprotect/reprotect the sheet. 3. Intuitive Dashboard Scope: On a new dedicated sheet (e.g. “Dashboard”), design a user-friendly overview of contract performance. Requirements: PivotTable summaries for: Total Contract Value and Gross Profit by Month signed. Top 5 Sales Agents by Commission £. Channel breakdown (e.g. “Brook Green” vs. others). PivotCharts (bar, line, pie) linked to the PivotTables. Slicers for: Channel, Sales Agent, Date (Month signed). Clean layout: clear titles, legends, and dynamic updating when new data is added. Consistent formatting (corporate color palette, number/date formats). Deliverables & Timeline Workbook: .xlsx (or .xlsm if light VBA is used), fully functional. Documentation: Short user guide (1-page) explaining: How to enter new data. How formulas are maintained. How to refresh/unprotect the dashboard. Timeline: Complete within 2–3 business days of engagement.

Personal Project

Someone that is very good with vba macro programming. In the example file I attached you can see sequences of numbers with different colour asterisks next to. What I need is for you to programme it to look for the sequences and when a particular sequences appears it activates the particular colour asterix. There is other programming bits involved which can be talked about later because I don't want to complicate it too much right at the begenning.

Build Excel Template to Extract from Source Sheet (No Macros)

I need an Excel template that allows automatic extraction of Index and Population data from a pasted dataset. The source data will always follow the same format but may vary in size (rows/columns). Multiple sample datasets will be provided for testing. Requirements: • A “Raw Data” sheet where the user pastes new source data each time • One or two extraction sheets: • Option A: A single extraction sheet with filters (preferred) showing both Index and Population for ease of analysis • Option B: Two separate extraction sheets — one for Index, one for Population — if filtering becomes difficult in a combined view • The extraction sheet(s) should update automatically upon pasting new data in the source • Must handle moderate variation in row and column counts • No macros or VBA • Use standard Excel tools only (e.g., formulas, pivot tables, filters) • Layout must be clean, user-friendly, and easy to read Sample datasets will be provided to test accuracy and adaptability.

Excel Real Estate Deal Analyzer - VBA

I'm seeking an experienced Excel developer to create a professional real estate investment analyzer tool. The tool should enable quick analysis of investment properties in a clean, well-designed single-sheet interface that supports multiple investment strategies. Key Requirements Functionality Create a comprehensive real estate investment calculator in a single-sheet design Include analysis for multiple investment strategies: BRRRR (Buy, Rehab, Rent, Refinance, Repeat) strategy DSCR (Debt Service Coverage Ratio) loan analysis Cash purchase with refinance option Implement dynamic elements that change based on selected investment strategy Create professional financial calculations for ROI, cash flow, debt coverage ratios, etc. Include conditional formatting for visual assessment of deal quality Develop a recommendation engine that evaluates deals based on key metrics Technical Specifications Microsoft Excel (compatible with latest version) VBA for button functionality Cell protection to prevent formula corruption Data validation for proper inputs Professional design with consistent color scheme and typography Design Requirements Clean, professional aesthetic with consistent color palette Intuitive layout that doesn't require switching between tabs Clear visual hierarchy with section headers Conditional formatting to indicate good/bad values Input fields clearly distinguished from calculated fields Deliverables Complete Excel workbook with all functionality implemented Basic documentation explaining how to use the analyzer All calculations visible and explainable All VBA code properly commented Skills Required Advanced Excel (formulas, conditional formatting, data validation) VBA programming Financial calculations knowledge UI/UX design sensibility Understanding of real estate investment calculations I have a detailed specification document prepared that outlines the exact layout, formulas, and design requirements for this project, which I will share with the chosen freelancer

Shopping list programme using Excel and VBA

I want to create a shopping list programme for personal use built on Excel with VBA to improve the UI Each week i want to create a shopping list from my database of products that will give me a list of products to buy from two shops, Aldi and Tesco. It should be prefilled with weekly or regular items and then pull from the database as i type the product and ask me quantities. when i print the front page should be Aldi items and the second page Tesco items i need to be able to add items to the "database" tab myself

Développement d’un Assemblage Paramétrique CATIA V5

Nous recherchons un(e) expert(e) en CAO sur CATIA V5 pour développer un assemblage paramétrique complet destiné à un projet de figurines personnalisables. Le but est de modéliser une figurine articulée, avec des composants personnalisables (coiffures, tenues, accessoires, expressions…), et de permettre leur génération automatique via des scripts VBA connectés à des tableaux de paramètres (Excel ou fichiers .txt). ⸻ Tâches à réaliser : • Conception d’un assemblage CATIA V5 paramétrique (articulations, pièces interchangeables). • Utilisation de tableaux de paramètres pour piloter les dimensions et les options de personnalisation. • Mise en place de macros CATVBA pour : • Lire les paramètres d’un fichier Excel • Générer automatiquement le modèle 3D en fonction des données entrées • Intégration d’opérations booléennes (ajouts/soustractions de géométrie) selon les options. • Préparation de modèles pour export STL (impression 3D). • Structuration claire du fichier CATIA pour intégration dans un pipeline de personnalisation en ligne. ⸻ Compétences recherchées : • Maîtrise de CATIA V5 (Part Design, Assembly Design, Knowledgeware) • Expérience avec CATVBA / CATScript • Connaissance des principes de modélisation paramétrique et des opérations booléennes • Capacité à travailler de manière autonome et documentée ⸻ Livrables : • Fichiers CATIA V5 (pièces, assemblage, macros) • Documentation des paramètres • Exemple de fichier Excel d’entrée • STL des variantes générées ⸻ Deadline : Livraison souhaitée en 5 à 7 jours

opportunity

Develop a Pricing table for Sales Team with Margin calculators

Freelance Excel Specialist Needed – Multi-Currency Pricing Table with SKU Images & Search Functionality We are looking for an Excel expert to develop a comprehensive pricing tool for our sales team, covering approximately 200 SKUs across three currencies (GBP, USD, EUR). This tool must streamline price calculations, display product images, and allow for quick searches by product name. Project Scope: ✅ Three Currency Sheets – Separate pricing sheets for GBP, USD, and EUR, with automatic currency conversion. ✅ Dynamic SKU Pricing – Automated calculations based on materials, customizations, and quantity. ✅ Image Integration – Ability to display product images next to SKUs. ✅ Search Functionality – Quick search/filtering by product name for easy navigation. ✅ Cost & Margin Calculation – Include built-in profitability metrics (cost, margin, and contribution calculations). ✅ User-Friendly Interface – Dropdown selections, conditional formatting, and structured layout for ease of use. Ideal Candidate: ✔ Proficient in Excel (advanced formulas, data validation, pivot tables). ✔ Experience with large datasets (handling 200+ SKUs efficiently). ✔ Knowledge of image embedding in Excel (linking or displaying product visuals). ✔ VBA/macros experience is a plus for automation and enhanced functionality.

Need dynamic excel drop down menu list built in

I need drop down menu built in either vba or power query.

opportunity

VBA Devloppment

I am reaching out for your expertise to develop a VBA macro that will automate the management of an interactive form in Microsoft Word. Below are the details of my request and the expected outcomes. Context: I am working with a Word (.dotx) template used to generate personalized offers. This template includes specific tags for managing optional sections and merge fields for inserting dynamic data. The tags in the document are as follows: [COMMUN]: Sections common to all offers. [OPTION ...]: Tags indicating optional sections (complete list below). The merge fields to be handled are: [DATE VALIDITE]: A date in the format DD/MM/YYYY. [NOM_CLIENT]: The client's name. [PROJET]: The project type. Request: I would like a VBA macro that automates the following tasks: Dynamic UserForm creation: The form should include: Checkboxes for each optional section (tags [OPTION ...]). TextBoxes for the merge fields [DATE VALIDITE], [NOM_CLIENT], and [PROJET]. A button to validate the user's choices and apply the changes to the document. Management of optional sections: Based on the checkboxes selected in the form, the corresponding sections should be included or removed from the document. Merge field replacement: The form's text fields should allow the user to input values that will replace [DATE VALIDITE], [NOM_CLIENT], and [PROJET] in the document. Expected Outcome: An interactive UserForm: Displays checkboxes for each [OPTION ...] tag present in the document. Contains text fields to populate the merge fields. A personalized document: Sections corresponding to [OPTION ...] tags are included/excluded based on the form selections. Merge fields [DATE VALIDITE], [NOM_CLIENT], and [PROJET] are replaced with the entered values. Clear and maintainable VBA code: The code should be structured to allow easy addition or modification of options or fields in the future. Complete List of [OPTION ...] Tags: [OPTION JDF] [OPTION VOLIGEAGE] [OPTION BARDAGE AJOURE] [OPTION BARDAGE RL] [OPTION BARDAGE CLIN Partie fermée ou brise vue] [OPTION BARDAGE AJOURE Partie fermée ou brise vue] [OPTION OSSATURE Partie fermée] [OPTION TOITURE DEMI CROUPE] [OPTION TOITURE ŒIL DE B] [OPTION TOITURE TOITURE BETON] [OPTION TOITURE TOITURE TC] [OPTION TOITURE TOITURE ARDOISE ART] [OPTION TOITURE TOITURE ARDOISE N] [OPTION TOITURE TOITURE PANNEAU TUILE] [OPTION MONTAGE] [OPTION MACONNERIE] Technical Notes: The form should be generated dynamically to adapt to additional options or fields in the future. A scroll bar should be added if all the checkboxes cannot fit within the visible window. The form should open via a simple macro (e.g., AfficherUserForm). Expected Deliverables: A .docm file containing the VBA macro and a functional example based on a Word document template. A brief explanation of how the code works. Thank you for your valuable help. Please don’t hesitate to ask if you need clarification or additional details. Best regards,