Phoenix - Your AI AssistantExcel VBA Report Automation
Delivery in
6 days
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What you get with this Offer
I will create an automated reporting workflow in Excel that turns your raw data into ready-to-use reports. The workflow manages all calculations, formatting, and layout so you can produce reports efficiently without manual effort. Each report can be refreshed with new data in a single click, ensuring consistency and accuracy across all outputs.
You’ll receive a macro-enabled workbook designed for easy use, a step-by-step guide for running the workflow, and clear instructions for maintaining the automation.
The setup supports multiple sheets within a single workbook, allows for conditional formatting and custom calculations, and can generate PDF or XLSX reports on demand. This workflow reduces repetitive tasks, minimizes human error, and frees your team to focus on interpreting results rather than preparing them.
Scope & Boundaries
This offer covers the creation of one automated reporting workflow within a single Excel workbook.
Included:
• Automation built around one defined reporting process
• Up to 5 input sheets within one workbook
• Structured calculations and formatting rules agreed in advance
• One master report layout (which can generate multiple reports based on the same structure)
• PDF or XLSX export option
• Clear instructions for daily use
Not included:
• Redesigning complex existing systems
• Major restructuring of inconsistent datasets
• Multiple separate reporting systems
• Advanced Power BI or external system integration
• Ongoing support beyond minor post-delivery adjustments
• Major structural changes after development has started
• Complex UI systems
Windows only.
For requirements beyond this scope, please contact me before ordering.
You’ll receive a macro-enabled workbook designed for easy use, a step-by-step guide for running the workflow, and clear instructions for maintaining the automation.
The setup supports multiple sheets within a single workbook, allows for conditional formatting and custom calculations, and can generate PDF or XLSX reports on demand. This workflow reduces repetitive tasks, minimizes human error, and frees your team to focus on interpreting results rather than preparing them.
Scope & Boundaries
This offer covers the creation of one automated reporting workflow within a single Excel workbook.
Included:
• Automation built around one defined reporting process
• Up to 5 input sheets within one workbook
• Structured calculations and formatting rules agreed in advance
• One master report layout (which can generate multiple reports based on the same structure)
• PDF or XLSX export option
• Clear instructions for daily use
Not included:
• Redesigning complex existing systems
• Major restructuring of inconsistent datasets
• Multiple separate reporting systems
• Advanced Power BI or external system integration
• Ongoing support beyond minor post-delivery adjustments
• Major structural changes after development has started
• Complex UI systems
Windows only.
For requirements beyond this scope, please contact me before ordering.
What the Freelancer needs to start the work
Detailed functional requirements
Clean dataset or sample data
Column definitions or desired metrics
Access to macros-enabled Excel (if needed): confirm enabling macro for full functionality
Report requirements and a sample report output (mock-up)