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Excel Report/Dashboard to take input of 4-character customer code and output a protected dashboard for each customer.

$250-750 AUD

Completed
Posted almost 4 years ago

$250-750 AUD

Paid on delivery
I need someone to configure a customer-facing Summary Sheet for me. (Basically this is an MSP summary sheet for each client regarding the health, performance, windows-updates, etc. of their computer fleet for the last month.) I need a macro which can go through a list of 4-Character customer codes, filter the data to that customer, and present Charts and Tables of relevant information (from each of the 9 data sheets I have in the same workbook). Each data sheet has the 4-character customer-specific identifier in each data row. I would like the output to be either a locked Excel showing only the Summary Page (an Excel file saved per customer) or saved in PDF per client. This will have our logo, and will display the relevant info from each sheet to the customer in an easy-to-read format. 9 Worksheets have been imported from a database into the 'master' workbook. Each sheet arrives named, and data is in a named Table on each sheet. Data on these sheets shows information on around 3000 PC's. e.g. one sheet called FixedDriveSpace shows any PC with less than 10% of hard drive space remaining on fixed drives, another shows windows updates completed, another shows windows updates failed, etc. I will provide a list of criteria for each data sheet. e.g. The Windows Updates section will show a pie-chart of Updates Completed, Failed and Pending - and a table listing those PC's with Failed Patches; with date it failed, name of the patch, etc. e.g. The FixedDriveSpaceLessThan10% section will show just a table; with PC name, percentage free, and logon user. (The logon user comes from a different sheet - so that is an extra consideration.) Looking to get all this as VBA, so I can add-modify other datasets at a later time. (I would try this myself, but I don't have the necessary time to do so. I am aiming to take a shortcut with Freelancer.)
Project ID: 26011291

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14 proposals
Remote project
Active 4 yrs ago

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Hi There I am an Australian Business Analyst with over 15 years experience building automated dashboard solutions (plus a background as a Senior IT Manager, so am confortable with this kind of data), and I would love the opportunity to work with you on your project. It would be great to take a look at the files to get a better understanding of what is required, as it sounds like this could be built out with a series of Pivot Tables and Charts. The macro would then import any data as needed, update the charts, and then export them to PDF (or separate locked excel files if that is your preference?). This would allow you to more easily modify the outputs going forward - as you could alter the charts / tables yourself without having to mess around with any VBA, then the automation process would just be exporting whatever is on the template sheet. It would be great to chat further about this! Cheers Katie
$300 AUD in 7 days
5.0 (32 reviews)
5.4
5.4
14 freelancers are bidding on average $416 AUD for this job
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Hello, I’m an Excel expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards.
$500 AUD in 5 days
5.0 (481 reviews)
8.0
8.0
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Hi, how are you?, my name is Cristian and i am Excel/VBA expert. I am available to create the macro that processes the file and generates the desired output based on a series of parameters. You can see my previous work and the comments that employers have left me in the following link: https://www.freelancer.com/u/elqueabandona Contact me to discuss the details. Cheers
$500 AUD in 7 days
5.0 (312 reviews)
7.4
7.4
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Hi, As I understand you need a dashboard to be generated based on 4 character customer code. It would help to do the discussions with some sample files to understand the requirement better. Let me introduce myself as an expert VBA programmer. I have used VBA extensively for Excel, MS Word, MS PowerPoint, MS Outlook automation. I have done good amount of work in VBA. It includes, extracting information from text files, transferring info in to excel, E-commerce templates, Google maps, sending email through Outlook, Image handling, Userforms, Shapes variation, Pivot Tables, Data Scrapping from websites, data extraction for multiple Excel sheets and consolidating in a central sheet.etc.I have also handled various Excel tasks. It includes creation of formulas using arrays, Pivot table creation, Creation of graphs, Filtering, Removing duplicates, Data analysis, Data entry works, etc. I would be happy to answer any queries that you may have. Looking forward to working with you. Based on discussions we can agree on price and timelines. Thanks
$250 AUD in 5 days
4.9 (147 reviews)
6.6
6.6
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Hi, I read your project carefully and I am very interested in doing the project if possible. I have vast experience in relevant field. As I am new to this site, I am eagerly waiting to offer my service accurately and successfully. You will find me a professional worker, if you handover the project to me. Hope we will build up good rapport in future and do more projects. Thank You. Regards
$250 AUD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hello, I program in Excel VBA routinely as part of my regular job, and have a Diploma in Computer Systems Technology. I have the skill to get the job done. I am looking forward to hearing from you.
$361 AUD in 10 days
0.0 (0 reviews)
0.0
0.0
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i will create your reports and dashboard in excel , msg me i will reply u as soon as possible. regards taimour mansoor
$556 AUD in 4 days
0.0 (0 reviews)
0.0
0.0
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Hey i see your work its good. Can i eligable to this work.
$556 AUD in 10 days
0.0 (0 reviews)
0.0
0.0
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Hi, I read your project carefully and I am very interested in doing the project if possible. I have vast experience in relevant field. As I am new to this site, I am eagerly waiting to offer my service accurately and successfully. You will find me a professional worker, if you handover the project to me. Hope we will build up good rapport in future and do more projects. Thank You. Regards
$300 AUD in 7 days
0.0 (0 reviews)
0.0
0.0
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I'm fluent at excel and can help you in this project which would also help me in gaining some experience in stuff like this. Relevant Skills and Experience I'm a newbie . I request you to provide me with this project and I assure you that you will be satisfied with my work .
$250 AUD in 3 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of AUSTRALIA
Richmond, Australia
5.0
5
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Member since Oct 7, 2019

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