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Excel Accounting / sheet formulating with dashboard

$10-30 USD

In Progress
Posted 6 months ago

$10-30 USD

Paid on delivery
i have a pre developed excel file with dashboard , tables and the entry months where the entry of the months will be interlinked based on the catagories & linked to the dashboard . it is not fully funcitoning , #1 i need to get it ready for all the months entry with auto calculating #2 catagories must have a seperate sheet to make the entries or modify the catagory lists as required #3 all the months should be able to list out on dashboard and workable with all entries #4 in table sheet , all the months should be linked workable and visible for selection . #5 in the months sheets , the entries should be calculated properly for any new additions #6 any payments received ( CREDIT ) and the bills submitted ( DEBIT/EXPENSE ) must be listed out in a separate sheet based on the dates , to calculate the total amount received and the total expenses spent on bills and the balance available . if the balance is avaialble it should be in green , if excess amount spent it should be in (-) and in red . #7 all the sheets should be password protected .
Project ID: 37363295

About the project

32 proposals
Remote project
Active 6 mos ago

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I'm Mian and I am excited to help you get your Excel Accounting / Sheet formulating with Dashboard project started. With 3 years of experience in data-driven solutions and web development, I am confident that I can provide the right tools and expertise to get the job done quickly and effectively. My skills extend across a wide range of Excel topics such as data entry, data processing, PowerPoint/PDF creation, Word/MS word editing, Wikipedia/Microsoft Office integration, WordPress design and development as well as general office tasks such as calendar management and typing. I am also proficient in data cleansing and database design which will be critical for getting your file ready for all months entries with auto calculating catagories . Additionally, all sheets should be password protected to prevent unauthorized access to sensitive information."
$10 USD in 1 day
3.9 (10 reviews)
2.8
2.8
32 freelancers are bidding on average $24 USD for this job
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Hello, I have more than 14 years of experience in reporting and data analysis. I have designed multiple dashboards and VBA automation to reduce human intervention to enhance data accuracy. These dashboards and reports have dynamic views and functionality to present the data Like: checkboxes, radio buttons, drop-down lists and graphical data representations (Bar charts, pie charts, heat maps, Gantt chat, etc.). Successfully delivered Dashboard, Scorecard, Heatmap & Ad-hoc requests to my clients. I can help you here; I went through the mentioned details and found that I can give you support to complete your task. Please check my portfolio once for more information. Further, we will discuss this on chat. Thanks in advance for your valuable time. Thanks, Jitender Kumar Reporting & Data Analytics EXCEL | VBA | POWER BI | SQL | OCR |
$35 USD in 7 days
5.0 (26 reviews)
4.7
4.7
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Hi there! My name is Anuradha and I am an expert in Excel. I have 4+ years of experience in Excel projects involving data management, automated dashboards, report generation and applications. I understand that you need to get your pre-developed excel file ready for all the months entry with auto-calculating and catagories must have a separate sheet to make the entries or modify the catagory lists as required. All the months should be able to list out on the dashboard and workable with all entries. In table sheet all the months should be linked workable and visible for selection. In the months sheets the entries should be calculated properly for any new additions. I would be more than happy to assist you with this project! Please let me know if you are interested in discussing further or need any other information? Thank you!
$25 USD in 7 days
5.0 (41 reviews)
4.8
4.8
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I understand you are looking for someone to help you with your Excel Accounting / Sheet Formulating with Dashboard project and I believe I am the perfect fit for this job. With over 10+ years of experience in different domains, I am confident that I can provide the best solution for your needs. My skills include Excel (Advanced Formula), Web Scaping, VBA/Macro, Ms Access, Power BI and Option Strategy of Stock Market among others which will come in handy when working on your project. Additionally, I have experience in stock market as well as data entry/analysis & copy typing which will be crucial for getting the job done properly. I would be delighted to discuss this project further if given the chance and look forward to hearing from you soon!
$20 USD in 1 day
5.0 (51 reviews)
4.1
4.1
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Hi, I am interested in this project and i am ready to do it for you. To proceed further, I am ready to discuss your project and start immediately. Thanks
$50 USD in 1 day
4.6 (24 reviews)
3.8
3.8
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Hi there! Looking for a professional Excel Accounting / sheet formulating with dashboard help Needed? A Microsoft Certified Professional with over 13+ years of experience and hundreds of satisfied clients around the world. I love doing this kind of thing and problem solving, in my working life I have used Excel to produce solutions for companies in all kinds of fields and all kinds of situations. The kind of thing I can do for you include & I specialize in a wide range of creative and professional:- ✸ ✸ Excel ✸ Google-Sheets ✸ ✸ Spreadsheet ✸ Formulas ✸ ✸ PDF-MS Expert and power-BI specialist ✸ ✸ Functions ✸ Macros ✸ VBA ✸ Dashboards ✸ ✸ Graphs ✸ Charts ✸ Pivot tables ✸ Flow charts ✸ ✸ Power-BI ✸ Data Analysis ✸ Google-sheets ✸ Automation ✸ ✸ Photoshop ✸ Data Processing ✸ Data Convert ✸ Power-Point and more etc.⇛ DESIGNS :▶ ✸ ✸Graphic Designs ✸ ✸ Website Design ✸ ✸Ul/UX ✸ ✸HTML ✸ ✸CSS ✸ ✸JavaScript ✸ ✸ ✸✸Swift ✸ ✸Java ✸ ✸Katlin ✸ ✸Auto CAD ✸ ✸Python & PHP. With expertise in these languages, Please leave a message here so that we can discuss your project issue. Regards!
$20 USD in 1 day
4.9 (23 reviews)
2.7
2.7
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Hi, I checked your requirement, I can work on it. I have Experience in below technical work. 1. Power Bi Desktop & Services With DAX, Power Editor 2. Excel VBA, 3. Power Query, Power Pivot 4. Advance Excel, 5. Excel Dashboard dynamically with VBA Codes. Knowledge About Power Automate, SQL, MS Access with VBA etc. For More Details Check my Portfolio's Sample Dashboards. With Best Regards TANVEER SINGH Data Analyst/Power bi Specilist
$30 USD in 2 days
5.0 (3 reviews)
2.5
2.5
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Hi! Pleased to meet you on this platform. I just read through the job details and can help you with the excel tasks. Let's discuss more on chat about your requirements and budget. Warm Regards. Bc
$30 USD in 3 days
4.0 (5 reviews)
2.7
2.7
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Hello there! My name is Muzafar and I am a professional freelancer specializing in delivering top-notch expertise in Data Analysis, Excel, Content Writing, and PPT creation. With a passion for precision and creativity, I am dedicated to providing high-quality solutions that exceed your expectations. I understand that you are looking for someone to get your pre-developed excel file with dashboard ready for all months entry with auto calculating catagories have a separate sheet to make the entries or modify the catagory lists as required all months should be able to list out on dashboard and workable with all entries in table sheet all months should be linked workable and visible for selection in the months sheets payments received ( CREDIT ) and bills submitted ( DEBIT / EXPENSE ) must be listed out based on dates to calculate total amount received and total expenses spent on bills balance available . If excess amount spent it should be (-) and in red .
$30 USD in 7 days
5.0 (3 reviews)
2.2
2.2
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Hello Hussain S., I am Raima Chishti, a professional with over 3+ years of experience in Data Processing, Data Entry, Accounting, and Excel. I have carefully read the requirements for the Excel Accounting / sheet formulating with a dashboard project. To ensure the successful completion of the project, I will: 1. Prepare the excel file for all months' entries with auto-calculation. 2. Create a separate sheet for categories to easily modify or make entries. 3. Implement functionality to list and work with all months on the dashboard. 4. Link and make all months workable and visible for selection in the table sheet. 5. Ensure proper calculation of entries in the months' sheets, accounting for any new additions. 6. Develop a separate sheet to list payments received (CREDIT) and bills submitted (DEBIT/EXPENSE) based on dates, calculating the total amounts and displaying the balance in green for availability or in red for excess spending. 7. Implement password protection for all sheets. I have extensive experience in data analysis, academic writing, and financial analysis using various tools such as Python, R, Excel, SPSS, and Power BI. You can find examples of my work in my portfolio links https://www.freelancer.com/u/raimachishty I am ready to discuss your project further. Please initiate the chat. Best regards, Raima Chishti
$25 USD in 7 days
5.0 (4 reviews)
1.7
1.7
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I understand that you are looking for someone to help you get your Excel Accounting/sheet formulating with dashboard project ready for all months entry with auto calculating catagories have a separate sheet to make entries or modify catagory lists as required all months should be able to list out on dashboard and workable with all entries in table sheet all entries should be calculated properly for any new additions payments received (CREDIT) and bills submitted (DEBIT/EXPENSE) must be listed out in a separate sheet based on the dates to calculate the total amount received and the total expenses spent on bills and the balance available. If the balance is available it should be in green if excess amount spent it should be in (-) and red . I would be delighted to assist you with your project. With my extensive experience in Microsoft Excel and VBA/Macro programming, I am confident that I can deliver a successful outcome. My skillset includes data entry, data processing and Excel which makes me ideally suited for this task. Additionally, I have a wealth of knowledge when it comes to visualizing data through dashboards which will come in handy when working on your project. And please be note that I'm from Financd Background ✅ Please feel free to contact me if you have any
$15 USD in 1 day
5.0 (2 reviews)
1.7
1.7
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I understand you are looking for someone to help you get your Excel Accounting / sheet formulating with dashboard up and running, specifically with respect to the months entry. Specifically, you need it to be able to calculate auto, catagories have a seperate sheet to make the entries or modify the catagory lists as required all months should be able to list out on Dashboard and workable with all entries payments received ( CREDIT ) and bills submitted ( DEBIT/EXPENSE ) should be listed out in a separate sheet based on the dates to calculate the total amount received and the total expenses spent on bills and the balance available . I have extensive experience in data entry, Excel specifically related to accounting. My skills include MS Excel , MS word , Tally for GST , Tally ERP which makes me the best fit for this job. Additionally, I work in Google Sheets so that makes me highly reliable when it comes to getting the job done quickly and accurately. I'm confident that my expertise can help you get your Excel Accounting / sheet formulating with dashboard up and running quickly and correctly. Please let me know if you'd like more information or if there's anything else I can do to help answer any questions
$10 USD in 1 day
4.8 (6 reviews)
0.7
0.7
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Hello, I hope this message finds you well. I am writing to express my keen interest in your project posted on Freelancer.com. I have done similar kind of project in the past.I would like to chat with you so that we can discuss the project in details and I can show you the relevent examples. Warm Regards Zulfiquar S
$20 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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In particular, my ability to work to tight deadlines and manage my time effectively make me a good fit for the role. For example, in my current job I have to manage my own workload, taking briefs from colleagues in multiple departments and creating a priority order that keeps everyone satisfied.
$20 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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I can help you find a qualified freelancer to work on your Excel project. Here’s a short proposal to address your requirements: The freelancer will: 1. Ensure that the Excel file is ready for data entry across all months with auto-calculations. 2. Create a separate sheet for categories for easy entry and modification. 3. Make sure all months are functional and linked to the dashboard. 4. Link and make all months workable and visible in the table sheet. 5. Implement proper calculations for new entries in the months’ sheets. 6. Create a separate sheet to list payments received (CREDIT) and bills (DEBIT/EXPENSE), calculating the total amounts and balance with color coding. 7. Set up password protection for all sheets to maintain data security.
$10 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Experienced data entry specialist with excel and basic accounting knowlege offering high accuracy, speed, and meticulous attention to detail. Committed to meeting deadlines and ensuring precise.
$20 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hello there! I am Jayesh, a freelancer with 7 people team. I understand that you are looking for someone to help get your Excel Accounting / sheet formulating with dashboard project ready for all months entry with auto calculating catagories have a separate sheet to make the entries or modify the catagories lists as required all the months should be able to list out on dashboard and workable with all entries in table sheet all the months should be linked workable and visible for selection in the month sheets the entries should be calculated properly for any new additions any payments received ( CREDIT ) and the bills submitted ( DEBIT/EXPENSE ) must be listed out in a separate sheet based on the dates to calculate the total amount received and the total expenses spent on bills and the balance available . if the balance is available it should be in green if excess amount spent it should be in (-) If you have any questions or would like me to clarify anything please don't hesitate to reach. In+91 9173887674
$20 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Have become experts in all computer software. Know how to work on all system software like Excel, Photoshop and Pagemaker in computer.
$20 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Welcome to Bellwether Consulting - Your Trusted Financial and Accounting Partner! With over a decade of dedicated experience in the financial & accounting realm, we are thrilled to offer our unparalleled expertise to businesses like yours. Our esteemed team, consisting of seasoned Chartered Accountants, ACCAs, and adept accounting professionals, is wholly committed to delivering top-notch professional services across a spectrum of crucial areas. Streamlined Accounting and Bookkeeping; Managing your financial records becomes a breeze with our mastery of popular platforms such as QuickBooks, Xero, Sage, Odoo, Zoho, NetSuite, and Oracle Financial. We seamlessly set up your company on above mentioned accounting software, expertly handle charts of accounts, oversee payroll intricacies, manage accounts payable and receivable, reconcile financial data, and even create customized reports tailored to your needs. Harness the power of Advanced Excel through our adept data entry and analysis services. We're your go-to partner for tasks like Pivot Tables, VLOOKUP, and IF functions. Regardless of your business's size or industry, our personalized solutions are tailored precisely to meet your unique needs. Partner with us to revolutionize your financial landscape.
$20 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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CPA Candidate, Willing to work lower cost or market; under development. Specialising in Financial Accounting and Reporting & Business Analysis and Reporting*
$10 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Buenas, Estuve dos años dedicándome a las cuentas por cobrar de una multinacional, realizando análisis de Excel de diversas unidades de negocio, cancelando facturas, prolongando facturas. He realizado tablas dinámicas, usar Power Query, transformación de datos, macros de Excel, entre otras funciones. Siento tener la capacidad para poder llevar a cabo el trabajo. No puedo adjuntar los trabajos por un tema de confidencialidad pero si me contactan puedo mostrar una serie de archivos donde reflejan los análisis que hecho en el correr de mi experiencia. Desde ya, muchas gracias! Sofía.
$20 USD in 7 days
0.0 (0 reviews)
0.0
0.0

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Flag of INDIA
Chennai, India
4.9
56
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Member since Jan 25, 2017

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