Excel report generation dashboard (mulitple files with data brought into new workbooks)

This project was awarded to farr4u for $65 USD.

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Project Description

I have 2 files which are stored in SharePoint and are edited directly in Excel.

One file has up to 40 columns and 1000s of rows; the second file has up to 20 columns and 1000s of rows.

I would like to be able to create new workbooks (like a snapshot) of selected criteria at a given time. I require a separate excel file I can open that will allow to execute such actions that will poll the information from both files, and using the criteria presented at execution build the snapshot workbook. This may be a report for one supplier, or all suppliers in a given month etc to generate the data.

For each action we need to specify the columns it will export to each sheet and how it will be ordered and presented.

This project will act as a guide and the work offered will help me apply the VBA and logic to the real data.

For the attached sample sheets I have an example below to illustrate what I need to be able to do:
Set critera on a form (manufacturer, data ranges (or all) and create a new workbook with an orders sheet and deliveries sheet that matches the criteria I'd like to be able to sort the orders by status (custom order if possible) and deliveries by status (custom order if possible).

The file will need to be saved to a specifed location with a name format such as 'YYYY-MM-DD - Snapshot - Manufacturer [url removed, login to view]'

These files need to be sent externally which is why I need to export selected data to new workbooks. This is excel based and is not likely to be moved to a database/web app type setup anytime soon.

I would like 4 variations of my needs to be produced in this project- 4 different report types that can be ran with appropriate files to be produced.

Ideally, an ability to configure conditional formatting to some of the output or pivot tables would be a definite bonus!

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