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

In Progress

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!

Skills: Excel, Visual Basic for Apps

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About the Employer:
( 73 reviews ) United Kingdom

Project ID: #4201694

Awarded to:

farr4u

Hi sir,Excel VBA expert here I worked on the information and the 2 files given by you, created the third file with user form and logic to pull data, and have developed the solution for you already, kindly see PM for DE More

$65 USD in 3 days
(8 Reviews)
3.1

23 freelancers are bidding on average $174 for this job

svet63

Pls only consider my bid, if you can assign higher budget to your project. If not, good luck! Regards, Svet.

$600 USD in 7 days
(49 Reviews)
6.2
slavisatosic

Hello, I am offering you to make this project in the next couple of days. Please see PM for details.

$150 USD in 3 days
(54 Reviews)
5.1
gshiels

Please see PM

$450 USD in 5 days
(11 Reviews)
4.9
amcsummers

I know how daunting it is to try and describe what you are wanting. I have been doing my contracting work with VWorker/Freelancer for the past 3 years, I had completed 70 projects ranging from Excel VBA to SQL Server More

$100 USD in 4 days
(36 Reviews)
4.9
diegogarcia0531

Hi, I can do the job, MS Excel VBA expert, Software developer for a several years I am looking forward to work with you Best Regards Diego

$200 USD in 5 days
(8 Reviews)
3.9
expertatwork

Experts here... Please see PMB

$55 USD in 3 days
(16 Reviews)
3.6
cosconeaionut

Hi , I can do almost anything in excel vba (forms, butons,automate pivot tables, ). If you need me contact me. Best regards!

$100 USD in 3 days
(6 Reviews)
3.6
Tablassus

Dear Sir I am a VBA / Excel expert with +20 years of programming experience. I understood your goal and I am ready to start working. More information on PM. Thanks Best regards Filipe Francisco , VB E More

$150 USD in 3 days
(7 Reviews)
3.5
ksnrajesh912

Hi please check PM

$80 USD in 5 days
(4 Reviews)
2.8
Abikris

Hi Excel/VBA Expet here. Please check your PMB for a Demo. Kris

$200 USD in 3 days
(5 Reviews)
2.5
epdailo

I can work on this for you. I placed 30 days for the project duration because I will give you ongoing support for 30 days or more, after the project is done. The actual project can take less than 2 days depnding on the More

$30 USD in 30 days
(2 Reviews)
2.2
sthakral

Hi, I understand your requirements, and can provide a clear and concise solution that can become the building block for your future needs. I Have substantial experience with Excel & VBA, having built numerous fina More

$250 USD in 4 days
(1 Review)
1.9
glddgunawardana

Dear Sir/ Madam, If you wish to get your work done accurately and timely you can rely on me. I'm here to provide you a better service possibly by meeting all your criteria. Please check the private message for detaile More

$100 USD in 3 days
(1 Review)
1.8
fahimgolani

Hello Mate I am expert in excel & VB. I have recently made full automation trust accounting software on excel based on 60 complex macros & script working together to process complex calculations on single click. More

$250 USD in 25 days
(0 Reviews)
3.2
FaizanPk

sir I can do this job.

$30 USD in 1 day
(0 Reviews)
0.0
jsuarezg

Hello, I'm an Excel Expert, and I havve developed a lot of Excel applications and tools. I can do this work correctly, faster and cheap.I can guarantee you that this work will be like you want.

$80 USD in 4 days
(0 Reviews)
0.0
pa3925

Hi, I'm an Excel and database expert. What you need done is a very common task and very straightforward with databases, that's why you may have had it suggested to you. It can be done in Excel, of course. With a More

$240 USD in 5 days
(0 Reviews)
0.0
elisaresina

Dear Sir, I'm an experienced developer as you can see from my profile and I have the time and knowledge required. Best Regards, Elisa Resina

$100 USD in 6 days
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ilyas2010

I have high profile proficiency skills in MS office specially MS Excel having MS Excel 2010 Advance Level Certificate on Brainbench securing the one of the top 10 Master Result (92% percentile) and passed MS Excel 2010 More

$200 USD in 10 days
(0 Reviews)
0.0
auxigen

I am a fluent English speaker and professional Excel/VBA developer. I have 4 years of experience with automated report generation. My most recent project crawled MLS data for home sales and compiled it into a report wh More

$175 USD in 2 days
(0 Reviews)
0.0