In Progress

Extract information from Excel spreadsheet to provide information in a useful format

Please do NOT RUSH.

I will NOT review any submitted bids until 6 PM New York time on November 30th

The attached SAMPLE Excel spread sheet includes 152 rows of data and many columns of data (not all columns of data will be used or relevant.

The real spreadsheet will include one to three thousand rows of data however the rear spread sheet data will increase over time.

I wish for your way of viewing the data to be compatible with future Excel spreadsheets I tell it to reference.

Every single potential client who calls our office has to identify the property they are under contract to purchase otherwise my office can not provide them with a price quote.

There are two types of data.

There are Potential clients "P" (The Scheduled Date

column will be blank for these) and those who turned into real Clients "C" (The Scheduled Date column NOT will be blank for these because the client scheduled a date and time for the home inspection)

I want you to design some way for me to be able to know and to have a custom report or a way to obtain the data to gain the following information:

For One, Two and Three listed below breakdown number of P that turn into C MONTHLY (so I can see how my price variations effect inspections booked

Report Variation One Breakdown number of P that turn into C MONTHLY

By List Price Column letter P

0 to 299,000

300,000 to 399,000

400,000 to 499,000

and every hundred thousand up from there

Report Variation Two Breakdown number of P that turn into C MONTHLY

By Order Fee column K

$500 to $549

$550 to $599

and every fifty dollars up from there

Report Variation Three Breakdown number of P that turn into C MONTHLY

Inspections By Created by column B to easily see what creator is booking more inspections as a percentage on a monthly basis.

Once again I am looking for you to create an "overlay" type program I can run on a monthly basis as the Excel spreadsheet changes.

The number of rows will change every month however the columns will remain consistent.

Yes, I know reformatting the dates will be a challenge.

I have added this to answer questions that have come up in order to make sure everyone is bidding on exactly the same job.

Please keep in mind my specification indicates I will be downloading new information into Excel for different time periods as time goes on and that your "program" must continue to work regardless of the time periods I download.

The way to separate the C (clients) from the P (potential clients) .... the C (clients) will have a Scheduled Date. Those who are P (potential clients) will NOT have a Scheduled Date

I want to make sure you know what you are bidding on because you have to make money and I have to be happy or no one will be happy.

My goal is to use the extracted data to figure out why (if there is a pattern) some potential clients (those who do not give me money) become clients.

Every few weeks I will download new data, I wish for the overlay you create to be usable not only for the provided sample Excel sheet but for all future ones I download without further changes or modifications.

For those of you who asked.... php is fine, I have a server and will be able to upload for php to be executed without an issue

My goal is to use the extracted data to figure out why (if there is a pattern) some potential clients (those who do not give me money) become clients.

Every few weeks I will download new data, I wish for the overlay you create to be usable not only for the provided sample Excel sheet but for all future ones I download without further changes or modifications.

For those of you who asked.... php is fine, I have a server and will be able to upload for php to be executed without an issue

In response to questions the information I am looking to extract will be for various unknown to me at this time monthly time frames.

Each month must have its own summary

Please see the attached file for two sample months however the overlay must be designed to work for months from June 2015 on forward.

My "sample" attached is about as ugly as I know how to make it. My hope is you can do something nicer

Since I have not been able to iron out details with other bidders I will set a new award deadline of 6 PM New York time Tomorrow December 2, 16

I have revised, cleaned up and updated my project specifications in response to questions have been asked.

What I am looking for is a way to determine how many inspections are being booked by home sales price. I wish to figure out if my prices may be too high for one home sales price segment causing me too book too few inspections from those buyers.

2.) What I am looking for is a way to determine how many inspections are being booked by home inspection fee. I wish to figure out if my prices may be too high for one home sales price segment causing me too book too few inspections from those buyers.

The Inspection fee I wish to use for the report is the inspection fee shown in column P. Fees listed in columns q r s t u v and w are not part of the information I am interested in

Please realize the data I download in csv type format will be for different date ranges and each date range must sort out by month. Some reports may only have one single month others may have 120 months.

The latest data sample file:
ISN Potential vs. Scheduled May 15 to Nov 16.xls

The latst Concept of layout
ISN report layout 2.xls


Skills: Database Programming, Excel

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About the Employer:
( 22 reviews ) Woodland Park, United States

Project ID: #12230695

Awarded to:

WestonPalmer

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