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Create an MS Excel add-in that lets me pull raw tables straight from ERP and excel files, clean the data, explore it visually, and push out polished, reusable reports—all without leaving the Excel worksheet. Core functionality I need built in: • Connectivity to ERP tables (ODBC or API—whichever suits Excel best) so a user can browse available tables, apply simple filters, and load the data into a sheet with one click. • Data-cleaning helpers that detect blanks, duplicates, and obvious outliers, then offer quick fixes or flag rows for review. • A visual exploration panel for instant charts and other data-visualization tools so users can slice the imported data on the fly. • A custom report builder where predefined templates pull refreshed figures and generate print-ready or PDF exports at the press of a button. I work in the current Microsoft 365 desktop build, Excel as the only interface, so the add-in must install smoothly there. C#, VSTO, or Office JS are all acceptable; pick the framework that delivers a stable ribbon button set and a clean task pane. Performance matters: loading 100k-row tables should feel snappy and charts must stay responsive. Deliverables 1. Compiled add-in and installer. 2. Well-commented source code. 3. Short user guide (PDF) demonstrating connection setup, data-cleaning flow, visualization options, and report generation. 4. Quick video walkthrough so my team can see the workflow end-to-end. I will test and QA by connecting to our staging ERP, running the cleaners, regular reviews, building a few visuals, and exporting a report—everything should function without manual tweaks.
Project ID: 40298600
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Hi, I am a full-stack AI developer with 8 years of rich experience in software development, specializing in Excel add-ins, ERP integrations, data analysis, and visualization. I have extensive experience with Microsoft 365, Excel, and the technologies required to build robust, performant add-ins using C#, VSTO, or Office JS. For this project, I will develop an MS Excel add-in that enables seamless connectivity to ERP tables via ODBC or API, allowing users to load and clean data with a single click. The add-in will feature tools for detecting and handling blanks, duplicates, and outliers, a visual exploration panel for instant charts and data analysis, and a custom report builder for generating polished, reusable reports in print-ready or PDF formats. I will ensure the add-in is easy to install in the Microsoft 365 desktop build and meets your performance expectations, even when handling large datasets. The final deliverables will include a compiled add-in, well-commented source code, a user guide, and a video walkthrough. I'm an individual freelancer and can work on any time zone you want. Please contact me with the best time for you to have a quick chat. Looking forward to discussing more details. Thanks. Emile.
$750 CAD in 7 days
5.3
5.3
70 freelancers are bidding on average $474 CAD for this job

Hello, I understand you want a robust MS Excel add-in for ERP analytics that stays inside Excel, with seamless data connectivity, cleaning, visualization, and polished reporting. I will build a stable add-in using a framework that fits Excel 365 desktop well (likely Office JS or VSTO) to deliver a fast, one-click data load from ERP (ODBC or API), smart data-cleaning helpers, an interactive visualization pane, and a reusable report builder with print-ready or PDF outputs. The solution will handle 100k-row tables with responsive charts, maintain clean code with thorough comments, and include a concise user guide plus a quick video walkthrough. The deliverables will be a compiled add-in and installer, well-commented source, a PDF user guide, and a short video demonstration. What ERP connection method do you prefer (ODBC, API, or both) and which tables should be accessible first? What I propose to deliver in short: • Fast, one-click ERP data load with optional filters • Built-in data cleaning: detect blanks, duplicates, outliers, with quick fixes or review flags • Visual exploration panel for on-the-fly charts and slices • Custom report builder with templates and one-button exports • Smooth installation for Microsoft 365 desktop, with clean task pane and ribbon, optimized for performance Questions to align on scope (3-4 essential): What ERP connection method do you prefer (ODBC, API, or both) and which tables should be accessible first? What are the key KPIs or templates you w
$750 CAD in 12 days
9.2
9.2

Hello Sir, I am highly skilled and highest rated Freelancer in Excel and Outlook Add-in development. I have delivered multiple VSTO based Add-ins for various clients. I can develop your required ERP connection Add-in to bring data into Excel and draw the Charts as required. It should ideally be SQL based using ODBC and later be able to connect using Rest API. There shall be new buttons on the top Excel ribbon to interact with the ERP. Let's discuss and kick off. I do not need any advance milestone to start working. You may test the module and then pay in full. Good day, Usman
$900 CAD in 6 days
7.8
7.8

Hello Sir, Would you like to see a demo of the Excel add-in that seamlessly integrates with your ERP before making any commitment? Our solution will empower your team to easily connect to ERP tables, clean data efficiently, and visualize insights—all directly within Excel, streamlining your reporting process. Let's discuss how we can create this tailored add-in to meet your needs and schedule a demo to showcase its potential. Regards, Smith
$500 CAD in 7 days
7.3
7.3

Hello there, With my extensive knowledge and hands-on experience in C# Programming, Data Analysis, Software Architecture, and Visual Basic, I am more than capable of creating a top-notch MS Excel add-in that will cater to all your ERP analytics needs. As a full-stack developer and software engineer, I bring to this project a deep understanding of web-based interfaces - giving me the unique ability to provide a smooth one-click data connection from your ERP tables. In addition, my rich skills in data analysis ensure I can build tailored data-cleaning functionalities within the add-in. I have previously worked with large datasets and can develop algorithms that effectively detect blanks, duplicates and anomalies before providing quick-fix solutions or flagging rows for review. Drawing on my experience with AI-powered solutions, I will create a highly intuitive visual exploration panel that allows you to effortlessly slice imported data on-the-go to gain meaningful insights. Finally, I don't just stop at delivering projects; alongside the compiled add-in and installer, well-commented source code, user guide, and video walkthrough, I offer reliable support throughout the testing and QA process. Like you, I value smooth workflows - let's create a project that doesn't require any manual tweaks! Best regards, Alex.
$555 CAD in 1 day
6.7
6.7

Hello, I can build a robust MS Excel add-in prototype that connects to your ERP tables via ODBC/API, cleans and flags data, provides an interactive visual exploration panel, and enables one-click report generation. The add-in will feature a ribbon and task pane interface, optimized for large datasets (100k+ rows) with responsive charts. Users can filter, slice, and export polished reports as PDFs or Excel templates. Deliverables include the compiled add-in with installer, fully commented source code, a PDF user guide, and a short video walkthrough demonstrating full workflow. Performance and seamless integration with Microsoft 365 are priorities. Thanks, Asif
$750 CAD in 11 days
6.6
6.6

I can create an Excel add-in that connects to ERP tables, cleans data, visualizes it, and generates reports. I will ensure smooth installation in Microsoft 365 and focus on performance for large datasets. Deliverables will include the compiled add-in, source code, a user guide, and a video walkthrough.
$750 CAD in 14 days
7.1
7.1

I can develop a Microsoft Excel add-in that connects to ERP tables via ODBC/API, imports large datasets, performs automated data cleaning (duplicates, blanks, outliers), and provides interactive charts and a template-based report builder directly inside Excel. The solution will include a custom ribbon, task pane tools, and optimized performance for 100k+ rows with one-click refresh and export to PDF. 10+ years Advanced Excel experience, Certified VBA Programmer, MBA.
$250 CAD in 3 days
6.5
6.5

Hi there! I'm excited about the opportunity to develop an MS Excel add-in that addresses your needs for ERP analytics. As a top California freelancer on this platform with numerous successful projects and 5-star reviews, I understand the intricacies of Excel and ERP integration. My extensive experience with data management and software architecture will ensure we create a seamless tool that allows for effortless data loading, cleaning, and reporting right within Excel. I will implement functionalities that connect to ERP tables via either ODBC or API, provide intuitive data-cleaning helpers, and deliver a robust visual exploration panel, all aimed at enhancing user experience and performance. Additionally, I will ensure that your add-in installs smoothly on the Microsoft 365 desktop, and provide you with well-commented source code, a user guide, and a quick video walkthrough to facilitate smooth adoption. Let's connect right away to discuss the specifics further and kick off this project! What specific ERP system do you want the add-in to connect with, and are there any particular visualizations you prefer?
$610 CAD in 9 days
6.0
6.0

Hello, I have over 7 years of experience in Excel, Data Visualization, Visual Basic, and Data Management. I have carefully read the project requirements and am confident in my ability to deliver a high-quality solution. For the MS Excel Add-in with ERP Analytics - Prototype project, I propose to develop a custom add-in that seamlessly connects to ERP tables, cleans the data, provides visual exploration tools, and allows for the creation of custom reports within the Excel worksheet. I will utilize C#, VSTO, or Office JS to ensure a stable ribbon button set and a clean task pane for smooth installation on Microsoft 365 desktop build. The core functionalities, including data connectivity, data-cleaning helpers, visual exploration panel, and custom report builder, will be implemented to meet your requirements. The deliverables will include a compiled add-in, well-commented source code, a user guide, and a video walkthrough for easy understanding and implementation. I would appreciate the opportunity to discuss the project further in chat to address any questions or concerns. You can visit my profile at https://www.freelancer.com/u/HiraMahmood4072 Thank you.
$275 CAD in 7 days
6.4
6.4

Hello, I am an experienced Excel add-in developer who will build you a custom tool that connects directly to your ERP, loads and cleans data, creates instant visualizations, and generates polished reports—all within Excel. The add-in will feature one-click ODBC/API connectivity, data-cleaning helpers for blanks and duplicates, an interactive chart panel, and a template-based report builder. It will handle 100k+ rows smoothly and install seamlessly on Microsoft 365. Deliverables include the compiled add-in, source code, user guide, and setup video. I will deliver a stable, responsive solution ready for your staging tests. Regards, Zafar
$500 CAD in 7 days
6.2
6.2

Hello, Can we discuss about your Excel add-in project cause I have built tools where Excel pulls raw operational data, cleans it, and generates quick visual reports without leaving the sheet. A C# VSTO add-in with ODBC/API connectors can handle ERP pulls, cleaning checks, and template reports smoothly. Will ERP tables require authentication tokens or simple DB credentials? Should charts update automatically after refresh? Do report templates pull from fixed ranges or dynamic tables? Handling 100k rows needs careful caching or Excel can slow down. Best regards, Devendra S.
$1,000 CAD in 14 days
6.2
6.2

Hello, I’m excited about the opportunity to develop an Excel add-in that streamlines your data extraction, cleaning, visualization, and reporting processes. With my experience in Excel, data analysis, and software development, I will build a solution that allows you to pull raw ERP tables (via ODBC or API), clean the data, explore it visually, and generate polished reports directly within Excel. The add-in will feature easy connectivity to ERP systems, automated data-cleaning helpers, and an intuitive visualization panel for creating charts and insights. A custom report builder will also be included, making it simple to generate and export print-ready or PDF reports with just a click. I will ensure the add-in is compatible with Microsoft 365, with smooth installation, snappy performance for large datasets, and a clean, user-friendly interface. Deliverables will include a compiled add-in, well-commented source code, a short user guide, and a video walkthrough to demonstrate the workflow. Best regards, Juan
$500 CAD in 3 days
5.6
5.6

I'd go with Office JS + React task pane for this - better cross-platform support than VSTO and easier to maintain. For the ERP connectivity I'd use ODBC through a thin local service that the add-in talks to, which keeps credentials off the sheet and gives you the table-browser/filter experience you described. For 100k-row perf, the trick is paging data into the sheet rather than dumping it all at once, and keeping chart data as named ranges so they stay responsive when filters change. The data-cleaning panel is straightforward - scan on load, highlight issues in the task pane, one-click fixes. Deliverables would be exactly what you listed: compiled installer, commented source, PDF guide, and video walkthrough. Can share a similar add-in I built if you want to see the UX approach first. - Usama
$650 CAD in 14 days
5.9
5.9

MS Excel Add-in with ERP Analytics - Prototype I’m a full-stack software engineer with expertise in React, Node.js, Python, and cloud architectures, delivering scalable web and mobile applications that are secure, performant, and visually refined. I also specialize in AI integrations, chatbots, and workflow automations using OpenAI, LangChain, Pinecone, n8n, and Zapier, helping businesses build intelligent, future-ready solutions. I focus on creating clean, maintainable code that bridges backend logic with elegant frontend experiences. I’d love to help bring your project to life with a solution that works beautifully and thinks smartly. To review my samples and achievements, please visit:https://www.freelancer.com/u/GameOfWords Let’s bring your vision to life—connect with me today, and I’ll deliver a solution that works flawlessly and exceeds expectations.
$250 CAD in 2 days
5.6
5.6

Hello I am an expert with 15+ years of experience in the technical world, delivering simple to complex websites, e-commerce platforms, membership systems, and portals. I always ensure clear communication, continued support after delivery, and 100% client satisfaction. I specialize in C# development, creating robust desktop applications, web applications, and enterprise-level solutions. With expertise in .NET framework, API integration, and database-driven applications, I focus on building scalable, secure, and high-performance solutions tailored to your business needs. If you are looking for a dedicated C# expert who delivers quality, innovation, and on-time results, I’d be glad to work on your project.
$250 CAD in 7 days
5.8
5.8

Beware that integrating large ERP datasets directly into Excel can precipitate severe performance degradation and data integrity issues if not meticulously engineered. Your requirement for seamless connectivity via ODBC or API, combined with Excel’s native environment, demands a solution tailored to the Microsoft 365 desktop build that balances responsiveness and usability without compromising stability. At DigitaSyndicate, a UK-based agency, we don't just write code; we architect infrastructure to protect your investment. Our expertise ensures that the add-in will provide robust connection management, efficient data-cleaning routines, and dynamic visualisation tools, all embedded within a clean ribbon interface and responsive task pane that aligns with your specified technologies. Have you evaluated the potential bottlenecks in real-time data filtering and chart rendering with datasets exceeding 100,000 rows, particularly regarding memory usage and thread management within Excel’s process boundaries? Casper M. DigitaSyndicate
$550 CAD in 14 days
5.3
5.3

Dear Client, I am writing to express my interest in collaborating with you on your project. Based on the project details provided, I assure you that I have the skills and expertise required to deliver high-quality work within the specified timeframe. I am confident in my ability to deliver exceptional results for your project. I am committed to maintaining open lines of communication, delivering on time, and ensuring your complete satisfaction. Waiting to hear from you. With thanks regards
$540 CAD in 5 days
5.8
5.8

Hi, I can build a "high-performance Excel add-in for Microsoft 365" that pulls ERP data, cleans it automatically, enables visual exploration, and generates polished reports—all directly inside Excel. I suggest implementing this with "C# and VSTO", which provides the most stable integration for desktop Excel, strong ribbon customization, and responsive task panes. This approach also handles "large datasets (100k+ rows)" efficiently using optimized data loading and background processing. Key features I will deliver: • "ERP Connectivity" via ODBC/API with a table browser, filter options, and one-click load to worksheets. • "Smart Data Cleaning" tools to detect blanks, duplicates, and outliers, with quick-fix actions and row-flagging for review. • "Visual Exploration Panel" with dynamic charts and slicing tools so users can instantly analyze imported data. • "Custom Report Builder" using reusable templates that refresh data automatically and export "print-ready Excel or PDF reports" with a single click. The add-in will include a "clean ribbon UI, responsive task panes, and optimized performance" for large tables. Deliverables will include the "compiled add-in + installer, fully commented source code, user guide (PDF), and a short walkthrough video" demonstrating the full workflow. I’m confident I can deliver a "robust, production-ready Excel tool" your team can rely on. Best regards. Artak
$250 CAD in 7 days
5.3
5.3

Hello sir, Did go through your job description and glad to share that I have enormous experience in working with MS Excel Add-in with ERP Analytics - Prototype I'm a seasoned programmer and Engineer with quality experience in Flutter, React, Node.JS, SpringBoot, Frontend and Backend Development, Python, Matlab, R studio, C, C++, C#, OpenCV, OpenGL, Tesseract OCR, google vision, Statistical programming/R progamming data analysis Computing for Data Analysis Time Series & Econometric, Machine learning, AI, Deep learning, Matlab and Mathematica, 3D modeling, CAD/CAM,AutoCAD, 2D, Architectural Engineering, SolidWorks, Unity 3D, PCB, Electronics, Arduino, Automation, Embedded and Firmware , IOT, Electrical/Mechanical Engineering I am a TOP Rated Freelancer, and you can check my reviews here as well: https://www.freelancer.com/u/mzdesmag. Looking forward to potentially working together on this project. Thanks and Best regards, Adekunle.
$250 CAD in 2 days
5.3
5.3

As an accomplished data analyst and tech enthusiast, I have the perfect skill set to deliver an impeccable MS Excel Add-in with ERP Analytics exactly as you need it. I understand the importance of using Excel as a sole interface and thus, the add-in will function seamlessly within your existing Microsoft 365 environment. Being proficient in C#, VSTO, and Office JS, I can create a clean and stable ribbon button set with a user-friendly task pane to ensure a smooth experience while browsing, cleaning, exploring data, as well as generating polished reports. Having worked on complex projects involving huge datasets and demanding processing times, rest assured that performance won't be compromised. My data cleaning expertise coupled with my ability to detect and deal with outliers effectively will ensure that the macro is capable of smartly handling 100k-row tables while maintaining responsiveness in chart generation. Your deliverables are my highest priority. I am committed to delivering a compiled add-in and installer along with thoroughly commented source code for future modification if needed. I'm looking forward to connecting your staging ERP, running the cleaners, building visuals, generating reports - ensuring that everything runs seamlessly end-to-end. My goal is to save you manual labor while making the most of your ERP data through this tailored MS Excel add-in. Let's dive into this project together!
$400 CAD in 7 days
4.7
4.7

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