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We are looking for an experienced Excel automation specialist to help connect two existing Excel workbooks used in a digital media workflow: Traffic Sheet Workbook (placement-level trafficking instructions) CMW (Creative Specs) Workbook (creative details: ad names, rotation %, flight dates, etc.) Currently, these documents are separate and require manual copy/paste of data (e.g., ad names, rotation values, creative flights). We would like to implement a reliable, maintainable way for the Traffic Sheet to automatically pull select fields from the CMW. This is not a redesign of the documents — it is a structured automation enhancement. Current State CMW workbook contains multiple tabs: Standard Display Custom Units Video Audio Traffic sheet is placement-based (one row per placement/creative execution) There is currently no shared unique identifier between the two documents CMW does not contain placement IDs (Prisma placement IDs are in the traffic sheet only) CMW is often finalized 1 week before launch Desired Outcome We would like to implement: A standardized “Spec Key” or bridge logic that allows the traffic sheet to match records to CMW A method for the traffic sheet to automatically pull: Ad Name Rotation % Creative flight start date Creative flight end date A scalable and low-maintenance solution that works across: Display Custom units Video Audio Technical Requirements Must use Excel (no external software platforms) Preferred tools: XLOOKUP Structured Tables Power Query (Append/Transform) Solution must work across separate workbooks (SharePoint/Drive environment) Clear documentation required Should be resilient to version updates Deliverables Updated Traffic Sheet template with automation built in Recommended “Spec Feed” structure inside CMW Clear instructions for: Adding new creatives Updating CMW Refreshing traffic sheet Light documentation (1–2 pages) Nice to Have (Optional) Error handling (flag when no match found) Validation checks for duplicate Spec Keys Refresh button or streamlined refresh instructions Timeline Looking to complete within 1–2 weeks. Budget Open to proposals. Please provide: Estimated hours Fixed price option Relevant Excel automation examples Ideal Candidate Advanced Excel user Strong Power Query experience Experience building structured data workflows Comfortable working with multi-tab workbooks Understands clean data architecture principles Experience working with media clients and their workflows
Project ID: 40225862
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Active 26 days ago
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80 freelancers are bidding on average $165 USD for this job

As an accomplished full-stack developer, I have a solid foundation in Excel data manipulation, and can confidently automate your media workflow. With my years of experience enhancing workflow efficiency and developing automated solutions, I am confident that I can establish reliable connections between your Traffic Sheet Workbook and CMW Workbook. I am well-versed in using XLookup, structured tables, Power Query (Append/Transform) to effectively consolidate data across separate workbooks - no external platform needed. Another factor that sets me apart from the competition is my strong understanding of clean data architecture principles. In your case, I understand that maintaining a clean dataset is critical for long-term success. That's why, beside providing accurate automation services, I will also furnish you with clear, comprehensive documentation on updating the CMW workbook and refreshing the traffic sheet - ensuring a scalable and low-maintenance solution for you.
$220 USD in 4 days
8.6
8.6

Using my diverse set of skills in Software Engineering, Web & Mobile Development, AI Solutions and Intelligent Automation, I am well-equipped to address your Excel automation needs. With proficiency in Data Integration and Visual Basic, I possess the ideal skillset to streamline your media workflow. I have a deep understanding of clean data architecture principles, an essential aspect of this project's success. I can create the 'Spec Feed' structure within CMW that you desire for better automation by establishing a standardized "Spec Key" or bridge logic. Moreover, my experience in building structured data workflows and using tools like Power Query makes me the perfect candidate for this task. I can not only automate the process of copying and pasting data but also find innovative ways to make it maintainable and scalable using XLOOKUP, Structured Tables and Power Query (Append/Transform). In addition to my technical skills, I have vast experience working with media clients and their specific workflows - a unique advantage that allows me to quickly grasp your project's objectives. My prior work includes projects covering API-based integrations similar to this one, making me confident in handling separate workbooks (SharePoint/Drive environment) without any issues. Overall, my aim is not just to deliver on-time but to bring measurable impact through performance, reliability and scalability that aligns perfectly with your project
$140 USD in 7 days
7.9
7.9

Hello, I specialize in Excel automation and workflow optimization, and I can efficiently connect your two existing workbooks to create a seamless, reliable data flow within your digital media process. Whether this requires advanced formulas, Power Query, VBA automation, or structured data modeling, I’ll ensure the integration is accurate, stable, and easy to maintain. My focus will be on eliminating manual steps, reducing errors, and improving overall efficiency while keeping the solution clean and well-documented. You’ll receive a streamlined system that supports your workflow without unnecessary complexity. Ready to review your files and start immediately.
$220 USD in 4 days
6.8
6.8

⭐⭐⭐⭐⭐ Excel Automation Specialist for Streamlined Digital Media Workflow ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project details and see you're looking for an Excel automation specialist. You don’t need to look any further; Zohaib is here to help you! My team has successfully completed over 50 similar projects for Excel automation. I will create a structured solution that connects your Traffic Sheet and CMW workbooks, ensuring a smooth flow of data without manual effort. ➡️ Why Me? I can easily handle your Excel automation needs as I have 5 years of experience in Excel, Power Query, and data management. My expertise includes creating structured workflows, leveraging XLOOKUP, and ensuring seamless data integration. I also have a strong grip on maintaining clean data architecture principles. ➡️ Let's have a quick chat to discuss your project in detail. I would love to show you samples of my previous work and how I can enhance your workflow efficiently. Looking forward to our chat! ➡️ Skills & Experience: ✅ Advanced Excel ✅ Power Query ✅ XLOOKUP ✅ Data Integration ✅ Structured Tables ✅ Documenting Processes ✅ Multi-Tab Workbooks ✅ Data Validation ✅ Error Handling ✅ Workflow Automation ✅ Data Analysis ✅ Clean Data Architecture Waiting for your response! Best Regards, Zohaib
$150 USD in 2 days
6.6
6.6

Hello, I have carefully reviewed your project requirements and fully understand that this is a structured Excel automation enhancement to eliminate manual copy paste between your Traffic Sheet and CMW workbooks. I can confidently design a scalable, low maintenance solution that connects both files reliably across SharePoint or Drive environments. My approach will begin by defining a standardized Spec Key architecture that acts as a bridge between the placement level Traffic Sheet and the multi tab CMW workbook. I will restructure the CMW into a clean Spec Feed using Structured Tables and Power Query to append Standard Display, Custom Units, Video, and Audio into a normalized dataset. Next, I will implement XLOOKUP logic within the Traffic Sheet to dynamically pull Ad Name, Rotation percentage, and creative flight dates. Error handling will flag unmatched or duplicate Spec Keys using IF and COUNTIFS validation rules. The solution will be resilient to version updates and include streamlined refresh instructions. I am ready to complete this within your timeline. Would you prefer a pure formula driven model or a hybrid Power Query architecture for long term scalability? Let us finalize scope and hours in chat. Best Regards, Aneesa.
$135 USD in 1 day
6.8
6.8

Hi Jason, Thank you for considering my proposal for the Excel automation project. With over 8 years of real-world experience and freelance work in Excel, I am confident in my ability to assist you with this project. I have carefully reviewed the project requirements and am eager to discuss it further with you in chat. I believe my expertise in Excel automation and structured data workflows align well with the needs of this project. I would like to connect with you to delve deeper into the specifics of your project and how I can help streamline the workflow between the Traffic Sheet and CMW workbooks. Regards,
$30 USD in 1 day
6.3
6.3

Hello, With over 7 years of experience in Data Processing, Excel, Excel VBA, Data Visualization, Excel Macros, Visual Basic, Data Entry, and Data Management, I have the expertise to assist with your Excel automation project for the media workflow. I have carefully reviewed the project description and understand the need to connect the Traffic Sheet Workbook with the CMW Workbook through automation. To achieve this, I propose implementing a standardized “Spec Key” or bridge logic to match records, along with automation to pull essential fields such as Ad Name, Rotation %, and Creative flight dates. I will create a scalable solution using Excel tools like XLOOKUP, Structured Tables, and Power Query to ensure seamless integration across different media types. I will deliver an updated Traffic Sheet template with built-in automation, a recommended “Spec Feed” structure in CMW, and clear instructions for maintenance. I will also consider optional features like error handling and validation checks for enhanced functionality. Let's discuss further in chat to refine the details and ensure a successful project outcome. You can visit my profile at https://www.freelancer.com/u/HiraMahmood4072 Thank you.
$100 USD in 2 days
6.4
6.4

Hello, I’m an advanced Excel automation specialist with strong Power Query experience, and I can build a scalable, low-maintenance bridge between your Traffic Sheet and CMW workbooks without redesigning them. I’ll implement a standardized Spec Key and use Structured Tables, XLOOKUP, and/or Power Query to automate pulling Ad Name, Rotation %, and Flight Dates across all tabs, with optional error checks and clear documentation. I can complete this within 1–2 weeks and provide both hourly and fixed-price options. Regards, Zafar
$100 USD in 1 day
6.3
6.3

Hello I can build a clean Spec Key bridge using XLOOKUP and Power Query to connect your Traffic Sheet and CMW, enabling automatic pull of ad name, rotation %, and flight dates across all tabs with error checks and clear documentation. Estimated 15–18 hours or fixed price available; happy to share relevant Excel automation examples. Regards Muhammad
$250 USD in 1 day
5.7
5.7

Hi there, ★★★ Excel VBA Expert ★★★ 5+ Years of Experience ★★★ I will complete this project by developing a structured automation solution for the Traffic Sheet and CMW workbooks. 1. Analyze the existing workbooks to understand data structure and requirements (10 hours) 2. Design and implement the 'Spec Key' logic to connect the two workbooks (15 hours) 3. Utilize XLOOKUP and Power Query to automate data retrieval (10 hours) 4. Create clear documentation for maintaining the solution (5 hours) 5. Test the solution to ensure reliability and document any issues (5 hours) What I need from you: 1. Access to both the Traffic Sheet and CMW workbooks 2. Clarification on any specific fields that need to be automated 3. Any existing documentation or notes on the current workflow I look forward to connecting at your convenience to ensure the project's success. Best Regards, TechPlus Team
$600 USD in 7 days
5.7
5.7

Hi, It sounds like your Traffic Sheet and CMW are solid but disconnected, forcing manual copy/paste because there’s no shared ID, and you need a maintainable Excel-only bridge that works across Display, Custom Units, Video, and Audio. My approach: create a standardized “Spec Key” inside CMW (table-based, consistent fields) and a matching key builder in the Traffic Sheet, then use Power Query to append/normalize all CMW tabs into one Spec Feed table. Traffic Sheet pulls Ad Name, Rotation %, Flight Start/End via XLOOKUP against the Spec Feed, with structured tables so it stays resilient to version updates in SharePoint/Drive. I’ll deliver: updated Traffic Sheet template with automation, a recommended Spec Feed structure in CMW, error flags for no-match, duplicate Spec Key validation, and a simple refresh process (plus optional refresh button if macros are allowed). Documentation: 1–2 pages with steps for adding creatives, updating CMW, and refreshing the Traffic Sheet. Estimated hours: 10–18 depending on current column consistency and edge cases. Relevant examples: Power Query multi-tab consolidation + lookup layer, template-to-template linking across workbooks, automated validation dashboards. I have 150+ reviews on Freelancer.com for Excel automation and workflow builds. Quick question: do you want the Spec Key built from existing fields (ad name/unit/size/dates) or are you open to adding one new required field to guarantee uniqueness? Adnan
$140 USD in 7 days
5.8
5.8

Hi there,I am a Data Scientist is a professional responsible for extracting actionable insights and knowledge from large volumes of data Microsoft applications Development. I can write clean, Excel, Word, Access, PowerPoint, Power BI, Outlook and creating VBA macros. Excel: Advanced Array Formulas, Charts, Pivot Tables, Pivot Charts, Mail Merge, VBA Macros, Excel Macros, Capabilities, Spreadsheets. Email through Outlook and Gmail, Add-in, Customized Macros. My top priority is to provide a high quality of work, I am willing to fully devote my time and energy to improve the service offered, with timely, accurate and professional results, building trust and a long term relationship with customer is my main objective. https://www.freelancer.com/u/GdevDataSceince Choosing me for this project not only means benefiting from my extensive skills in Excel and data analysis but also entrusting your sales data with someone who values precision and confidentiality. Let's begin working together on this valuable project to deliver lasting results that will positively impact your business. Thanks Gdev
$30 USD in 3 days
5.3
5.3

Good day! Automating your Traffic Sheet to seamlessly pull creative details from the CMW workbook is exactly the kind of Excel workflow enhancement we specialize in. We can help you eliminate manual copy/paste while keeping the solution robust and easy to maintain. Here's how we can help: * Design a standardized “Spec Key” system to bridge Traffic Sheet rows with CMW records across Display, Custom Units, Video, and Audio tabs. * Build automated pull logic using XLOOKUP, structured tables, and Power Query so Ad Name, Rotation %, and flight dates update reliably. * Ensure the solution works across separate workbooks in SharePoint or Drive and handles version updates gracefully. * Provide clear documentation and instructions for adding new creatives, updating CMW, refreshing Traffic Sheet, and optional error handling for unmatched records or duplicates. Could you confirm the approximate number of placements and creatives per week? This will help us estimate performance and recommend best practices for the Spec Key. Our team of 62 professionals, with extensive experience in structured Excel automation for media workflows, can deliver a scalable solution within your 1–2 week timeline.
$140 USD in 7 days
5.3
5.3

Before I outline the solution approach, can you confirm whether both workbooks follow a consistent naming convention for creatives (e.g., ad name format) that we can reliably standardize into a unique “Spec Key”?
$155 USD in 1 day
4.9
4.9

Hi, Thank you for the clear requirements description. With over years of progressive experience in excel and data automation, I am confident in my abilities to assist you with your project in a digital media workflow. I am ready to start immediately, please reach out via chat so we ca delve deeper on the requirements and align on some suggestions I might have. Thank you.
$100 USD in 3 days
4.4
4.4

Dedicated Freelancer Ready to Elevate Your Project for Excel Automation Specialist for Media Workflow. I have a solid background in Data Integration, Excel, Excel VBA, Excel Macros, Data Entry, Data Processing, Data Management, Data Visualization, Visual Basic and Data Analysis, I bring valuable expertise to your project. I have successfully completed many projects with 100% client satisfaction. Clear and timely communication is my priority. I believe in keeping you informed throughout the project lifecycle. I am available for a discussion at your earliest convenience. Please feel free to contact me to further discuss your project details. Thank you for considering my bid. I am excited about the opportunity to contribute to the success of your project. Please visit my portfolio to check my previous work samples, here - https://www.freelancer.com/u/GraphicsHub2k24?page=portfolio&w=f&ngsw-bypass= Best regards, Muhammad Asim Khan
$30 USD in 1 day
4.2
4.2

Hi, I understand that you are looking for an experienced Excel automation specialist to streamline the process of connecting the Traffic Sheet Workbook with the CMW Workbook in your digital media workflow. To achieve this, I propose implementing a standardized “Spec Key” logic that will allow the Traffic Sheet to match records to the CMW, along with setting up an automated system to pull essential data such as Ad Name, Rotation %, Creative flight start date, and Creative flight end date. My approach involves utilizing advanced Excel functions like XLOOKUP, Structured Tables, and Power Query for data manipulation and automation. By structuring the data effectively and creating a seamless integration between the two workbooks, I aim to deliver an updated Traffic Sheet template with built-in automation, a recommended “Spec Feed” structure inside CMW, and clear instructions for managing and updating the documents. Could you please confirm if the Traffic Sheet and CMW workbooks are stored in a shared location for seamless integration? Looking forward to discussing the project further and finding the best solution for your Excel automation needs. Kind Regards, Shehwani
$50 USD in 2 days
3.7
3.7

Hi there, Will “Spec Key” logic be based on creative name + media type, or would you prefer adding a dedicated field in both workbooks for cleaner joins? Can automate your Traffic Sheet to pull fields from CMW using Power Query + structured tables. Will set up a durable bridge via a new “Spec Key” column across both files, and use non-destructive joins to fetch Ad Name, Rotation %, and Flight Dates. Solution will work across tabs and media types—Display, Video, Audio, Custom—and stay SharePoint-friendly. Recently built a similar spec-to-trafficking bridge for a media agency using Power Query + XLOOKUP fallbacks, with refresh instructions and version-safe validation rules. Deliverables will include template, feed setup, and a 2-page how-to. Hope to chat more. Best, Ivan
$140 USD in 3 days
3.9
3.9

Good Day We have strong experience in Excel automation and can help connect your Traffic Sheet and CMW workbooks seamlessly. We will create a standardized Spec Key to match records, and build automation to pull ad names, rotation percentages, and flight dates automatically. We will use XLOOKUP, structured tables, and Power Query to ensure the solution works across all media types and separate workbooks. Clear documentation and instructions will be provided for updates and refreshing. Could you share how many rows and tabs the workbooks currently have Best regards Future Station
$30 USD in 1 day
3.6
3.6

As a FULL STACK SOTWARE ENGINEER with extensive experience in Excel, I’m the ideal candidate for your project. Over the past 12 years, I’ve honed my skills in data analysis, data processing, and most importantly, Excel Macros. My proficiency in Power Query and understanding of structured data workflows will ensure an efficient automated solution that pulls relevant data from CMW to Traffic Sheet. Moreover, having worked extensively with multi-tab workbooks, I'm well-equipped to handle the separate workbook environment and maintain data integrity throughout your media workflow. Being a believer in clean data architecture principles, I’ll provide you with a "Spec Key" or bridge logic that intelligently matches records between the two workbooks. In terms of deliverables, you can expect an updated Traffic Sheet template with built-in automation; a recommended “Spec Feed” structure inside CMW; and clear instructions on adding/updating creatives, refreshing the traffic sheet, alongside light documentation. My coding philosophy revolves around making complexity hidden behind ease of use which means not only are my solutions scalable but they're also user-friendly.
$60 USD in 5 days
3.4
3.4

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