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Excel/Power BI integration

$750-1500 USD

Completed
Posted over 3 years ago

$750-1500 USD

Paid on delivery
I currently do excel exports from our CRM system (Buildertrend), and manually adjust the format and data in order to use the data for forecasting. I would like to automate this process to automatically convert the exported data into the correct format that I need. Updating the format would include, eliminating some columns of data that are not used, creating a calculation to add values from multiple fields, and creating a free form field that I can manually enter forecasting numbers. The updated version would then get updated every month with another excel export from the CRM. The updated sheet would have to be smart enough to keep some data from the previous month and update other data based on the most recent months data. This can all happen in excel or imported in Power BI. I'm open to either.
Project ID: 26848575

About the project

39 proposals
Remote project
Active 4 yrs ago

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$0 USD in 8 days
5.0 (511 reviews)
8.1
8.1
39 freelancers are bidding on average $967 USD for this job
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Dear Employer, I understand you take export of Excel from your CRM and do some customization for which you are looking for automation. Below are the automation steps that will occur by itself every time: - Auto export of data from CRM. - Conversion of exported data to correct format. - Creation of calculated columns. - Creation of manual entry form. - Updation of new data with previous month data. Please message me to discuss further, I am an expert and will build a professional system for you. Please do check my previous reviews here for your kind consideration: https://www.freelancer.com/u/asin1987 Hope to connect soon!! Thanks, Ashish
$750 USD in 7 days
5.0 (340 reviews)
8.5
8.5
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I can perfectly assist you with that with my expertise in Power BI and Excel. I am a professional Data Analyst, Data Scientist and Data Visualization expert holding years of experience. in Excel, VBA, SQL, Power BI, Tableau and various other tools to perform automation and develop dynamic and automated tools. I will be happy to discuss in detail how I am highly suitable for this project.
$750 USD in 3 days
4.8 (238 reviews)
7.3
7.3
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Dear Sir/Madam, It sounds like this is just work in Power Query in Excel - bringing data to the right format for analysis. We have significant experience in Power Query and M language so we can definitely help you in to write the logic in order to bring data to the right format. I manage a team of data analysts and every person in my team has 3-5 years of Power BI experience so we have the skills and knowledge to make this project run efficiently. We routinely produce reports for C-level executives so we pay great deal of attention to making our work spotless: optimising reports to load quickly, making them highly visually appealing and writing clear project documentation. What is the initial format of the data? What is the format that you want it to bring to? Regards, Eugene
$1,500 USD in 7 days
4.9 (21 reviews)
7.2
7.2
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Hi I am interested in the project. I am an experienced MS Access application developer. I have developed many applications and have done many change requests here on freelancer. If interested in hiring me then please let me know so that we can discuss the timelines, budget and scope accordingly. Thanks Regards Jawad
$800 USD in 7 days
5.0 (105 reviews)
5.9
5.9
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hi, I am very good in Excel vba, macro, chart etc. if you want to see my excel skills i can share with you some of my work on excel. I understand the value of deadline and do not compromise on quality. I feel fit myself for this project. please contact with me. Thanks.
$750 USD in 1 day
4.9 (37 reviews)
5.2
5.2
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Hi, I am an excel expert and would be glad to help you with the task. I worked the past 10 years in global companies, mainly in financial areas, so I am an expert in managing data, cleaning databases, building reports and formulas, etc. Lets chat for further details! Thank you Maria
$750 USD in 2 days
5.0 (1 review)
3.7
3.7
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Data Scientist/Analytics Consultant with over 13 years of industry experience. I have worked in various domains like Retail, Banking, Insurance and Healthcare (Real World evidence). I have been invoved into end-to-end analytics project execution which involves the following taks: a) Data Management (Processing, Cleaning, Transfomation) b) Data Reporting/Dashboarding (BI) c) Data Analysis/Modeling To accomplish the above mentioned tasks, I am extensively using the following tools: - SAS - SPSS - R - Python - Power BI - Tableau - SQL - MS Excel - MS Access
$806 USD in 2 days
5.0 (3 reviews)
3.1
3.1
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Hi I'm expert in database visualize import export data automation. BI and dashboard. Sql oracle and access dB data exchange Kind regards
$889 USD in 5 days
5.0 (2 reviews)
2.8
2.8
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Hello how are you? everything's fine with you? I did a job similar to this one on the portal, it consisted of taking data from google sheets and transforming it into Power BI, we can work with the import to a mysql database, with a php interface for management, changes, creation of keywords and the demonstration in Power BI or even directly in Power BI if there is no need for a name manager. It can be done directly in the CRM database if you are given a view of the database. If you have a model from the source file, I can assemble a model for you. Thank you, have a good night!
$750 USD in 7 days
5.0 (1 review)
2.7
2.7
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Hello, I'm a Senior BI Consultant with 7 years of experience designing and building BI solutions. I have a strong background in Excel, Power BI and i have experience building processes to extract and transform data as required for the BI tool. Please feel free to check my profile for professional history and contact. Best WIshes, Udeep
$1,111 USD in 5 days
5.0 (2 reviews)
2.1
2.1
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Hello Sir, We will input accurate Data and manage Excel sheet... Please share more details so we can start This Job Awaiting your Response Budget is not an issue over here we can discuss it on chat. We believe in customer satisfaction, whether it is you or your customers. Thanks Sk
$750 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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Hello! I hope this message find you well! I understand your need and would like to offer my skills to help you in this activity. I have a large experience in process automation, so I can help you with high quality! Please feel free to contact me. Thanks.
$750 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hi, I have large experience with Data Analytics and I’d like to support you on this project, please share more details.
$889 USD in 15 days
0.0 (0 reviews)
0.0
0.0
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Dear, I offer performs a process of transformation and data processing, for this you can count on mysql (free), the idea is to perform this process automatically, and through the sql script format corresponding to each column and row, in addition to removing and adding data through Vba in the Excel spreadsheet. Like the forecast, for example, that will take you to an interactive panel in Power Bi, so you can have an instrument dashboard upon request. I hope I am the right candidate, Greetings
$1,125 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hi, i am freelancer with goal to provide quality work to meets people's requirements. My scope of work is Data Entry, keep on using Microsoft office (Excel and Words). I can handle this kind of task.
$1,250 USD in 20 days
0.0 (0 reviews)
0.0
0.0
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Senior Data Analyst with over 30 years' experience interpreting and analyzing data in order to create successful business solutions. Provide insight, analytics, and business intelligence needed to guide decisions. Over 15 years of experience as a SQL Server/Business Intelligence developer in database designing, modeling and reporting using SQL Server, SQL Server Integration Services, SQL Server Reporting Services and SQL Server Analysis Services. Business Intelligence and Analytics experience in using data visualization tools such as Tableau and Power BI with DAX to make large and/or complex data more accessible, understandable and usable. Transforming, improving and integrating data, depending on the business requirements to deliver the data in a useful and appealing way to users. Experience in creating Tabular and Multidimensional models to provide insight into large data sets using a variety of front end tools. Strong background in statistics with knowledge of research.
$1,500 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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Experienced Data Scientist with a demonstrated history of working in the e-learning industry With 90+ Certifications. Skilled in Python, R, SaS Programming, Java, My SQL, Apache Spark, Keras, Hadoop, Scala(Data & Programming Languages), With Background of Forecasting Skills, Finance, Sales, Business, Manager, Team Leader, Communication, Contact Centers, and Management.
$1,125 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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Greetings! I will do this in VBA. 750usd VBA will do all automatically but you have to copy new data into the file I will give you 800usd if you want VBA to automatically import file and then update the data month wise and do all you asked I will give you a VBA script which will remove undesired column, perform necessary calculation and the form automatically. You can then import it to power BI. I have question about updating data if you go about this. thanks.
$750 USD in 8 days
0.0 (0 reviews)
0.0
0.0
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Hi! So your job is it to work with and present data. And that data doesn't want to come in the format you need. And this is why you have to spend uncountable and terrible hours working for Excel instead of it working for you... This is unacceptable. You need Excel to do some magic and make all this work for you! And that's what wizzzards are for ;) I have more than 10 years experience with this software and can make Excel do whatever I want. If that sounds promising and a relieve from your pain, I am happy to help and hear from you. warm regards your ExcelWizzzard making Excel work for you and not the other way round!
$999 USD in 3 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Atlanta, United States
5.0
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Member since Aug 5, 2020

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