I have a monthly excel report which require some manual data updates and manipulation to get the report every month.
I would like to automate this process.
I have a main sheet (cover page) with a number of sub-sheets which stores/calculates the data used by the main sheet.
- update the current month effective date, normally the end of each calendar month. A simple insert of the drop down calendar menu will work
- get some stock quotes for the current month. We have the API/Excel Function ready and need to automatically populate all the prices based on the effective dates. If you have other better APIs on stocks, please feel free to use it.
- backup all the last files in the current working directory (just copy over to a new directory) and rename/copy the current month files to the working directory
- retrieve some data from the current month files and find the top 5 or top 10 winners based on a simple price criterion
- update the cover page with the top 5 winners and do some calculation and updates. The calculation part is simply a percentage calculation, i.e., sub item / total etc
- several other small tweaks
I am setting an initial budget to start at $50 and will increase as we proceed with more changes.
This is expected to be done in 2 or 3 days.
Good day, I am expert. I teach excel. I can say there is no formula in excel that I cannot handle it. I've got lots of experiences in excel automating and conditional formatting.
Here are the links for my past experiences:
https://www.freelancer.com/projects/4848189.html
https://www.freelancer.com/projects/Visual-Basic-Excel/Excel-user-form.html
https://www.freelancer.com/projects/Excel/Excel-Spreadsheet-Timecard-for-work.html
https://www.freelancer.com/projects/Data-Entry-Excel/Excel-Line-Restructured.html
Regards.
My Dear,
I am a statistician mastering EXCEL and VBA, and having specialisation in finance and actuariat. I use to automise all data management in our national security system. My higher achievement is the automation of the production process of our statistical Yearbook.
So I am the best candidate to do well your job.
Thank you