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I need help creating new Excel sheets and implementing various functionalities. Key tasks include: - Data entry and validation - Implementing complex formulas for calculations - Creating macros for automation Ideal skills and experience: - Advanced Excel proficiency - Experience with data validation and complex formulas - Strong knowledge of Excel macros and automation techniques. Please see attached. Brief: A local small retail company needs a spreadsheet to record their Customers (10), Products (20) and Sales (10). Give a short description of the problem and a proposed solution, identifying the source of data that will be used and explain how the client requirements will be met. The company currently has paper forms for customers to fill in to complete orders. All information is currently handwritten in books, there is no central location for all of the company's important information. You have been asked to create a spreadsheet that will allow the company to record important customer information, product information, and calculate VAT liability. PART A - Project - Design - Assignment - Word Document (15 marks) 1. Explain how customer information will be recorded in the new spreadsheet. Identify a source of data to use in the new spreadsheet. (5 Marks) * What information will you use to create the Customer worksheet? (for example current manual customer Information forms being used by the company) * What columns will you need to include to capture all the information? * Identify how data will be collected going forward. * What formulas will be used to make populating the information easier? 2. Explain how product information will be recorded. Identify a source of data to use in the new spreadsheet. (5 Marks) * What information will you use to create the Product worksheet? (for example current Supplier invoices, Product Information, VAT Paid * What columns will you need to include to capture all the information? * Identify how data will be collected going forward. * What formulas will be used to make populating the information easier? 3. Explain how Sales will be recorded. Identify a source of data to use in the new spreadsheet. (5 Marks) * What information will you use to create the Sales worksheet? (for example Invoices, customer order forms, supplier invoices, VAT calculations) * What columns will you need to include to capture all the information? * Identify how data will be collected going forward. * What formulas will be used to make populating the information easier? PART B - Project - Implementation - Business Operations Spreadsheet - Excel (33 marks) You now must implement the Business Operations Spreadsheet and set it up with all the required worksheets, information, formulas and macros detailed below. A project template has been provided to you to assist you with completing this task. 1. Set up the relevant data and fields in each worksheet (5 marks): * Customer * Products c. Sales 1. Set up the relevant formulas and functions in each worksheet to bring efficiencies to the company's process for tracking customers, sales and products. Formulas to include are VLookups, SUM, VAT Calculations and any other formulas you feel would benefit the company. Suggested functions to add have been included in the Project template in each worksheet. (5 marks) 2. Customise and format the worksheets design to include the company logo, relevant header and footers, Title Rows to make the information easy to read and follow. (5 marks 3. In the worksheet 4. VAT Calculation, record a macros that will record all steps taken to calculate the VAT Liability. (7 marks) 4. In the worksheet 4. VAT Calculation, use a simple IF statement to determine whether the organisation is due a VAT refund. (4 marks) 5. Before you make the modifications, print the entire workbook (all spreadsheets), showing headers and footers into a PDF document. Save the PDF document and call it Event ID XXXXX - Your Name - Project - Before Modifications and submit it with your project. (2 marks) 6. Make 2 modifications to improve the workbook (5 marks) * Include Filters & Sorting (mandatory); and one of the following * Freeze Panes, Graphs, Formatting, Functions (Date & Time), Preformatted template etc. PART C - Project - Modification - Assignment - Word Document (2 marks) Discuss two modifications you could make to the spreadsheet and explain why they would be beneficial to the company. You can add this to the same document you answered Part A in. 1. Discuss why adding Filters & Sorting (mandatory) would be beneficial to the company and which worksheets you would apply this modification to and why; and one of the following. Discuss another modification you would add and explain why. For example you might modify by using Freeze Panes, Graphs, Formatting, Functions (Date & Time), Preformatted template etc. You need to submit the following documents for your project submission: 1: Business Operations Spreadsheet - Excel file - Pre-Modification. 2: Business Operations Part A & Part C - word document. 3: PDF Print out of Business Operations Spreadsheet - prior to modification 4: Business Operations Spreadsheet - Excel file - After-Modifications Looking for a freelancer who can deliver efficient and well-structured Excel sheets tailored to my needs.
Project ID: 40672923
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Hi There, I have strong experience with advanced Excel, VLOOKUP/XLOOKUP, VAT calculations, data validation, formulas, macros/VBA, filters, charts, and professional workbook formatting. I can complete the full assignment according to the provided template, including Customer, Products, Sales and VAT sheets, required formulas/macros, pre- and post-modification Excel files, the before-modification PDF, and the Part A & C Word document with clear explanations. I’ll follow the marking criteria carefully and ensure all calculations, VAT logic, macros, formatting, headers/footers, and modifications work correctly. I’m ready to start immediately.
€30 EUR in 1 day
8.7
8.7

Warm greetings! I specialize in advanced Excel, VBA and spreadsheet automation, with over 9 years of experience. I can complete the full Business Operations project, including the Customer, Products, Sales and VAT Calculation worksheets, supporting documentation, formulas, macros, and required pre/post-modification files. Here's how I can help: * Create structured worksheets with data validation and efficient formulas * Implement VLOOKUP, SUM, VAT calculations and IF statements * Record the required VBA macro for VAT liability * Format sheets with logo, headers, footers and clear title rows * Create the pre-modification PDF and both Excel versions * Prepare the Part A and Part C Word document with clear explanations * Add Filters & Sorting plus an additional useful modification I’ll ensure all deliverables are organised and aligned with the marking requirements. Do you have the project template and company logo ready to share?
€140 EUR in 7 days
7.3
7.3

Hi there, I understand you need a complete Business Operations Excel workbook for Customers, Products, Sales and VAT, along with the required Word documentation and pre/post-modification files. I’m confident I can build the workbook to match the assignment requirements while keeping it structured, accurate and easy to use. My approach is to first review the provided template and required customer, product and sales fields, using the existing paper forms, supplier/product information and invoices as the proposed data sources. Next, I’ll build the Customer, Products and Sales worksheets with appropriate validation, VLOOKUPs, SUM, VAT calculations and supporting formulas. Then, I’ll create the VAT Calculation sheet, record the required VBA macro, add the IF logic for VAT refund liability, and apply professional headers, footers and formatting. Finally, I’ll apply the mandatory Filters & Sorting plus an additional useful modification such as Freeze Panes, then produce the required before-modification PDF and all submission files. I’ll ensure the pre-modification and final workbooks remain clearly separated, with the Word document covering Parts A and C and the required calculations/macros functioning correctly. Is the provided project template the exact workbook I should modify, including its existing worksheet structure and suggested fields? I’m ready to start immediately. Warm Regards, Aneesa.
€100 EUR in 1 day
7.2
7.2

Hello, This is a strong fit for my advanced Excel and spreadsheet automation experience. I can build the complete Business Operations Spreadsheet with Customer, Products, Sales, and VAT Calculation worksheets, including VLOOKUPs, SUM/VAT formulas, data validation, filters, sorting, formatting, and VBA macro automation. I can also prepare the required pre-modification workbook, Word document for Parts A & C, PDF printout, and final modified Excel workbook exactly according to the assignment requirements. I’ll ensure the formulas, VAT liability/refund logic, macro steps, and workbook structure are accurate, user-friendly, and professionally presented. Ready to review the attached template and get started.
€30 EUR in 1 day
6.8
6.8

Hello Client , With my vast experience in Excel automation, macros, and VBA programming, I'm confident that I am the right fit for your project. I fully understand your need to revamp your old manual system for a more efficient database management system. I will create structured data entry forms for each crucial section - Customers, Products, and Sales - making capturing all relevant information seamless. During the development process of your Excel sheet, I will employ my advanced skills to automate vital aspects through efficient formulas like VLookups and VAT Calculations. These built-in formulas not only streamline data entry but also provide real-time insights into sales growth and VAT liabilities at a glance. And speaking of automation, my expertise with macros will be instrumental in reducing manual work, saving time and effort for you and your team. Finally, design aesthetics shouldn't be overlooked. I'll ensure not only the functionalities are on point but also the spreadsheet is aesthetically pleasing and customized with your company branding including headers, footers, and even your logo. Together we can create a powerful, user-friendly solution that captures everything you need for efficient operations. Let's get started!
€100 EUR in 1 day
6.8
6.8

AVAILABLE TO START IMMEDIATELY..,,. I will deliver a comprehensive Excel solution with VBA macros for automated customer, product, and sales tracking, incorporating data validation, complex formulas for VAT calculation, and streamlined data entry. 10+ years Advanced Excel experience, Certified VBA Programmer, MBA.
€51 EUR in 1 day
6.7
6.7

⭐⭐⭐⭐⭐ Create Efficient Excel Sheets for Your Retail Business Needs ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project requirements and see you are looking for help in creating new Excel sheets. Look no further; Zohaib is here to assist you! My team has completed over 50 similar projects for Excel management. I will design a solution that records customer, product, and sales data effectively while implementing complex formulas and macros to automate tasks. ➡️ Why Me? I can easily create your Excel sheets as I have 5 years of experience in Excel management, focusing on data entry, validation, and automation. My expertise includes advanced formulas, macros, and data organization. I also have a strong grip on data analysis and reporting, ensuring your project is handled efficiently. ➡️ Let's have a quick chat to discuss your project in detail. I can show you samples of my previous work, demonstrating my skills in Excel solutions. Looking forward to connecting! ➡️ Skills & Experience: ✅ Advanced Excel Proficiency ✅ Data Entry ✅ Data Validation ✅ Complex Formulas ✅ Macro Creation ✅ Automation Techniques ✅ VLOOKUP Functions ✅ SUM Calculations ✅ VAT Calculations ✅ Data Organization ✅ Report Generation ✅ Spreadsheet Design Waiting for your response! Best Regards, Zohaib
€150 EUR in 2 days
6.7
6.7

Hello, I’m an advanced Excel specialist with experience in data entry, validation, VLOOKUPs, VAT calculations, macros, formatting, filters, and automation. I can build your complete Business Operations Spreadsheet for Customers, Products, Sales, and VAT Calculation, including the required formulas, VBA macro, IF logic, professional formatting, and before/after versions. I can also prepare the Part A & Part C Word document and pre-modification PDF exactly according to the assignment requirements, with clear documentation of the data sources, formulas, workflow, and proposed improvements. I’m detail-oriented and can deliver a clean, functional, well-structured project ready for submission. Regards, Zafar
€30 EUR in 1 day
6.3
6.3

Hello, I’m Naresh. With over 5+ years of experience in Excel, data management, formulas, automation, and professional business documentation, I can build the Business Operations Spreadsheet according to the provided assignment requirements. ➡️ I specialize in: • Advanced Excel • Data Entry & Validation • VLOOKUP & Excel Functions • VAT Calculations • Macros & Automation • Filters & Sorting • Spreadsheet Formatting • Business Data Management I’ll structure the Customer, Products, Sales, and VAT Calculation worksheets with the required fields, formulas, validations, and formatting. I’ll also implement the VAT liability calculation and IF statement for determining whether a VAT refund is due, along with the required macro and workbook modifications. ➡️ I provide: ✔ Pre-Modification Excel Workbook ✔ Business Operations Part A & C Word Document ✔ Pre-Modification PDF ✔ Post-Modification Excel Workbook ✔ Customer/Product/Sales Data Setup ✔ VLOOKUP & VAT Formulas ✔ VAT Calculation Macro ✔ Filters & Sorting ✔ Professional Formatting I look forward to collaborating with you! Regards, Naresh
€200 EUR in 1 day
6.3
6.3

I can create a professional and easy-to-use Excel Business Operations Spreadsheet based on your project requirements. The workbook will centralize the company’s customer, product, sales, and VAT information, replacing the current handwritten records with an organized digital system that is easier to manage and update. I will set up the Customer, Products, Sales, and VAT Calculation worksheets with appropriate fields, data validation, formulas, and automated calculations. This will include functions such as VLOOKUP, SUM, and IF to reduce manual entry and improve accuracy when recording sales and calculating VAT liability. I will also apply professional formatting, filters, sorting, and freeze panes to make the workbook clear and easy to navigate. The required VAT calculation macro will be implemented, and I will prepare the before-modification PDF and the Part A and Part C Word document explaining the design, data sources, formulas, and improvements made to the spreadsheet. The final delivery will include the pre-modification Excel file, completed Word document, required PDF, and the fully modified Excel workbook, all structured according to the assignment requirements.
€100 EUR in 3 days
6.0
6.0

Hi! I will build your complete retail operations workbook and write the accompanying project documentation to centralize your customer, product, and sales data. I will structure the Word document covering Parts A and C to clearly detail your data sources, schema design, collection workflows, and formula rationale, including the operational benefits of custom filtering and structural modifications. For the Excel implementation, I will set up all three core sheets with clean styling, custom headers, and company branding, linking sales directly to customer and product records using dynamic lookup and sum formulas. I will also record the required VAT liability macro, implement the IF statement logic for refund tracking, apply filter and freeze pane enhancements, and provide both pre- and post-modification workbook versions alongside print-ready PDFs. Everything will be fully audited, fully compliant with your assessment criteria, and delivered promptly. Best Regards, Virendra
€90 EUR in 3 days
6.2
6.2

Hi, I can help with creating new Excel sheets and implementing various functionalities tailored to your needs. The challenge lies in ensuring that the data entry, validation, and automation through macros are seamlessly integrated into the spreadsheet. I will utilize advanced Excel features to create a user-friendly interface that captures customer, product, and sales information effectively. To address potential risks, I will ensure thorough testing of formulas and macros to prevent errors and enhance usability. I will need access to your current manual customer information forms, supplier invoices, and any existing sales records to accurately populate the new sheets. My experience with advanced Excel functionalities, including complex formulas and automation techniques, will ensure that your requirements are met efficiently. You can view my portfolio at https://www.freelancer.com/u/techplusintl. Ready to start immediately!
€70 EUR in 3 days
5.8
5.8

With my extensive experience of over 8 years and a track record of delivering 900+ successful projects, I'm confident that I possess the unique blend of skills required for your Excel automation project. I've mastered the intricate world of Excel with emphasis on data processing, management, and automation tasks- precisely what you're looking for. An important part of your project, design entails setting up relevant data fields in each worksheet. Drawing from my experience, I understand how to expertly organize and present information in an easily navigable manner for subsequent use. Additionally, with detail-oriented mind, I can personalize the spreadsheets with your company logo and relevant headers to enhance readability. Lastly, implementation requires more than just setting up worksheets; it necessitates incorporating robust formulas and functions to streamline processes. Here too, my skills come into play. My expertise in Excel Macros and VBA will enable me to accurately create a recording macro for VAT Liability calculation in Worksheet 4 while substantially enhancing performance in all spreadsheets using logic-based tools like IF statements. I look forward to using my skills to make a positive impact on your business!
€100 EUR in 2 days
5.6
5.6

The retail company struggles with managing customer, product, and sales information using paper forms, leading to inefficiencies and data loss. I propose creating a comprehensive Excel spreadsheet that allows for streamlined data entry, validation, and automated calculations, including VAT liability. To achieve this, I will implement data validation rules, complex formulas, and macros to automate repetitive tasks, ensuring accurate and efficient data management. The source of data will be the existing manual forms and invoices, which I will translate into structured worksheets. I specialize in Excel automation and VBA macros. With a strong track record of a 4.9-star rating across 200 reviews and 220 projects completed, I can deliver a solution that meets your needs. What specific functionalities do you want for the automated processes in the spreadsheet?
€213 EUR in 10 days
5.6
5.6

I have done a similar project a week ago. I am sure you will give me more projects after this. I am interested to do this project too and ready to complete this within the timeline. Kindly check my profile to see all rating and reviews given by clients. Hoping to hear from you soon. Payment after completion.
€30 EUR in 7 days
5.1
5.1

Greetings, I see that you need help creating a structured Excel spreadsheet for a small retail company, moving from paper forms to a digital solution. To tackle this, I would first gather data from the current manual customer forms, supplier invoices, and sales records. This will allow us to create organized worksheets for Customers, Products, and Sales. In the Customer worksheet, I would include columns such as Name, Contact Info, and Order History to capture essential details. For Products, key columns would be Product Name, Price, and VAT Paid. In the Sales worksheet, we would track Invoice Numbers, Customer IDs, and Total Sales. To simplify data entry, I’d implement formulas like VLOOKUP for easy cross-referencing and SUM for total calculations. With my advanced Excel skills and experience in macros, I can set up automated processes that will significantly improve efficiency for the company. Best regards, Saba Ehsan
€200 EUR in 2 days
4.6
4.6

Hello, I’ve read your details and clearly understand that you need a complete Excel business operations workbook covering Customers, Products, Sales and VAT, including VLOOKUPs, VAT calculations, a recorded VBA macro, and required pre/post-modification files. This is absolutely doable for me, let's chat and take this forward. My approach is to build the workbook with structured data fields, validation, formulas, VLOOKUPs, SUM and VAT calculations, then create the VAT Calculation sheet with an automated macro and IF logic for refund status. I’ll apply professional formatting, filters, sorting and an additional usability improvement, while preserving the required pre-modification version and PDF printout. I’ll also prepare the written explanations for data sources, collection methods, formulas and modifications. As final deliverables you will receive the pre-modification Excel workbook, Part A & C Word document, pre-modification PDF, completed after-modification Excel workbook, customer/product/sales data, formulas, VAT macro, refund logic, formatting, filters and sorting. One thing I’d like to confirm before we start: is the provided project template and company logo included in the attachment? Let’s connect to review the template and complete the workbook requirements. Best Regards, Imran
€90 EUR in 1 day
4.7
4.7

Hello, I see that you need assistance with creating and automating Excel sheets for a local retail company. The goal is to streamline the recording of customer, product, and sales information, currently managed with paper forms. I can help set up a structured spreadsheet that captures all necessary data efficiently. For customer information, I would use the existing manual forms to create a dedicated worksheet that includes columns for names, contact details, and order history. Product information would be sourced from supplier invoices, detailing product names, prices, and VAT. For sales, invoices and order forms would inform the worksheet, allowing for automatic VAT calculations. I will implement formulas like VLOOKUP and SUM to simplify data entry and ensure accurate calculations. With my advanced Excel skills and experience in macros, I can effectively create automated processes to enhance the company's operations. Best regards, Muhammad Arshman
€100 EUR in 4 days
4.5
4.5

Hi, I would be a perfect fit for your project to automate Excel sheets and create advanced macros. With over 7 years of experience working on complex spreadsheet tasks, I have gained exceptional skills in data entry, validation and complex formula implementation. Using my knowledge of Excel Macros and VBA, I can create efficient workflows for your retail company, enabling you to process and analyze important data effectively. Thank you
€40 EUR in 1 day
4.3
4.3

Hi, I can build and deliver the complete Business Operations Spreadsheet exactly according to your requirements, including the Customer, Products, Sales and VAT Calculation worksheets. With 12 years of Financial Analyst experience, I have strong expertise in advanced Excel, data validation, complex formulas, VLOOKUP, financial calculations, reporting and Excel automation. I can handle: • Customer, product and sales data setup • VLOOKUP, SUM, VAT and other required formulas • Data validation, filters and sorting • Professional formatting, headers, footers and company branding • VBA macro for VAT liability calculation • IF logic to determine VAT refund eligibility • Before/after workbook versions and required PDF documentation • Word document covering the design, data sources and proposed modifications I’ll ensure the workbook is accurate, user-friendly, well-structured and practical for the company’s day-to-day operations, while following the supplied project template and submission requirements. I’m ready to work with the template, VAT rate, logo and Event ID format you provide. Best regards, Muhammad Asmar
€140 EUR in 7 days
4.4
4.4

Ireland
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