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Convert Excel into Pivot Table with Forecasts and Annual/Monthly/Daily Comparisons, Etc.




The attached Excel sheet provides a sample of the data entered into by employees of a restaurant. The attached sheet is blank, but the formulas and appearance are there for reference.

The data includes daily sales, inventory, ledger balance, number of transactions, etc. Please note that the calculations that the sheets produce is accurate. You will need to look at the formulas to understand how each field is calculated.

There are areas within the sheet that can be improved. We are only looking for someone to take that data, improve the functionality of the sheet, and present the data in a more usable form (on another sheet within the Workbook), such as with graphs, charts, etc.

We are looking for an expert to do this.

Potential areas of improvement (though I will ask that you provide additional suggestions):

1)The dates on the sheet end on 12/31/25 through the Subtotals function. This will need to be extended many years into the future.

2) The data is not currently charted or graphed in any way. Forecasts, an easy way to compare this month with the prior month, this month with the same month last year, or this day to the same day last year, etc. would be useful.

3) The chart is a little slow, which may be from the use of Subtotals.

4) Other areas of improvement that you identify.

5) It would be helpful to compare data between the two locations.

6) Filter the data, subtotal by various ranges and compare.

7) Generate reports based on the data.

8) Easily see % growth or decline in each of the categories.

9) Etc.

There are two locations, one location has about 6 years of data and the other has 3 years of data. I will provide the sheets with the fields completed upon project acceptance. I will also provide explanation for each column as needed.

This will likely be an ongoing project, as we find more uses for the Workbook.

Finally, the work must be clear and well documented.

Beceriler: Excel, Veri İşleme, Visual Basic, Veri Girişi, PHP

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İşveren Hakkında:
( 45 değerlendirme ) Sugar Land, United States

Proje NO: #21337815



I am postgraduate (MBA) in finance with more than 6 years of experience in financial modeling, dynamic dashboards, graphs & charts, MIS reports, advanced excel based tools, VBA automation, google scripting and data pr Daha Fazla

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(35 Değerlendirme)

Bu iş için 54 freelancer ortalamada $163 teklif veriyor


Hello, I have gone through your job posting and become very much interested to work with you. I am an expert in this field. I have already completed several projects like this. For evidence you can see my profile. Pl Daha Fazla

$250 USD in 4 gün içinde
(369 Değerlendirme)

Hello, I’m an Excel expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards.

$150 USD in 3 gün içinde
(317 Değerlendirme)

Hi there,I am Excel expert from Bosnia & Herzegovina,Europe. I have carefully gone through with your requirements and I would like to help you with this project ! I can start immediately and finish it within the agreed Daha Fazla

$235 USD in 7 gün içinde
(155 Değerlendirme)

Hi, I am ready to start right away. I'm an expert in Data Entry. I have reviewed your job description as well and very confident to handle this project perfectly. I understood your all requirements. I have done many Daha Fazla

1 gün içinde %bids___i_sum_sub_32%%project_currencyDetails_sign_sub_33% USD
(282 Değerlendirme)

Hello, my name is Cristian, i am Excel/VBA expert. I am in the top 5 of freelancers in this area and i have more than 240 projects successfully completed here. i work alone, i do not have a team or outsource the proje Daha Fazla

$250 USD in 7 gün içinde
(235 Değerlendirme)

I am an Excel and VBA specialist with a lot of experience in creating complex automation tools, formulas, databases, queries and macros. You may check some of my projects here: [login to view URL] Daha Fazla

$250 USD in 3 gün içinde
(122 Değerlendirme)

Hello. My name is Marko and I am an Engineering Graduate with an MBA degree. I am a full time freelancer and I will work hard on this till completion. An Expert VBA programmer on and I do not bid on Daha Fazla

$155 USD in 3 gün içinde
(54 Değerlendirme)

Hello, sir! I am happy to put my bid on your project. I have a full of experience with data processing using Excel formula and VBA. I have just finished very similar project 6 hours ago. Everyone calls me "PRINCESS of Daha Fazla

1 gün içinde %bids___i_sum_sub_32%%project_currencyDetails_sign_sub_33% USD
(36 Değerlendirme)

Hello, I have substantial experience in excel and VBA, and I will be happy to assist you with the visuals you are looking for. Most probably the solution that may fit your requirements will be a Power BI dashboard. Ple Daha Fazla

$250 USD in 10 gün içinde
(18 Değerlendirme)

Hi Good Day! A serious freelancer here. I've done a lot of work like this one before. I suggest to create a automated tool using VBA macro to make it more efficient and use this tool for long term. I can help you wit Daha Fazla

$100 USD in 3 gün içinde
(35 Değerlendirme)

Hello Sir, I will improve your spreadsheets and add more values into it in terms of smoothness and reliability. I am extremely good at excel as it's part of my daily professional life. I am an accountant having 8 ye Daha Fazla

$250 USD in 10 gün içinde
(13 Değerlendirme)

Hi, I have understand the project requirement & interested to update current data file with dynamic report, chart and pivot as required for this project. Please send a message so we can discuss more & start the project Daha Fazla

$60 USD in 2 gün içinde
(35 Değerlendirme)

Experienced project professional, MBA, EXCEL and MS Project expert; strong estimating background, experienced with complex formulas, LOOKUPS, PIVOTS, and charts towards the delivery financial analytics. I currently wo Daha Fazla

$120 USD in 6 gün içinde
(25 Değerlendirme)

Hi, i am a data analyst expert using EXCEL for portfolio management and other applications. I understand your requirements for analysis and report. Will do it neatly in consultation with you

$180 USD in 6 gün içinde
(9 Değerlendirme)

Hi there. I have read and understood your project requirements. I understand that your need to create a pivot table with future projections. I am proficient in excel and VBA to deliver this work in two days. I am avail Daha Fazla

$100 USD in 2 gün içinde
(10 Değerlendirme)

Hi there, I would like to discuss possible improvements and ask a few questions regarding this sheet. I am an accountant from South Africa and I have extensive Excel and MSOffice experience. I specialise in excel repor Daha Fazla

$250 USD in 7 gün içinde
(4 Değerlendirme)

⭐Hello, How are you doing?⭐ I saw your requirements with great interest and bid here. I cam make this sheet as per your requirements.I am a professional website developer with vast experience in PHP and VB. Following Daha Fazla

$200 USD in 5 gün içinde
(8 Değerlendirme)

Hello, I have very good knowledge of MS Excel such as formulas (sumifs, vlookup, and, average, concatenate, countifs, iserror, match, min, max, mid, left, offset and many more), charts, data analysis, calculation, diff Daha Fazla

$225 USD in 5 gün içinde
(22 Değerlendirme)

HI! Im able to work in a draft version. Its important to keep it simple (i know restaurant Business), Sugestion, shoul add sales /Dept. in case your final sales report it. REgards, Emiliano I am a entrepenour ( ex- Daha Fazla

$150 USD in 7 gün içinde
(2 Değerlendirme)

--- READ TO WORK -- Same field i have experiences.............................................................................

$250 USD in 7 gün içinde
(2 Değerlendirme)