Excel Automation & Reporting Dashboard

Заказчик: AI | Опубликовано: 14.04.2026

I need an end-to-end Excel solution that starts with bullet-proof Data Cleaning & Validation and ends with a polished dashboard our affiliate offices can open and use immediately. Here’s the flow I have in mind: raw CSVs land in a folder; Power Query grabs them, removes duplicates, fixes data-types, and applies validation rules so we’re always working with one trusted table. From there, core formulas—SUM, COUNTIF, SUMIFS, TRIM, plus look-ups with VLOOKUP, XLOOKUP or an INDEX/MATCH combo—should calculate all KPIs. These results will feed directly into PivotTables, giving me instant summaries that refresh with a single click. I also want Conditional Logic and nested IF statements to flag outliers or data entry errors, so issues are obvious the moment they appear. Finally, you’ll wrap everything in a clean, interactive dashboard: slicers for quick filtering, traffic-light indicators for performance, and a few well-chosen charts that make the numbers pop. Deliverables • Automated Power Query pipeline (documented) • Validated master table ready for analysis • PivotTables linked to dynamic formulas • Interactive KPI dashboard designed for non-technical users • A brief hand-off guide so my team can maintain the file on their own If this sounds like your kind of build, let’s talk details and timelines.