Excel/Power BI integration

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.

Kemahiran: Excel, Pemprosesan Data, Visual Basic, Kejuruteraan Perisian, Microsoft Access

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Tentang Majikan:
( 0 ulasan ) Decatur, United States

ID Projek: #26848575

Dianugerahkan kepada:


(422 Ulasan)

41 pekerja bebas membida secara purata $980 untuk pekerjaan ini


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 Lagi

$750 USD dalam 7 hari
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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 Lagi

$800 USD dalam 7 hari
(103 Ulasan)
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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, Ta Lagi

$750 USD dalam 3 hari
(79 Ulasan)
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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 myse Lagi

$750 USD dalam sehari
(27 Ulasan)

Hi, I am a senior Data Analyst with over 5 years experience with Power BI and I can help you to build your Power BI Project. I am a Microsoft Certified: Data Analyst Associate : [login to view URL] Lagi

$1200 USD dalam 10 hari
(9 Ulasan)

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 t Lagi

$1500 USD dalam 7 hari
(5 Ulasan)

Hello! I am the head of BI professionals team with extensive experience in reporting and data integration projects for major banks and retail chains. We develop projects in different BI and databases. We have experie Lagi

$1500 USD dalam 7 hari
(2 Ulasan)