YTD vs Plan Report

Hi, we have a report that we export from our system that I would like to be summarized using the basic structure attached. The "raw data" tab includes the data from the report that is exported. That report can contain many rows, the average is likely about 30

The other tab should do the following:

1. Show the difference in each key metric vs the goal (the formulas on the sample spreadsheet are correct)

2. Highlight where the location is missing their goals (this is working on the sample)

3. Summarize at the bottom how many (and if possible what %) of branches are missing on each key metric

4. If the user drops in more or less rows of raw data the report should adjust in length (I couldn't figure that out) so that there are no empty or zero rows

5. It should print well (where possible on one page)

6. If there is a smarter way to drop in the raw data other than copy and paste, the would be good.

7. If the "Goal" fields have 0's in them (example Glover on the Sample Raw Data) highlight the whole row (this indicates no plan was created for the branch)

Kemahiran: Perakaunan, Analisis Perniagaan, Excel, Penulisan Laporan

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Tentang Majikan:
( 0 ulasan ) Atlanta, United States

ID Projek: #18894834

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Hey there, I am an expert in Excel reporting as you would see in my work history here on freelancer and can certainly create a 'smarter' setup for your purpose. I would suggest an excel macro based setup that will a Lagi

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Hello Sir, I am a full time freelancer and can work dedicated on this till completion. My name is Jay and I'm an Expert Excel and VBA programmer on freelancer.com and have been featured by the freelancer community ( Lagi

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Hello Sir Im excel VBA macro and formula Expert :) i can do make macro for your sample raw data Sir please disucss for make all clear first and im able to build macro for you Thank you Sincerely Galih

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Hi, there! My name is Paris, and I was glad to see that you're looking for an Excel developer. According to your brief, you want to have an application in Excel. I plan to use a combination of formulas and VBA code to Lagi

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Greetings! I am a Specialist in Accounting, and excel based modeling and automation. I am keen to help you with the requirements. Look forward to hear from you. Thanks, RRC

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Hi there, I understand that you require an excel based dashboard to see key metrics vs goals, highlight where the location is missing goals, how many %age of branches are missing the goals, adjustable report, printa Lagi

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I am an MS Excel and Access Specialist and an experienced Freelancer who is dedicated to provide quality results within a reasonable timeline and budget. Accuracy is my priority so I believe I am the best freelancer fo Lagi

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Hello, I reviewed the files and I am interested in doing this project. All of the tasks required could be done with VBA code including the data import/export which could replace copy/paste process. However, naming of f Lagi

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I am a professor of statistics and mathematics and I was a data scientist for the past 5 years, and I have read the description of your project and I can surely handle your data according to the given instructions. You Lagi

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