build an excel template with pivot table, for account management -- 2

Hi! What I understood is that you would need to have templates within an excel file and one of the sheets will serve as summary (using pivot table). I am not familiar with access too so I'll be doing it in excel only.

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.

Hello, my name is Cristian, I have a degree in Business and work with excel every day. I have much experience with spreadsheets, formulas, models and macros. Check my reviews. They speak for themselves. Best regards

I can do exactly what you need. I'm a computer science professional with a PhD degree and extensive experience in Excel dashboards, pivot tables, macros, and VBA. I've done a lot of similar work. Please see reviews on my profile. It would be my pleasure to do your project. Please let me know the details. Please have a look at some Excel projects I've done: https://www.freelancer.com/jobs/php/Need-excel-plugin-convert-USD/ https://www.freelancer.com/jobs/Excel/Need-covert-very-large-dat/ https://www.freelancer.com/jobs/Excel-Mathematics/Convert-math-proofs-Excel-formulas/

Hi, I can build an Excel application to manage the users, the products and the transactions of the used products including Pivot Table to view the results in any dimension as you need. I am a specialist in financial information technology and an expert in Microsoft Excel, Pivot Tables and VBA. With these experience and knowledge, I have built many Financial/Costing Reporting Systems and business plans for enterprise and global companies. Areas of expertise:  Developing of consolidated financial statements applications, Business plans, feasibility studies and measurement reporting tools for global companies  Business valuation (NPV, IRR, DCF)  Budget Development & Management  Business expansion and start-up  Served as CFO, Comptroller, and Chief Accountant at global parent companies  Extensive experience with accounting, consolidating, forecasting, budgeting, and costing  A systemic perspective and ability to transport and process administrative improvement  Excellent awareness of service and human relations  Implementation of information systems in organizations and companies (accounting, payroll, treasury, budgeting and control, MF, ERP, Venture Capital system, CRM, etc.)

Hi there. I would be glad to help you out with this project. I am a professional programmer with experience working in creating easy to use dashboards in excel and VBA macros. I can guarantee you an excellent job and deliver as soon as possible. Hope to hear back from you soon. Thanks, Daniel

Hi there, I am an excel expert and can create the required template for you. Please check my profile for details on skills and expertise. Look forward to hear back from you. Thanks, RRC

Hi there, Your project sounds interesting and I'd love to hear more. I have over 13 years of corporate experience working in Excel creating advanced automated dashboards and reports along with using pivot tables and pivot charts. Excel 2016 has some really cool pivot table options with dynamic graphical buttons that allow you to select from the source data what you want to see in the table/chart so I'd love to take a look at your existing data (all accounts, products, user #'s, etc.) to see if I could create you the perfect template with pivot tables. Hopefully we can work together! I have a few portfolio items on my profile if you'd like to take a look. Thanks either way and best of luck, Shaun

Hi Mr. Employer I can do this project in effective manner with 100% accuracy report to fulfill your requirements. Pm me for more information and sample as well. Thank you for your opportunity to bid. RoyalCalif

Dear Valued Employer, I can add value to your project, by suggesting new ideas. I am fast and reliable. For further understanding why I am the right firm for your project, kindly check my profile, reviews, rating and portfolio. With over 8 years of cross-functional experience, and helping clients world wide with diversify team, I provide genuine and innovative solutions as per your circumstances and requirements. I am MBA-Finance, M.A-Economics, and Qualified Chartered Accountant. If you feel to discuss more before you award me the project, you can send me the message. Kind regards, Rakesh

Hi! there, My name is Dipak Moliya. I’ve read your project description and can see that you need a template created that will help you with account management. I suggest you Microsoft Access which is better then Excel. We can design user friendly forms and report in Microsoft Access so as an user you don't need to be familiar with Microsoft Access to use it. I have 6 year's experience designing and developing Microsoft Access Application. I am highly qualified for this project and would love to speak with you further about taking this project on. If you'd like to view my previous work, take a look at my Freelancer Portfolio. As your requirements I can do the following…. I can make it so it can be use in Multi-user environment (Many user can work simultaneously from different computer) with log-in dialog, search, filter and save the filter features using Microsoft Access with Access Reports. I offer you access application with very user friendly forms having functionalities like auto filling easy data selection through dropdowns, Search data, Validation rules, Filter some data then save the filter with a name so you don't need to filter for future use. The user interface structure of the application will be such that there will be a single Home form and all the other forms can be loaded on this main Home form through button clicks to access their functionality.

I am a postgraduate in finance (MBA) with more than 5 years of experience having expertise in Excel, VBA. Currently working in an MNC Analytical company on a large financial model including dashboards and presentations to board for a leading US bank. I can help you with your current requirement as well as any further requirement with low cost of work. I can deliver the work in lesser time than others while maintaining the superior quality of

Creating pivot table in excel as a template is possible to be conducted with sample input data. After that the workbook will be saved as a template file. This operation can be extended with using input data from other sources like flat files, CSV files or even views from some SQL DB. I can integrate Excel file with MS Access if required. I am MS Office VBA programmer so all the options are open. There are a lot of possibilities and options that should be defined before proceeding with the project. BR, Vladimir

Hi I'll do it via ms access app with Ms excel automation. Regards Zura

Hi, It is better if you can share me the files you have. I don't know without the data if working with Access is necessary or not. Please provide the files, and give as much as details as possible. I may even come up with different solutions than Access or Excel Regards, Serdar Yalcin

I have 6 years of experience in .NET, VBA Macros, VB script,PS Script and VB creation with application like SAP, Internet explorer, Microsoft Outlook,PDF& Text files, MS Access and SQL Server databases. And also I have worked on extraction with websites like Amazon, Cellpex,Costco,etc., hope if awarded with this project I can make it best and better with maximum 100% accuracy and satisfaction. please award me this project and contact me for further details

Hi, I can do the pivot table in Excel, according to your analyzing needs. But considering your information, types of data, and the way they are linked; I would prefer access for your requirement. I am an IT lecturer. See my work experience and titles held. There are many advantages in access. For example > You can have good user interface screens to >> Enter new user detail and also edit them. >> Enter new product details, and also edit them > Can have pivot table or pivot charts the way you want. > Can have (any other reports) either users by product OR products by users. In overall, it can be made and used as a small software in Access. I would like to discuss further before working on the project. I always go for quality and completeness. Looking forward to work. Best

I am an accountant with 15+ years of management and statutory accounting experience. I also have vast experience in building excel accounting modules. I need the following details. a. no of users who will access the sheet simultaneously. b. what kind of transactional activity do you expect in the account. please provide as much details as possible so that we can build into this sheet. c. all you want. is a summary of activity per product. Will it be OK if we do not use a pivot but build a dashboard for you and then you can use that for getting the information you want. as such need to know what information you want.

Hi, I am a financial professional who has worked with sales and marketing teams for many years. I have designed and built customized pivot table based solutions for clients that range the spectrum, from startups to Fortune 500 for over 15 years. I will work with you to ensure your complete satisfaction. Excel can be used for most datasets under 250,000 records. I look forward to your response and helping you achieve your goals. Thanks. -Kevin

Hello. I'm able to create an Excel document that can be linked to your database and allow you just to press a button that will run a Visual Basic macro which will fully automate the process of updating the file and its reports, summaries or charts. If Access will be necessary for this project, it will be used as an intermediate tool only. It will be not necessary for you to do anything in Access, even if the excel macros use Access for doing the automation process. I specialize in provide solutions for Business Administration, Data Base management, Business Key Performance Indicators design, Supply Planning and Project Management for commercial and industrial companies. I am also able to develop complex and automated VBA programs integration from Excel spreadsheets and Access databases to other applications, including: - Formulas creation - Pivot tables - Pivot charts - Access queries Integration - Visual Basic for Applications programming I guarantee that I'm able to bring the solution for your project, with the dedication, seriousness and professionalism that it deserves. My work will give you the confidence to initiate a long term relationship. Thank you.