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Excel 2007 macro - create graphs from input(repost)

$30-100 USD

Completed
Posted almost 16 years ago

$30-100 USD

Paid on delivery
Attached you will find three Excel 2007 spreadsheets titled Template, Projected Sales, and Actual Sales. I need the Template spreadsheet modified to: 1. Read data from the Projected Sales and Actual Sales sheets and place it into the Template, via a macro 2. Create graphs to display Projected vs. Actual sales using three different criteria sets (by salesperson, by client, etc.) Detailed descriptions of the data will be provided following acceptance of your bid. If you have any questions before bidding, by all means ask and I will be glad to clarify. ## Deliverables The general purpose of this spreadsheet is to give a visual (graph) representation of Actual Sales vs. Projected Sales, using a macro (or macros) on the Template spreadsheet. The data for this comes from two spreadsheets in the formats of the attached Projected Sales and Actual Sales sheets. The first thing the macro should do is prompt the user to locate these spreadsheets via common dialog boxes (with appropriate message displayed to tell the user which sheet to select). Then, it will read the input. On the Projected Sales spreadsheet, data is organized by salesperson, with one salesperson per sheet. The projections are then organized by client (Client 1, Client 2, etc), and then by product line (ABC, XYZ, etc). Occasionally a salesperson will have a Subtotal in the middle of the data, where information for a Client would normally be. These should be ignored. There is also a Totals sheet that displays companywide totals; this sheet contains nothing that cannot be derived from the others, but feel free to use it if you like. The Actual Sales spreadsheet is organized into two sheets, Pivot Table and Sales Data. They contain the same information; I recommend ignoring Pivot Table and using Sales Data since the format is more uniform. Data in this sheet is organized with a number (representing a salesperson) in column A, client name in column B, and so on. There are headers for each column detailing each bit of information; if you ahve any questions, just ask. After reading the input, the macro will output the data into the Template format. The Template should be self-explanatory; again, I'll be happy to clarify if there are any questions. The user should then have the option to view graphs of this information by: - Company. The sum of all salespeoples' projected sales will be compared to total sales companywide on a month-to-month basis. - Salesperson. The total projected sales for a specific salesperson will be compared to that salesperson's actual sales on a month-to-month basis. - Client. The total projected sales for each client company will be compared to the actual sales total for that client on a month-to-month basis. - Product line. For each of the above, there must be an option to split the totals by Product Line. Other notes: - Where monthly information is not available (sometimes the projections are only given in quarters), the graph should display the data by quarter-to-quarter instead of month-to-month. - The names of the salespeople (and the numbers representing them on the Actual Sales sheet) will change. The user should be able to input names and corresponding numbers. How you choose to do this is up to you. - The number of clients will change, as will their names. The names on the Template spreadsheet should be added dynamically to match the input data (for the names, a direct string comparison from the Actual Sales and Projected Sales sheets will do fine; I'll take care of any name format issues on my end). - Occasionally we will have Projected Sales for a client with no Actual Sales, and vice-versa. In this case, any blank values should be treated as zero for the purposes of the graph. - The names of Product Lines will not change, but the product "ABC Lead" is occasionally referenced as "ABCLead"; please account for this. Please let me know if you require further specifics or clarification. Thanks!
Project ID: 3149105

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Active 16 yrs ago

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