TACTICAL WITH ATTENTION TO DETAILS! Access an online database Extract onto an excel sheet by segmentations provided Will be a copy and paste due to the online platform I believe Extract Name, Phone, Email, Address, ID, Registered Date FORMATED per my instructions FINAL FILES CSV AND EXCEL

We have an Excel Model with out inventory items listed on it. We woud like to add 2 items to the Dashboard. We also would like to have the Data input Tab order match the QB sales by item report item list order.

We need a freelancer to create an Excel-based dashboard for tracking key HR metrics, including turnover, employee retention, and tenure. The dashboard should be easy to use, visually clear, and organized for quick reporting. The ideal candidate will be able to build a clean, functional solution that supports ongoing HR performance monitoring and reporting needs.

I am looking for an experienced Microsoft Excel professional to create a clean, professional-looking, single-sheet financial asset tracker for someone’s personal finances. This is not a budgeting spreadsheet or expense tracker. It is a master inventory of financial assets spread across multiple financial institutions. It should be simple, almost as if I created it or edited it from a template. Overall Goal Create one Excel worksheet that serves as a complete financial dashboard showing every financial account owned. The spreadsheet should be extremely easy to read, update, print, and understand, even for someone with limited Excel experience. Everything should remain on one worksheet. I do not want multiple tabs. The spreadsheet should automatically calculate totals while requiring only simple manual entry of balances and dates. ________________________________________ Assets to Track Approximately: • 10 different banks or credit unions • Each bank contains: o 1 Checking Account o 1 Savings Account o 3–5 Certificates of Deposit (CDs) • Traditional IRA • 401(k) (or similar retirement account) • Required Minimum Distribution (RMD) notes if applicable • Two Life Insurance Policies ________________________________________ Layout Requirements The worksheet should have the following sections: Header Top of page should contain: • Name • Financial Asset Summary • Last Updated Date • Grand Total of All Assets (larger and easy to see) ________________________________________ Bank Sections Each bank should have its own clearly separated section. Example: PNC Bank Checking Savings CD #1 CD #2 CD #3 Bank Total The same layout repeats for every bank. Each bank section should be visually separated using color. For example: Blue Header – Bank #1 Green Header – Bank #2 Orange Header – Bank #3 Purple Header – Bank #4 Gray Header – Bank #5 etc. Each bank should be immediately recognizable. ________________________________________ Columns Each account should have these columns: Institution Name Account Type Dummy Account Number Current Balance CD Maturity Date Bank Contact Info, including website link Notes ________________________________________ Totals At the bottom of every bank section there should be an automatically calculated: BANK TOTAL using Excel SUM formulas. At the very bottom of the worksheet there should be a: GRAND TOTAL that automatically adds together: • Every Bank Total • Retirement Accounts • Cash Value of Insurance Policies (if entered) No manual calculations should ever be required. ________________________________________ Retirement Section Separate sections for retirement accounts including: Institution Account Type Account Number (dummy) Current Balance Financial Advisor Phone Number Required Minimum Distribution (Yes/No) Annual Distribution Amount (optional) Notes ________________________________________ Life Insurance Section Separate section containing: Insurance Company Policy Number (masked) Policy Type Death Benefit Cash Value Agent Name Agent Phone Agent Email Notes ________________________________________ Automatic Formatting Please use professional formatting including: Bold section headers Alternating row shading Borders Currency formatting Date formatting Very simple 12 pt font such as arial or aptos narrow Nothing overly fancy or designed. Consistent spacing Suitable for printing. ________________________________________ Color Coding Each financial institution should have its own header color. The retirement section should have a different color. The insurance section should have a different color. The Grand Total should stand out using a simple highlighted box. ________________________________________ Ease of Use The spreadsheet should be designed for someone with very little Excel experience. No complicated menus. No macros. No VBA programming. No hidden worksheets. No complicated formulas other than automatic totals. I simply want to click into a balance cell, type the updated amount, and have every total automatically update. ________________________________________ Security The spreadsheet should NOT contain: Any account numbers (use dummy 12345 etc) Actual dollar amounts (use dummy $1 or whatever necessary) Social Security numbers Passwords PINs Usernames Security questions ________________________________________ Future Expansion Please leave room to add: Additional banks Additional CDs Additional retirement accounts Additional insurance policies without redesigning the worksheet. ________________________________________ Deliverables Please provide: • Excel (.xlsx) • Editable • Compatible with Microsoft Excel 365 • Printable on standard letter paper • No password protection • Clean professional design • Easy for non-technical users to maintain The finished spreadsheet should look like a professional financial dashboard while remaining simple enough that anyone can update it in a few minutes each month.

I need someone to assist with a basic CRM admin and Excel project. This task will take approximately 30-40 hours of work. The hourly rate is $25 per hour. The ideal candidate should have experience in CRM administration and be proficient in using Excel for data management and analysis.

I'm looking for a freelancer to convert a PDF into a fully editable Excel workbook. Requirements: Match the PDF exactly in layout, formatting, fonts, borders, colors, and cell structure. Deliver a fully editable Excel file (not a scanned image or locked workbook). Ensure all formulas, formatting, and data are accurate. No formatting discrepancies or alignment issues. Attention to detail is critical.

We are seeking an accounting or finance student or professional for an Excel data entry task. You will be provided with seven years of digital PDF bank statements and need to read through them to accurately enter data into Excel. This task requires attention to detail and basic accounting skills.

Excel file which contains crime category data. A crime listing using Crime Codes ( provided by me and will not change that reference a particular crime. As example if the code is "6" the crime is Theft. If "0" the crime is murder. etc.) List each crime category by date range. Example: In the input document the date range is shown, like 3/1/24 thru 3/1/26. The column heading would be 3/1/24 thru 2024, then 2025, then 2026 thru 3/1/26) Then on left side will be the Crime Categories: See a sample report which I will upload. The location will have violent crimes and property crimes, whereas the radius report will have violent crimes only, unless, I check a box which says to include property crimes for radius also. At present I have a program to do all of this, but I want to update it a bit.

I am seeking an Excel-savvy freelancer to create a clean, board-ready quarterly financial report for a small faith-based nonprofit. I will provide all underlying financial data exported from QuickBooks Online, including: * Profit & Loss (Statement of Activity) * Balance Sheet * Cash balances * Supporting schedules as needed I do NOT need bookkeeping or accounting services. The books are maintained internally. Scope of work: * Organize provided financial data into a professional Excel workbook * Create summary tabs and clean presentation for board meetings * Link formulas where appropriate * Format reports for readability and consistency quarter-to-quarter Deliverable: A polished Excel workbook that can be reused each quarter with updated data. Ideal candidate: * Strong Excel skills * Experience preparing executive or board reports * Attention to detail and clean formatting Please provide examples of similar Excel reporting work.

Summary I need a freelancer to extract one piece of data (a "Payer Claim Control Number" / ICN) from approximately 2,000 individual claim records inside our DrChrono EHR/billing system and Availity and compile it into an Excel/CSV file. Scope: I'll provide a list of ~2,000 claim IDs/URLs (from a DrChrono export) that need to be visited. For each claim, you'll need to locate and record the Payer Claim Control Number (ICN) — this is a payer-assigned number that appears on the claim's payment/remittance details. Output: a single Excel or CSV file with one row per claim, containing: , Date of Service, Insurance Paid Amount, and the ICN. Access will be provided via a shared login to our DrChrono account