I help business owners turn messy, manual Excel workflows into clean, automated, and reliable systems. My background is rooted in legacy Excel and VBA, and I now also build modern, cloud‑ready solutions using dynamic arrays (modern spill formulas), Excel for Web, Office Scripts and AI. I specialize in creating practical, efficient spreadsheet tools that work seamlessly across Windows, Mac, and Excel Web. Whether you need a brand‑new automated workbook or a complete overhaul of an existing file, I focus on performance, structure, and long‑term maintainability. Clients hire me to: Build or upgrade automated Excel tools Clean, organize, and streamline complex workbooks Modernize legacy VBA systems for cross‑platform use Create intuitive dashboards, reports, and user‑friendly interfaces Improve speed, reduce errors, and eliminate repetitive manual steps My approach is collaborative and detail‑driven — I deliver clean, intuitive spreadsheetsg that reduce friction, support decision‑making, and work reliably for both technical and non‑technical users.

I help businesses eliminate manual reporting and save hours every week by building automated Excel and Google Sheets systems. If you're dealing with messy data, repetitive reports, or time-consuming spreadsheets, I can turn them into clean, automated dashboards that update automatically and are easy to use. I specialize in building end-to-end reporting workflows — from data collection (Google Forms) to structured datasets and real-time dashboards. I also build Smartsheet-based workflows and reporting systems for teams that need structured project tracking. What I can help you with: • Automated Excel & Google Sheets reporting systems • KPI dashboards for sales, operations, and performance • Data cleaning, structuring, and consolidation • Google Forms to dashboard automation • Smartsheet workflow and reporting automation I focus on delivering solutions that are reliable, scalable, and designed for real business use — not just one-time fixes. If you need a clean, automated system instead of manual work, feel free to reach out. I’m happy to review your requirement and suggest the best approach.

Overwhelmed with repetitive tasks, messy data, or the need for actionable insights? From 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝘀𝗽𝗿𝗲𝗮𝗱𝘀𝗵𝗲𝗲𝘁𝘀 to building 𝗱𝘆𝗻𝗮𝗺𝗶𝗰 𝗱𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱𝘀, I specialize in creating tailored solutions that save you time, improve accuracy, and empower your decision-making. How I Can Help You: ◉ 𝗖𝘂𝘀𝘁𝗼𝗺 𝗦𝗽𝗿𝗲𝗮𝗱𝘀𝗵𝗲𝗲𝘁 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻: Automate repetitive tasks with advanced Excel Macros, Visual Basic for Applications (VBA), and Google Sheets Apps Script, tailored to your unique needs. ◉ 𝗗𝗮𝘁𝗮-𝗗𝗿𝗶𝘃𝗲𝗻 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱𝘀 𝗮𝗻𝗱 𝗥𝗲𝗽𝗼𝗿𝘁𝘀: Turn raw data into interactive dashboards and professional reports with tools like Power BI, Excel, and Google Sheets. Gain real-time insights into your KPIs and business performance. ◉ 𝗔𝗣𝗜 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 & 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻: Leverage APIs, Webhooks, and JSON to connect Excel, Google Sheets, and other software systems, enabling smooth data exchange and workflow automation. ◉ 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻: Automate business processes, including scheduling, notifications, and data synchronization, using tools like Zapier and Make.com. ◉ 𝗗𝗮𝘁𝗮 𝗦𝗰𝗿𝗮𝗽𝗶𝗻𝗴 𝗮𝗻𝗱 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀: Automate the collection and analysis of data with Python or other tools, saving hours of manual effort. I’ve worked with clients across industries, including healthcare, finance, marketing, stock trading, and HR, helping them streamline their workflows, gain insights, and achieve their goals. ➡ 𝗖𝗹𝗶𝗰𝗸 𝘁𝗵𝗲 𝗜𝗻𝘃𝗶𝘁𝗲 / 𝗛𝗶𝗿𝗲 𝗯𝘂𝘁𝘁𝗼𝗻 and let’s discuss how I can create a solution tailored to your needs.

⭐️⭐️⭐️⭐️⭐️ "I had a great experience working with this freelancer. He demonstrated expertise in Excel, especially in data analysis and reporting for compensation-related factors. He skillfully used advanced Excel functions to organize and analyze data, delivering clear and insightful reports. His attention to detail and ability to handle metrics was impressive and allowed for a second time working with him. I highly recommend him for any similar projects!. Hi! I'm a Data Analyst with over 4 years of experience using Excel, Power BI, and SQL. I love turning complex data into clear and useful visualizations that help businesses make smart decisions. Whether you need dashboards, detailed data analysis, or thorough reports, I'm here to provide solutions tailored to your needs. What I Offer: ✅ Power BI Dashboards: Expertly designed dashboards that provide clear and interactive visual representations of your data. From real-time analytics to comprehensive reports, I create custom Power BI solutions that are both functional and visually appealing. ✅ Excel Mastery: Advanced skills in using Excel for data analysis, reporting, and automation. I specialize in creating PivotTables, VLOOKUP, and custom macros to streamline your workflows and enhance efficiency. ✅ SQL Development: Proficient in writing and optimizing SQL queries for effective data management and analysis. I ensure your databases are structured efficiently for powerful analytics, enabling faster query performance and accurate reporting. ✅ Data Analysis: From data cleaning and preprocessing to statistical analysis and reporting, I help you uncover hidden patterns and insights within your data. Utilizing tools like Python, I ensure comprehensive management and analysis of your data. ✅ DAX (Data Analysis Expressions): Proficient in writing and optimizing DAX formulas to enhance the functionality of your Power BI reports. I derive meaningful insights and perform complex data manipulations efficiently. ✅ Power Query Expertise: Specializing in transforming and cleaning data from diverse sources such as Excel, SQL databases, and more. My skills in Power Query ensure seamless data integration and optimal preparation for analysis. Why Choose Me: ✅ Experience: Over 5 years of experience in data analysis and visualization across various industries, delivering high-quality results consistently. ✅ Expertise: Proven track record of creating impactful Power BI dashboards, SQL solutions, and Excel reports, driving data-driven decision-making. ✅ Client Satisfaction: Committed to exceeding client expectations, reflected in my positive feedback and repeat clients. ✅ Customized Solutions: Offering tailored services to meet the unique needs of each client, ensuring maximum impact and value from your data. 🌟 If you need a skilled Data Analyst to help with your data projects, let's talk. I can create effective dashboards, and reports, and provide the analysis you need to drive your business forward.

I have 12+ yrs. of experience in the following areas - -Convert Financial Trasactions like Bank Statements/Credit Card Statements into CSV/Quickbooks/Quicken/XERO format for Taxation/Bookkeeping/Analysis purpose -Data Extraction/Data Entry from scanned PDFs to Spreadsheet using OCR Textract -Create Scraping Tools or Scripts to parse PDF Table data into XLS using Python -Transfer/Transcribe contact information from large PDF Document to Excel/CSV/Word -Linkedin Lead Generation (Using Linkedin Sales Navigator) -Email finder ( Extract Emails of C-level executives like CEO/CFO/President/VP etc.) -Contact List Building for marketing campaigns -Data Mining/Web Researching/Data Collection/Data Scraping/Web Scraping/Data Scrubbing -Data Entry/Data Scraping from Website to Excel Spreadsheet -EXCEL & WORD Expert (Vlookup, Mail Merge, VBA, Macros and other advanced tools) -Document Conversions/Transcription (Scanned images into editable format) -Data Cleaning & Formatting, Data Manipulation -All other admin tasks as per the Client's requirements

Hi there! I build clean, automated Excel and Access tools that replace messy spreadsheets and manual processes. I hold a double major from Baylor University and specialize in simplifying complex business data into systems that are reliable, easy to use, and easy to maintain. My work focuses on practical solutions—tools that reduce errors, save time, and make day-to-day work smoother. I commonly help with: Excel automation and VBA macros Cleaning up slow or error-prone spreadsheets Simple Microsoft Access databases for internal use Converting spreadsheet-based processes into structured systems I take a straightforward, business-focused approach and aim to deliver tools that non-technical teams can confidently use. Happy to take a quick look at your current file or process and recommend the best next step.

Top Rated Plus (3% of Upwork Freelancers) Hard work and dedication are how I do it, and that's how I made it. WELCOME! With 8+ years of experience as a Data Entry and Excel VBA and Any Kind of Automation Specialist, I have successfully completed numerous data entry projects and developed a wide range of custom Excel tools and automation solutions. I am always open to new offers and am willing to put many hours into any job! ✅ Data Entry ✅ Microsoft Excel ✅ Microsoft Word ✅ Google Docs ✅ Custom Excel VBA Tools ✅ Google Sheets App Script Solutions ✅ Excel VBA Programming ✅ Google Sheets App Script ✅ Custom Tools & Templates ✅ Report Generation ✅ File Management Automation ✅ Task Scheduling ✅ Inventory & Finance Tools ✅ Custom Macros Development ✅ Pivot Table & Pivot Chart Automation ✅ Accuracy Verification ✅ Typing ✅ Microsoft Office ✅ Microsoft PowerPoint ✅ Error Detection ✅ English ✅ PDF ✅ Data Mining ✅ Researcher ✅ Lead Generation ✅ Virtual Assistant Services ✅ Administrative Assistant ✅ Web Research ✅ LinkedIn Outreach ✅ CRM Data Entry ✅ Shopify Data Entry ✅ Lead Generation ✅ WordPress Data Entry ✅ Article Research ✅ Product Reviews Writing-Rewriting ✅ PDF to MS Word ✅ Website Content Upload ✅ Image Research & Editing ✅ Scanned PDF to Excel ✅ Email Handling ✅ Data Management, Data Organization / Presentation, Data Analysis ✅ Attention to detail ✅ Self-motivation ✅ High level of concentration ✅ Organizational skills ✅ Ability to multitask ✅ Discretion ✅ Communication skills ✅ Time management ✅ Understanding of basic software ✅ Ability to research and collect data ✅ Typing speed ✅ Typing accuracy ✅ Familiar with CRM systems and databases ✅ Data Entry Software ✅ Data Entry Services ✅ CRM Software ✅ Big Data ✅ Transaction Data Entry ✅ Administrative Support ✅ Data Extraction ✅ Email, Phone & Chat Support ✅ Web Scrapping ✅ Data Scrapping I'm trying to shift my focus entirely to freelancing, and I am trying to find opportunities to utilize my experience in this field and my knowledge of the web and computing generally. I'm hospitable for almost any quiet data processing and data entry, data scraping, lead generation, and LinkedIn projects, and I will do my best to end the work accurately, on time, and as cost-effectively as possible for you as a potential employer. Regards Sapna.

I am an invoice analyst, researcher, data analyst, data entry specialist, and an Excel Guru. My organizational and office skills have been well-utilized during the years that I've worked in the field. I am well-versed with data, internet, and office work. Here is a summary of the things that I may and will be able to do for you: -Microsoft Excel: -Pivot table and Pivot graphs -Excel Templates -Excel Spreadsheet -Excel Reports(Weekly/Monthly/Quarterly/Yearly) -Financial Reporting -Microsoft Excel VBA -CSV file cleaning and editing - Account payable and account receivable invoicing. - Purchase order and sales order processing. - Conversion of PDF documents into Microsoft Office format. - Researching and Data Scrapping. - Review and check applications and supporting documents. - Data entry works - Load information onto prescribed databases - Maintain complete activity logs and prepare reports. - Respond to requests for information and statistics I have previously worked with Microsoft Dynamics NAV, NetSuite, Shopify, Amazon, and Client System (Lowes Website).

"The difference between ordinary and extraordinary is that little extra." ~ Jimmy Johnson My past clients include PhDs, CEOs, Company Founders, and otherwise those at the top of their respective expertise. With industries ranging from veterinarian training, oil drilling, special education, law, wealth management, and language translation to name a few. In scope, these projects have spanned from small personal budgets to revenue calculations for the world-class Waldorf Astoria hotel. Regardless of circumstance, my primary goal is to bring your ideas to life in Excel while demonstrating the promptness and respect you deserve. To provide both the technical knowledge to complete a project and the ability to explain it in simple terms is what I have done best for over 7 years. During a project, I act as the sole point of contact. My corporate background includes J.P. Morgan Chase & Co., BlackRock Inc., and Wells Fargo & Company. My education includes a Bachelor’s in Finance from the University of Delaware and an Excel certification from Microsoft. Common projects include dashboards, cost estimators, and time trackers. I place a high emphasis on communication and will take the time to be sure that you are content with all aspects of a project before closing. When necessary, I have also created video tutorials on using your new workbook. Feel free to ask any questions regarding my experience and how I can help. Below are some reviews from previous projects: "Working with Daniel was one of the best experiences I've ever had with a program developer. 5 other freelancers gave up on this job and Daniel put in the work to understand what I've had problems articulating. His intuitiveness and patience when it comes to extracting abstract ideas and translating it into programming is both admirable second to none. He went above and beyond and I am eternally thankful for his skill and intelligence." "Daniel, once again, did not fail to deliver excellent quality, in a satisfactory amount of time, for a very reasonable price. Most places or people you can request two of those qualities (Good Quality, Good price, fast time), but with Daniel the standard is all three every time. Highest marks of recommendation for Daniel!" "Dan went above & beyond to assist me with completing my project. I can honestly say in all of my years of working with upwork Daniel has been the best, most professional & accommodating freelancer that I have worked with." "I came into this somewhat jaded as a short lived freelancer ghosted me on this project (they got in over their head and couldn't deliver) and was a bit weary of trying this again. But Daniel had clear intentions, great communication, and was a pro from the beginning. Once we discussed the project and hammered out the details, he was off! In a matter of a day or two he had the work 75% done, with the project being completed in under a few days! I couldn't have asked for a better product, it works perfectly and does exactly what I needed it to do. Amazing guy, and amazing work. HIRE HIM IMMEDIATELY!" "Daniel is super professional, and an Excel genius! I truly beleive he knows more about excel that the developers that created excel. Our project came out perfect, and Daniel went over and beyond to make the workbook project perfect. He has proficient knowledge." "Daniel showed up in a bind and made a complex and necessary schedule for my client that was a years long project in the hundreds of thousands in budget. Very urgent and he got it done for me last minute when my plate was too full. We used it and it worked like a dream. Great spirit and helpful and thorough. Would use again for all my spreadsheet PM needs! Thank you!"

I build operational intelligence systems for healthcare practices, field service companies, and growth-stage businesses that are running their operations on spreadsheets they've already outgrown. My clients typically come to me after their reporting tells them what happened but never why — and after they've realized that fixing that gap requires someone who understands both the data and the business it's describing. Recent engagements: Healthcare Practice Intelligence Platform — Multi-provider OB/GYN practice. AI-powered analytics dashboard replacing manual monthly reporting. Live Claude API integration generates severity-rated, dollar-quantified operational findings in real time. Surfaced $187K in annualized revenue opportunity from a single provider's case mix pattern that standard EHR reporting had never flagged. Live demo: northview-dashboard.replit.app Field Service Performance System — HVAC company running on ServiceTitan data. No-VBA technician scorecard tracking revenue per tech, callback rates, productivity metrics, and profit estimates. Automated Insights tab surfaces top performers and quantifies losses against configurable targets. Full walkthrough: youtu.be/EQRst78ZFzs Construction Budget & Payment Intelligence — Custom home builder. Preliminary budget and payment schedule tool consolidating project cost categories, automating milestone calculations, and giving ownership a clean financial picture at every stage of a build. Full walkthrough: youtu.be/eM7jdOOnAbo Bid Estimator Enhancement — Commercial interiors firm (undisclosed). AI-augmented estimating platform currently in Phase 1 delivery. $8,100 engagement scoped across three phases. Who I work best with: Healthcare operators, PE-backed practice groups, and field service companies where reporting quality directly affects clinical, operational, and acquisition decisions. Founders and operators who know their data is telling a story they can't quite read yet. Finance and operations leaders who need someone who understands the domain behind the numbers — not just the formulas. What makes my work different: I spent 16 years as a certified anesthesia technician in hospital operating rooms before transitioning to analytics. I understand how clinical decisions create data, how that data drives billing, and where the gaps between the two hide the most expensive problems. That context doesn't come from a spreadsheet. My stack: Excel, Google Sheets, Python, VBA, Apps Script, SQL, PowerBI — and AI-augmented analytical pipelines using Claude, ChatGPT, and Gemini that generate real operational findings on real data, not template commentary. How engagements work: Diagnostic Assessment (1-2 weeks, $1,500-$2,500) — I map your current reporting stack, identify the top friction points, and deliver a prioritized remediation plan with dollar-quantified opportunity estimates. Most clients use this as the on-ramp to a larger build. Focused Build (2-4 weeks, $3,500-$8,500) — I rebuild a specific reporting surface end-to-end. Practice intelligence dashboard, operational KPI system, field service performance tracker, financial model. Intelligence Platform (4-8 weeks, $8,500-$20,000) — Full rebuild of a reporting workflow with AI analyst integration, handoff documentation, and user training. For smaller or exploratory work, hourly engagements are available at $85/hr. Currently: Independent consultant working with two to three clients at a time across healthcare analytics, field service operations, and growth-stage business intelligence. If your team is spending days on reports that should take hours — or your operational data is telling you what happened without explaining why — that's the problem I solve.