You will get an accurate monthly Excel and PDF report from your CSV data


Project details
You will get an accurate Excel and PDF performance report prepared from your CSV data using your existing reporting template.
I will validate the source data for missing values, duplicate records, inconsistent formats, unusual totals, and other potential errors. I will then populate your pre-built Excel workbook, review the existing formulas and outputs for inconsistencies, and format the final results into a polished PDF report.
This service is suitable for monthly performance, benchmarking, finance, insurance, sales, and operational reports. With over eight years of experience in accounting, finance, and management reporting, I understand that a report must not only be completed—it must also make sense before it reaches the client.
The $50 package includes one CSV file with up to 5,000 rows, one existing Excel template with up to four tabs, one PDF report of up to 10 pages, and one revision.
Creating new formulas, repairing complex workbooks, processing additional files, and preparing extra reports are available separately.
I will validate the source data for missing values, duplicate records, inconsistent formats, unusual totals, and other potential errors. I will then populate your pre-built Excel workbook, review the existing formulas and outputs for inconsistencies, and format the final results into a polished PDF report.
This service is suitable for monthly performance, benchmarking, finance, insurance, sales, and operational reports. With over eight years of experience in accounting, finance, and management reporting, I understand that a report must not only be completed—it must also make sense before it reaches the client.
The $50 package includes one CSV file with up to 5,000 rows, one existing Excel template with up to four tabs, one PDF report of up to 10 pages, and one revision.
Creating new formulas, repairing complex workbooks, processing additional files, and preparing extra reports are available separately.
Data Tool
Microsoft ExcelWhat's included $50
These options are included with the project scope.
$50
- Delivery Time 2 days
- Number of Revisions 1
- Number of Pages Mined/Scraped 3
- Number of Sources Mined/Scraped 1
Optional add-ons
You can add these on the next page.
Fast 1 Day Delivery
+$20
Additional Revision
+$10Frequently asked questions
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DP
Deval P.
Aug 17, 2026
Image Data Collection: Quick & Paid
Worked with him project and had a great experience. He understood the requirements quickly, delivered high-quality work on time, and communicated clearly throughout the project. He was responsive to feedback and made revisions promptly without any hassle. Reliable, skilled, and professional , I'd recommend him to anyone looking for quality work done efficiently. Would definitely hire again.
About Seyed Mohammad
Financial BI Analyst | Power BI, SQL, Excel & Financial Dashboards
Istanbul, Turkey - 2:27 pm local time
I help finance and operations teams turn complex data into clear, accurate, and decision-ready Power BI dashboards and SQL-based reporting systems.
I am a Financial Manager with over 8 years of experience in accounting and finance. I have worked in different roles—from Payment Accountant to Supervisor Accountant and Financial Manager—giving me a practical understanding of financial processes, reporting challenges, and management needs.
âś… I can help you with:
• Financial and CFO dashboards
• Budget vs. Actual and variance analysis
• Cash flow and working capital reporting
• Inventory, slow-moving stock, and shortage analysis
• Sales and operational KPI dashboards
• Product costing and profitability analysis
• SQL queries, views, and financial data models
• Excel automation and data cleanup
• Power BI data modeling, DAX, and Power Query
🔹 My approach is SQL-first whenever possible. I structure and validate the data before building the visuals, helping ensure that reports remain accurate, scalable, and easy to maintain.
Because I have worked directly inside finance, I understand that a dashboard should do more than look good. It should answer a clear business question, highlight problems, and help managers decide what to do next.
🛠️ Tools: Power BI | SQL Server | DAX | Power Query | Advanced Excel | Python
đź“© If you need a reliable financial or operational dashboard that turns your data into useful insights, feel free to send me a message.
Steps for completing your project
After purchasing the project, send requirements so Seyed Mohammad can start the project.
Delivery time starts when Seyed Mohammad receives requirements from you.
Seyed Mohammad works on your project following the steps below.
Revisions may occur after the delivery date.
File and Workflow Review
I will review your CSV, Excel template, column mapping, validation rules, and reporting requirements.
CSV Data Validation
I will check the source data for missing values, duplicates, inconsistent formats, and unusual totals.

