Excel Automate/Marco to format exported Financial Reports


$40.00
Hourly: $40.00 - $50.00

Office 365. Use Desktop App. Colleagues will get exported csv/excel file. Either that or we generate report. File saved on Clients shared Sharepoint drive and colleagues open with Desktop excel. I have financials that are exported from an accounting system. I'm using automate to format the balance sheet and the P&L. The automation is not working well. Seems like it should be a no brainer. I need someone to do this and show me how or what I'm doing wrong. Ideally will want to run shared Script on newly generated file w/o having to copy data to excel workbook template file. Not sure if we can save scripts to clients sharepoint so will have to tweak once script works. Can probably download the file to our sharepoint to format and upload to client. File layout should stay the same but possible exported file layout can change if new report line items or company divisions are added so I will need to tweak Script as needed. Attached is a file "Script Steps.xlsx" with general order of major steps I used to format the Balance Sheet. Mostly in order but went back to format missed items. Attached: *Excel file of financial reports as they are exported (very limited formatting capabilities in software). * pdf's of files after I wrote initial automate-about how final reports are to look like, but the Script in the attached Excel file used single & double accounting underkines. Probably will be minor tweaks that I need to know how to do.

Keyword: Data Analysis

Price: $40.0

Microsoft Excel

 

Infill & Vacant Land Prospecting System

Description: I’m looking for a highly experienced real estate systems expert to help design and implement a comprehensive prospecting system for vacant land and single-family properties with acreage in Southern Idaho. What I’m Looking For: I want someone who knows this ...

View Job
Power BI Dashboard - Training Series

We are hosting 3 months of training with multiple topics and each topic will be 1-2 hours long. Each topic will run multiple times: multiple sessions daily, weekly, monthly. We need a way to present all the data collected from pre-during-post each session. We plan to ha...

View Job
Quantum Computing Expert Needed in Atlanta, GA

We are seeking a Quantum Computing Expert based in Atlanta, GA, to assist with advanced quantum algorithms and applications. The ideal candidate will possess a strong background in quantum mechanics and computing, and be able to provide insights into practical implement...

View Job