Excel/Power BI integration

I currently do excel exports from our CRM system (Buildertrend), and manually adjust the format and data in order to use the data for forecasting. I would like to automate this process to automatically convert the exported data into the correct format that I need. Updating the format would include, eliminating some columns of data that are not used, creating a calculation to add values from multiple fields, and creating a free form field that I can manually enter forecasting numbers. The updated version would then get updated every month with another excel export from the CRM. The updated sheet would have to be smart enough to keep some data from the previous month and update other data based on the most recent months data. This can all happen in excel or imported in Power BI. I'm open to either.

Compétences : Excel, Traitement de Données, Visual Basic, Architecture Logicielle, Microsoft Access

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Concernant l'employeur :
( 0 commentaires ) Decatur, United States

Nº du projet : #26848575

Décerné à:


(422 Commentaires)

41 freelance font une offre moyenne de $980 pour ce travail


Dear Employer, I understand you take export of Excel from your CRM and do some customization for which you are looking for automation. Below are the automation steps that will occur by itself every time: - Auto export Plus

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Hi I am interested in the project. I am an experienced MS Access application developer. I have developed many applications and have done many change requests here on freelancer. If interested in hiring me then please Plus

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I can perfectly assist you with that with my expertise in Power BI and Excel. I am a professional Data Analyst, Data Scientist and Data Visualization expert holding years of experience. in Excel, VBA, SQL, Power BI, Ta Plus

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hi, I am very good in Excel vba, macro, chart etc. if you want to see my excel skills i can share with you some of my work on excel. I understand the value of deadline and do not compromise on quality. I feel fit myse Plus

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Hi, I am a senior Data Analyst with over 5 years experience with Power BI and I can help you to build your Power BI Project. I am a Microsoft Certified: Data Analyst Associate : [login to view URL] Plus

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Dear Sir/Madam, It sounds like this is just work in Power Query in Excel - bringing data to the right format for analysis. We have significant experience in Power Query and M language so we can definitely help you in t Plus

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Hello! I am the head of BI professionals team with extensive experience in reporting and data integration projects for major banks and retail chains. We develop projects in different BI and databases. We have experie Plus

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