Completed

Re-format and standardize customer database - Excel

This is probably best suited for someone who has good Excel programming skills, as well as some data entry and good accuracy and attention to detail. There are 415 records in the job file.

I have several different lists, each representing a different group, but they all need the same process applied. There will be 14 lists with an average of 300 records on each, with the smallest being around 170 and the largest being around 700 records.

You must have a very good understanding of English to complete this job well. I have these lists every now and then, so I wish to find a freelancer to use more than once.

• This job is a test to find a great freelancer to help on the larger project.

• It will focus on establishing a process and understanding on this 1 list, so that if done right I can have you do the other 13 lists as a separate job. Of course you will be much more efficient and faster on the other lists once you have figured out the best way to do this.

• Please price this job accordingly - that you will invest more time on setting up this first one, but the subsequent jobs will be much faster and simpler for you.

I want these lists to end up showing individual’s names in most cases – not the various other entities that are often used such as Trusts or other entities (Companies, or LLC’s, etc.).

Therefore, I want you to first separate each list into 2 sub-lists, and title them as follows:

1. “Names” (these will be all records with standardized names)

2. “Others” (these will be all of the Trusts , LLC’s, or other entity names)

The final product will be sending me the 2 lists in Excel format:

1. Names

2. Others

I wish to award this today, and need the finished list by Wednesday morning.

Please see the more detailed instructions and sample Excel file attached here. Ask any questions or for clarifications - it is critical that you understand this and do it properly, or it will be a waste of time for both of us. Along with your bid please make sure to outline what your approach will be to make this a fast and efficient process: will you use Excel formulas, programming, convert to another software to better manipulate then convert back to Excel, use some manual data entry or not, etc.?

Thanks,

Bruce

Skills: Data Entry, Data Processing, Excel

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About the Employer:
( 7 reviews ) Nashotah, United States

Project ID: #12076119

Awarded to:

nagybatonyi

Hi, I have a university degree in economics and IT, and several decades of system design and programming, in the recent decade especially in Excel and VBA. I plan to complete the project via writing an Excel macr More

$35 USD in 1 day
(0 Reviews)
0.0

49 freelancers are bidding on average $135 for this job

MohsanEijaz

I have experience in MS Office, VBA Programming, XML, MS Work, Google Docs, SQL, Google Spreadsheet, Data Entry in Odoo, Google Document and other related applications. I believe my capabilities would be perfect for y More

$222 USD in 3 days
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$170 USD in 4 days
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nineoneone

Will do this one for a good review! Professional work, in time, with ZERO errors, for sure! We aim to be your one stop solution for ALL IT needs, and provide a 100% SATISFACTION GUARANTEE. We do not charge you, if y More

$155 USD in 3 days
(0 Reviews)
0.0
denisaelena

Hi sir, I'll finish this task in max 24 hours. I can't download and preview the attached files, don't know why, it's not downloading, but as I understood from you very good description, I'm pretty sure that I'll manag More

$100 USD in 1 day
(0 Reviews)
0.0
humayoonsheikh4u

A proposal has not yet been provided

$100 USD in 3 days
(0 Reviews)
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dpune

Hi, I have more than 14 years of Excel/VBA exp and I am expert in this kind of work. Please send me exact numbers of all the list so that I can estimate cost accordingly. I have completed more than 290 proje More

$200 USD in 3 days
(0 Reviews)
0.0
SBITServices

Hello Bruce,I have read your description and i can write some VB code to separate the data as per your requirement and can complete in 2 days and agree that I can complete tasks with high quality and [login to view URL] are More

$50 USD in 2 days
(0 Reviews)
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$210 USD in 2 days
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sonarkaushik

Sir,      I am well versed in this kind of jobs and can do your project as per requirement. I have over 8 years of experiences. I am very much able to work on this. ***I am ready to start Waiting to hear from you. More

$194 USD in 3 days
(0 Reviews)
0.0
charmabad

Hi Bruce. I'm writing to express my interest on the job post. Now I'm no expert at macros so if it's what you prefer, then you may ignore this bid. But if you are fine with formulas, I can send you the sample file I More

$50 USD in 3 days
(0 Reviews)
0.0
GlaizeSanJose

I will do what is told and perform it efficiently. No more words just do my job accordingly. I will guarantee an absolutely polished job.

$155 USD in 3 days
(0 Reviews)
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ZedExcel

Hi. I have read and understand the requirements of your project. My approach would be as follows: 1. The first task will be to separate the list into Names and Others list. This will be achieved by using a search form More

$150 USD in 2 days
(0 Reviews)
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AKRathi

Hi, I would like to use a combination of VBA coding in excel to create the data in the required output format. then I would manually check the list for errors as all the I put data might not be in the same format. I a More

$35 USD in 1 day
(0 Reviews)
0.0
damasterbdz

Dear Hiring Manager, First of all thanks for creating an opportunity. Hope you are doing well. I will not propose what the maximum Freelancer do. I dont believe in copy paste Cover letter. I read your project details, More

$222 USD in 5 days
(0 Reviews)
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davidrudd

I know your heart is set on MS Excel, but consider this. My browser-based cloud database application service INCLUDES ALL SERVICES in a single plan: DESIGN, DEVELOPMENT, HOSTING, TRAINING, and SUPPORT --one low monthl More

$277 USD in 3 days
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lassom

Hello, if files have consistent descriptions I can help to automate a script. First time I will invest time to figure out a criteria, and then apply it to all other files for a fee approximately of 10$/file and 0. More

$222 USD in 2 days
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$45 USD in 2 days
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kchwistek

As you said you want 1 sheet as a first test to chose appropriate freelancer. I checked file and instructions and this is clear enough to say I can do it for you for even cheaper but the system does not allow me to bid More

$30 USD in 1 day
(0 Reviews)
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deboraguimares

Hello! My name is Debora, I have 8 years experience in developing MS Excel. If you give me the opportunity to do this job I will do my best and you will not regret it.

$30 USD in 3 days
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bdoutsource

Dear Sir, Greetings. I have checked those 2 attached resources. The main goal is to separate the provided raw data base in 2 criteria, Name(Individual and Other(Company, Business,..), also Spouse/Partners Name, Ma More

$100 USD in 1 day
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