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Create Reports from CSV -- 2

$10-30 USD

Completed
Posted over 8 years ago

$10-30 USD

Paid on delivery
We sell a subscription product but due to our product options (monthly, every two months, cancellations, etc), we're unsure who should get our product each month (without manually going through each and every customer in the system to check if they are due the product) - we need an automated way to do this. Upon the new month starting, we have a CSV of our entire customer base, the product that they have purchased, and relevant information (purchase date, renewal date, cancelled, product type, etc) What we need is a way to pull reports from this information to determine who is due to get the product this month, and their details from the report. The reports would be: Small Product Customer Large Product Customer Small Product Customer - Custom Large Product Customer - Custom Rules, for example: - Some customers are active, and are due the product. - Some customers are active, but get the product every two months, and received the product last month, therefore they do not get the product this month. If they did not receive the product last month, they would get it this month. - Some customers have purchased within the previous month, and cancelled, therefore they would be due the product. Etc. What we need to do is have a report created, somehow, perhaps using Excel, or a PHP script that can be run against the CSV (of all customers), to extract the relevant customers who are due the product this month, as per the rules. We would run the script/report, against the csv, monthly, to make our 'run sheet' for the product dispatch. I can provide a sample of data, and a sample of the rules that need to be run against the data.
Project ID: 8694946

About the project

22 proposals
Remote project
Active 9 yrs ago

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Hi, What I don't understand is that you mentioned you have relevant information including the renewal date, then we could just use that date to determine the dispatch date. If the that date is within the running month (this month), then the dispatch list can take that date for each customer. Then why you should bother to consider all of the rules? Hopefully when I see the csv, I can get better understanding. Feel free to check my profile page for your consideration. Let me know, Daniel
$50 USD in 3 days
5.0 (185 reviews)
6.8
6.8
22 freelancers are bidding on average $42 USD for this job
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Hello Sir, I am an Expert Techno-Functional Analyst having vast experience in lots of arenas of IT industry including Excel Macros and Formulas. I am an Engineering Graduate with an MBA degree. If you see I am among niche bidders who have zero failed projects and very high completion rate since I do not bid on projects which I am not certain of. I will not disappoint you, please give me an opportunity to work with you. No milestones required. Pay me only when your job is 100% done. Also I will provide you with a working version of file before you consider awarding me the project. Thanks, Jay
$60 USD in 1 day
5.0 (921 reviews)
9.4
9.4
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$50 USD in 2 days
5.0 (496 reviews)
7.8
7.8
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$75 USD in 1 day
4.9 (251 reviews)
7.7
7.7
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Hello , I would like to work on your project. I have great experience using excel and data manipulation in excel / csv file through vba code. Provide please sample file and rules. Thank you. Regards
$30 USD in 3 days
5.0 (193 reviews)
7.0
7.0
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Hello, I reviewed the description you shared and what you are looking for can be best done through an excel macro. The macro would be such that it will take your monthly csv file as an input and create the 4 desired reports as per the rules you have specified. If you could share some example data (both input and corresponding output), I would be able to create the spreadsheet template as required. I am an expert in Excel as you would see in my work history here on freelancer and have completed more than 475 projects with consistently 'Excellent' ratings from clients across the globe. Please drop a message to me if you would like me to work on this project for you and we may discuss the next steps. Look forward to working with you and thank you for considering my bid. Regards, Rishi Automyze Consulting - The Business Process Automation and Optimization Experts
$83 USD in 5 days
4.9 (97 reviews)
6.5
6.5
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Hi, I have more than 14 years of VBA/Excel exp and I am expert in this kind of work. I have completed more than 250 projects. Please look at the feedback left by my employers to know more about my work. Waiting for your positive response. Thanks.
$50 USD in 2 days
4.9 (121 reviews)
6.3
6.3
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I have 10+ years of experience in Excel & VBA. I can complete the job quickly within few hours. Please check my past reviews. Please provide sample workbook to understand requirements better. Please ping back and ready to start right now. I assure you i provide 100% accurate solution, Thank You Regards Rishi R
$88 USD in 1 day
4.9 (159 reviews)
6.0
6.0
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Dear Sir, Done numerous similar projects in the past and always impressed the clients with my excellent VBA solutions. Out of my 40 projects, almost 35+ are complex VB/VBA projects, hence i can definitely deliver an excellent solution to your requirement. Expert in VB/.NET, SQL, MS Office, Access/Excel/Word, Database, complex Formulae, Statistical analysis, Macros (VBA), pivot, Charts, formatting, templates, dashboard, etc. Worked on several complex excel VBA projects, viz converting Raw data to structured using vba, sales dashboard, PO tracking, budgeting, profitability, estimation, time management dashboards, etc. Also I am a quick learner and complete tasks very quickly using keyboard shortcuts and multitasking skills. And I have been consistently rated as excellent by all the employers. Also Having more than 14 years of experience in banking /finance /accounting, Business analysis, Data analysis, Software development, Software Testing, SDLC, Budgeting, estimation, Project management, Process re-engineering, Statistics, Bookkeeping, HR, Payroll, AR/AP, copy typing, ebook creation, publishing, Web research, Social media marketing, lead generation, etc. Looking forward to work with you.. Have a nice day Thanks.
$34 USD in 1 day
4.9 (84 reviews)
6.1
6.1
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I am an expert in delivering custom software and scripts willing to discuss further about the project needs.
$54 USD in 1 day
4.9 (19 reviews)
5.3
5.3
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I have the expertise in Excel and can create the csv reports based on your specifications. Ready to start work immediately
$30 USD in 1 day
4.6 (66 reviews)
5.3
5.3
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Please provide the files and what you want to achieve from the files in detail. If it is detailed well it would take 2 hours of my time. Regards
$35 USD in 1 day
5.0 (26 reviews)
4.7
4.7
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Hi.. I interested to your project & place bid for your consideration. I am available right now. if you award the project to me, i will start to do your project immediately. looking forward to hearing from you. Proposal : "Customer get Product" automate process csv to excel for USD30 in 1 day Thanks & Regards, gsanggara
$30 USD in 1 day
4.9 (27 reviews)
4.2
4.2
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A proposal has not yet been provided
$30 USD in 1 day
4.9 (14 reviews)
3.9
3.9
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Hello. My name is Brent and I am an Excel VBA developer. I can build this report for you to your specifications and within your budget to apply the rules and extract the information to different worksheets within an Excel workbook. I can start on this immediately and finish within the next day or two.
$30 USD in 3 days
4.9 (18 reviews)
4.1
4.1
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Hi, I'm on this site since 1 month, but I'm very expert on excel and visual basic. I'd like to work on your project, and I'd like to give a look at the files you have to manage, in order to fully understand the feasibility of the requirements and to make questions to better implement the solution. If you want, I'm available to implement the file before the end of the bid, so that you can see what you will pay for; only if you like my work you will award me. I hope to be contacted, best regards Andrea
$25 USD in 3 days
4.8 (10 reviews)
2.5
2.5
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I can help you with this task by doing just an excel Macro or an access interface. I would need a sample to see how it works.
$45 USD in 5 days
5.0 (2 reviews)
1.0
1.0
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Hello, i think ill pick up this Job. I have Excel skills and ill deliver the Job as you may want. All i need is details
$25 USD in 1 day
0.0 (0 reviews)
0.0
0.0
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A proposal has not yet been provided
$25 USD in 1 day
0.0 (0 reviews)
0.0
0.0
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I am pretty good in playing with excel and i think i can deliver the sheets on daily basis. I am sure if I will get this once, you will stop getting bids as I will be the one to deliver such reports to you.
$25 USD in 1 day
0.0 (0 reviews)
0.0
0.0
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Hi. Please provide me csv file and what is your requirement Also if you want who one is due or purchased products for two months then please provide two csv file ie current and last one
$18 USD in 1 day
0.0 (0 reviews)
0.0
0.0

About the client

Flag of AUSTRALIA
Capalaba, Australia
5.0
33
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Member since Jul 12, 2013

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