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Urgent

Optimization of Excel file for calculating financial risks.

Data Parsing, Desktop Apps — incorrectly specified categories?

Project translated automatically. Log in or register, to view the original

Goal:

Increase file performance, simplify data update processes, and automate reporting.

Key Tasks:

Analysis of the existing Excel file:
- Assessment of the current file structure, macros, and dependencies.
- Identification of the most resource-intensive elements and bottlenecks in performance.
Performance Optimization:
- Elimination of unnecessary dependencies.
- Structuring the data update process to enhance speed.
Automation:
- Connecting data from sources automatically via a refresh button (without automatic refresh upon opening the file).
- Automatic updating of pivot tables after adding new data (possibly through a VBA button).
- Automatic updating of "Data History" fields in the tabs.
Integration with PowerPoint:
- Creating an automated report in PowerPoint based on charts and tables from the "Report" tab.
- Synchronizing accurate charts and tables between Excel and PowerPoint.

Initial Steps:

File Analysis:
- Assess the complexity of the file and identify possible optimization options.
- Proposal of timelines and budget for project implementation after analysis.

Final Result: Optimized Excel file with improved performance, automated processes, and integration with PowerPoint for reports.

Next Steps: After analyzing the file, provide an approximate timeline and budget for task execution.

The file itself is quite large (about 200MB) and will be provided after agreeing on all details and terms of cooperation.

Update #1 from 30 September 2024

Task of optimizing an Excel file for a large fintech company

We are looking for an experienced specialist to optimize an Excel file used by a large fintech company for calculating financial risks based on transactions and other data from partners. File description:

The file contains several dozen tabs
Size – 120 MB
Used offline (on a desktop client)
Performs calculations of all formulas (regular and smart) upon launch
Contains macros, links between tabs, pivot tables, etc.

Tasks:

Optimize the file's performance
Check each tab for inefficient formulas and macros, rewrite them for better performance
Move input data to external files and import them as needed
Calculate formulas only when necessary
Eliminate recursions and duplication of information
Remove unnecessary data

We plan to collect questions from the executor and, if necessary, provide answers from the file users via email or through messengers. The task is expected to take approximately 1 month.

After completion, there may be a possibility of ongoing cooperation for file maintenance.

Payment: by agreement after a detailed study of the terms of reference and the task.

Proposals 7 Rejected 2

Oleg Stasiv

107 0

Budget: 3000 UAH Deadline: 1 day

Do you want to optimize the Excel file so that it? doesn't freeze? works faster? so that macros and formulas respond faster?
Can you show your file?

Dmytro Kovalenko

1 0

Projects -
Rating -
Rating 361

Budget: 500 UAH Deadline: 1 day

Good health! I have been working with Excel for over 20 years. I developed financial reports for projects of the International Bank for Reconstruction and Development. I am waiting for the output file for analysis. Thank you.

Petro Shpak

13 0

Projects 13
Rating -
Rating 419

Budget: 2000 UAH Deadline: 2 days

Hello!
I work with Excel and Google Sheets.
I am ready to help using formulas or macros (scripts).
Connection with Telegram bot and e-mail with Google Sheets.
I will be happy to collaborate.

Hello.
I work with Excel and Google Sheets.
I am ready to help using formulas or macros (scripts).
Connection with Telegram bot and e-mail with Google Sheets.
I will be happy to collaborate.

Vladislav S.

102 0

Budget: 500 UAH Deadline: 1 day

Good day. I will be glad to help. Regarding the deadlines and costs, I will be able to say when I see the file.

Ihor L.

22 0

Projects 22
Rating -
Rating 634

Budget: 1500 UAH Deadline: 3 days

I have been working as an analyst for over 10 years, with Excel as my main tool. I think I can help you, but I won't hesitate - to provide an accurate analysis, I need to see the file. The price and deadlines are approximate.

Volodymyr S.

9 1

Budget: 2000 UAH Deadline: 3 days

Hello! I have reviewed the project and am ready to start working. I am sure you will be satisfied with the result.

The list does not show proposals concealed by the client or freelancer with a Plus profile, as well as proposals violating rules

Vitalii Zhovnirchyk

100 0

Budget: 2000 UAH Deadline: 1 day

Good day
I have a very large experience working with Excel as well as optimizing tables
For an accurate assessment, it is necessary to analyze your file

p.s. also for optimizing such huge files for other clients, I wrote Python scripts instead of macros. The performance increase is at least 10 times

Vadim Baglikov
Lvov, Ukraine

Projects 1
Rating -
Rating 207

Optimization of Excel file for calculating financial risks.

Oleg Stasiv

Dmytro Kovalenko

Petro Shpak

Vladislav S.

Ihor L.

Volodymyr S.

Proposals are currently absent

Vitalii Zhovnirchyk

Proposals concealed

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