Task for developing an Excel spreadsheet
Technical assignment for the development of an Excel spreadsheet for transaction accounting
General structure:
• The Excel file must have 11 separate sheets, each of which will record transactions.
• There must be a Summary Sheet that consolidates data from all 11 sheets and automatically updates when information changes.
Fields (columns) on each sheet:
Date (light gray color) — Date of the transaction.
Income (soft green color) — Amount of money received in the account.
Sent (soft orange color) — Quantity and amount related to the sending.
Quantity (light blue color) — Number of units involved in the transaction.
Total Amount (pale purple color) — Total amount calculated for each transaction.
Fee (light yellow color) — Amount of the fee associated with the transaction.
Received (after fee) (light green color) — Amount received after deducting the fee.
Percentage between Sent and Received (light brown color) — Percentage ratio between the sent and received amounts, calculated using the formula (Received / Sent) * 100.
Requirements:
• Automation: The Summary Sheet must automatically update when data changes on any of the 11 separate sheets.
• Formatting: It is important to ensure color compatibility, readability, and lack of brightness so that all information is easily perceivable.
• Scalability: Ability to add new sheets while maintaining all settings and automation.
Steps for implementation:
Create the structure and layout for each of the 11 sheets with the specified fields.
Apply color formatting to each of the fields.
Add a new column with the percentage calculation based on the formula (Received / Sent) * 100.
Set up automatic data updates on the Summary Sheet.
Conduct testing to verify the correctness of all functions and automatic updates.
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Hello, I have extensive experience working with Excel, I know conditional formatting very well.
I am waiting for you in private messages.
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Good day, Yevhenii. I am interested in your project and will do everything according to the specifications. I would be very happy if you consider my candidacy for completing your order.
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561 15 0 Good day! I will do it today, with quality and according to your wishes! I already have similar experience with new sheets and automation, so I know how to implement the task. Feel free to reach out!
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1134 38 0 I can do it
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419 13 0 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.
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412 Good afternoon. To implement the ability to add new sheets while preserving all settings and automation, it will be necessary to use macros and a template sheet. We will agree on the color scheme :)
You might be interested in the option of organizing it in Google Sheets (one or several - a summary + sheets for each performer, if the sheets are intended for accounting operations of different employees) — we can discuss optimization taking into account the clarified input data.
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957 19 0 Good day!
I have significant experience in developing effective and user-friendly business spreadsheets. My projects are characterized by functionality and automation, which helps streamline workflows.
I will create a spreadsheet with the described tabs and columns, with possible automatic data pulling, dropdown lists, and formulas.
All data from 11 tabs will be automatically pulled into the main one upon any changes.
If necessary, it can be divided into 11 different files, if the managers require it, they will not see each other's tables and the main one. But all data will be pulled into the main spreadsheet.
I will implement a convenient design and practical conditional formatting.
Here is an example of execution, this is a link to a template overview:
https://docs.google.com/document/d/1XUzRCkXTpgBZaWgB9ycw7plCmcjSFur_O7OTAslgrNc
… In the future, I will assist you with your spreadsheet in maintenance and improvement.
Write to me and we will discuss all the nuances of cooperation.
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643 10 1 Hello!
I will be happy to help you prepare the table.
I have been involved in international marketing for over 10 years and manage full-fledged teams. I work with countries in the USA, Europe, and Latin America.
I have excellent experience in implementing automated databases in table format.
Additionally, I can offer marketing support during our collaboration.
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2242 35 0 Good day, I constantly do similar projects. I will suggest the optimal solution. Feel free to reach out.
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964 17 0 Good day!
Please reach out, I will create such a structure, set it up and explain how it works) If anything - you can contact me if you need to expand the functionality.
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2937 73 4 2 Good day! I have a lot of experience working with ET, so I will complete the assigned task with high quality! Feel free to reach out, I can start right now!
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