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  1. #1
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    Need help on spreadsheet project

    I am willing to pay for any help!

    I get expense and revenue reports from two different companies. What I need to do now is manually refer back and forth between spreadsheets and create a new one by hand with information from both to see where I am making or losing money. I feel that this could be easily streamlined for me by having some sort of script or program that reads both spreadsheets and create the third one for me. In theory, this is what I want:

    Spreadsheet 1: (Created For Me)

    Sales Report For Oct 20-22

    Date |Transaction | Sale Amount | Source

    Oct 20 | Sale | $10 | Keyword1
    Oct 21 | Sale | $8 | Keyword2
    Oct 22 | Sale | $12 | Keyword1

    -------------------------------------------------

    Spreadsheet 2: (Created For Me)

    Report for spending for dates Oct 20-22

    Source | Spend |

    Keyword 1 | $13 |
    Keyword 2 | $10 |

    ------------------------------------------------

    Spreadsheet 3: (Needs To Be Created With Program)

    Profit or loss for Oct 20-22

    Source | Spend | Revenue | Profit/Loss |

    Keyword 1 | $13 | $22 | $9
    Keyword 2 | $10 | $8 | ($2) |

    So basically I just need to compile the two reports (one spending and one revenue) to see what "sources" I am profiting from. I will have several hundred "sources" and several hundred "sales". I need to match up how much I spend and how much I sold per source for the span of the dates that I decide the report to be for. Once again this is the theory. There are a few more bells and whistles I would like, but nothing more complicated than I explained above. Thanks for reading and I hope this was clear enough.

    Best,
    Jim

  • #2
    Mega-ultimate member
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    Are you looking for a web-based system? Or some type of macro in Excel to handle this? Or either?

    What's a ballpark budget?

  • #3
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    I think a macro would suffice, I just don't have any experience writing them. I was thinking maybe having spreadsheet 1 on sheet 1 and spreadsheet 2 on sheet 2, and then have a macro compile the 3rd on sheet three. I don't see a need right now to have it web based unless there is an advantage not obvious to me. I'm totally open for suggestions though.

    As far as a budget, if someone knows how to do this, it seems to me that it should probably not take more than a couple hours. (educated guess) I was thinking around $75 - $150 depending on the time it takes.

    Thanks

  • #4
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    If the format of the input spreadsheets is fixed, headings y/n, number of columns, order of columns. I can do this for you. Can you give me a true sample of the input and the desired output? Then we can discuss how long it would take and the costs
    I am the luckiest man in the world

  • #5
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    I can alter the reports to only include the info I need, so yes everything should be fixed. I will absolutely get a sample put together. I will try and get that done today or tomorrow.


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