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Create analysis tool/dashboard for an excel table

via Upwork posted_at: 1 day agoschedule_type: Contractor and Temp worksalary: 10–20 an hourwork_from_home: 1

This table is a list of student who have stopped taking class. We want to define criteria and then analyse the data with a focus on "Current Instructors". Our first objective to see if a specific instructor has higher turnover than the average or rather to see ranking of the instructor's turnover. We will want to narrow (choose) time periods, start/quite count, status, program... The output will naturally show an absolute number but we will also This table is a list of student who have stopped taking class. We want to define criteria and then analyse the data with a focus on "Current Instructors". Our first objective to see if a specific instructor has higher turnover than the average or rather to see ranking of the instructor's turnover.

We will want to narrow (choose) time periods, start/quite count, status, program...

The output will naturally show an absolute number but we will also need a ratio relative to the instructor's total number of students. For example, if an instructor has 5 quits in a specific criteria selection, what is their turnover ratio. This can only be calculated if the instructors total number of students is input. ie: if they had 5 quits with a total of 50 students, then the turnover ratio is 10%. For this analysis, the total number of students is not part of the current table and will have to be added for each instructor, as part of the analysis. Perhaps this can be done in a separate source table.

Quit analysis, pause analysis, total analysis (per instructor),

Multiple criteria should be selectable to produce the output analysis.

Between two "start/quite count" numbers

Between two quit dates

Between two input dates

Programs

Status

I imagine a top box where all the criteria can be input to produce a narrow analysis, and then the analysis includes a list of all the relevant instructors with their stats. Also some averages for that analysis would be useful and the ability to sort the list.

Please include, estimated time and sample work that would be similar. I would like this project totally competed within a week Show more details...

Build an Excel Table Format Conversion Tool for Tax Reporting Software

via Upwork posted_at: 25 days agoschedule_type: Contractor and Temp worksalary: 15–20 an hourwork_from_home: 1

Looking for someone who can put together a spreadsheet that can convert a table output into a format that is importable to our current tax software. We use a software that scans Consolidated 1099's and organizes the trades into a summary that is not importable into our current data entry software. I was able to create some formulas to manually organize the data into a format that is import... compatible with our current data entry software but it Looking for someone who can put together a spreadsheet that can convert a table output into a format that is importable to our current tax software. We use a software that scans Consolidated 1099's and organizes the trades into a summary that is not importable into our current data entry software. I was able to create some formulas to manually organize the data into a format that is import... compatible with our current data entry software but it was time consuming. We would like for someone to create a spreadsheet conversion tool (in whatever format/process is best to accomplish this task) where I could just copy/paste the output table into this tool and either run some VBA code or a formula which would convert it into the table format that is importable into our current tax reporting software. I have attached the import template with all the parameters and rules for what would constitute as "importable", along with a simple conversion chart that I made as the headings and output data are different characters/alphanumeric. The Gruntworx trade Summary is the original "non-importable" output from our scanning software and the ProConnect Schedule D Import sheet template is the correct "importable" format that we would like to have as the final output for this format conversion tool. I gave a few example outputs as there can be some variation or multiple table outputs for one scanning session so we would like for those to also be able to be easily converted to the correct ProConnect Import table format. I also made an example of the process with the input and desired output given one of the examples that I used. I can provide more information upon request of the applicant. We would like for this conversion tool to be easy to use and provide reliable and accurate outputs with ease of maintenance for things such as changing the output year for the purchase and sale year to match the current or upcoming tax year when reporting a "various" purchase/sale date.

Excel example and project scope details can be provided to applicants interested in taking on this project. Please contact us and we can send you details for the project Show more details...