Automated Excel Analysis Workflow

via Freelancer ·

Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted2 hours ago
I have an existing Excel form that currently relies on manual entry and button-click processing. The form’s sole purpose is data analysis, so I need the repetitive steps replaced with a fully automated workflow that runs calculations and summaries the moment new rows are added or a file is imported.

Here is what the finished workbook should do for me:
• Detect new data in the input sheet (this may arrive through paste, import, or form controls).
• Validate basic integrity (no blanks in required columns, correct data types) before the analysis runs.
• Trigger the core analysis routine—mainly calculations and condensed summaries. The logic can live in VBA, dynamic array formulas, or Power Query; whatever you choose must keep recalculation time low even as the dataset grows.
• Populate a clean, well-labeled “Results” sheet that rolls up the key metrics I need at a glance, ready for downstream reporting.

Please build the automation inside one .xlsm or .xlsx file, include clearly commented code or formulas, and provide a brief setup note so I can adjust input ranges later. If you suggest alternative approaches (such as integrating Power Automate or Python), outline why they would offer a noticeable speed or maintenance advantage.

I will consider the project complete when:
1. I can drop a fresh dataset into the form and receive correct, automatically refreshed summary values without touching a menu or ribbon.
2. All source code or queries are documented enough for me to tweak fields next quarter.

Let me know if you need a sample workbook; I can send the current template right away.
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