I am a small business owner trying to calculate my sales figures and tax amounts for taxation reporting purposes from a set of Excel files that I have used as Invoices for my clients.
This can be a rather straightforward Macro or a third party plugin that can be used to Analyze a set of Excel 2010 /2016 documents with a single worksheet in each. I have a standard Tax Invoice template in Excel which has details of my client , date of invoice , invoice number and the details of services and equipment supplied , pre tax amounts, GST amount and Total Invoice Amount. I have close to 150 separate files (invoices) generated using the same template baring a few changes in the logo .
The data that needs to be extracted is more or less in the same fields from each file. All I want to do is to have a brand new interactive Excel sheet to provide or feed in the file names ( location on a local hard drive ) or a directory containing all the Excel files. Your macro should be able to open each file, extract the specific data and spit it into a new combined document with the respective column headings. I would like to analyse the data in this final spreadsheet on the basis of Date/Month/Year/ Client.
I have attached a sample spreadsheet invoice here. The data that needs to be extracted is in RED.
Additionally I will pay a bonus if I could :-
1) Edit the main template to add a second worksheet called Costs going forward and put in the costs for any Hardware or Software invoiced and get that reported as well to arrive at a rough profit or loss statement
2) Extract additional Data from the same worksheet(s)which is not in the same cell under the sub headings - Hardware Supplied , Services Rendered , Software & Subscriptions , Travel etc. Ideally I should be able to specify the string of the sub heading to be able to extract the data.
I need this done in the next 72 hours. If you require me to install a plugin as part of your solution, please provide clear and concise instructions. You are more than welcome to use any freely available Excel plugins. If there is a license fee to be paid please include that in your fee.
Thanks and all the best. Please feel free to contact me for any further explanations.
14 freelancers are bidding on average $75 for this job
i just went through your job post. it's very interesting to me. If you hire me, I can start working for you right now. Relevant Skills and Experience EXCEL macro Proposed Milestones $64 AUD - All