Extract & Pivot Excel Data

@MohsanEijaz

Hello! I can help you combine and analyze your 2025–2026 policy workbooks into one clean, automated Excel file. I’ll extract and merge the premium data, then build a dynamic pivot table that allows you to easily filter by underwriter, switch between active and expired policies, and view only premiums above €5,000. The solution will be self-contained—ready to open, refresh, and use immediately without external setup. To make the workflow even smoother, I can include a lightweight Power Query or VBA step (if needed) for one-click refresh and consistency. I’ll also format the summary clearly, using clean visuals and intuitive labels so insights are instantly visible. My focus is always on reliability, usability, and making your data work for you—quickly and elegantly.

@sareheshak

I can start working on it right now,, I can create Pvoit, complex or simple, according to your requirements,, i provide a free sample before you award me the task,, About me ADVANCE EXCEL , more 7 years experience I am a CERTIFIED Excel VBA Programming , ,,

@DedicatedVA

Well we can merge your two Excel workbooks and create a clean, easy to use summary which extracts the premium amounts into a single pivot table. You’ll be able to filter by underwriter name, switch between expired and active policies and show only premiums above €5,000. Also you’ll be able to open the file and refresh the pivot instantly whether we use a short VBA macro, Power Query or native Excel features. Could you let us know if you want us to prioritize a Power Query setup for automatic updates or keep it strictly pivot-based?

@MamukaB

Hello, I can do this job and pull premium accounts fast. I can do it fast, within few hours. I have very good experience in job where need correct incorrect formulas. Share workbook and get account lists very fast. You can contact with me via freelancer chat and I will answer all your questions. Regarding my experience you can check in my reviews with 100% feedback I have 16+ year experience of Python, Excel, Excel VBA and Have 100% feedback So, you can trust me result will be as you need Best Regard

@ameenulhaq66

Hi Francesca, Thank you for considering my proposal. With over 8 years of real-world Excel experience, I am well-equipped to assist with your project. I have carefully reviewed your requirements and am eager to collaborate with you on this task. I would like to connect with you in chat to discuss your project further and ensure that I can provide a solution that meets your needs. Regards

@GdevDataSceince

Hi there,I am a Data Scientist is a professional responsible for extracting actionable insights and knowledge from large volumes of data Microsoft applications Development. I can write clean, Excel, Word, Access, PowerPoint, Power BI, Outlook and creating VBA macros. Excel: Advanced Array Formulas, Charts, Pivot Tables, Pivot Charts, Mail Merge, VBA Macros, Excel Macros, Capabilities, Spreadsheets. Email through Outlook and Gmail, Add-in, Customized Macros. My top priority is to provide a high quality of work, I am willing to fully devote my time and energy to improve the service offered, with timely, accurate and professional results, building trust and a long term relationship with customer is my main objective. https://www.freelancer.com/u/GdevDataSceince Choosing me for this project not only means benefiting from my extensive skills in Excel and data analysis but also entrusting your sales data with someone who values precision and confidentiality. Let's begin working together on this valuable project to deliver lasting results that will positively impact your business. Thanks Gdev

@Barroga17

Hi I am an expert in Excel and VBA application. I read your project and I can help you with your spreadsheet fast and accurate. Contact me to discuss. Regards!

@besho87

Hello, I’m an experienced Excel and data analytics professional with a strong background in financial modeling and business analysis. I hold an MBA and have extensive hands-on experience in building automated Excel solutions that combine Power Query, PivotTables, and VBA to make data workflows faster, clearer, and easier to maintain. For your project, I can deliver a simple yet powerful workbook that: ✅ Pulls premium data from both of your policy files automatically and merges them cleanly. ✅ Summarizes the results in an interactive Pivot Table that lets you: • Filter by Underwriter Name. • Instantly switch between Active and Expired policies. • Show only records with premiums above €5,000. ✅ Keeps everything self-contained so you can refresh with one click—no external dependencies or complicated setup. ✅ Presents the data in a clear, professional layout for quick insight and decision-making. I can also include a short VBA routine or Power Query connection (depending on what suits your workflow best) to simplify future updates and ensure the pivot refreshes automatically. Having done similar insurance, accounting, and financial reporting projects before, I’m confident I can help you with precision, speed, and professionalism. Would you prefer the file to use Power Query for automation, or should I rely purely on VBA for dynamic updating? Best regards, Beishoy Nassief Excel & Data Analytics Expert | MBA

@tauqeer0307

Hi, I can merge your two Excel policy files and create a clean, self-contained workbook showing only premium data for 2025–2026. With 4 years of experience as an Excel expert, I’ll use Power Query to pull, clean, and combine the data, then build a pivot table where you can easily: Filter by underwriter Switch between active and expired policies View only premiums above €5,000 The layout will be clear, modern, and easy to refresh whenever you add new files and no extra setup needed. I’ll also add small visual touches for clarity and quick insights. Best regards, Tauqeer Ahmad

@arunodaya123

Hi ? I am an advanced Excel and Power Query specialist with 15+ years in insurance/finance data automation. I will pull, merge, and summarize premium amounts from both workbooks into a clean, self-contained pivot table. The result: Filter by underwriter name Instantly switch between active/expired policies Display only premiums over €5,000 I’ll use Power Query or VBA for a solution you can refresh/reuse anytime, with innovative formatting to keep the workbook simple and visually appealing. I guarantee quick delivery, option for future builds, and clear instructions for ongoing use! Please find my Portfolio for your reference: https://www.freelancer.in/u/arunodaya123 Regards, Kishore

@yasminAli92

Hi there I can combine your two Excel workbooks, extract all premium amounts, and build a clear, auto-refreshable pivot table that filters by underwriter, toggles active vs expired, and shows only premiums > €5,000. You’ll receive a single, self-contained workbook with clean structure, smart filters, and one-click refresh—no external links or setup required. I’ll use Power Query. With 5+ years in Excel data automation and analysis, I focus on making your file both powerful and intuitive, with professional formatting, color-coded status, and an easy-to-read summary. waiting for you to chat with me

@nutankumarftp

As a seasoned Full Stack Web and Mobile Developer with an expansive set of skills in data management and visualization, I am well-equipped to tackle your Excel project. Over the past decade, I've honed my expertise spanning multiple platforms including PHP, Laravel, Node.js, Django, .NET and much more - all integral to efficient Excel data integration. To ensure your powerful pivot table is created to your unique specifications, I aim to leverage both short VBA macros and Power Query tools as needed. My solutions are designed to be self-contained and effortless to maintain with minimal effort from you post-delivery. Rest assured that with my work on your files, you'll have near-instantaneous access to all the policy information related to premium amounts in a well-summarized form suitable for easy filtering by underwriter name, expiry status, or even premium thresholds exceeding €5,000. Apart from my technical proficiency in Excel, my broad-ranging creative capabilities as a certified Graphic Design Expert can be artfully deployed in order to present your data in a clear and aesthetically pleasing manner. This could mean devising innovative ways not just to extract data but also interpreting it visually – making your complicated policy information easier for you to consume at a glance. As of текущее место время

@jepita200

Hello there,, I have advanced experience in Data Mining, Statistics, Statistical Analysis and Data Science. With my vast background in data analysis and management, I am confident in my ability to handle your categorical data project effectively and efficiently. I have extensive experience in collecting, cleaning, analyzing, and visualizing data using Python programming, an invaluable asset for a project of this nature. Additionally, I am well-versed with CRISP-DM framework and adept at identifying patterns within datasets Choosing me means benefitting from not only my expertise but also my personal approach to projects. I understand that each task is unique, requiring tailored skills, and so I'm willing to go the extra mile to provide you with results that meet and exceed your expectations. Let's join forces in this project as our combined strengths will surely produce a result that's efficient, elegant and insightful! Let's not waste any more time! Together, we can mine this data efficiently and answer the questions to achieve your goals. Best Regards, Thanks

@manucorbe22

Hello! I am Manuel, Power BI expert with the Microsoft Data Analyst Associate certification, which validates my expertise in all Power BI capabilities. I've read your project and It seems to be a great challenge for me, i'm ready to start if you want! Best regards

@thomasb726

⭐Affordable rates, expert results⭐ Hi Francesca B. Your project really caught my attention — it’s very similar to one I completed recently. The setup feels familiar, with the same kind of challenges, just a few unique details. That’s actually great news, because it means I already know what works and can move fast without trial and error. Most importantly, I have deep experience and hands-on expertise with Visual Basic for Apps, Data Processing, Visual Basic, Data Management, Excel, Excel Macros, Data Analysis and Data Visualization. In my portfolio, you can find a project similar to yours. https://www.freelancer.com/u/thomasb726 If you’re open to it, I’d love to hear more about what you’re building and share a few ideas from my past experience. ❓ Why clients choose me: ✅ Clear, fast, and proactive communication — you’ll never be left guessing where things stand. ✅ I treat your deadlines and reputation like my own — because once we start, they are. ✅ Easy to talk to, quick to respond, and focused on making your job easier. ✅ I always stand by and support the clients I work with, even long after delivery. Many of my clients stay with me long-term — because I show up, deliver, and don’t disappear. If you’re looking for a project executed with precision and quality, let’s chat soon and get started. Best, Tom

@nsaltikarly

Hi I am a researcher and statistician with a Ph.D. and over eight years of experience in analyzing data, as well as in academic writing, editing, and proofreading. I’m an Excel expert as well with extensive experience in building advanced spreadsheets, automated reports, and interactive dashboards that turn raw data into clear, actionable insights. Waiting to hear from you

@SeikovVBA

Hi I’m an Excel and Excel VBA expert with 8 years of experience. My specialties include Excel formulas, data conversion, analysis, and crafting user-friendly interfaces that drive results. I’m interested in your project and would love to use my skills to help you achieve your goals. I’d be thrilled to discuss the details further! Best regards, [Tho]

@jesica46

Hello there, As an experienced researcher and data scientist, data analyst, my qualitative analysis skills perfectly align with your job requirements. My profound knowledge of Python and R Studio guarantees fast learning and adaptation to new tools. Moreover, my advanced skills in Excel make me highly competent in handling large datasets efficiently—making me proficient in extracting the best insights from your transcripts. I fully comprehend the importance of working papers and meticulously preparing financial statements, especially within strict timelines. my sharp analytical skills and extensive knowledge of excel ensure that I leave no stone unturned in making sure every detail is covered under evaluation. My passion for quality, originality and meeting deadlines makes me an excellent choice for this project. I cannot wait to prove my extensive skills to you through providing actionable insights that will help guide your decision making regarding domestic charter flights. Best Regards

@dtk507

Hi francesca, From your description, it sounds like you need a streamlined Excel solution to extract, merge, and summarize premium data from two policy workbooks — fully achievable with a clean, automated approach. ✅ Here’s how I’d handle your project: ✩ Import and merge both 2025–2026 policy files using Power Query or a lightweight VBA script for full automation. ✩ Build a clear, dynamic pivot table allowing instant filtering by underwriter, policy status (active/expired), and premium thresholds above €5,000. ✩ Add intuitive formatting, slicers, and a refresh button for a polished, user-friendly interface. ✩ Ensure you can open and refresh the summary instantly, with no setup or external dependencies. I can deliver a fully functional workbook within 1 day, complete with clear visuals and minimal maintenance. Estimated Budget: €60 – €100 Estimated Deadline: 1 day Warm regards, Davide Ferrara