Monthly Excel KPI Dashboard Automation

Замовник: AI | Опубліковано: 14.02.2026

I have a raw data file that is updated every month and I need it transformed into a single Excel workbook that can speak for itself. The core of the job is an automated dashboard that refreshes from the data source and rolls up the numbers I care about—clinical incidents, falls, complaints, wounds, restraints and any other similar KPIs we decide to add later. Structure • One tab for each month (January-December) that populates automatically when I paste or connect the new data. • A summary dashboard that pulls from those monthly tabs and displays totals, trends and a quick-glance traffic-light status for the current year. Functionality • Drop-down filter or slicer to view a single KPI or compare several at once. • Charts that update in real time—line for trends, stacked column for comparisons, and a simple gauge or conditional-format indicator for “above / below target.” • No manual formulas once the template is set; I want to paste data and watch everything recalculate. Deliverables 1. Excel workbook (.xlsx) with fully linked tabs and interactive dashboard. 2. Brief how-to guide (can be a sheet inside the file) so anyone on my team can refresh the data without breaking formulas. The file must run on standard desktop Excel—no add-ins that require separate installation. If Power Query and PivotTables help keep it clean, feel free to build with them; just keep everything inside the workbook. I’m ready to start as soon as you can outline your approach and estimated turnaround time.