Excel XLOOKUP & Dashboard Setup
Publicada el 2026-07-14
Descripción de la oferta
I have a single workbook that holds six separate worksheets. Each sheet already contains the columns Date, Description, Amount, Category, Source and Notes, but the Category cells are still blank. Next to this workbook I keep a reference sheet that lists every keyword I want to use—sometimes the keyword is the entire Description, other times it is only a fragment—and a corresponding, predefined Category for each of those keywords. What I need from you is straightforward: • First, build the XLOOKUP logic that scans both exact matches and partial matches in the Description field, then writes the correct Category back to every row across all six sheets. • After the categories are populating automatically, use those same six sheets as the source for a consolidated Income-and-Expense statement. A PivotTable is the quickest path, and I’d like slicers attached so I can filter by Category, Source, month, etc. Please return the finished workbook with: 1. Robust XLOOKUP formulas (or a combined XLOOKUP/SEARCH approach) working on every sheet. 2. A single, clean PivotTable summary on a new tab, with slicers wired up for intuitive filtering. 3. Any brief notes inside the file explaining the formula structure so I can maintain it in future versions. Everything can be done in standard Microsoft Excel—no add-ins required. If Power Query makes the consolidation cleaner, feel free to use it, but keep the file self-contained.
Skills
Fuente original: freelancer