Excel Task Automation Toolkit – Buttons, Logic & Business Tools

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About this service

Summary

I design custom Excel tools that automate manual tasks and improve your workflow. From save/reset buttons and dynamic filters to PDF exports and error-free logic, I build clean, business-ready workbooks tailored to your needs. All solutions are documented and built for real use — not just templates.
Pricing depends on your workflow, level of automation, and number of custom business rules. Let's discuss your goals and I’ll provide a clear, fixed quote based on scope.

Process

1. We clarify your workflow and automation needs.
2. I design a first version of the Excel system with logic & buttons.
3. You test functionality and suggest refinements.
4. Final delivery includes a clean file and quick user guide.

FAQs

  • What do I need to provide?

    Just a description of your workflow and sample data (if available).

  • Do you use macros?

    Only if needed. I use VBA where it adds real automation — otherwise native Excel logic.

What's included

  • Automated Excel File with UI Buttons

    A custom-built Excel workbook that includes buttons for saving, clearing, filtering, or exporting data. Built using named ranges, formulas, and VBA code.

  • Task Logic & Workflow Automation

    Embedded automation for 2–3 key actions specific to your business needs — such as dynamic calculations, user prompts, or row-based logic.

  • Clean Interface & Input Validation

    A structured layout with dropdown menus, input controls, and cell protections to ensure accurate and user-friendly operation.

  • User Guide

    A short reference guide (in Excel or PDF format) explaining how to use your tool step-by-step.

Recommendations

(5.0)

Quick turn-around of high-end, sophisticated Excel applications and Powerpoint presentations. For years, we have used his customized applications in our trading activities, our presentations, our variable Excel spreadsheets. Great visuals, superb ideas for improving our visuals, and always learning more to keep us happy.


Skills and tools

Automation Engineer

Business Consultant

Operations Manager

Excel VBA

Excel VBA

Microsoft Excel

Microsoft Excel

Industries

Professional Services
Business Management
Data