Data Cleansing

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Recent Tasks

Complete & Edit CRM Import File

Helped a Political Consulting Firm to complete the transfer of data from one CRM system to another. The client needed help merging files as well as cleaning up some of the data. Some data was in all capital letters, some data was stored in one column and needed to be separated into three as well as other data conversions for date formats. We were able to perform the transformation task in a fraction of the time expected allowing our client to be up and running on their new CRM system ahead of schedule.

Annual Sales Activity Metrics

Combined 12 months of sales activity data for a mortgage company. We worked with the client to pinpoint metrics that would be useful to highlight. The end result was a clean data sample with specific metrics showing the client the information they wanted to uncover.

Automated Revenue file for Artisanal Food Manufacturer

Excel-based revenue tracker which allows for sales to be entered either manually or automated via distributor data export files. Supports sales exports from Shopify and Goldbely and can be customized for any CSV data file. The system differentiates between retail and wholesale orders and between different business channels, tracks customer data, and summarizes all revenue by product, by month, by payment type, by source, and by status, and compares current year performance to last year to date. VBA is used to ensure system speed, efficiency, and data validity, saving the end user hours per week in manual entry and countless headaches due to human error.

Enhanced Time Clock Output

Generated individual Employee Timecards and created an Aggregate Payroll Report for a roofing company. The custom tool we wrote reads the output of the client’s time clock software to create a workbook containing time cards for each employee that properly handles lunches, per diem, over time and double time. Additionally a report showing the hours worked on each day for each job is created for their accounting department.

Actual and forecasted sales model for a medium-sized industrial company

Excel-based model which allows the user to automatically import actual sales from pre-structured import files and also input item forecasts in a clean, structured, and validated form. This allowed data to be managed more effectively, securely, and accurately, while decreasing the time needed for updates each month and removing unneeded and incorrect information as part of their sales analysis.

Automate WIP Report

Automated a Custom Elevator Company’s Work in Progress report. We created the ability for the client to upload all of their monthly job data into one single database. Then using this single location for their data, we were able to generate WIP reports for any time period for which there was supporting data.

Dataset Cleansing Project to convert into new CRM system

This industrial company needed help moving their customer data from one system to another. Since they had over 20,000 customer profiles, it would have taken them weeks to get their data into an upload friendly format for the new system. They reached out to Excel Rain Man to help and we were able to get them everything they needed very quickly for minimal cost.

Sales Dashboard and Reporting Tool for Food & Beverage Distributor

Added significant flexibility, accuracy, and reporting ability to the client’s original sales database. Automated the input of certain distributor monthly sales data, added validation to all manual entries, created dynamic roll-ups for accurate reporting, and built in controls to allow for easy updates each year and as new product categories and clients are added. Created a reporting dashboard to present relevant summary data to executives via dynamic charts.

Automated Revenue file for Artisanal Food Manufacturer

Excel-based revenue tracker which allows for sales to be entered either manually or automated via distributor data export files. Supports sales exports from Shopify and Goldbely and can be customized for any CSV data file. The system differentiates between retail and wholesale orders and between different business channels, tracks customer data, and summarizes all revenue by product, by month, by payment type, by source, and by status, and compares current year performance to last year to date. VBA is used to ensure system speed, efficiency, and data validity, saving the end user hours per week in manual entry and countless headaches due to human error.

Configurable dynamic tool to restructure data for import into Tableau.

Created a tool for a Financial company to import mostly any data into Tableau. The tool we developed will allow the client to generate an import file from a standard row/column file. The tool allows for specifications of what data to import such as, columns, start row, conditional rows (if there is data in all of a specified subset of columns OR if data is present in at least one of a specified subset of columns). Additionally, the tool can automatically identify data type in each column or it allows the client to manually specify the data type if preferred. The tool will generate the ‘dummy rows’ required by Tableau for import, but that feature can be turned off as well. Additional features exist such as automatically emailing the generated import sheet, specifying replacement values for errors within the source file (#N/A, #REF!, etc.). This company uses Tableau as their primary reporting and data analysis engine. With the transformation tool we developed, they are able to easily upload many data files with various structures at any interval they desire.

QuickBooks Import for Accounting Services and Software firm

Convert Excel data files into a QuickBooks import structure

Webinar Training and Data Merge for an Asset Management Firm

We conducted a series of Webinars for training around a task that needed to be completed by the company. We assisted, demonstrated and trained the client on merging the data located in two separate files. The client was able to both accomplish a work task and learn useful on the job Excel skills at the same time.

Create a reformatting and restructuring tool for monthly invoicing for a warehousing and transportation services business

Developed a reformatting and restructuring tool for a Storage & Transportation company’s Monthly Invoice. We took a report with all of the Storage & Transportation company’s invoicing data in one sheet and reformatted it to be separate sheets for each client with subtotals. The tool separates clients into their own tabs, provides subtotals by charge types and eliminates unnecessary rows. The stand alone Excel tool takes an Excel document as the input file and reformats it, saving as the same file name. Each tab of the new workbook can be printed or emailed as needed. This replaced a lengthy manual process saving the client hours of time on a monthly basis.

Fix Runtime Error

Audited a customer’s workbook and fixed an identified runtime error

Board List and Board Company Reformat of top Recruiting Firm

Audited a customer’s workbook and fixed an identified runtime error

Sales Rep Tracker for Industrial Manufacturing Company

This industrial company was interested in creating a new and improved way for their sales staff to input their data into a spreadsheet that made it easier to maintain and analyze. The main problem was that they were using several different workbooks that each had to be individually maintained. We were able to develop a customized routine that took out their manual processes and connected the workbooks together.

Settlement Allocation Tool created for Mass Tort Healthcare Litigation Settlement for a Law Firm

Created a Mass Tort Litigation Tool which classified incident types per claimant over time to depict various scenarios for settlement values based upon insurance coverages available

Reinsurance Treaty Template for Large Financial Services Parent Group and their Global Subsidiaries

Created a template for inputting Reinsurance Treaty Details on a per contract basis. The template includes varying functionality for Quote Share, Excess of Loss and Aggregate Stop Loss Treaties along with a robust database of Reinsurer Names and their corresponding Groups, Domiciles, Syndicate #s, and FEIN #s. User does not need to have any Excel knowledge to enter information in this template. Other key features of this template include: ability for the client to update dropdowns and change any parent names post acquisition, pushing out updates to all users via a google spreadsheet, printer-ready summaries for Letter, A3 & A4 paper at the push of a button and automatically converting original currencies to US $ based on the conversion rate at the effective date of the treaty. This is done via web scraping the rates from oanda.com.

Importing and Reporting Tool for Reinsurance Treaty Templates for Large Financial Services Parent Group and their Global Subsidiaries

This tool allows insurers and reinsurers to upload all completed Reinsurance Treaty Templates. The tool then produces 2 large data sets and corresponding PivotTables for the user to aggregate and slice the information themselves along with a sophisticated dashboard including canned reports that can be easily altered by Broker, Reinsurer, Treaty Type, Line of Business, and so forth.

FAQ
How can I pay?

We accept payments via check and all major credit cards.

‎How much is due upfront?

We require full payment for the deliverable prior to getting started on the work.

Who does the actual work?

We have a fleet of spreadsheet ninjas that come from various backgrounds (Engineering, Computer Programming, Math, Finance, …) and know how to beat up a spreadsheet. Based on your task, we will pair you with the most suitable ninja for your request.

Can you handle Financial Models?

We love Financial Models and we audit them to.

How do you handle data and confidentiality?

We know how crazy important and valuable your data is! That is why we have a host of ways of dealing with this:

  1. We handle your data with the utmost care and do NOT share it with anyone
  2. We can sign an NDA if desired
  3. You can send us your files without all of the data. We may just ask you to include a couple of dummy rows of sample data. We can then create a solution for you using your dummy data. When we deliver the solution, we can provide instructions for pasting in your actual data or we can do this virtually for you over a GoToMeeting or we can come to your office and take care of this.
Do you teach classes or give webinars?

On-demand Video Tutorials are for sale in our Shop. Additionally, we offer custom group training which is held via Webinar (GoToMeeting). We do our best to accommodate in-person group training dependent upon your desired scheduling and location.

Can I have a 1-on-1 session for you to show me how to do my work better?

Yep! That’s what we are here for. This can be done via Webinar (GoToMeeting) or in-person dependent up your desired scheduling and location.

How do I know we are on the same page?

Before assembling a Proposal (Scope of Work and Quote) for you, we will flesh out any Q&A over emails, calls, GoToMeetings ‎or a combination of them. We will then outline the Scope of Work for your review and approval before moving forward.

Is troubleshooting included?

Absolutely!  The payment for your deliverable includes post-completion troubleshooting and/or explanation within 20 business days upon receiving the final deliverable to ensure you are happy with the result.

Will the cost of my project change mid-way through if it takes more time to complete ‎the work than anticipated?

No way! The cost of your project will NOT change regardless of how long it takes us to complete the work. The only time the cost will change is if you have some tweaks/enhancements to the original Scope of Work during the development process. Should this happen, we will send you a revised Proposal (Scope of Work and Quote) for your review and approval before moving forward.

How is pricing determined?

We have been receiving and turning around Excel requests daily for the past 7 plus years. So, we have seen it all and know the skill needed, how long it is going to take us to turn around the work, the questions necessary and all the other nuts and bolts to get the work done. Thus, our pricing is generated based on these factors and will be included in your Proposal.

Can you do my homework?

We are willing to give students a webinar to teach any pertinent skills to the subject matter, but we are NOT able to do the work for you. Should you decide to go the webinar route, we can work with you to assemble an appropriate list of topics to help you tackle the subject matter as best possible.

We apologize for the inconvenience and we feel for you as we have been there when it comes to daunting homework assignments! Please check out our Cheat Sheets and Getting Started Video Tutorials as a way to help ease some spreadsheet pain throughout those rigorous classes.

Is rush delivery available?

Of course it is! We can most certainly accommodate your tight timeframe. If desired, when we send over your Proposal we can include 2 Quotes, one for rush delivery and one for non-rush. This way you can weigh your options with price and completion date.

Privacy & Security

Portland Spreadworks, LLC is committed to protecting your privacy and developing technology that gives you the most powerful and safe online experience. This Privacy Statement applies to the Excel Rain Man Web Site and governs data collection and usage. By using the Excel Rain Man Web Site, you consent to the data practices described in this statement.

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