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I have three Excel-based stroke-audit reports that land in our network each month. Some of the files share identical column layouts while others arrive with extra or differently named fields, yet they all describe the same underlying patient journey. I need a single, plug-and-play workbook in Microsoft 365 that can: • Ingest any of the three source spreadsheets through Power Query, harmonise the mismatched column names and structures, and load everything into one clean “MetaData” table. • Preserve refresh-ability so that dropping updated files into a folder and clicking Refresh updates the MetaData sheet without further manipulation. • Expose that consolidated table so Power BI can connect to it directly- but dont need the power bi build. In an ideal state we be able to flag an event/case for escalation to the medical director or quality team for review and input. While the primary trigger will be missing critical fields, I want the rule set to remain configurable so threshold breaches or other anomaly logic can be added later without rewriting the queries. When a row is flagged, an automated notification (email or Teams message—whichever is simpler within the Microsoft 365 stack) should be sent to our reviewer. The message needs to include a link back to the workbook or a lightweight form so the reviewer can complete the missing data. but the reviewer should only be able to see events assigned to them to protect pHI. Once saved, the status in the MetaData table must update to show the case is closed. Please deliver: • The Excel 365 workbook with all Power Query steps, a clearly labelled MetaData table, and sample connectors for Power BI. • An accompanying Power Automate (VBA cannot be used since we are in excel 365) flow that issues the escalation notification and writes the reviewer’s input back to the MetaData table. • Brief, step-by-step instructions so another analyst can maintain the mapping rules or add new flag conditions. If you have questions on the column mapping or notification method, let me know and we can screen-share a sample file set. I will share our templated document with column mapping once the job is assigned. To support the build if needed rather than granted access to the platform I would need elbow support for implementation and initial launch only.
Project ID: 40649837
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52 freelancers are bidding on average $146 USD for this job

With my comprehensive proficiency in data analysis, management and processing coupled with mastery over the Microsoft suite - specifically Excel and Power Query, I am incredibly well-positioned to streamline your stroke-audit process. My track record of integrating disparate datasets aligns perfectly with your requirement for a consolidated, refreshable MetaData table that retains the ability to handle ever-changing column layouts. I have an acute understanding of structuring such workbooks in Excel 365, ensuring compatibility with Power BI without having to invest unnecessary time in building visualizations.
$199 USD in 1 day
7.7
7.7

Hello, Excel expert here. I can perfectly assist you with this and can start on an immediate basis. I am an experienced Excel professional with years of experience in all the tools of Excel including Visual Basic, Automation, Data Analysis, Complex Formulas, Analysis, Financial Modeling etc. To make your hiring decision easier, I can share the limited version quickly before you hire and then you can decide if this fulfills your needs or not. Lets discuss more in detail about my previous similar experience and how I am highly suitable for this project.,
$50 USD in 1 day
7.6
7.6

Hi there, I understand you need a plug-and-play Excel 365 stroke-audit solution that consolidates three differently structured monthly workbooks into one reliable MetaData table, while adding configurable escalation and reviewer workflows. I’m confident I can build this as a maintainable Microsoft 365 solution without VBA or requiring ongoing platform access. My approach would use Excel Power Query to ingest the three source formats, normalize different column names/structures through a dedicated mapping layer, validate required fields and load everything into the MetaData table. The folder-based architecture will allow new files to be dropped in and consolidated simply by clicking Refresh, with the resulting table ready for Power BI connectivity without building the Power BI report itself. For escalation, I’ll use Power Automate with configurable rules so missing critical fields are the initial trigger while future thresholds/anomaly conditions can be added without rebuilding the queries. Each flagged case will be routed to the appropriate reviewer, with notifications through Outlook/Teams and a secure review mechanism so reviewers only access cases assigned to them, protecting PHI. Reviewer updates will write back to the MetaData table and automatically close the case once resolved. Do you already have the three sample files and column-mapping template available, so I can align the Power Query mapping layer precisely to your source formats? Warm Regards, Aneesa.
$100 USD in 1 day
7.2
7.2

⭐⭐⭐⭐⭐ Create a Streamlined Excel Workbook for Stroke Audit Reports ❇️ Hi My Friend, I hope you are doing well. I reviewed your project requirements and see you are looking for an efficient Excel solution for stroke audit reports. You don’t need to look any further; Zohaib is here to help you! My team has successfully completed 50+ similar projects for Excel automation. I will create a workbook that ingests your reports, harmonizes the data, and allows for easy updates and notifications. ➡️ Why Me? I can easily create your Excel workbook with Power Query as I have 5 years of experience in Excel automation, data management, and Power Automate. My expertise includes data cleaning, report generation, and process automation. Additionally, I have a strong grip on Excel 365 features, ensuring a user-friendly and effective solution for your needs. ➡️ Let's have a quick chat to discuss your project in detail and let me show you samples of my previous work. I look forward to discussing this with you in chat. ➡️ Skills & Experience: ✅ Excel Automation ✅ Power Query ✅ Data Harmonization ✅ Power Automate ✅ Report Generation ✅ Data Analysis ✅ Notification Systems ✅ Column Mapping ✅ User Permissions ✅ Excel 365 Features ✅ Workflow Optimization ✅ Technical Documentation Waiting for your response! Best Regards, Zohaib
$150 USD in 2 days
6.6
6.6

Hello, I will build an Excel 365 workbook with Power Query to consolidate your three stroke‑audit reports, plus a configurable flagging system and Power Automate flow for reviewer notifications (email/Teams) with PHI‑protected assignment and status updates. Please share sample files and mapping. I can start immediately. Regards, Zafar
$100 USD in 1 day
6.2
6.2

Hello, I got that you are looking for a Microsoft 365 solution that consolidates three mismatched stroke-audit Excel sources through Power Query, maintains a refreshable MetaData table, and escalates configurable data-quality exceptions to assigned reviewers. This is what I can help you with, let's chat. My approach is to use Power Query for reusable column mapping and normalization, with Power Automate handling configurable escalation rules, reviewer-specific access, notifications, and write-back status. I’ll structure the flag logic so missing critical fields are handled first while future anomaly or threshold rules can be added without rebuilding the queries. Reviewer links will restrict access to assigned cases, protecting PHI, and completed reviews will update the MetaData status. As final deliverables you will receive the Excel 365 workbook, complete Power Query transformations, labelled MetaData table, Power BI-ready connector structure, Power Automate escalation and write-back flow, configurable flag rules, reviewer workflow, and concise maintenance instructions. I’ll also provide implementation and initial-launch support as required. One thing I'd like to confirm before we start: will the templated column-mapping document and sample source files be available for the initial build? Let's have a quick chat to review the sample set and workflow. Best Regards, Imran
$100 USD in 1 day
5.2
5.2

As an experienced full-stack developer with a deep proficiency in Excel, I am the perfect fit for your Stroke Audit Data Integration project. With over 5 years of experience, I have successfully completed various projects that required the automation and integration of complex data systems with meticulous attention to detail. My skills in Excel entail not just the mastery of Power Query and Power BI, but also their seamless integration into larger frameworks - a capability that is key for harmonizing mismatched column names and structures. What truly sets me apart is my commitment to delivering clean, fast, and production-ready solutions. You will find me extremely collaborative- I understand that your needs require elbow support during implementation and initial launch, which is something I am more than equipped to provide. My global experience guarantees that your project will be accomplished without error or delay while promising strict adherence to data security norms especially when dealing with pHI. Let's discuss your column mapping and notification queries in detail so we can strategize the best way forward and make this project an absolute success!
$100 USD in 2 days
4.3
4.3

Dedicated Freelancer Ready to Elevate Your Project for Stroke Audit Data Integrator. I have a solid background in Power Automate, Data Analysis, Power BI, Data Management, Excel, Microsoft Access, Visual Basic, Data Processing, Microsoft 365 and Data Integration, I bring valuable expertise to your project. I have successfully completed many projects with 100% client satisfaction. Clear and timely communication is my priority. I believe in keeping you informed throughout the project lifecycle. I am available for a discussion at your earliest convenience. Please feel free to contact me to further discuss your project details. Thank you for considering my bid. I am excited about the opportunity to contribute to the success of your project. Please visit my portfolio to check my previous work samples, here - https://www.freelancer.com/u/GraphicsHub2k24?page=portfolio&w=f&ngsw-bypass= Best regards, Muhammad Asim Khan
$30 USD in 1 day
3.9
3.9

Hi, I can build the Excel 365 stroke-audit integration workbook using Power Query and Power Automate, without VBA. My approach will be to first review the three monthly Excel report layouts, your column-mapping template, critical-field rules, reviewer roles, and notification preference. Then I’ll create a refreshable Power Query workflow that loads all source files from a folder, harmonises different column names, and outputs one clean MetaData table for Excel and Power BI use. I’m comfortable with Excel 365, Power Query, Power Automate, Microsoft 365, data mapping, healthcare audit workflows, configurable validation rules, Teams/email notifications, reviewer status tracking, and PHI-aware access control. Deliverables: * Excel 365 workbook * Folder-based Power Query import * Harmonised MetaData table * Configurable mapping rules * Missing-field/escalation flags * Power BI-ready table connection * Power Automate notification flow * Reviewer input/status update process * Maintenance instructions * Initial launch support I’ll focus on a secure, refreshable, analyst-friendly solution where updated files can be dropped into a folder, refreshed easily, and flagged cases routed only to the correct reviewer. Best regards Ankit
$50 USD in 1 day
3.4
3.4

Three monthly stroke-audit files that never quite match format is the real headache here, not just an import script. I would build a Python pipeline that normalizes each report and loads it straight into Access or Power BI, so it keeps working when the layout shifts again. I can start today and have a working version in 3 days. The 30 to 250 range and timeline are initial numbers based on the post, we will refine them once I see a sample file. Want to send one over?
$150 USD in 5 days
3.2
3.2

Consolidating disparate stroke-audit files into a single, refreshable Power Query environment is a task I handle regularly. I understand the need for a normalized MetaData table that accounts for inconsistent column headers while maintaining the integrity required for Power BI reporting and secure PHI handling. My background in systems administration and data integration allows me to build robust Power Automate flows that bridge the gap between Excel 365 and your review team. I focus on creating maintainable logic, ensuring that your escalation triggers and column mapping rules remain modular so your team can adjust thresholds without needing a complete overhaul of the underlying architecture. I can deliver this integrated solution for $123.18 within 1 day. Let me know when you are ready to share the template files so we can begin the mapping process.
$123.18 USD in 1 day
2.8
2.8

I will begin by creating a single, plug-and-play Excel workbook in Microsoft 365 that integrates the three stroke-audit reports through Power Query. The workbook will harmonize column names and structures, consolidating them into one clean 'MetaData' table. I'll ensure refresh-ability so updated files can be easily loaded without manual intervention. Additionally, I'll expose this consolidated table for direct connection to Power BI. For notifications, I'll set up a Microsoft 365 flow using Power Automate that sends automated escalation emails or Teams messages based on missing fields. The flow will also capture reviewer inputs and update the MetaData table accordingly. Lastly, I'll provide clear instructions for maintaining mapping rules and adding new flag conditions. If needed, I can offer implementation support and initial launch assistance within Microsoft 365 platform. Relevant work can be reviewed in my Freelancer portfolio. Will you share your sample files to start this project?
$140 USD in 7 days
2.5
2.5

The key here is making the three monthly stroke-audit files behave like one dataset without losing the ability to refresh or control PHI access. I’d build this around Power Query for the consolidation and Power Automate for the escalation workflow, keeping VBA completely out of the solution. My approach: - Use folder-based Power Query to map the different source structures into one "MetaData" table - Keep escalation rules configurable so missing fields and future anomaly thresholds can be changed without rebuilding the queries - Use Power Automate to notify the assigned reviewer and update the case status after their input I’ve worked with Excel data transformations and Microsoft 365 automation where refreshability and controlled workflows matter, so I’d also keep the mapping and maintenance steps documented for the next analyst. Estimated delivery: 4–6 days, including testing and initial implementation support. For the reviewer side, do you already have a preferred Microsoft 365 tool such as Forms, SharePoint, or Teams for the PHI-restricted input?
$80 USD in 4 days
2.5
2.5

Hello Dear! Good Day! Hope you are doing fine. This is Ruhul Ajom Sagor. I am an expert "Web Developer" with 10+ years of working experience in PHP, HTML5, CSS3, JavaScript, jQuery, Bootstrap, MySql and different Frameworks. I have completed my B.S.C Engineering in Computer Science and Engineering (CSE) from BUET. Hire me and you don't have to worry about your website problems again! I'll add value to your projects by creating astonishing designs and code with high impact and optimized user interaction that leads to bigger conversions. WHAT PROBLEMS CAN I HELP YOU SOLVE? • Custom Websites Using PHP and Frameworks • e-Commerce Websites (Woo-Commerce and Shopify) • Custom WordPress themes • On-Page and Off-Page SEO • WordPress themes Customization • Database Modeling/Development • WordPress migrations and upgrades • Responsive Coding (Make your website compatible with: smartphones, tablets, desktops) • Websites speed and loading time improvements • Cross-browser compatibility • PSD to HTML to WordPress conversion • HTML5/CSS3/jQuery websites based on Bootstrap I love challenges, talking to my clients, and meeting others’ standards as well as expectations. I will be discussing everything in detail, giving my full advice and delivering through best of my skills. You are cordially welcome to discuss your project. Thank You! Best Regards, Ruhul Ajom
$50 USD in 2 days
1.2
1.2

Hi, I have hands-on experience with Excel, Power Query, Power BI, data integration, automation, and Microsoft-based reporting workflows. * I can build a plug-and-play Excel 365 solution that combines differently structured spreadsheets into a standardized MetaData table. * My experience includes data cleansing, transformation, validation, structured data models, and refresh-friendly reporting workflows. * I can design configurable flagging logic so missing fields, threshold breaches, and future anomaly rules can be maintained without rebuilding the core queries. * I have experience with Power BI data integration and can structure the MetaData table for direct downstream reporting. * I can also work with Power Automate to support notification and workflow automation, including reviewer status tracking and controlled case handling. * I’ll focus on making the solution maintainable, clearly documented, and simple for another analyst to update. Reference work is available in my profile.
$180 USD in 4 days
1.1
1.1

I am excited about the opportunity to create a seamless Stroke Audit Data Integrator for you. With a strong background in building similar Excel-based solutions, I recently completed projects that involved harmonizing diverse data sets and automating notifications through Power Automate. My focus will be on ensuring your workbook is user-friendly, refreshable, and connected to Power BI. I will also provide clear instructions for future analysts to maintain the system. Thank you for considering my proposal. Tegan
$200 USD in 7 days
0.7
0.7

Done Right The First Time, GUARANTEED ✍️ The key here is to seamlessly integrate and harmonize your stroke-audit data while ensuring ongoing refresh-ability and secure notifications. You mentioned the need for a consolidated “MetaData” table. What usually matters most here is ensuring that the process is user-friendly and adaptable. A common issue is maintaining data integrity while adjusting to varying column structures. To tackle this, I would set up a robust Power Query process that ingests and harmonizes your files, preserving the refresh mechanism for easy updates. I’ll ensure the notification system is tailored to your requirements, providing secure access and automation for escalations. As a verified freelancer with a 5-star rating, I focus on strong communication and building long-term relationships. Would you like to discuss how we can make this process as efficient as possible? Best, Kurt
$100 USD in 7 days
0.0
0.0

⭐ I specialize in creating seamless data integration solutions for Excel workbooks, specifically tailored for stroke-audit reports. By leveraging the power of Microsoft 365, I will develop a plug-and-play workbook that can effortlessly ingest, harmonize, and consolidate data from your varied source spreadsheets using Power Query. This consolidated "MetaData" table will be designed for easy refreshability and direct connection to Power BI for further analysis. Moreover, I will implement a configurable rule set that can flag events for escalation, ensuring that critical fields are not missed. The automated notification system, integrated within the Microsoft 365 stack, will alert reviewers for input while maintaining data privacy. The solution will include detailed instructions for seamless maintenance and future enhancements by your team. Let's discuss further details and explore a sample file set together to ensure a tailored solution that meets your exact requirements. Looking forward to collaborating on this project! ? Best regards, Zhiping
$200 USD in 7 days
0.0
0.0

Hey, how's it going? I've read through the project — ingesting three different Excel formats, harmonizing column structures, building a clean MetaData table with refresh-ability, and adding an escalation workflow with notifications. This is exactly the kind of data automation I've done before. What I'd deliver: a plug-and-play Excel 365 workbook with Power Query to consolidate all three file types, a Power Automate flow for escalation notifications (email or Teams), row-level reviewer assignment, and clear instructions for maintaining the mapping rules. Quick question: for the notification method, do you prefer email or Teams? And do you already have Power Automate licensing set up, or will I need to work with what's available? I can share examples of similar data consolidation and workflow automation projects I've built. Let me know if you want to screen-share the sample files to discuss the column mapping.
$200 USD in 7 days
0.0
0.0

Hi. Thank you for posting your project. I'd be excited to help you bring your vision to life. After reviewing your requirements, I understand that you need a robust Excel-based solution to integrate and harmonize stroke audit data. With extensive experience in Excel, Power Query, and Power Automate, I can deliver a professional, high-quality solution that meets your goals. What I Can Deliver ✅ Ingest and harmonize diverse data sources ✅ Refreshable MetaData table for seamless updates ✅ Connection setup for Power BI ✅ Configurable anomaly detection and escalation rules ✅ Automated notifications via Teams or email ✅ Step-by-step maintenance instructions Why Choose Me? Strong attention to detail Excellent communication Reliable and deadline-driven High-quality work with a focus on user experience Long-term support after project completion Project Timeline Discovery & Planning Design & Development Testing & Final Delivery Estimated Completion My Process Discuss your requirements. Plan the project structure. Design and develop the solution. Test across devices and browsers. Deliver the final project. Provide post-delivery support. What You'll Receive Complete source files Responsive design Optimized performance Documentation (if required) Ongoing support I am confident I can deliver a solution that exceeds your expectations while maintaining excellent communication throughout the project. We completed a similar project: [Portfolio Reference Link] I would love the opportunity to discuss your project in more detail and get started as soon as you're ready. Thank you for your time and consideration. Best regards, Mikhail Jacobs
$150 USD in 7 days
0.0
0.0

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