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UK Executor Spreadsheet — Fix and Full QA Brief What this job is This is a UK Excel workbook (11 tabs) sold as a standalone spreadsheet product on Etsy. It is not a companion to a separate workbook, so it must not reference one anywhere in the file. The buyer is typically someone acting as executor after a bereavement, often doing this for the first time and not confident with Excel. They will not manually resize rows or widen columns to see text that has been cut off. If a note, reference number, or date is not visible exactly as typed, they will assume it was not saved, which matters more here than it would in an ordinary spreadsheet. Fix and test with that person in mind, not just against the list below. Attached is a sample copy filled with a full fictional estate (dates, notes, references, amounts in every user entry cell). Use it to see the defects below and to test your own fix. Do not treat the list below as the full scope. It is a starting list from a first pass. You are being asked to test every tab properly and fix anything of the same kind you find, not only the items named here. What you must not change Unless a fix below specifically requires it, preserve exactly as they are: every heading box, merged cell, colour, font, border, sheet layout, print area, sheet protection setting, and formula. No inserted rows, no added guidance strips, no redesign. Do not rename tabs or move columns. The exceptions, where a change is required to fix a named defect, are listed explicitly under each item below. Nothing else should move. 1. Remove the companion workbook references On the "Start Here" tab, this spreadsheet is currently written as the companion to a separate "JustInCaseFamily UK Executor Workbook". Remove every reference to a separate workbook throughout "Start Here" and reword those lines so the spreadsheet stands alone as a dashboard and tracker in its own right. Check the other tabs too (the header banner on every tab currently reads "UK Executor Workbook Reference:") and reword consistently. Wording only, nothing else on those tabs should change. 2. Notes and long-text columns are getting clipped Confirmed cause: most Notes-style columns already have wrap text turned on, but the row heights are fixed at a small set of static values inherited from the blank template (for example, Progress tab rows currently use only 5 distinct heights across 41 rows). Once a wrapped note needs more lines than the fixed height allows, the extra lines are simply cut off and invisible, even though the underlying text is still stored in the cell. Fix required: every row containing a Notes, Description, or "what was discussed" style column should auto-fit its height to whatever content is entered, on every tab, so a short note and a long note both display in full. This applies at least to: Progress (Notes column) Notifications (Notes column, and Contact route) Assets & Liabilities (Notes column, both the checklist and the Assets/Liabilities tables) Beneficiaries (Specific gift/notes column, and Notes column) Notes Log (What was discussed, Action needed/follow-up) Expenses (Notes column) Test this by typing a two or three sentence note into several rows on each tab and confirming the full text is visible without manually resizing the row. 3. Reference and provider columns are getting clipped too Separate from the row height issue, some columns rely on wrap text being off and text simply overflowing into the next cell when that cell is empty. This works only when the neighbouring cell has nothing in it. As soon as a user fills in every column on a row (which is the normal case in real use), any reference or name longer than the column width just disappears at the column edge. Confirmed examples: "Reference / account" on Notifications, "Institution / provider" on Assets & Liabilities. Check every tab for the same pattern and turn on wrap text (with the row height fix in item 2) wherever a column of this kind exists. 4. Date cells showing a full date and time instead of just a date Confirmed cause: the following cells in the blank template have a date-and-time number format (yyyy-mm-dd h:mm:ss) instead of a clean date format, so any date entered in them displays with a trailing "0:00:00": Assets & Liabilities, column E ("Settled / transferred"), rows 21 to 29, 40, 42 and 43 Reference Sheet, cell D16 ("Creditor claim period closes") Fix required: change these cells to the same clean date format used elsewhere in the workbook (for example the format already used correctly on Progress column E). Then check every other date-entry cell in the workbook for the same fault, since these are unlikely to be the only ones. 5. Dashboard chart colours and legends The Asset Breakdown and Liabilities Breakdown donut charts currently use a single colour ramped through different tones (shades of blue, shades of orange), which makes adjacent slices hard to tell apart. Recolour each chart's segments with a clearly differentiated but cohesive palette, and increase the size of the small coloured legend squares next to each label so they are legible. 6. Dashboard "Money In vs Money Out" and "Executor Expenses" mini charts These are chart objects, not plain cells. Currently: The Money In and Money Out currency values wrap onto two lines inside their data label instead of fitting on one. On the Executor Expenses chart, the "Reimbursed" value is missing its £ sign while "Unreimbursed" has one, and "Unreimbursed" is also wrapping onto two lines. Fix required: apply a consistent currency number format to every data label on both charts, and either widen the label area or reduce the font slightly so each value fits on a single line. Flag it to us if the total, or the Money In/Money Out labels, would read better left aligned rather than however they are centred now. We are open to that specific layout change on this chart only. 7. Full test pass required Once the above are fixed, go through all 11 tabs (Start Here, Dashboard, Progress, Notifications, Assets & Liabilities, Money In-Out, Expenses, Beneficiaries, Reference Sheet, Notes Log, Lists) and fill every user-entry column with a long realistic value (a full sentence for any notes field, a full name and address, a long reference number) to confirm nothing else clips, disappears, or misformats. Report back anything else you find of the same kind, fixed, with a short note of what and where. This is a paid product going to real customers, so treat this as a full QA pass on the whole file, not a patch limited to the items above. 8. Also outstanding from a previous check The Status and Nation dropdown lists (Not Started / In Progress / Waiting / Complete / Not Applicable, and the Nation list) are missing from every tab that should have them, sourced from the hidden Lists tab. This was confirmed by inspecting the file directly: only plain date-range validation remains, no list validation anywhere. Restore this using Excel's standard data validation list type referencing the Lists tab, in the same way the date validations already work.
Project ID: 40610714
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48 freelancers are bidding on average £33 GBP for this job

As a data analyst and expert in MS Excel, I am acutely aware of the importance of accuracy and functionality in spreadsheets, especially for users who may not have the same level of familiarity with the software. Your UK Executor Spreadsheet necessitates precision and user-friendliness, both of which I specialize in delivering. Throughout my career, I have often worked with large datasets and devised complex formulas while ensuring spreadsheet integrity. In your list of fixes, it is evident that attention to detail is paramount. To guarantee a spreadsheet that stands alone robustly, trends are addressed comprehensively. I assure you that each tab will be meticulously scrutinized in its entirety to ensure none of the issues mentioned are overlooked. Moreover, my proficiency in Excel Macros gives me an added advantage when it comes to automating tasks and ensuring uniformity and consistency throughout your workbook without changing anything unnecessary for its flow or design. Trust me with your project; you won't just get a conscientious professional, but someone determined to deliver a dependable product for your audience's complying needs. This commitment makes me the best fit for your job!
£19 GBP in 1 day
7.7
7.7

AVAILABLE TO START IMMEDIATELY..,,. I will deliver a thoroughly QA'd, standalone Excel workbook, ensuring all text is visible, external references are removed, and the experience is seamless for non-Excel confident users. 10+ years Advanced Excel experience, Certified VBA Programmer, MBA.
£10 GBP in 1 day
6.6
6.6

Hello, I’m experienced with advanced Excel QA, formulas, data validation, formatting, and workbook testing. I can fix all listed issues, perform a complete 11-tab QA review, preserve the existing design, and deliver a thoroughly tested, customer-ready workbook.
£20 GBP in 1 day
6.7
6.7

Hello, I will fully QA your UK Executor workbook: remove companion references, auto‑fit row heights and wrap text on all notes/reference columns, fix date formats, restore dropdown validations, recolour dashboard charts with distinct legends, and fix currency label wrapping then test every tab with realistic data and report any additional fixes. Please share the file. I can start immediately. Regards, Zafar
£20 GBP in 1 day
6.3
6.3

Hi there! I am available for your task and do your task with full responsibility. Could we discuss more details over chat? Thank You :)
£30 GBP in 7 days
6.1
6.1

Hello I can complete a full QA pass on your UK Executor workbook, fixing all listed issues while preserving the existing design, formulas, and layout. I have strong Excel experience with data validation, formatting, charts, dropdowns, and workbook testing, and I will thoroughly test all 11 tabs to ensure a polished, customer-ready product. Regards Muhammad
£20 GBP in 1 day
5.9
5.9

Hello, I can thoroughly fix and QA your 11-tab UK Executor workbook while preserving its existing design, formulas, protection, and layout. I will remove companion-workbook references, resolve clipped text, correct date formats, repair chart labels, colours, legends, and currency formatting. I will also restore the missing Status and Nation dropdown validations using the hidden Lists tab. Every user-entry area will be tested with realistic long notes, names, references, addresses, dates, and amounts to identify and fix similar issues. I can start immediately and provide the corrected workbook with a concise QA report detailing every issue found and resolved.
£15 GBP in 1 day
4.9
4.9

Hello, I have extensive experience with advanced Excel QA, spreadsheet auditing, data validation, formatting, and formula preservation for client-facing products. I understand this is a commercial Etsy workbook, so my focus will be on ensuring it works flawlessly for non-technical users—not just fixing the listed issues. My approach includes: - Removing all companion workbook references while preserving layout and design. - Restoring missing data validation lists from the hidden Lists sheet. - Fixing row heights, text wrapping, clipped content, and date formatting across all 11 tabs. - Improving chart readability while keeping the existing design. - Performing a complete QA pass by testing every user-entry field with realistic long values. - Auditing formulas, named ranges, conditional formatting, print settings, charts, and data validation to identify and fix any similar issues without altering the workbook's structure. I'll provide a clean, fully tested workbook together with a concise QA report summarising every issue found and how it was resolved.
£10 GBP in 1 day
4.9
4.9

I am an expert statistician, Research Writer, and data analyst with more than eight years of experience. I have full command of Excel analysis, SPSS, STATA, R LANGUAGE, AND PYTHON. I am an expert in creating time series prediction models, working with survey data, conducting marketing analysis, building estimators, and medical analysis. I am a perfect match for your project share other details of the work so I can start working on your project. Will complete task on time.
£20 GBP in 1 day
4.7
4.7

Hello There! I’m Md Toriqul Islam, an experienced Excel & VBA Developer with 10+ years of experience. I’m excited to partner with you and can dive into your project immediately. I have rich experience in advanced Excel, VBA automation, formulas, data validation, dashboard design, QA testing, and spreadsheet optimisation. I understand you need a comprehensive QA and repair pass for your 11-tab UK Executor workbook—not just the listed fixes. I will remove companion workbook references, restore dropdown validations, fix text clipping with proper wrapping and row sizing, correct date formats, improve dashboard charts, and thoroughly test every sheet using realistic data while preserving the workbook's layout, formulas, protection, and design. I am skilled in Microsoft Excel, VBA, Data Validation, Dashboards, Formulas, and Quality Assurance. I’m ready to start immediately and will provide a fully tested workbook along with a concise change log documenting every fix and any additional issues found during QA. Looking forward to hearing from you. Best regards, Md Toriqul Islam
£10 GBP in 1 day
4.3
4.3

Hello Dear, I understand your requirements. I have experience working with advanced Excel workbooks, formatting, formulas, data validation, dashboards, and QA testing. I can carefully fix all the issues you listed while keeping your workbook layout, formulas, colours, and design unchanged. I will provide a fully tested Excel file and a short report explaining all the fixes. I look forward to working with you. Let’s connect in the chatbox for further discussions. Thank You. Dr. Divya
£15 GBP in 2 days
4.4
4.4

Hi. I have extensive experience fixing and QA testing complex Excel workbooks, including template-based products, dashboards, protected sheets, formulas, formatting, data validation, and user-entry workflows. I understand that for an Etsy product like this, usability for a first-time executor is critical — if information appears missing because of clipping, formatting, or validation issues, the workbook fails its purpose. I can perform a complete 11-tab QA pass and fix the workbook while preserving the existing design, layout, formulas, merged cells, protection settings, and print areas. My Excel troubleshooting experience includes resolving wrapped text/row height issues, column overflow problems, date formatting errors, chart label formatting, conditional formatting, dropdown validation lists, and hidden reference table issues. I will remove all companion workbook references, make the file fully standalone, restore missing Status/Nation dropdowns from the Lists tab, check every date-entry field, and test every user-input area with realistic long entries to ensure nothing is hidden or misformatted. I have worked on professional Excel automation, costing tools, dashboards, inventory systems, and client-facing templates where accuracy and ease of use are essential. I can provide a clean, customer-ready workbook along with a summary of all fixes identified during QA.
£25 GBP in 2 days
3.9
3.9

When you're selling an Excel product to non-technical users, the spreadsheet needs to be more than just mathematically correct — it has to display every note, date, and reference number in full, exactly as entered, without the user ever needing to resize rows or columns. I specialize in Excel QA and debugging. I'll go through all 11 tabs, fix the specific issues you've listed (row heights, clipped text, date formats, chart colours, data validation lists), and do a full test pass with realistic data to ensure nothing else clips, disappears, or misformats. I'll preserve all existing formatting, formulas, and layout — only making changes where required. I understand this is a paid product going to real customers, so I'll treat it with the care it deserves. Quick question: Do you have a preferred colour palette for the chart segments, or should I use Excel's default?
£15 GBP in 4 days
3.5
3.5

Hello, I'll treat this as a full QA review, not just a checklist of fixes. Since this is a product people purchase on Etsy, every note, date, reference, and dropdown needs to work exactly as expected without the user having to resize rows or troubleshoot Excel. I'll carefully test all 11 tabs, fix the issues you've listed, look for similar problems throughout the workbook, and make sure the final version is polished and ready for real customers. I can start as soon as you share the workbook. Thanks, Abdul Gaffar Excel & QA Specialist
£40 GBP in 1 day
3.5
3.5

Thank you for considering my proposal. I have gone through the requirements in detail and understand that this is a comprehensive Excel QA and remediation project for a commercial Etsy workbook. The objective is not only to fix the listed issues but to perform a full quality review across all 11 tabs while preserving the workbook’s design, formulas, protection, and layout. I am a Chartered Accountant (ICAI) with 7+ years of professional experience and advanced expertise in Excel, workbook auditing, data validation, formulas, formatting, and dashboard design. I will systematically remove companion workbook references, resolve text clipping through appropriate wrapping and row-height adjustments, correct date formats, restore missing dropdown validations from the hidden Lists sheet, improve chart readability, and thoroughly test every user-entry field using realistic data. I’ll also document any additional issues discovered during the QA process and ensure the workbook remains fully compatible with modern versions of Excel without altering its intended structure or functionality. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Timely delivery ✅ 100% commitment to project completion Profile: https://www.freelancer.com/u/caajoys?sb=t I’m ready to begin immediately and can provide a fully tested, customer-ready workbook together with a concise QA report summarizing every fix made. Best regards.
£10 GBP in 2 days
3.1
3.1

Hi, I read your project carefully and I can deliver exactly what you need. I can start immediately and show you the first preview in a few hours. Let’s discuss the details
£15 GBP in 2 days
2.3
2.3

Hi, I can perform a thorough QA pass and fix all layout, text clipping, chart formatting, and data validation issues across all 11 tabs of your UK Executor Spreadsheet. Here is my execution plan: 1. Rewording & Standalone Branding: Removing all companion workbook references from "Start Here" and header banners for a seamless standalone product experience. 2. Auto-Fit & Text Clipping Fixes: Enabling Wrap Text and dynamic row heights across Notes, References, Providers, and Description columns so no text is cut off. 3. Date Formatting Cleanup: Standardizing all date cells (including Assets & Liabilities Col E and Reference Sheet D16) to eliminate trailing "0:00:00" time stamps. 4. Chart & Visual Enhancements: Applying distinct color palettes to Donut charts, enlarging legends, and formatting mini-chart labels with unified £ currency alignment. 5. Restoring Data Validation: Re-establishing Status and Nation dropdown lists sourced directly from the Lists tab. 6. Full 11-Tab Stress QA: Rigorously testing every user entry cell with long realistic data to ensure 100% visual and layout perfection for Etsy buyers. Fixed Price: £20 GBP Delivery Time: 1 Day Ready to audit and fix your spreadsheet immediately! Best regards, Muhammad Mueez
£20 GBP in 1 day
1.9
1.9

Hello, I am a graduate in Finance and Business Information Systems with extensive experience building, auditing, and optimizing complex Excel workbooks for finance, reporting, and business operations. I specialize in finding issues that only appear during real-world use, ensuring spreadsheets remain accurate, intuitive, and reliable for end users. This is how I will complete your project: I'll approach this as a complete product QA rather than a checklist exercise. Every worksheet will be tested using realistic executor data to uncover clipped text, broken validations, inconsistent formatting, and usability issues before your customers do. I'll restore missing dropdowns, improve chart readability, correct date formatting inconsistencies, and rewrite the workbook references so it functions as a true standalone product. Before delivery, I'll perform a final end-to-end validation across all 11 tabs, documenting every issue fixed and confirming the workbook works exactly as intended for users with little or no Excel experience. A few questions before getting started: Should compatibility be maintained for Excel 2016 and later only, or should the workbook also be tested in Excel for Mac and Excel Online? Are formulas and sheet protection expected to remain exactly as they are unless a defect requires modification? Would you like a concise QA report listing every issue found beyond those already identified, together with the corresponding fixes?
£10 GBP in 7 days
1.8
1.8

Hi, This workbook needs careful QA across all 11 tabs, with particular attention to clipped notes, date formats, chart labels, and removing any companion-workbook wording. I’ve handled spreadsheet cleanup and validation work where layout, formulas, and protection had to stay intact, so I understand the need to fix issues without disturbing the template. I would test the file tab by tab in real-use conditions, filling long notes, references, names, and dates to catch hidden clipping and formatting faults. I’d also restore the missing data validation lists, check every date-entry cell, and tighten the dashboard charts so labels and colours are clear and consistent. The goal is a polished standalone product that feels reliable to first-time users. If you’d like, I can start by fixing the known defects and then complete a full pass for any similar issues. Best regards, Gabriel
£10 GBP in 23 days
1.4
1.4

Hi, Drop me a message — I'll share a quick prototype based on what I understood. If it matches your expectations, we can move forward. Thanks!
£15 GBP in 7 days
1.4
1.4

Westbury, United Kingdom
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