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I’m sitting on a growing stack of daily Excel files coming in from several warehouses and I need those numbers to finally speak for themselves. The goal is a live monitoring dashboard that I can embed on our SharePoint site so every warehouse manager can see, at a glance, how inbound, storage, and outbound flows are performing. Source data • Multiple .xlsx workbooks generated each day at different sites • Consistent structure (date, SKU, quantity, movement type) but stored in separate folders Must-have visuals • Line charts for trends over time • Bar charts for quick comparisons between sites or product groups • Pie charts for proportional views • A sortable table for drilling down to the raw figures Key metrics to surface Inbound goods, stored goods, outbound goods, overall KPIs, throughput performance, and roll-ups at weekly, monthly, and month-to-date levels. Technical expectations The dashboard should update automatically when new files land in the shared folder and stay fully interactive once published on SharePoint. I’m open to the platform you choose—Power BI, Excel Online with Power Pivot, or another tool—as long as: 1. Data refresh runs without manual intervention. 2. Warehouse managers (primary users) can filter by site, date range, and SKU. 3. The SharePoint-embedded view keeps all interactivity. Deliverables • Data connection & refresh setup (multi-site Excel sources) • Complete interactive dashboard meeting the visual and metric requirements • Deployment guide so I can repoint sources or add new sites later • Brief handoff call / screen share to walk through the solution If this sounds straightforward for you and you have experience publishing live dashboards to SharePoint, let’s talk timelines and any clarifications you need.
Project ID: 40438776
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40 freelancers are bidding on average $531 USD for this job

Building exactly this kind of multi-site Excel-to-SharePoint monitoring setup is something I've done before, so a few questions will help me land the right architecture quickly. 1. Are the daily .xlsx files dropped into a SharePoint document library, a local network share, or somewhere like OneDrive for Business — and does each site have its own subfolder structure, or do files from all sites land in one flat folder? 2. When you say refresh should run without manual intervention, is there an IT-managed gateway already in place, or would the solution need to work within whatever your current Microsoft 365 licence allows (which affects whether Power BI Service scheduled refresh is even an option)? 3. For the sortable drill-down table, do warehouse managers need to export filtered results to their own Excel, or is read-only interactivity inside SharePoint sufficient? 4. The movement-type field in your source files — is it a controlled picklist (fixed values like "inbound / stored / outbound") or free-text that may vary between sites and need cleaning before it can drive the KPI roll-ups? Share those details and I can confirm the cleanest approach — whether that's Power BI with a data gateway, Power Automate consolidating files first, or another path — before we go further.
$425 USD in 7 days
6.4
6.4

This is a perfect Power BI + SharePoint use case, especially since your Excel files already follow a consistent structure. I’ve built similar warehouse/logistics dashboards where multiple daily Excel drops were consolidated automatically into live operational reporting with site-level drilldowns, throughput KPIs, SKU analysis, and SharePoint embedding. I’d likely use Power BI with Power Query for automated folder ingestion, scheduled refresh, and scalable modeling so adding new warehouses later stays simple. Managers would get fully interactive filtering by site/date/SKU directly inside SharePoint. For this scope, I’d estimate $600–$1,500 and around 1–2 weeks depending on data cleanliness and KPI complexity.
$1,500 USD in 14 days
5.7
5.7

Hi there, ★★★ Power BI / Excel Expert ★★★ 6+ Years of Experience ★★★ I can create a live monitoring dashboard with interactive visuals and automated data refresh from your daily Excel files. This will include: - Setting up data connections for multiple Excel sources - Designing line, bar, and pie charts for visual representation - Creating a sortable table for detailed insights - Ensuring the dashboard updates automatically and is fully interactive on SharePoint My approach will involve using Power BI for its robust capabilities in handling data and creating dynamic dashboards. I will ensure that the dashboard meets all your requirements and is user-friendly for warehouse managers. Ready to start once you provide access to the Excel files and SharePoint details. Thanks!
$400 USD in 5 days
5.4
5.4

Hi, I am a data analyst and BI developer with strong experience in Excel and SharePoint dashboards. I am familiar with Excel, Power BI, SharePoint, Data Visualization, Data Integration. For this project, I can build a live, interactive dashboard that automatically refreshes from multiple Excel files, shows trends, KPIs, and site comparisons, and embeds seamlessly on SharePoint for warehouse managers. This ensures your data speaks clearly and is easy to monitor. I'm an individual freelancer and can work on any time zone you want. Please contact me with the best time for you to have a quick chat. Looking forward to discussing more details. Thanks. Emile.
$250 USD in 7 days
5.2
5.2

I have done a similar project a week ago. I am sure you will give me more projects after this. I am interested to do this project too and ready to complete this within the timeline. Kindly check my profile to see all rating and reviews given by clients. Hoping to hear from you soon. Payment after completion.
$250 USD in 1 day
5.0
5.0

I can help build a live, interactive dashboard from your warehouse Excel files and embed it directly into SharePoint, with automatic refresh whenever new files are added. I have strong experience with **Power BI, Excel data modeling, SharePoint integration, and automated reporting**, including building executive dashboards and operational monitoring systems with multi-source Excel data. I can connect all warehouse files, create automated refresh logic, and design clear visuals for inbound, storage, outbound flows, KPIs, and weekly/monthly performance tracking. The dashboard will remain fully interactive, allowing warehouse managers to filter by **site, date range, and SKU** directly from SharePoint. Quick question: Are your Excel files stored in **SharePoint/OneDrive folders**, or on a shared network drive? I can provide the complete dashboard, refresh setup, deployment guide, and handoff session. Estimated delivery: **3–5 days**. Let’s discuss your requirements.
$500 USD in 7 days
3.7
3.7

Hi, Hope you are doing well. My name is Marjina and I'm a Microsoft Certified Power Platform Specialist with a solid background in Office 365 development, specifically in Power BI. I am working for India's biggest warehouse management company with similar requirement. I ca shocase you some of my work. I have over a decade of experience in building visually appealing, interactive, and efficient Power BI dashboards that are tailored to clients' specific needs - your project requirement aligns perfectly with my skills and passion. I am well-versed in data analysis and visualization, as well as proficient in using the various functionalities of Power BI to transform complex data into comprehensive insights. My expertise extends to optimizing UI/UX design for different display mediums to ensure the dashboard's efficiency and effectiveness. Furthermore, I understand that this project has an urgent timeline and guarantee you prompt delivery without compromising on quality. My skills and experience make me an ideal contender for this task. Let's connect and discuss further on how my abilities can add value to your project. Thank you for considering me!
$500 USD in 7 days
3.9
3.9

Hi, As a seasoned software engineer who has successfully led numerous projects from concept to production, I am confident that I can deliver an exceptional logistics Excel dashboard solution for your SharePoint site. My mastery of Web Development, Backend expertise, and skills in Data Analysis and Processing align perfectly with your project requirements. With a consistent data structure across different warehouses being critical for the success of your dashboard, I'll ensure the connections and refreshing process run smoothly without any manual intervention, no matter how many workbooks are generated from different sites. Moreover, my experience in UI design using frameworks like React.js and Vue.js will allow me to create visually-appealing Line charts, Bar charts, Pie charts and tables that present all key metrics such as Inbound goods, stored goods, outbound goods and overall KPIs - making your data speak volumes! I also offer skills in DevOps; an asset in ensuring the live monitoring dashboard updates automatically and stays fully interactive on SharePoint. Perhaps most important is my ability to translate technical complexity into real-world business outcomes. With this opportunity, I look forward to helping you transform those heaps of Excel files into actionable data-driving intelligence. Regards.
$300 USD in 3 days
3.3
3.3

Dear Sir/ Madam, Thank you for outlining your requirement—this is a well-structured use case, and it’s exactly the kind of scenario where a properly designed dashboard can create real operational visibility. Based on your needs, I propose building a "fully automated, interactive dashboard using Microsoft Power BI", integrated with SharePoint for seamless access across all warehouse managers. Approach & Solution I will design a centralized data model that consolidates all your daily Excel files from multiple warehouse locations. Since your files follow a consistent structure, we can implement an automated ingestion process that detects and loads new files as they arrive—no manual effort required. Using Power BI, I’ll create a clean and intuitive dashboard that highlights: * "Trend Analysis" using line charts (inbound, storage, outbound over time) * "Comparisons" across warehouses or product groups using bar charts Deliverables * End-to-end data connection setup (multi-source Excel ingestion) * Complete interactive dashboard aligned with your requirements * SharePoint embedding and configuration * Deployment guide (adding new warehouses or updating data sources) * Knowledge transfer session (live walkthrough) If you’re comfortable with this approach, I’d be happy to discuss any specifics (data sample, folder structure, access setup) and get started immediately. Best regards, Suresh Kumar Microsoft Power Platform Developer
$250 USD in 5 days
1.6
1.6

I have already worked on a similar project where I created a live monitoring dashboard for multiple warehouses using daily Excel files and embedded it on SharePoint for real-time tracking. Your search for the perfect data expert ends here because I will build a solution that makes your numbers speak for themselves clearly. I have 4 years of experience with relevant work in Power BI dashboard development and SharePoint integration for warehouse data. Please open the chat window so that I can share my portfolio and we can proceed further on this project. In addition to your project needs, I'll provide you with clean source code, free bug patches, and maintenance. I am awaiting your positive response. Regards, Ritesh
$250 USD in 7 days
0.7
0.7

Hi there, Cora May here. I can help you turn your daily multi-warehouse Excel file stack into a truly live, SharePoint-embedded logistics monitoring dashboard that warehouse managers can use immediately. I’ve built interactive BI dashboards that connect to changing Excel sources, normalize consistent structures, and deliver clean roll-ups for inbound, stored, and outbound flows. The dashboard will include trend line charts, comparison bar charts, proportional pie charts, and a sortable drill-down table, with KPIs plus throughput performance at weekly, monthly, and month-to-date levels. I’ll configure automatic refresh so updates occur as new files land in the shared folder, and I’ll ensure filters for site, date range, and SKU work directly in the embedded view. What tool would you prefer for the SharePoint embed, Power BI or Excel Online with Power Pivot? Also, are the incoming .xlsx files named consistently and do they follow the same sheet/table name across warehouses?
$555 USD in 2 days
0.0
0.0

Hello there, I’ve read your need for a live, SharePoint-embeddable dashboard that unites daily Excel inputs from multiple warehouses into a single, clear picture. I’m an independent developer who specializes in BI, data integration, and interactive dashboards, with hands-on experience turning scattered Excel data into scalable dashboards that refresh automatically and stay responsive in SharePoint environments. I’ve built end-to-end pipelines that pull from multi-site Excel sources, apply consistent data modeling, and present inbound, stored, and outbound metrics with trends, site/product comparisons, and drill-down tables. I’ll implement reliable data connections, auto-refresh, and intuitive filters for site, date range, and SKU, plus line, bar, and pie visuals and a sortable table for the raw figures. The result will be a fully interactive dashboard that updates without manual steps and remains interactive after publication. I can handle this based on my experience, delivering a complete solution and deployment guide to reuse or expand with new sites. I’ll also schedule a quick handoff call to ensure you’re comfortable with repointing sources later. Best regards, Billy Bryan
$250 USD in 5 days
0.0
0.0

Hello, I came across your project and it immediately caught my attention. I’d be delighted to help you with Logistics Excel Dashboard for SharePoint. With over 8 years of experience, I specialize in delivering high-quality, professional solutions tailored to client goals rather than generic templates. I handle data, automation, and backend tasks efficiently with a focus on accuracy, speed, and scalability. I’d love to discuss your project in more detail and get started right away. Best regards, Khadija Amin freelancer.com/u/khadijaamin9
$390 USD in 2 days
0.0
0.0

Hi, I can help set up: automated ingestion of multi-site Excel files centralized data model and refresh workflow interactive dashboard views with filtering by warehouse, SKU, and date SharePoint-compatible publishing setup weekly/monthly/MTD KPI reporting Power BI would probably be the most practical option here because of SharePoint embedding and scheduled refresh support. Happy to discuss more detail.
$500 USD in 5 days
0.0
0.0

Hi, I am Diophantus from the Philippines, I am electronics engineer and currently employed here in the Philippines. I am excellent in the MS Office application and I have a lifetime full license in the said application. Ever since I enter the workforce in 2014 I have been exposed to MS Office application making excel files and diagrams using these programs
$500 USD in 7 days
0.0
0.0

Hello, I can help you build a fully automated and interactive warehouse monitoring dashboard that consolidates Excel files from all sites into one centralized reporting system. Based on your requirements, I would recommend using Power BI integrated with SharePoint because it provides reliable automatic refresh, strong filtering capabilities, and smooth interactive embedding for warehouse managers. Here’s what I can deliver: • Automated connection to multiple Excel source folders • Data transformation and consolidation using Power Query • Interactive dashboard with line, bar, pie charts, and sortable drill-down tables • KPI tracking for inbound, stored, outbound goods, throughput, weekly/monthly summaries, and MTD reporting • Dynamic filters for warehouse site, SKU, and date range • SharePoint embedded dashboard with full interactivity • Scheduled refresh configuration with minimal manual maintenance • Documentation showing how to add new warehouse sites or repoint folders later • Handoff session/screen-share walkthrough after deployment I have experience working with Excel-based reporting systems, dashboard automation, and Microsoft ecosystem tools including Power BI and SharePoint integration. I’d be happy to discuss your current folder structure, expected refresh frequency, and timeline to finalize the best architecture for long-term scalability. Looking forward to working with you.
$400 USD in 13 days
0.0
0.0

Hello, I can build a fully interactive live dashboard for your warehouse operations using Power BI integrated with SharePoint. The solution will automatically pull data from multiple Excel files/folders, refresh without manual work, and provide real-time visibility across all warehouse sites. ✔ Automated Excel data integration & refresh ✔ Interactive SharePoint-embedded dashboard ✔ Line, bar, pie charts + drill-down tables ✔ KPI tracking for inbound, storage, outbound & throughput ✔ Filters for site, SKU, and date ranges ✔ Weekly, monthly & MTD performance views ✔ Deployment guide + handoff support included I have experience with Power BI, SharePoint publishing, Excel automation, and warehouse reporting solutions. Pay after work completion is acceptable. Looking forward to discussing timelines and getting started.
$300 USD in 5 days
0.0
0.0

Hi, I can build a live, SharePoint-embedded warehouse monitoring dashboard that automatically consolidates your daily Excel files and turns them into actionable operational insights. Rate: $30/hr | Availability: 40 hrs/week ? Budget-First (Fast Operational Dashboard) Timeline: ~4–6 days (20–35 hrs) Cost: ~$600–$1,050 Includes: Automated Excel ingestion, Power BI dashboard, KPI visuals, SharePoint embedding, filters, scheduled refresh Best for: Rapid deployment with core warehouse visibility ? Premium (Scalable Multi-Warehouse Analytics) Timeline: ~1–2 weeks (45–70 hrs) Cost: ~$1,350–$2,100 Includes: Advanced KPI modeling, optimized dataflows, enhanced drilldowns, performance tuning, cleaner executive-level UX, scalable onboarding for future warehouses Best for: Long-term operational analytics + scalability ? Recommended Stack Power BI + SharePoint + Power Query for automated refresh, strong interactivity, and low-maintenance scaling. ? Milestones Data Mapping + Refresh Setup – 25% Dashboard Build + KPI Logic – 40% SharePoint Embedding + Testing – 20% Documentation + Handover Call – 15% ✔ Auto-refresh from multiple folders ✔ Interactive filters by warehouse/date/SKU ✔ Executive-friendly visuals + drilldowns ✔ Clean, maintainable reporting structure No fluff—just a reliable, production-ready dashboard that helps warehouse managers make faster operational decisions. Thanks, Murtaza
$1,050 USD in 5 days
0.0
0.0

⭐ONLY PAY IF YOU’RE IMPRESSED⭐ With extensive experience building live dashboards from multi-source Excel data, we can create your SharePoint-embedded monitoring tool. Core Deliverables: • Automated data connection & refresh setup • Interactive dashboard with line, bar, pie charts + sortable table • Deployment guide for future updates • Handoff call to ensure smooth transition Our Approach: • Integrate data from multiple sites seamlessly • Ensure auto-refresh with no manual steps • Enable robust filtering by site, date, SKU • Maintain full interactivity on SharePoint Committed to delivering a high-quality product that meets your goals. Looking forward to discussing your project soon. Kind regards, Aaron Roberts Happy Screen Solutions
$250 USD in 4 days
0.0
0.0

For a growing folder of daily Excel files, Power Query's "From SharePoint Folder" connector with a per-file transform function is the architecture that holds up. Each warehouse can rename a column or sneak in an extra header row, and one normalization step keeps the appended fact table consistent so the dashboard doesn't quietly drop rows. The dashboard layer can live in Excel (PivotTables + slicers, refresh on open) or as a Power BI report embedded in your SharePoint site, depending on whether you've got Power BI Pro licenses and who the audience is. Same Power Query base feeds either, so the choice isn't locked in on day one. At 720 USD across 12 days the bid sits just under your ceiling. That covers schema-drift handling, an error log for files that fail to parse, refresh scheduling, and a short permissions walkthrough so non-IT staff can drop files in without breaking the pipe. Rough milestone split: M1 ingestion + normalization, M2 fact model + KPIs, M3 dashboard + slicers, M4 refresh wiring + handover doc. Are all warehouses dropping into one SharePoint library or separate ones, and is the audience expecting an Excel workbook or a Power BI report?
$720 USD in 12 days
0.0
0.0

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