Financial Reporting Power BI Dashboard

@glanegonsalves

Hey there Glane here, hope you're doing well. I can help you in building an interactive powerbi dashboard that focuses on kpis, charts, tables, what if parametees etc.

@malaikamb2001

As a seasoned Data Scientist and programmer, my expertise in Data Analysis, Data Modeling, and Visualization using tools like Python, R, Excel and Power BI are highly pertinent to the project requirements. I'm adept at leveraging powerful libraries like Pandas, NumPy, Matplotlib, Seaborn, and Plotly to analyze large datasets and create visually impactful financial reports - skills essential for your financial reporting dashboard on Power BI. I strongly believe that good design should accommodate future growth - which is why I pledge to build the model such that you can effortlessly swap in refreshed workbooks without breaking relationships or measures. Moreover, my knack for clean and intelligent data organization will ensure that all your DAX measures are properly labeled and organized in a tidy calculation group. My familiarity with SQL connections will further safeguard against hard-coding Excel-specific paths in your DAX queries - leaving you ample room to add a SQL connection later if needed. To make you as self-sufficient as possible with the end product, I'll include clear notes within the PBIX file explaining all key calculations and any custom visuals used along with a setup guide that will outline how to point the model at updated Excel sources.

@swatijain5558

Hello there, I am excited about the opportunity to create a compact and visually clear Power BI dashboard for your financial reporting needs. I will ensure that the dashboard is designed to monitor key metrics in near-real time such as revenue, profit, expenses, costs, and cash flow, while also incorporating intuitive slicers and drill-through features for detailed analysis. The deliverables will include a PBIX file with a well-organized data model, visuals, and DAX measures, along with clear notes and a setup guide for seamless integration with updated Excel sources. I will prioritize flexibility in the design to accommodate future SQL connections without compromising functionality. I look forward to delivering a solution that meets your requirements and exceeds your expectations. Regards, CA. Swati Jain, CPA | Indian CA & CS

@Bhartifreelancer

Hi there, I came across your project titled "Financial Reporting Power BI Dashboard" and I'm excited about the opportunity to collaborate with you. Based on the project description you provided, I believe my skills align perfectly with what you're looking for. I have extensive Expertise in Graphic Design, Power BI, Database Programming, Visual Basic and Excel, ensuring top-quality and innovative designs. I believe that my skill set makes me the ideal candidate for this project Please come on chat we will discuss more about this Regards

@subaigfalcon

Greetings! I can build a clean and compact Power BI financial dashboard using your existing Excel files. The data model will be set up properly so you can refresh or replace Excel files easily without breaking anything, and it will also be ready for a future SQL connection. The dashboard will clearly show revenue & profit, expenses, and cash flow, with simple slicers for month, product line, and region. You’ll also be able to drill down from summary numbers to transaction level details. All DAX measures will be clearly named, well organized, and documented, with notes inside the PBIX file and a short guide on refreshing data. I’ve already built similar Power BI dashboards you can check them in my portfolio. If you’d like to see a more advanced or detailed Power BI example, just message me in chat and I’ll show you. Once awarded, I can start right away at a very competitive rate and deliver results quickly. I ensure a user-friendly, data driven approach to support decision-making. Let’s discuss your requirements further! Regards!

@dhruvk166

I can build a compact, visually clear Power BI financial reporting dashboard using your Excel-based source data, with a robust data model that allows you to swap in refreshed workbooks without breaking relationships or measures. The dashboard will track revenue & profit, expenses & costs, and cash flow, supported by intuitive slicers for month, product line, and region, along with drill-throughs from high-level KPIs to transaction-level detail. All DAX measures will be clearly named and organised in a tidy calculation group, with in-file notes explaining key calculations and any custom visuals used. The model will avoid hard-coded Excel paths and be structured to support a future SQL connection. Deliverables include the PBIX file and a brief setup guide so you can refresh the report on your machine and see accurate results across all financial KPI sections.

@aartik22

Project Proposal Bid Amount: ₹1,050.00 Delivery: [Insert your timeline, e.g., 2-3 days] Proposal: Hello! I understand you need a professional to refresh your financial report and ensure 100% accuracy across all three KPI sections. I have extensive experience in financial data modeling and business intelligence. I am highly proficient in the exact stack you require: • Excel & Power BI: For seamless data refreshing and visualization. • Accounting & Statistics: To ensure the underlying financial KPIs are logically sound and accurate. • Microsoft Access & Data Modeling: For handling and structuring the source data effectively. I am ready to jump in, refresh the file on my end, and verify every number to ensure your report is investor-ready and error-free. I pride myself on clear communication and timely delivery. Looking forward to helping you finalize this report!

@siddharthn49

## I can build a flexible Power BI financial dashboard with organized DAX measures and a data model ready for your future SQL migration. I have 5 years experience creating robust financial reports using Excel sources with intuitive slicers and drill-throughs. I will deliver a fully refreshable PBIX file and a setup guide to ensure accurate tracking of revenue, expenses, and cash flow.## 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, Siddharth

@shikhajatav396

I can create a compact, visually clear Power BI dashboard focused on financial reporting that seamlessly integrates multiple Excel sheets. My approach will ensure your core metrics—revenue, profit, expenses, and cash flow—are monitored in near real-time, with intuitive slicers and drill-throughs for detailed insights. I'll deliver a well-organized PBIX file with clear documentation and a setup guide for easy updates. 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 N.

@JhoyceV

Proposta – Painel Financeiro Power BI Olá! Tenho experiência em criar painéis financeiros no Power BI, focados em métricas críticas como receita, lucro, despesas e fluxo de caixa, totalmente otimizados para atualização de dados de múltiplas fontes. Meu trabalho garante que: O modelo de dados seja flexível, permitindo substituir planilhas do Excel sem quebrar relacionamentos ou medidas; KPIs financeiros sejam apresentados em tempo quase real, com segmentações intuitivas por mês, linha de produto e região; Medidas DAX sejam bem organizadas, rotuladas e documentadas para fácil manutenção; O painel seja escalável, permitindo futura conexão a bases SQL sem ajustes complexos; Um guia de configuração seja entregue, explicando como atualizar planilhas e manter a integridade do modelo. Entregáveis: Arquivo PBIX com modelo de dados, visuais e medidas DAX; Notas explicativas dentro do arquivo sobre cálculos e visuais personalizados; Guia rápido de configuração para apontar o modelo para novas planilhas. Posso entregar o painel de forma que você atualize os dados e visualize todos os KPIs corretamente assim que o arquivo for configurado na sua máquina. Fico à disposição para começar imediatamente e ajustar o painel conforme suas necessidades. Atenciosamente, Jhoyce Vasconcelos.

@masrifakhandaka1

Hello, I am confident I can create a compact, visually clear Power BI dashboard tailored to your financial reporting needs. With strong proficiency in MS Excel and data organization, I can build a dynamic model that allows seamless swapping of refreshed workbooks without breaking relationships or measures. The dashboard will enable monitoring of your three core metrics—Revenue & Profit, Expenses & Costs, and Cash Flow—with intuitive slicers (Month, Product Line, Region) and drill-throughs for both high-level and transaction-level insights. I will ensure DAX measures are well-labelled and organized in a tidy calculation group for clarity and maintainability. Deliverables will include: - PBIX file with all visuals, data model, and DAX measures - Embedded notes explaining key calculations and any custom visuals used - A brief setup guide for refreshing Excel sources seamlessly - A design that leaves room for future SQL integration without hard-coded paths I am committed to delivering high-quality, accurate, and user-friendly dashboards that meet your requirements and can be refreshed easily on your machine. I am ready to start immediately and ensure your project is completed efficiently and professionally. Thank you for considering my application. I look forward to contributing to your financial reporting project.

@kops23

I can build a clean, scalable Power BI financial dashboard that gives clear visibility into revenue & profit, expenses, and cash flow. ✔ Create a robust data model from multiple Excel sources that supports easy file swaps ✔ Design a compact, executive-friendly dashboard with slicers (month, product, region) ✔ Implement drill-throughs from summary KPIs to transaction-level detail ✔ Write well-structured, clearly labeled DAX measures organized for easy maintenance You’ll receive: A PBIX file with model, visuals, and documented DAX In-file notes explaining key calculations and visuals A simple setup guide for refreshing data and updating sources The model will be built to support future SQL connections, with no hard-coded Excel paths. If you want accurate numbers, clean visuals, and a future-proof design, I’m ready to start.

@USAMA0080

• PBIX file with data model, visuals, and DAX measures • Clear notes inside the file explaining key calculations and any custom visuals used • A brief setup guide outlining how to point the model at updated Excel sources I will complete as your wish

@gokulkalki

Hello, I can design a compact, visually clear Power BI financial dashboard that meets your reporting and scalability requirements exactly as described. I will build a well-structured data model using multiple Excel sources, ensuring relationships and DAX measures remain intact when you replace files with refreshed workbooks. No Excel-specific paths will be hard-coded, keeping the model future-ready for a SQL connection. The dashboard will clearly track: • Revenue & Profit • Expenses & Costs • Cash Flow You’ll get intuitive slicers for month, product line, and region, along with drill-through pages that move seamlessly from executive-level KPIs down to transaction-level detail. All DAX measures will be cleanly named, documented, and organised using a tidy calculation group for easy maintenance and expansion. I will also include clear in-file notes explaining key calculations and any custom visuals used. Deliverables include: • Fully functional PBIX with data model, visuals, and DAX • In-file documentation for calculations and design choices • A concise setup guide explaining how to point the model to updated Excel sources I consider the work complete only after you successfully refresh the file on your system and see accurate results across all financial KPIs. I focus on clarity, performance, and long-term usability—not just visuals. Ready to start immediately. Best regards, Gokul Raj Power BI | Data Analytics | Financial Reporting Specialist

@EnemyHydra

I can design and deliver a robust, scalable Power BI dashboard that enables near-real-time monitoring of your three core financial KPIs: revenue & profit, expenses & costs, and cash flow. I will build a clean, optimized data model, create well-structured DAX measures organized in tidy calculation groups, and develop intuitive visuals with slicers (month, product line, region) and drill-through functionality to move seamlessly from high-level insights to transaction-level detail.

@haleshk

Power BI Developer with 4 years of experience in Business Intelligence and Data Analytics, specializing in Power BI, DAX, Power Query, SQL, and Power BI Service. Experienced in designing and delivering end-to-end Power BI dashboards for Sales and HR domains. Strong expertise in data modeling using star schema, developing advanced DAX measures (YoY, MoM, YTD, variance analysis), and performing data extraction, cleansing, and transformation using Power Query. Hands-on experience in implementing Row-Level Security (RLS) and managing Power BI Service, including workspace administration, dataset refresh scheduling, and on-premises data gateways. Proven ability to optimize report performance through DAX tuning and data model optimization. Experienced in automating recurring reports, reducing manual reporting effort, and delivering reliable insights to business stakeholders. Familiar with SAP BO, SQL databases, and Agile development methodologies. Currently based in Bangalore and open to Powe

@kajals786

Thank you for considering my proposal for this role. I can build a compact, visually clear Power BI dashboard tailored specifically for financial reporting, using your existing Excel sheets as the data source. The model will be structured so you can easily replace refreshed workbooks without breaking relationships, measures, or visuals. I will avoid hard-coding Excel paths in DAX and keep the design future-ready for adding a SQL connection later. The dashboard will clearly track revenue & profit, expenses & costs, and cash flow, with intuitive slicers for month, product line, and region. I will also implement drill-through functionality so you can move seamlessly from high-level KPIs to transaction-level details. All DAX measures will be properly named, organized, and documented to keep the model clean and maintainable. You will receive a complete PBIX file with a well-designed data model, visuals, and clearly commented calculations, along with a simple setup guide explaining how to refresh data and point the model to updated Excel sources. The goal is a reliable, easy-to-refresh dashboard that delivers accurate financial insights at a glance. Profile link: https://www.freelancer.com/u/kajals786 ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Timely delivery ✅ 100% project completion rate

@Swami05

Hi I can make this dashboard. as I have done this kind of work before and I can also show you my work in chat. Lets discuss it if you are interested. Thanks.

@anupd35

Hi, I have hands-on experience in Power BI dashboard development, including data preparation, Measures KPI, DAX measures, PQE and interactive visualizations. I can deliver a reliable and well-structured solution for your project. Let’s connect to discuss further.