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I’m looking for an experienced Power BI developer to build a financial dashboard that provides clear visibility into performance, with a strong focus on budget vs actual analysis and KPI tracking. All underlying data will be provided in Excel format. The goal is to transform this data into a clean, interactive, and management-ready dashboard that supports decision-making. Scope of Work • Review and structure the provided Excel data • Build a robust data model within Power BI • Create DAX measures for key financial metrics • Develop an interactive dashboard with filters and drill-down capability Key Metrics to Include • Revenue, Costs, and Net Profit • Budget vs Actual (with variance analysis) • Monthly and Year-to-Date (MTD/YTD) performance • Receivables and Payables overview • Any additional KPIs that improve financial visibility Deliverables • Fully functional .pbix file • Clean and well-structured data model • Clearly written DAX measures • Dashboard with intuitive layout and visuals • Short walkthrough (video or notes) explaining logic and refresh process Acceptance Criteria • All figures must reconcile with source Excel data • Filters (date, department, etc.) should update visuals correctly • Dashboard should be easy to understand for non-technical users • Performance should be smooth (no lag on standard usage) Ideal Candidate • Strong experience in Power BI (data modeling + DAX) • Background in financial reporting / analysis • Ability to present data in a clear, business-friendly way • Attention to detail and accuracy To Apply Please include: • A brief outline of your approach • Examples of similar dashboards (if available) • Estimated timeline
Project ID: 40376558
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Active 27 days ago
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14 freelancers are bidding on average $24 USD for this job

Hello, I can help you transform your Excel-based financial data into a clear, interactive, and management-ready Power BI dashboard. My approach begins with reviewing and structuring your data to ensure consistency and accuracy, followed by building a robust data model using best practices. I will develop reliable DAX measures for key metrics such as revenue, costs, net profit, budget vs actual (with variance), MTD/YTD performance, and receivables/payables, while also suggesting additional KPIs that enhance financial visibility. The dashboard will be designed with a clean, intuitive layout, incorporating filters, drill-down capabilities, and visuals that highlight trends and actionable insights rather than just numbers. I will ensure all figures reconcile with your source data, interactions work seamlessly, and the overall performance remains smooth for everyday use. You will receive a fully functional .pbix file, a well-structured model, and clearly written DAX measures. I have excellent attention to details and good presentation capabilities. I estimate the project can be completed within 5–7 days, depending on data complexity and feedback. Let's chat and I will show some dashboards that I made. I look forward to the opportunity. Thanks, Saira.
$30 USD in 7 days
4.7
4.7

Hi, My name is Ali and I can build you a high-performance, management-ready financial dashboard that bridges the gap between raw Excel data and strategic decision-making. Financial Data Modeling: I will transform your Excel spreadsheets into a clean, star-schema model, ensuring that MTD, YTD, and Budget vs. Actual comparisons are accurate, performant, and fully reconcilable with your source figures. Advanced Financial DAX: I’ll develop a library of well-documented DAX measures for Revenue, Profitability, and Variance Analysis, specifically designed to handle complex financial logic like fiscal calendars and departmental slices. Quality Assurance & Handoff: I prioritize data integrity through rigorous spot-checks and will provide a concise walkthrough video/document to ensure you can manage and refresh the report independently. Phase 1 (Data Audit): Mapping your Excel structure and identifying key drivers (1 day). Phase 2 (Modeling & DAX): Building the architecture and core financial calculations (2-3 days). Phase 3 (Visual Design): Crafting the interactive dashboard and slicers (2 days). Phase 4 (Validation): Reconciling totals and final handoff (1 day). I can have a fully functional version ready for your review within 5 to 7 business days. Please share the Excel files, and I can begin the data audit immediately.
$20 USD in 7 days
3.4
3.4

With over a decade of experience in Excel and Power BI, I am confident that I am the right freelancer for your Power BI Financial Dashboard Development project. I have a comprehensive understanding of financial reporting and analysis - a crucial prerequisite for delivering accurate and insightful information on budget vs actual analysis, KPI tracking, monthly/yearly performances, receivables/payable overview, and more. As for my approach, I will meticulously review and structure the Excel data you provide to build a robust data model within Power BI. I will employ DAX measures strategically to ensure relevant and meaningful visualization of key financial metrics. My strong suit in UI/UX design will add value by providing an attractive yet intuitive interface for non-technical users. Throughout my career, I have consistently showcased profound attention to detail and accuracy. Therefore, rest assured that all figures will reconcile with the source Excel data, filters will update visuals precisely, and performance will be smooth during standard usage. My ultimate goal is to deliver a fully functional, insightful dashboard with a clearly written DAX measures and a short walkthrough video explaining the logic and refresh process. Choose me
$20 USD in 1 day
2.9
2.9

Hi there! I am a Data Analyst and have experience in data analysis, visualization, and dashboard creation using Power BI, Tableau, and Excel. I can help you making Financial Dashboard in Power BI with mentioned metrics. For the dashboard, I will create clear and visually engaging reports using KPI cards, trend charts, and other visuals so your team can quickly identify patterns and make informed decisions. You can expect: -Clean and interactive dashboard design -Accurate data analysis -Timely delivery You can view my portfolio here: https://www.freelancer.in/u/Kirti048 Let’s discuss your requirements in detail. I’m ready to get started. Looking forward to working with you. Thank you.
$26 USD in 1 day
2.3
2.3

Hi, I can build a clean, interactive Power BI financial dashboard with strong focus on budget vs actual analysis and KPI tracking. My approach is to first review and structure your Excel data, then design a robust data model with proper relationships. I will create clear DAX measures for revenue, costs, profit, variances, and MTD/YTD performance, ensuring all figures reconcile with your source data. Next, I will develop an intuitive dashboard with filters, slicers, and drill-downs for easy analysis of departments, time periods, and performance trends. I will also include receivables, payables, and additional KPIs to improve visibility. You will receive: * Fully functional .pbix file * Clean data model and documented DAX measures * Interactive, user-friendly dashboard * Accurate budget vs actual and variance analysis * Short walkthrough guide for usage and refresh I have strong experience in Power BI and financial reporting. Timeline: 2–3 days. Best regards
$30 USD in 3 days
1.6
1.6

Hi, I’ll build a clean, management-ready Power BI financial dashboard with accurate budget vs actual tracking and clear KPIs. What you’ll get: * Structured data model from your Excel files * DAX measures for revenue, costs, profit, variance, MTD/YTD * Interactive dashboard with filters and drill-down * Budget vs Actual analysis with clear variance visuals * Receivables and payables overview * Clean, intuitive layout for non-technical users * Fully functional .pbix file + walkthrough notes My approach: * Clean and model data in Power Query * Build efficient DAX measures (no redundancy) * Design simple, decision-focused visuals I’ve built financial dashboards focused on clarity, accuracy, and performance. Timeline: 2–3 days Budget: $23 total Ready to start immediately!
$23 USD in 2 days
1.7
1.7

Hi there, I am Syed Taha Hussain, and I would love to build this financial dashboard for you. Data visualisation and financial reporting are my primary skills, and I specialise in transforming raw Excel data into clean, interactive Power BI tools that support high level management decisions. With my background in accounting and finance, I bring the technical expertise needed to handle complex budget vs actual analysis and variance tracking. I am an expert in building robust data models and writing precise DAX measures to ensure your MTD, YTD, and net profit metrics are 100% accurate. I have several sophisticated financial dashboards in my portfolio on my profile that demonstrate my ability to present data in a clear, business friendly way. You can my profile out and see the quality of my work. Let’s connect in the chat to discuss further specifications.
$20 USD in 2 days
1.1
1.1

I’m a Power BI developer with strong experience in financial reporting, data modeling, and DAX, and I can deliver a clean, accurate, and management-ready dashboard that meets your requirements. Approach: I will begin by reviewing and structuring your Excel data using Power Query to ensure consistency and integrity. Next, I’ll design a robust star-schema data model to support scalable analysis. I will then create well-defined DAX measures for revenue, costs, net profit, budget vs actual (including variance), MTD/YTD performance, and receivables/payables. The dashboard will be interactive, with intuitive filters (date, department, etc.), drill-down capabilities, and clear visual storytelling tailored for non-technical users. I’ll ensure all figures reconcile with your source data and optimize performance for smooth usage. Deliverables: A fully functional PBIX file, documented DAX logic, and a short walkthrough explaining structure and refresh process. Timeline: 3–5 days Portfolio: https://www.freelancer.com/u/echekwa I’m ready to start immediately.
$20 USD in 5 days
0.6
0.6

I build Power BI financial dashboards with KPIs, performance metrics, and clean visual layouts. I'll deliver an interactive dashboard with filters, charts, and clear financial insights. Completed within 3 days.
$25 USD in 3 days
0.0
0.0

I’ve reviewed your project scope, and it aligns perfectly with my background in decision science and financial data modeling. I specialize in transforming Excel-based financial data into "management-ready" tools where accuracy is the baseline and clarity is the goal.
$30 USD in 7 days
0.0
0.0

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