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I have a set of raw Excel sheets that capture my daily trading activity, and I need them transformed into a polished, interactive Power BI report focused on financial analysis. The goal is to track and visualise my trading performance with a clear emphasis on Return on Investment (ROI) and Win/Loss ratio. The workbook is structured but unrefined, so you’ll start by shaping and cleaning the data in Power Query, creating the necessary relationships, and writing concise DAX measures for the two core KPIs. Once the data model is solid, design an intuitive dashboard that lets me filter by date ranges, trading instruments, and individual strategies while instantly updating the ROI and Win/Loss visuals. I’d also like a summary page that highlights my best- and worst-performing trades at a glance. Deliverables: • PBIX file with clean data model, calculated measures, and relationships • Interactive dashboard pages with slicers and visual cues for ROI and Win/Loss ratio • Quick guide (brief text or comments inside the PBIX) explaining key measures and how to refresh the data If it looks good and refreshes cleanly with my next Excel drop, we’re done.
ID do Projeto: 40144641
87 propostas
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Ativo há 20 dias
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87 freelancers estão ofertando em média £122 GBP for esse trabalho

As an experienced Full Stack developer specializing in data analysis, visualization, and automation, I am confident that I can transform your raw Excel sheets into a powerful Power BI report that will provide valuable insights into your trading activity. With my 7+ years of experience with elite corporate clients like Metlife GOSC and DXC Technologies elucidate my expertise in data modeling and visualization using tools like Power BI. I have a keen eye for detail and can clean and shape your data using Power Query while creating the necessary relationships within the data model. My skills in writing concise DAX measures will ensure diligent tracking and visualizations of your KPIs ROI and Win/Loss ratio. Furthermore, I understand the need for a functional, user-friendly interface that can be easily navigated to locate relevant information. By incorporating customizable slicers for date ranges, trading instruments, and individual strategies, my design will allow you to analyze your trades with ease. To facilitate smooth navigation through the project, I will also incorporate brief instructions for vital measures and data refreshment process within the PBIX.
£180 GBP em 3 dias
8,6
8,6

As-Salam-Alaikum! My name is Usman. I’m confident that my immense expertise in data analysis, modeling, and visualization, coupled with my profound understanding of Power BI, make me an ideal candidate for your Power BI Trading Analysis project. With a specialization in financial modeling and analytics showcased through my mastery over KPI indicators and dashboarding, I can swiftly transform your raw Excel dataset into a clean, informative & interactive data model. I’ll deftly handle Power Querying to ensure reliable data shaping for enhancing your trading performance visualisations. Additionally, being well-versed in DAX measures, I can provide you concise KPIs such as Return on Investment (ROI) and the Win/Loss ratio that will be the soul of your dashboard. Furthermore, here at Work-Nix Solutions, we understand the critical need for effective communication; hence we'll provide clear explanation guides, ensuring you find it easy to interpret key measures and refresh data when required. In addition to these skills, our commitment to innovation, precision, and tangible results aligns perfectly with your motto of optimizing trading performance. Partnering with us will take your trading analysis to new heights of sophistication and efficiency! Let's get started today!
£20 GBP em 1 dia
8,1
8,1

As an experienced and dynamic Finance, Accounting and Data Analytics Professional, I am the perfect fit for your Power BI Trading Analysis Dashboard project. I have a deep understanding of financial analysis and strong skills in Power BI, Excel, and data modeling using DAX measures and Power Query. These skills will enable me to transform your raw data into an intuitive and interactive dashboard that not only meets your current needs but is also flexible enough to accommodate future changes. I pride myself on the quality of my work and my ability to create dynamic and visually appealing reports. With a clear understanding of what you want to achieve, I will shape and clean your data effectively in Power Query before creating relationships and writing concise DAX measures for ROI and Win/Loss ratio. Moreover, providing easy-to-understand supporting material is paramount to ensure efficiency even when I'm not directly involved. To add value to your project, I will supply a quick guide explaining key measures and how to refresh the data within the PBIX file. If my expertise matches your expectations, I'd love to move forward with a free demo or consultancy where I can provide you with an exclusive partial product showcasing your requirements as a testament to my capabilities. Looking forward to discussing your project in depth!
£35 GBP em 1 dia
7,8
7,8

Hi Zac, Thank you for considering my proposal. With over 8 years of real-world experience and freelance work in Excel, I am well-equipped to assist you with your Power BI Trading Analysis Dashboard project. I have carefully reviewed your requirements and am eager to collaborate with you on this. I believe that a chat discussion would be beneficial to delve deeper into the specifics of your project. I look forward to connecting with you to discuss your trading activity and how we can transform your data into an interactive Power BI report focused on financial analysis. Regards
£20 GBP em 1 dia
7,1
7,1

Hello, I have carefully reviewed your project details and understand that you need your raw Excel trading data transformed into a polished, interactive Power BI report highlighting ROI and Win/Loss ratios. I am confident I can complete this task efficiently, leveraging my experience in financial analysis, Power BI dashboards, and data modeling to create a clear, actionable reporting tool. My approach begins with cleaning and shaping your Excel sheets in Power Query, ensuring data integrity and consistency. I will then define relationships between your tables and create precise DAX measures for ROI and Win/Loss ratio calculations. Once the data model is robust, I will design intuitive dashboard pages with slicers for date ranges, instruments, and strategies, and include a summary page highlighting your best and worst trades. I will also add a brief guide inside the PBIX to make future refreshes seamless. Would you like the dashboard to include conditional formatting for top-performing trades for instant visual insights? Lets chat and discuss further! Best Regards, Aneesa
£185 GBP em 2 dias
6,9
6,9

I can share examples of similar projects I’ve completed, and I’m able to I can develop fully dynamic visualization dashboard that will provide clear insights tailored to your needs About me ADVANCE EXCEL , more 10 years experience I am a CERTIFIED Excel VBA Programming
£55 GBP em 2 dias
6,4
6,4

Hello, I can turn your raw Excel trading logs into a clean, interactive Power BI report focused on ROI and Win/Loss ratio. What I’ll do: Clean and shape your data in Power Query Build a solid data model with proper relationships Create clear DAX measures for ROI and Win/Loss Design an intuitive dashboard with slicers (date, instrument, strategy) Add a summary view highlighting best and worst trades Deliverables: Fully functional PBIX file Interactive dashboards with instant KPI updates Brief in-file guide explaining measures and data refresh The report will refresh cleanly with future Excel files. I can start as soon as you share the data. Best regards, Muhammad (Usman)
£220 GBP em 2 dias
6,7
6,7

Hello I can assist you in crafting a clean, insightful, and performance-driven Power BI report that turns your raw trading Excel sheets into a professional financial analysis dashboard. As an expert writer and data storyteller, I focus on translating complex trading data into clear visuals that highlight what truly matters—ROI and Win/Loss ratio—without unnecessary noise. I will start by shaping and cleaning your data in Power Query, ensuring consistency, accuracy, and scalability for future Excel drops. I’ll then build a robust data model with proper relationships and write efficient, easy-to-understand DAX measures for ROI and Win/Loss performance. The dashboard will be intuitive, allowing you to filter by date, instrument, and strategy while instantly reflecting performance changes. Finally, I’ll design a summary page showcasing your best and worst trades at a glance, supported by visual cues for quick decision-making. You’ll receive a clean PBIX file along with brief in-file guidance on measures and data refresh, ensuring smooth ongoing use. Thanks.
£186 GBP em 4 dias
6,7
6,7

Hi there, I am a Data Scientist,I specialize in advanced data visualization and reporting using Power BI, DAX formulas, Tableau, and Looker Studio to transform raw data into meaningful insights. My expertise includes creating custom dashboards, KPI tracking, interactive reports, and automated data models that help businesses make data-driven decisions with clarity. With strong command over DAX calculations, drill-through reports, and cross-platform integration, I ensure accuracy and actionable outcomes. I focus on delivering clean, visually appealing, and performance-optimized dashboards tailored to your business goals. My commitment is to provide scalable, insightful, and user-friendly solutions that empower stakeholders and enhance decision-making. Let's discuss this further via chat, and I'll start your project right now. Thank you. Gdev
£50 GBP em 2 dias
5,6
5,6

As a seasoned writer-turned-analyst, I bring a unique blend of business and data analysis skills that's perfectly suited for your Power BI Trading Analysis project. With over 7 years of experience in undertaking financial analyses, I have mastered the art of turning raw, unstructured data into concise, meaningful insights that drive decision-making. My specialty lies in not only shaping data but also providing coherent, actionable narratives around them - something incredibly important for tracking your trading performance. Additionally, my proficiency in Power Query and DAX aligns well with your requirements. Whether it's shaping and cleaning your Excel sheets to create relationships or writing precise measures for ROI and Win/Loss ratio, I've got you covered. Moreover, I am adept at designing intuitive dashboards featuring powerful slicers and visual cues to deliver an immersive analytical experience - allowing you to easily slice and dice data by date ranges, instruments, or strategies while instantly updating KPIs like ROI. Lastly, going beyond just the delivery of the PBIX file with a clean data model - I intend to provide an added value through a quick guide within the dashboard explaining the key measures and running data refreshes. This way, you would not only have a visually appealing dashboard at your disposal but also be equipped with self-maintenance capabilities going forward.
£50 GBP em 1 dia
5,6
5,6

Hello there, With extensive experience in statistical and predictive analytics, My proficiency in SPSS combined with my programming skills in Python will not only ensure an effective data analysis but also allow for flexibility and automation, optimizing efficiency throughout the process. Throughout my career, I have consistently proven my problem-solving mindset transforming complex datasets into clear and actionable insights that clients can use to drive their business forward. Data cleaning and transformation is an often-overlooked area of importance; however, it's where precise analysis begins. My vast experience in this area ensures thorough sorting of your data for accurate analysis - leaving no stone unturned. Lastly, I recognize that clear communication is vital to successful project completion. I assure you of my commitment in communicating regularly and effectively throughout this project, leaving no room for ambiguities. Trusting me with this project will not just avail you of a qualified individual but also someone who is dedicated in leveraging their knowledge and experience for unparalleled client satisfaction.
£20 GBP em 1 dia
5,3
5,3

Hello there, As an experienced researcher and data scientist, data analyst, my qualitative analysis skills perfectly align with your job requirements. My profound knowledge of Python and R Studio guarantees fast learning and adaptation to new tools. Moreover, my advanced skills in Excel make me highly competent in handling large datasets efficiently—making me proficient in extracting the best insights from your transcripts. I fully comprehend the importance of working papers and meticulously preparing financial statements, especially within strict timelines. my sharp analytical skills and extensive knowledge of excel ensure that I leave no stone unturned in making sure every detail is covered under evaluation. My passion for quality, originality and meeting deadlines makes me an excellent choice for this project. I cannot wait to prove my extensive skills to you through providing actionable insights that will help guide your decision making regarding domestic charter flights. Best Regards
£20 GBP em 1 dia
5,3
5,3

Hello, I understand the importance of an interactive Power BI report for tracking your trading performance. With my extensive experience in data modeling and financial analysis, I can transform your raw Excel sheets into a polished dashboard that emphasizes ROI and Win/Loss ratios. I will clean and structure your data, create robust relationships, and implement precise DAX measures. Plus, the intuitive dashboard will allow you to filter effectively and view your trading strategies dynamically. Thanks,
£149 GBP em 1 dia
4,6
4,6

Hi, I am a Power BI expert and also a trading analyst in Python in power bi (whatever you want). I can provide your best analysis according to your files and data.
£135 GBP em 2 dias
4,7
4,7

Greetings Client, I hope you’re doing well. I’ve reviewed your requirements for Power BI Trading Analysis Dashboard, and I’d be glad to support you with a structured and results-focused approach. My process begins with a detailed analysis of your current setup to identify opportunities, gaps, and quick improvements. Based on this assessment, I’ll create a tailored strategy aligned with your goals, ensuring both quality execution and long-term value. Throughout the project, I focus on clear communication, timely delivery, and measurable outcomes. You’ll receive regular updates on progress, insights, and next steps, so everything stays transparent and aligned with expectations. I also believe in flexibility and collaboration, adapting the approach as needed to achieve the best results. I’d be happy to discuss your project in more detail and answer any questions you may have. Looking forward to working together. Best regards, Mehran Riaz
£200 GBP em 4 dias
4,3
4,3

Hi, I can surely assist you in creating a clean, insightful, and fully interactive Power BI report from your raw Excel trading data. I will start by carefully cleaning and shaping your sheets in Power Query, ensuring the data is accurate, consistent, and ready for analysis. Then, I’ll build a solid data model with clear relationships and write precise DAX measures focused on your key goals: ROI and Win/Loss ratio. Once the foundation is strong, I’ll design an intuitive dashboard that allows you to filter by date, trading instruments, and strategies, with visuals updating instantly. I’ll also add a clear summary page showing your best and worst trades at a glance. The final PBIX will refresh smoothly with future Excel files, and I’ll include brief notes explaining the measures and refresh process. Questions: How many Excel sheets/files do you usually upload per refresh? Do you already track trade profit/loss per trade, or should it be calculated? Thanks
£250 GBP em 7 dias
4,4
4,4

Hello there! Do you want the dashboard to include only aggregate ROI and Win/Loss metrics, or would you also like drill-through capabilities to inspect individual trades and see detailed performance per strategy or instrument? I can transform your raw Excel trading sheets into a polished, interactive Power BI report by first cleaning and shaping the data in Power Query, establishing relationships, and writing concise DAX measures for ROI and Win/Loss ratio, then designing an intuitive dashboard with slicers for dates, instruments, and strategies, along with visuals that instantly update as you filter, plus a summary page highlighting your best- and worst-performing trades, and finally delivering a PBIX file with clear relationships, calculated measures, and a brief guide explaining how to refresh and use the report—would you like me to include conditional formatting or visual alerts to flag underperforming trades automatically? Please feel free to message me so we can discuss the project in more detail. Best regards, Bryson Henniger.
£170 GBP em 3 dias
4,6
4,6

Hello sir ! Glad to tell you that I already did this kind of multiple works and can show my portfolio in chat. With 11 years of experience in Power Bi,Data processing, Data scrapping, Data mining and processing, I am ready to start the work right now. Best regards, Prashant Kumar
£20 GBP em 1 dia
3,8
3,8

Hello, I can turn your raw trading Excel sheets into a clean Power BI model with accurate ROI and Win/Loss measures, then design an intuitive dashboard so you can track performance by date, instrument, and strategy in a few clicks. The model will be built in Power Query with robust relationships and concise DAX, plus a summary page showing best and worst trades at a glance and a short in-file guide on refresh and key calculations. Estimated delivery: 5–7 days with an indicative budget of 300 USD, assuming one main workbook and similar structure across refreshes. Here lies two key questions for your. How many Excel files/sheets are included in each refresh, and do you want to keep your current ROI / Win‑Loss definitions or standardize them in Power BI? Look forward to your reply. Regards Sahanaj
£300 GBP em 7 dias
3,7
3,7

As someone well-versed in both Excel and Power BI, I am confident that I can provide a comprehensive solution that meets all your needs. My expertise in data analysis and visualization using Power BI will enable me to transform your raw Excel sheets into a polished, interactive report with a focus on ROI and Win/Loss ratio. I am skilled in shaping and cleaning data using Power Query, establishing relationships, and writing DAX measures, which are crucial for creating useful insights. With my proficient understanding of the business intelligence tool, we can create an intuitive dashboard that allows you to filter by date ranges, trading instruments, and individual strategies while updating ROI and Wins/Losses visuals seamlessly. Moreover, my knowledge of macro scripting in Excel means I can automate repetitive tasks for you, streamlining the process further. My experience extends to creating user-defined functions in Office applications using VB/VBA, a skill that could prove valuable in developing practices specific to your needs.
£135 GBP em 1 dia
2,9
2,9

Abingdon, United Kingdom
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