PowerBI Report Development with Excel back end

@rabbiawebjuggler

As a data analyst with a strong focus on business and financial analysis, I believe I have the skills and experience needed to transform your Excel workbook into an interactive Power BI dashboard for financial analysis. Working collaboratively is something I enjoy, and I am more than willing to provide detailed explanations during our screen-share sessions to help you better understand the process. In terms of technical skills, my proficiency in Power BI, DAX, and financial-statement analysis will benefit us greatly in creating a powerful and insightful financial dashboard for you. I have a knack for importing and cleaning data using Power Query, building tidy data models, writing DAX measures, and designing slicer-driven layouts for dynamic filtering - all key components of this project. Lastly, it's important to note that I strive for both accuracy and efficiency in every task I undertake. This means that not only will we create a well-structured, easy-to-use Power BI report but also ensure the entire refresh path is well-intact so that future updates are automated. Rest assured, along with the finished .pbix file, you can expect inline documentation summarizing key measures, queries and refresh instructions to help you navigate the report effortlessly.

@sareheshak

I ALREADY MADE SIMILAR PROJECT LIKE THAT BEFORE. I can start working immediately on "PowerBI Report Development with Excel back end" ,, I will deliver a fully dynamic solution that meets all your requirements efficiently and with high accuracy. About me: 10+ years Advanced Excel/data visualization experience, Certified VBA Programmer, MBA.

@HiraMahmood4072

Hello, With over 7 years of experience in Excel, Data Visualization, Financial Analysis, and Data Modeling, I am well-equipped to handle your PowerBI Report Development project. I have carefully reviewed the project requirements and am confident in delivering a high-quality solution tailored to your needs. To begin, I will import and clean the Excel data in Power Query, followed by building a structured data model with necessary DAX measures for financial analysis. The design of the dashboard will focus on providing clear insights through slicer-driven layouts for trend analysis by period and entity. Additionally, I will ensure that the report is set up for automatic updates whenever changes are made to the source workbook. The deliverables will include a fully functional .pbix file connected to the Excel source, along with inline documentation summarizing key measures, queries, and refresh instructions. I am ready to engage in collaborative sessions to ensure the project's success and provide explanations throughout the process. Please connect with me for further discussion. You can visit my profile at https://www.freelancer.com/u/HiraMahmood4072 Thank you.

@Solutionzhere

This is exactly how we run hands-on Power BI coaching builds at SolutionzHere. We’ll work live to clean data (Power Query), build a proper model, write DAX (cash flows, net position, variance), and design a slicer-driven dashboard, plus ensure auto-refresh works cleanly. You’ll learn while we build—step-by-step, no black box. We’ve done similar finance dashboards with strong clarity and usability. One question: is your Excel already structured (tables/consistent schema) or needs heavy cleanup first?

@TheSecondSource

Warm greetings, building a clean, interactive Power BI dashboard while guiding you step-by-step is exactly how we work. We’re a team of 62 professionals with 9+ years in Power BI, DAX, and financial analysis. Here’s how we can help: * Power Query: import, clean, and structure your Excel data * Data model + DAX for cash flows, net position, variances * Slicer-driven dashboard for period/entity analysis * Reliable refresh setup linked to your workbook * Live screen-share training with clear explanations We’ve built similar finance dashboards and teach as we go. How complex is your Excel structure? Any specific KPIs or layouts you prefer?

@tauqeer0307

Hello, I’d be happy to work with you side-by-side to turn your Excel file into an interactive Power BI dashboard. I have strong experience in Power BI, DAX, and financial data, and I have 3 years of experience conducting live training sessions, so I can guide you step-by-step in a simple and clear way while we build the dashboard together. In our sessions, we will clean and prepare your data using Power Query, build a proper data model, and create DAX measures for operating, investing, and financing cash flows, along with net cash and variance calculations. I will explain each step so you can easily understand and apply it on your own later. We will also design a clean and user-friendly dashboard with slicers, so you can analyze data by time period and entity. I will make sure the data refresh works properly, so your report updates automatically when your Excel file changes. At the end, you will get a complete .pbix file connected to your Excel data, along with short and clear documentation explaining the main steps, measures, and refresh process. I’m comfortable working in one or two focused sessions and will also do a final polish to make everything smooth and accurate. I look forward to working with you and helping you learn Power BI in a practical way. Best Regards, Tauqeer Ahmad

@DevDataAnalyst

Hi there! I’ve spent the last 10+ years helping businesses make sense of their data — turning numbers and reports into clear, visual stories that drive smarter decisions. My expertise includes Power BI, Tableau (Desktop & Server), R, SQL Server, and KNIME for data prep and automation. Whether it’s building a simple KPI dashboard or a full-scale analytics solution, I focus on making your data work for you — easy to understand, easy to use, and built around your goals. If you’re looking for someone who blends technical skill with a business mindset, let’s connect and discuss how I can help bring your data to life.

@ShivaniGoyalsai

Hi I have 15+ years of experience in business inteligeence and expertise in power BI includes end to end service, data processing ETL, data analysis, data modelling and data visualization. I can help build your Power BI financial dashboard from Excel . I have solid expertise in Power Query, DAX, financial statements, cash flow analysis, and interactive slicer-based dashboards. I’ll ensure the report remains refresh-ready and provide clear notes for future updates. Ready to start immediately. Thanks Shivani

@AliSafder

Hi, My name is Ali and I can partner with you to build the financial dashboard while ensuring you master the underlying Power BI architecture. Collaborative Data Engineering: We will work together in Power Query to transform your raw Excel data into a "clean" star-schema, focusing on best practices for data types and query folding to keep your model fast and scalable. Guided Financial DAX: I’ll walk you through the logic for every measure and from complex Cash Flow categorizations (Operating, Investing, Financing) to advanced time-intelligence for variance analysis—so you understand exactly how the calculations interact with your filters. Workflow Automation: I’ll ensure your refresh paths are robustly configured, teaching you how to maintain the connection so that future updates to your source workbook reflect in the dashboard with a single click. Please have your Excel workbook ready, and we can start building your financial model immediately.

@juanjosec63

Hi, I have 9 years experience in Power BI, DAX, Excel, Power Query, financial analysis, and data modeling. For this project, I will work with you live to clean and model your data, build DAX measures for cash flows and variance analysis, and design a clear interactive dashboard with slicers and reliable refresh setup. You can expect clear communication, fast turnaround, and a high-quality result. I’m comfortable teaching step-by-step during screen-share sessions so you fully understand the process and can maintain the report yourself. Best regards, Juan

@offshore9006

As your trusted development partner, I believe my extensive experience in Power BI, including financial statement analysis, makes me the ideal freelancer for your project. Having had the privilege of working with diverse businesses across multiple countries, our team at Amita understands how to deliver solutions that not only meet client expectations but exceed them. With over a decade of experience, we're well-versed in the nuances of offshoring and are committed to maintaining open lines of communication with regular updates and meticulous documentation. Specifically, in Power BI and Excel integration, our team has successfully transformed several Excel workbooks into interactive Power BI dashboards for our clients. We're proficient in every step along the way - from efficiently cleaning and importing data using Power Query to setting up DAX calculations that precisely cater to the financial insights you need. Moreover, our skillset incorporates ensuring robust refresh paths in line with any changes to source workbooks for an effortless updating process. Perhaps what sets us apart most deeply is our commitment to not just delivering a product but also imparting knowledge. Guided by the belief that offshore collaboration should be as seamless as working together on-site, we'll work through each step together over screen-share, explaining key measures, queries, and refresh instructions.

@oolatunji300

With a Certified Chartered Accountant and seasoned financial analyst like myself, you have the assurance of your financial data being in capable and experienced hands. My collaborative approach has seen me successfully develop numerous Power BI dashboards from Excel data, mirroring your exact needs for financial analysis. Considering the frequency of screen-sharing sessions during this project, I'm here to not only deliver a polished .pbix file but also ensure you get an in-depth understanding. We'll manoeuvre through Power Query, excel at data model building, and harness DAX measures for operating, investing and financing flows for robust analytical insights. Even more, I guarantee you a sleek slicer-driven dashboard design that will present periodical and entity trends clearly. Importantly, maintaining refresh paths is crucial for your report's efficacy - it will be one of my top priorities.

@dmytrom99pro

Hello, As an experienced developer and tech lead, I know the best way to achieve project success is with clear, concise communication, and that's exactly what we'll have throughout our time together. Collaborating closely with you, we can leverage my extensive knowledge in Power BI and DAX along with your well-curated Excel data to create a truly powerful financial analysis tool. I not only have great experience in working with DAX measures for operating, investing, and financing flows, but I have also built interactive and highly efficient tools like this before. My offerings extend beyond just delivering code; I aim to provide full end-to-end solutions that are both easily understandable and maintainable. Once the project is completed, you'll receive a polished .pbix file wired perfectly to your original Excel source along with thorough inline documentation summarizing key measures, queries, and refresh instructions. With my solid background in multi-tenant infrastructure, secure auth, and data privacy concerns, I guarantee that all paths of your report will stay intact for automatic updates whenever needed. Being as proactive as possible sets me apart as a freelancer, I don't wait for questions or problems to arise; I actively seek them out! Rest assured that you'll be kept in the loop at every critical stage of the project. Moreover, with over 10 years of experience in delivering real-time and interactive systems, architected for Thanks!

@atesicfl

With my passion for data analysis, I understand the vital importance of your project—transforming Excel into an interactive Power BI report, symbolic for financial analysis. My extensive experience of over a decade as both a full-stack web developer and in complex back-end systems will bring added value to the collaboration. I have deep knowledge of the MERN stack, Ruby on Rails, and ASP.NET - all of which are relevant to Power BI. A key aspect of my proposal is not only to deliver a polished .pbix Power BI file but also to provide inline documentation that summarizes essential measures, queries, and refresh instructions ensuring you're well-equipped to understand and maintain the report independently. As one well-versed in agile methodologies alongside great problem-solving skills, I'll deliver within timelines and budget diligently. Furthermore, being a seasoned professional with experience in GitHub and other collaborative tools like Teams, Zoom or Google Meet, you can rely on my expert ability to work side-by-side with you over screen-share clarifying each step as we go. Making sure you fully grasp the process is among my top priorities. This project is right up my alley since not only do I possess solid Power BI and DAX skills but my diverse skill set includes financial statements experience too. Let us create a win-win scenario!

@cindyviorinar

Hi there, I'm Cindy Viorina, a seasoned Business Intelligence freelancer with a strong background in Power BI and financial analysis. I understand you're looking to transform your Excel workbook into an interactive Power BI dashboard for financial insights, and I'm excited to help you with this. Based on your project description, I propose a collaborative approach where we'll utilize screen-sharing to guide you through each step of the process. We'll begin by importing and cleaning the Excel data in Power Query, then build a well-structured data model while developing the necessary DAX measures to analyze operating, investing, and financing flows. I will design a user-friendly, slicer-driven layout that allows for easy trend analysis by period and entity. Additionally, I’ll ensure that refresh paths are maintained so your report updates seamlessly. I can provide real-time communication to align with your schedule and can deliver a working .pbix file along with inline documentation summarizing key measures and queries. Let’s aim for one to two focused sessions, followed by a polish. What specific aspects of the financial analysis are you most interested in? What specific aspects of the financial analysis are you most interested in? Best regards, Cindy Viorina