Tally & Power BI Automation

@AliSafder

Hi, My name is Ali and I can help you bridge the gap between your Tally data and automated reporting. I have significant experience optimizing ODBC connections and building custom inventory logic, so I can ensure your queries are lean and your refresh times stay fast. I’ll focus on building out those specific inventory measures in Power BI while setting up your Excel workbook to pull from the same Tally source. My goal is to give you a "single version of the truth" where your stock levels and variances match across all platforms with zero manual exports.

@ShivaniGoyalsai

Hi, this is a strong fit for my Power BI, Excel automation, and inventory reporting experience. I can help optimise your existing Tally ODBC queries, improve refresh performance, and extend the Power BI model with inventory-focused measures such as ageing, holding days, batch valuation, stock movement, and variance tracking. I can also build a connected Excel solution using Power Query/DAX, with VBA only if required, so daily stock reports refresh without manual export. My focus will be accuracy, reconciliation across Tally, Power BI and Excel, and a maintainable setup with clear documentation for future users. Ready to review your current model and start the upgrade. Thanks Shivani

@AZTURK1

Hi there, I will optimise your Tally→Power BI ODBC flow and deliver an automated Excel stock workbook that refreshes from the same Tally tables with matching numbers across platforms. - Optimise and rewrite ODBC queries to implement incremental refresh logic and reduce latency; deploy parameterised SQL/ODBC views for Power BI. - Extend the Power BI model with inventory measures (ageing buckets, avg holding days, valuation by batch) and deliver management-ready visuals and bookmarks. - Build an automated Excel workbook using Power Query + DAX (VBA only if strictly required) that schedules or triggers daily stock & variance reports with no manual export. - Quality control: backup checkpoint, post-refresh validation script to verify parity across Tally, Power BI and Excel with staged deployment. Skills: ✅ Tally ODBC ✅ Power BI data modelling ✅ Power Query / Excel DAX ✅ Incremental ETL / SQL queries ✅ Inventory valuation / reporting ✅ Scheduled refresh / automation Certificates: ✅ Microsoft® Certified: MCSA | MCSE | MCT ✅ cPanel® & WHM Certified CWSA-2 I am available to start immediately. Should the Excel workbook refresh be scheduled from a server (Windows Task Scheduler/Power Automate) or run from an end-user desktop? Best regards,

@ashinnd84

Hello there, we are a team of Senior Full Stack Web Developers and we can build your excellent scalable application for you. Please, send me a message to discuss the work and finish in no time. Thanks Ashish Kumar.

@deepanshug38

I see you already have a solid base with Tally → Power BI via ODBC. This upgrade is really about making the system faster, smarter, and fully automated—especially on the inventory side. Here’s how I’d approach it: • Optimize ODBC queries to reduce load time and implement incremental refresh logic • Strengthen your Power BI model with inventory KPIs like ageing, holding days, and batch-level valuation • Build an Excel automation layer using Power Query (VBA only if required) for daily stock tracking and variance reporting • Ensure strict reconciliation so Tally, Power BI, and Excel always match on refresh • Keep the system clean, scalable, and well-documented for long-term use Why I’m a strong fit: Strong experience in Power BI data modeling and DAX-based KPI systems Built automated Excel reporting workflows using Power Query + validation layers Focus on performance optimization and zero-manual reporting systems Quick questions: How large is your Tally dataset (approx rows/transactions)? Do you need batch-level tracking from Tally or computed in BI layer? Current refresh time and acceptable target? I focus on building systems that are fast, reliable, and require minimal intervention.

@kaustubhbawa123

Hi, I am an IITian , worked at fortune 500 companies. I will make it a reality for you. With 7+ years of experience I will optimize existing ODBC queries to use incremental updates from Tally, and implement a data refresh mechanism in Power BI to capture only changes, allowing for faster query performance and reduced latency. Kindly click on the chat button so we can discuss and get started. Will share you my prior projects done and my resume too. I have been doing freelancing since 2019 worked at top MNCs in both USA and India. Lets connect

@Andyloredo

Optimizing those ODBC queries for incremental data pulls is key to a smooth workflow. I've previously built similar automated inventory reporting solutions using VBA and Power Query to connect to accounting systems and Power BI, ensuring data consistency across platforms – specifically, I’ve worked with batch valuation and ageing calculations in Excel and Power BI, mirroring data from source systems like Tally. I can definitely extend your existing Power BI model with the inventory-focused measures you’re looking for and build the automated Excel reports.

@KarthikTechCon

Hi, I’m Karthik with 15+ years of experience in **Tally ODBC, Power BI, and Excel automation for inventory systems**. You already have the base—now it’s about **performance, accuracy, and automation at scale**. I can optimize and extend this cleanly. **My approach:** • Optimize ODBC queries with **incremental refresh logic** (reduce load time, avoid full pulls) • Clean and restructure Power BI model (star schema, efficient relationships) • Ensure **fast refresh + consistent data across systems** **Power BI enhancements:** • Inventory KPIs: ageing, holding days, batch-wise valuation • Clear management dashboards with drill-downs • Performance tuning (DAX optimization, query folding) **Excel automation:** • Build Power Query-based model (connected to same Tally tables) • Auto-refresh daily stock & variance reports • Use VBA only if needed for scheduling/control • Zero manual exports **Data integrity:** • Cross-validation between Tally, Power BI, Excel • Reconciliation checks to ensure 100% match **Deliverables:** • Optimized ODBC + Power BI model • Automated Excel reporting solution • Documentation for maintenance **Experience:** Worked on Tally + BI integrations with focus on **inventory insights and automation**. I focus on **speed, accuracy, and zero manual effort workflows**. Ready to start and improve your setup immediately.

@ravikumarsingh1

You already have the foundation in place—what you need now is performance, consistency, and automation across Tally → Power BI → Excel. That’s exactly where I can help. ? Approach 1. ODBC Optimization (Critical) Refactor queries to pull only incremental data Reduce load time and unnecessary table scans Ensure stable, fast refresh cycles 2. Power BI Enhancement Extend model with inventory KPIs: Stock ageing Average holding days Batch-wise valuation Build clear, management-level visuals Optimize DAX for performance 3. Excel Automation Power Query connection to Tally (same source as Power BI) Auto-refreshing stock + variance reports Minimal/optional VBA (only if required) ? No manual exports 4. Data Consistency Reconciliation checks: Tally vs Power BI vs Excel Ensure numbers match at every refresh ? Deliverables Optimized ODBC queries Enhanced Power BI dashboard Automated Excel reporting system Documentation (setup + maintenance) ? Timeline ⏱️ 3–5 days ? Key Strength I focus on accuracy + speed + zero manual dependency—so your system runs reliably every day. I can review your current setup and suggest improvements before starting. Ready to begin.

@Viraj2299

Hi, I can help you improve the current Tally to Power BI setup and complete the required inventory automation within 3 days. I understand that you already have the ODBC connection and basic dashboards working. The next step is to optimize query performance, improve the data model for inventory reporting, and create a reliable Excel-based automation that refreshes from the same Tally source without manual export steps. My approach will be to first review the existing ODBC queries, refresh flow, and model structure, then optimize the data pull for speed and consistency. After that, I will extend the Power BI model with inventory-focused measures and management visuals, and build an Excel solution using Power Query, formulas/DAX, and VBA only where required. Final validation will ensure numbers match across Tally, Power BI, and Excel at every refresh. Deliverables: * Optimized Tally ODBC query setup * Improved Power BI data model and inventory dashboard logic * Automated Excel workbook for stock tracking and variance reporting * Refresh validation across all sources * Short documentation for handover and maintenance I focus on practical and maintainable solutions, with attention to refresh reliability and data accuracy. I can deliver this within 3 days. Best regards, Viraj

@nidhip091

Hi, I’ve reviewed your requirement and understand that you want to optimize your Tally ODBC integration with Power BI, enhance inventory reporting, and build a fully automated Excel solution. I can help you: Optimize ODBC queries with faster, incremental refresh Build advanced inventory KPIs (ageing, holding days, valuation) in Power BI Create a self-refreshing Excel report using Power Query (VBA if needed) Ensure 100% data consistency across Tally, Power BI, and Excel Quick questions: Tally version (ERP 9 or Prime)? Data size approx.? Preferred refresh frequency? Happy to discuss and get started. Best regards, Nidhi