Tally-Prime Power BI Dashboard

@nareshk44

As a ⭐⭐⭐⭐⭐ rated professional with a strong background in comprehensive data processing and proficient in Excel, I am the best candidate for this project. My skills cover everything from accurate and efficient data entry to utilising advanced features such as functions, formulas, pivot tables, and charts. With this wealth of knowledge and experience, I will ensure an extraction process that is both reliable and will refresh automatically to align seamlessly with Tally Prime. Having successfully tackled similar projects in the past, I have honed my skills around organising complex datasets into intuitive visuals using Power BI. I am familiar with creating star-schema models alongside well-written DAX measures for robust financial analysis. You can count on me to deliver pages that provide insights into key areas like cash flow, P&L statements, inventory and stock movement in a way that is both clear and efficient. My commitment to you extends beyond just delivering the final product. I'll provide clear instruction manuals or videos so that your team can understand and leverage the Power BI dashboards effectively. Moreover, with my availability of 24/7 post project completion, I'll be here to assist with any questions or modifications you may need down the line. Choose me for quality work delivered accurately and on time! Let's redefine your access to business insights together!

@Hemantt841

I see you need a comprehensive Power BI dashboard that consolidates financial, inventory, and sales data from Tally Prime into a clear, interactive view for your leadership team. Your focus on automatic data refresh, accurate reconciliation, and intuitive visuals really stands out. Your requirement for a reliable extraction process using ODBC or XML exports, combined with a star-schema data model and well-crafted DAX measures for key financial analyses, aligns perfectly with the challenges you mentioned. The dashboard pages covering cash flow, P&L, stock movement, and reorder alerts, along with slicers for easy filtering, show a clear goal for actionable insights. I have built Power BI solutions that integrated ERP data through ODBC connectors and XML feeds, creating star-schema models with precise DAX calculations for financial KPIs and dynamic period comparisons. I delivered dashboards that provided drill-down capabilities and export options, ensuring data accuracy and user-friendly interfaces. This experience directly applies to setting up your Tally Prime integration and creating the visualizations you need. I can complete the dashboard, including data extraction setup, modeling, visuals, and documentation, within 14 days. Let’s discuss how to tailor the solution to your team’s workflow and ensure smooth knowledge transfer.

@niveditaj1

Hello, I will establish a secure connection to Tally Prime using a standard data connector to extract your financial, inventory, and sales records. I will then build a robust star-schema model within Power BI, incorporating custom DAX measures to calculate essential ratios and period-over-period comparisons. The dashboard will feature dedicated pages for P&L, aging reports, and stock movement with interactive slicers for quick filtering. I will configure the automated refresh settings to ensure your data stays current and provide full documentation for your team. 1) Which version of Tally Prime are you currently using? 2) Is the Tally data hosted on a local server or a cloud-based environment? 3) Do you already have a Power BI Pro license for sharing reports? Thanks, Nivedita

@AdriaanP

I will develop a seamless extraction process using ODBC or XML to ensure automatic, reliable data refreshes from Tally Prime’s financial, inventory, and sales feeds. The Power BI model will follow a star-schema design with precise DAX measures for key ratios, period comparisons, and cumulative calculations. Interactive pages will highlight cash flow, P&L, aging, stock movement, reorder alerts, and revenue by product and region, equipped with intuitive slicers. Accuracy will be prioritized to perfectly reconcile with Tally Prime data snapshots. Deliverables include a tidy .pbix file, refresh setup instructions, and a concise walkthrough for your team’s future use. I would love to chat more about your project! Regards, Adriaan Potgieter.