Tableau Projects

Data Analyst & Viz Expert required

We need a skilled freelancer to analyze sales data from CSV files and create interactive dashboards. You'll clean and process datasets, identify trends in revenue and customer behavior, and build visualizations using Tableau or Power BI. Deliverables include a final report with insights, charts, and recommendations within two days.

Senior BI & Analytics Consultant

Our travel-focused platform runs on data, yet we are still hitting a few roadblocks: reports occasionally contradict each other, web experiments take too long to interpret, and we know there is hidden opportunity to move our conversion rate even higher. I want a senior-level mind to step in, find the story inside our numbers, and turn it into dashboards, recommendations, and winning test results. Scope and priorities • First, tighten the data foundation. Using Snowflake and Oracle you will write advanced SQL and, through dbt models scheduled in Airflow/Astronomer, ensure every metric is trustworthy. Eliminating inaccurate data reporting is the immediate win. • Second, elevate visualization. You will rebuild our Tableau estate so executives see traffic analysis, KPIs, and conversion funnels at a glance, with lightning-fast load times. • Third, unlock experimentation insights. Our Optimizely programme is active but under-analysed; you will pair the raw results with Adobe Analytics to resolve current difficulties in A/B testing analysis and surface clear next steps for site performance and personalization. Key tools in play include Tableau, Adobe Analytics, Optimizely, Snowflake, Oracle, dbt, Airflow, and Git for version control; deep knowledge of each is essential. A background in e-commerce, travel, or hospitality analytics will help you understand our audience and move quickly. Deliverables 1. Clean, documented SQL/dbt models feeding a single source of truth. 2. At least three executive-ready Tableau dashboards displaying website performance, traffic, and conversion rate optimization metrics. 3. A repeatable Optimizely analysis framework (queries, templates, slides) that shortens the time from test completion to decision. 4. A concise narrative deck highlighting insights, wins, and next steps—data storytelling that lands with non-technical stakeholders. Please attach or link to previous Tableau dashboards or BI work that demonstrate similar challenges solved. I will shortlist and invite a brief technical chat to confirm fit before kickoff.

opportunity

Macroeconomic Dashboard Design & Development

We are seeking an experienced freelancer to design and develop a comprehensive macroeconomic dashboard to support professional macro and FX analysis. This dashboard will track and present key economic indicators across major economies, including the United States, Australia, New Zealand, Canada, Eurozone, United Kingdom, Japan, and Switzerland. Core indicators will include inflation metrics, GDP and GDP components, central bank interest rates, 2-year government bond yields, and economic data surprise indices. The objective is to create a clean, intuitive, and highly functional dashboard that enables efficient monitoring of macroeconomic trends, relative country performance, and directional macro themes. The dashboard must include a dedicated trend analysis section where key macroeconomic indicators can be visualized as time-series line charts. This section should allow clear monitoring of directional trends over time. At minimum, this should include line charts for: • Inflation (CPI and/or Core CPI) • GDP (QoQ) • Central bank policy interest rates • 2-year government bond yields The trend section should: • Display historical time series with clean, professional formatting • Allow country selection (or comparison between multiple countries) • Clearly show directional trends, turning points, and relative positioning • Automatically update as new data becomes available The ideal candidate will have a strong background in macroeconomics, finance, and data visualization, with proven experience building professional dashboards using Excel, Power BI, Tableau, Python, or similar tools. Experience sourcing, structuring, and maintaining economic datasets from reliable providers such as FRED, central banks, statistical agencies, OECD, or commercial providers is highly desirable. The dashboard should be designed for reliability, clarity, and easy ongoing updates. Key responsibilities include designing the dashboard architecture, sourcing and integrating economic data, structuring the backend data framework, building clear and professional visualizations, and ensuring the system can be efficiently updated as new economic data is released. Screening Questions (required): 1. Briefly explain how you would approach designing and building this macroeconomic dashboard. What tools and structure would you use? 2. What data sources would you use to obtain reliable macroeconomic data for the listed countries? 3. How would you structure the data and dashboard to allow efficient ongoing updates? 4. Which platform would you recommend for this project (Excel, Power BI, Tableau, Python, or hybrid), and why? 5. Please provide examples of similar financial, economic, or macro dashboards you have built.

RevOps & CRM Architect for our workflow and project platform

We are looking for RevOps & CRM Architects and Agencies who want to become part of the initial closed partner group before launch. This is not a typical freelance job posting. Instead, we are selecting experienced partners who want to: - be listed on a curated, non-public expert layer - receive structured RevOps/CRM requests (stages, fields, reports, handoffs) - get early visibility before we open more widely - optionally obtain a Featured Partner badge during pre-launch You should apply if you work in fields such as: - CRM setup and migrations in HubSpot, Salesforce, Pipedrive or similar - revenue operations, forecasting and pipeline/stage architecture - lead scoring, lifecycle funnels and handoffs between marketing, sales and CS - analytics stacks with Segment, Mixpanel/Amplitude, GA4, Power BI or Tableau - integrating billing (Stripe/Chargebee), support and marketing data into one view We are looking for partners who care about data quality, clean schemas, and reliable reporting. If you want early access and visibility in the first cohort, apply directly here, and we will reach out to you if you are a good fit!

Long term relationship in Data Science & Analysis

We’re looking for a Data Scientist / Analyst to join us for a long-term collaboration focused on transforming raw data into actionable business insights. You’ll play a hands-on role in building analytical frameworks, creating automated reporting pipelines, and supporting data-driven decisions across our product and strategy teams. This position is ideal for someone who enjoys both exploration and implementation - working closely with decision-makers to define metrics, improve data quality, and deploy predictive models that drive measurable impact. Essential Skills, Experience & Qualifications - 4+ years of experience in Data Science, Analytics, or related fields Strong command of SQL, Python (pandas, numpy, scikit-learn), and visualization tools (Power BI, Looker, Tableau, or similar) - Experience with data cleaning, feature engineering, and machine learning workflows - Solid understanding of statistical methods and business metrics - Excellent English communication skills, both written and verbal -ability to clearly explain analytical findings to non-technical audiences Proven ability to collaborate effectively in remote, cross-functional teams

AI Service Specialist for Data Analysis and Automation

We are looking for an AI Service Specialist to help us analyze and automate our data processes. The ideal candidate will have experience with AI technologies and be able to work with our team to develop and implement AI solutions that meet our business needs. Responsibilities: Develop and implement AI solutions to automate our data processes. Work with our team to identify areas where AI can be used to improve efficiency and productivity. Collaborate with data scientists and engineers to develop and train AI models. Test and optimize AI models to ensure they are performing as expected. Work with our team to implement AI solutions into our existing systems and processes. Monitor and maintain AI solutions to ensure they are running smoothly. Requirements: Bachelor's degree in Computer Science, Data Science, or a related field. Experience with AI technologies, such as machine learning, natural language processing, and computer vision. Strong programming skills in Python, R, or Java. Experience with data analysis and visualization tools, such as Tableau and Power BI. Excellent problem-solving and analytical skills. Ability to work independently and as part of a team. Strong communication and interpersonal skills. Experience with cloud computing platforms, such as AWS or Azure. Experience with automation tools, such as Jenkins or Docker. If you are a passionate AI enthusiast with a strong background in data analysis and automation, we would like to hear from you. Please submit your resume and cover letter for consideration.

opportunity

Salesforce + PMS + Payment + AI Integration Specialist

Nexra Tech (Malta) Ltd is seeking an experienced Salesforce and integrations specialist (or team) to deliver a 4-month milestone-based project involving Salesforce CRM setup, PMS (Property Management System) integration, payment provider integration, billing automation, and AI-powered operational workflows. The project will run from September – October The role requires proven experience with Salesforce customisation, AWS data pipelines, PMS API integration (Cloudbeds, Mews, Opera, etc.), payment gateway setup (Adyen, HSBC, BOV, Revolut), and AI tools such as Azure, AWS AI, GPT/OpenAI, and automation frameworks. ⸻ Key Responsibilities & Deliverables PHASE 1 – Customer Authorisation & Profile Creation • Build DocuSign contract template for customer data sharing with required fields (Customer Name, Licence Number, PMS System, Contact Details, Address, Company Reg. No). • Configure Salesforce merge setup to auto-fill known customer data and require completion before signing. • Launch bulk email campaign from integrations@nexra.mt with DocuSign links. • Automate record creation in Salesforce with signed details and PDF storage. • Generate PMS authorisation export lists for API setup. • AI integrations: Azure Form Recognizer for data extraction; GPT-4o for standardising customer names/addresses. ⸻ PHASE 2 – PMS & AWS Data Integration + Website Linking • Configure AWS secure PMS API ingestion for Cloudbeds, Mews, and Opera. • Submit hotel authorisation docs to PMS providers for API key activation. • Map stay, billing, and guest count data from AWS into Salesforce profiles. • Integrate website forms (/onboarding, /partners, /government) to push data to Salesforce. • Add validation rules to prevent incomplete PMS-linked records. • AI integrations: AWS Fraud Detector for underreporting detection; GPT-4o + LangChain for automated follow-up emails. ⸻ PHASE 3 – Payment Provider Integration (Oct 16 – Oct 31) • Integrate Adyen, HSBC, BOV, and Revolut payment gateways into Salesforce. • Enable real-time payment data sync to update invoice status. • Automate invoice creation & PDF emailing to customers. • Add overdue payment alerts. • AI integrations: AWS Comprehend for payment categorisation; Power BI Copilot for finance dashboards. ⸻ PHASE 4 – Billing Automation & Intercompany Revenue Sharing • Build logic to split revenue allocation logic for 4 shareholder business to invoicing. and payments. • Automate intercompany invoice creation with payment tracking. • Create revenue dashboards for live tax collection breakdowns. • AI integrations: AWS Forecast for revenue prediction; Tableau + Einstein Discovery for “What If” simulations. ⸻ PHASE 5 – Management System Integration • Integrate Zendesk (support ticket history), Aircall (call logs + transcripts), and email sync with Salesforce. • Build final role-based dashboards for Integrations, Finance, and Customer views. • AI integrations: AssemblyAI for Aircall transcription & summaries; Zendesk AI for case prioritisation; NexBot (GPT-4o) for multilingual hotel/government support. ⸻ Testing & Training • End-to-end system testing: PMS → AWS → Salesforce → Payment → Billing → Reporting. • Validate AI anomaly detection and predictive outputs. • Train integrations, finance, and government liaison teams. • Run government report export simulations. ⸻ Required Skills & Experience • Proven Salesforce developer/architect experience (Sales Cloud, API integration, automation flows). • Experience with AWS (data pipelines, Fraud Detector, Forecast). • PMS integration experience • Payment gateway integration expertise (Adyen, HSBC, BOV, Revolut). • AI tool integration: Azure Form Recognizer, GPT/OpenAI API, LangChain, AssemblyAI, Tableau Einstein. • Strong knowledge of data security, GDPR compliance, and role-based access. • Ability to deliver milestone-based projects on time.

opportunity

Strategic Dashboard Clickable Prototype

I'm looking for an experienced UI/UX dashboard designer to create a clickable prototype (or visual mockup) of a 5-screen internal strategy dashboard. MUST NOTE: This is about summarising and visualising strategic information simply and clearly for business leaders — not heavy data reporting and not fantastical graphics. You’ll have an Excel spreadsheet of dummy data and a clear outline of what each dashboard screen needs to show. Ultimately, this dashboard will be built into Power BI (or similar), but this first version is about nailing the layout, visuals, intuitive navigation, and screen logic - prioritise clarity and intuitive navigation over visual complexity. What I'll Provide: A structured Excel spreadsheet with dummy data (already split into simple tables) Brand colour palette and style guide A detailed outline of the 5 screens needed What I Need From You: 1. Create a polished, professional dashboard prototype (5 screens) 2. Use our brand colours and create a clean, modern, easy-to-navigate look 3. Deliver a clickable or visual prototype (Figma, Sketch, XD, Tableau Public, or similar) 4. Provide a short walkthrough (written or video) explaining the design and layout choices Outcome: A visual or clickable prototype of the dashboard Ready for handoff to a Power BI developer later Ideal Fit: Strong experience designing business dashboards or strategic reporting visuals Skilled in Figma, Sketch, Adobe XD, or Tableau Public Clean, modern design sensibility — able to highlight insights without overwhelming with data Understands strategic reporting and familiarity with Power BI structures - nice to have Able to work collaboratively and share early-stage drafts for feedback Can deliver a first version quickly - max within a week Note: We’re happy to take expert direction — if you see opportunities to improve screen flow, filters, or layout, we’re open to your suggestions. Our main goal is a dashboard that feels intuitive, scalable, and business-ready. No AI ready responses.

Online Trainer – AI in Business, Automation, and Data Analysis

We’re looking for confident, experienced freelance trainers to deliver live online crash courses in topics like: AI in Business & Automation AI-Powered App Development (No-code / Low-code) AI for Data Collection & Analysis Content Creation with AI Tools ChatGPT for Business Growth Who This Is For: If you’re a data scientist, automation specialist, AI educator, or hands-on tech builder who loves helping others apply their skills in practical ways — we want to hear from you. You should be confident leading interactive, live Zoom sessions and be able to explain technical topics in a way that’s clear, useful, and easy to follow. What We Offer: ✅ Flexible, freelance-based online delivery ✅ Courses are short (6–7 hours total, taught in one day) ✅ Small-group format (max 6 learners per session) ✅ Content provided or co-developed with you ✅ Fixed pay per session + optional bonus model ✅ Future collaboration opportunities Who Our Learners Are: Startup founders, marketing professionals, creative freelancers, and small business owners — many with no tech background, eager to learn AI in a fast, accessible format. Ideal Skills (any of these): Experience teaching AI, automation, or data topics Familiar with tools like Zapier, Notion AI, Streamlit, GPTs, Power BI, Tableau, Make.com, n8n, Colab Bonus: coaching, tutoring, or online facilitation background How to Apply: Please include: Your focus area(s) Your availability A sample project, outline, or training snippet (if available) Your session rate or rate expectation (we typically pay per session) We’re building something fresh, flexible, and high-impact, and would love to have you on board!

Excel Specialist needed

Data Analysis & Report Creation for Online Store Orders I am looking for a skilled data analyst to review and present insights from an order data download from our online store. The analysis should cover: Warehouse Performance: Breakdown of orders by warehouse. Product Sales: Identification of top-selling and underperforming products. Delivery Insights: Analysis of free vs. paid deliveries. Sales & Trend Analysis: Identifying patterns, seasonal trends, and any actionable insights. The final deliverable should be a well-structured report with clear data visualizations and key takeaways. Experience with Excel, Google Sheets, or BI tools like Tableau or Power BI is preferred. If you have expertise in e-commerce analytics and can provide meaningful insights, please send a proposal detailing your experience and approach. one off piece of work - wont take long

I need a data analyst expert.

I seek an experienced data analyst to analyse sales data from my company's databases and generate insightful reports. The core responsibilities include cleaning raw sales transaction data, identifying trends and patterns, performing comparative analysis across time periods and product categories, and creating interactive dashboards and visualizations to present key findings and recommendations. The provided data covers a period of two years and includes fields such as product IDs, quantities, prices, locations, dates, customer segments. The successful candidate will be skilled in SQL for extracting and manipulating this unstructured data. Advanced analytical skills in Excel, Tableau or Power BI for data modeling and visual storytelling is a must. You will analyze Sales, Costs, Profits at item level on a monthly/quarterly/annual basis to understand profitable and loss making items. Identification of top selling items and best/worst performing areas/branches/categories will help devise targeted marketing strategies. Knowledge of R or Python is preferable for predictive modeling capabilities to forecast sales and optimizing promotions. Ultimately, the deliverables should transform the raw figures into actionable insights for well-informed business decisions. The analyst must adhere to confidentiality and deliver quality work within the agreed upon timeline. Excellent communication and presentation skills are important to discuss findings with management. Overall, the goal is to maximize revenue through data-driven strategies. If you have the above combination of skills, I welcome you to review the

OLAP Cube Design & Data Warehouse Development

I am looking for an experienced Data Warehouse & OLAP Cube Developer to assist with designing and implementing an OLAP cube for efficient multidimensional data analysis. Project Requirements: - Design a Data Warehouse schema (Star/Snowflake schema). - Develop an OLAP cube for multidimensional analysis (fact/dimension tables). - Implement ETL processes to extract, transform, and load data. - Optimize query performance for fast data retrieval. - Provide visual reports using Power BI / Tableau (optional). Required Skills: - OLAP Cube Design (MOLAP, ROLAP, HOLAP) - Data Modeling (Star/Snowflake Schema) - ETL Development (SSIS, Talend, Apache Nifi) - SQL & Query Optimization - Experience with SSAS, Power BI, Snowflake, AWS Redshift, or Google BigQuery is a plus. Budget: (Negotiable) Deadline: 1 Week Please share your portfolio or past projects related to OLAP cube design.

opportunity

Power BI / Quicksight Dashboard Configuration

Project Goal: Configure a dashboard using an existing service (e.g., Power BI, QuickSight, Tableau) to display business data collected via APIs. The dashboard should be integrated into our private admin panel, with the possibility of exposing certain data via a password-protected public URL if required. General Requirements - Accessibility: The dashboard must be accessible through our internal admin panel. It should also support the option to expose selected data through a password-protected public URL. - Flexibility and Customization: The configuration must support a multi-tenant setup: each client using our system should see only their relevant data. The data should update dynamically via integration with existing APIs. Tool Selection: Use a proven dashboarding solution like Power BI, QuickSight, or Tableau to ensure speed, scalability, and ease of use. Dashboard Structure Panel 1: Revenue Performance - Data to Display: - Company Revenue (Month to Date): Revenue generated from the start of the current month to date. - Company Revenue (Year to Date): Revenue generated from the start of the current year to date. - Suggested Visualization: - Cards or bar charts. - Highlighted numeric values for quick performance insights. Panel 2: Revenue Percentage by Business Line - Data to Display: - Revenue percentage for each business line. - Absolute revenue amount generated by each category. Suggested Visualization: Pie charts for percentages. Side tables for detailed breakdowns. Panel 3: Revenue vs. Budget by Business Line - Data to Display: Current revenue (Month to Date and Year to Date) for each business line. - Pre-set revenue budget for each line. - Positive/negative variance compared to the budget. Suggested Visualization: Bar charts for direct comparisons. Color indicators to highlight variances. Panel 4: Workflow Overview - Data to Display - Total number of tasks categorized by status: - To Be Managed - To Be Scheduled - To Started - In Progress - Completed - Lost - Other Status Interactive links to drill down into detailed information for each task (e.g., date, client, current status, notes). Suggested Visualization: Dynamic tables with drill-down capabilities. Bar charts or flow diagrams for overall progress representation. Technical Specifications API Integration: Configure the chosen tool to fetch data from REST APIs or other supported data sources (e.g., CSV files, SQL databases). Set up real-time or scheduled data refreshes. Multi-Tenant Access: Apply report-level filters to ensure each client views only their own data. Configure roles and permissions to manage data access. Admin Panel Integration: Embed the dashboard into the admin panel using iframe or embedded reporting options. Ensure a seamless and responsive user experience. Public Data Exposure: Configure a specific view of the dashboard to be shared via a password-protected public URL. Limit displayed data for privacy and security reasons. Scalability and Maintenance: Ensure the configuration is scalable to accommodate new companies, data types, or panels in the future. Simplify modifications to APIs or filters as business needs evolve. Expected Deliverables 1) Initial Dashboard Configuration with the specified four panels. 2) API Integration to dynamically update data in real-time or at scheduled intervals. 3) Dashboard Embedding within the admin panel. 4) Public URL Configuration (if feasible) to display selected data. 5) Operational Guide for adding new clients or modifying filters.

Create KPI Reports for Key Business Functions

I am looking for an experienced KPI & Data Reporting Specialist to help me track and analyze the performance of my key business functions through weekly and monthly KPI reports. This role requires someone who can collate and structure data from different business areas, create visually appealing reports, and provide actionable insights to support data-driven decision-making. Key Responsibilities: Gather and consolidate business data from various sources. Develop clear, concise, and visually engaging KPI reports (weekly & monthly). Automate reporting where possible using Excel, Google Sheets, Power BI, or similar tools. Identify trends and patterns in business performance. Ensure reports provide insightful recommendations for business improvement. Ideal Candidate: Proven experience in KPI reporting, business analytics, or data visualization. Strong skills in Excel, Google Sheets, Power BI, Tableau, or similar tools. Ability to work independently and organize complex data into easy-to-understand reports. Attention to detail and a problem-solving mindset. Experience working with business operations, marketing, sales, or finance data is a plus. Deliverables: A structured KPI framework outlining key business metrics. Automated weekly and monthly KPI reports with graphs, tables, and insights. Recommendations based on data trends to improve business performance. Budget & Timeline: Please provide a quote based on your experience and proposed approach. The project should ideally be completed within X weeks with ongoing reporting support if needed.

Tableau Developer

Key Responsibilities: Design, develop, and maintain interactive and user-friendly Tableau dashboards and reports based on business requirements. Work with stakeholders to understand business requirements, and translate them into effective data models, visualizations, and reports. Create data extracts, work with large datasets, and optimize the performance of Tableau reports and dashboards. Integrate data from multiple sources, such as SQL databases, Excel, APIs, and other systems, to create comprehensive views of business data. Perform data analysis to ensure accuracy, identify trends, and provide actionable insights through visualization. Develop and optimize complex SQL queries for data extraction and preparation. Ensure the security and accessibility of Tableau reports by setting appropriate access and permissions. Troubleshoot issues with data sources, reports, or Tableau server configurations. Collaborate with the IT team for deployment of Tableau reports and ensuring the seamless integration with other platforms. Participate in Tableau Server administration tasks including the deployment of workbooks and the configuration of Tableau Server. Provide end-user training and support for Tableau reporting solutions. Stay up-to-date with Tableau features and best practices to ensure the team is using the most efficient techniques and solutions. Skills and Qualifications: Proven experience as a Tableau Developer or similar role, with a strong portfolio of Tableau-based dashboards and reports. Expertise in Tableau Desktop, Tableau Server, and Tableau Prep. Proficient in SQL and experience with relational databases (e.g., MySQL, SQL Server, Oracle). Experience with data blending, data visualization best practices, and creating interactive dashboards. Ability to connect to various data sources, such as Excel, Google Analytics, Salesforce, and others. Strong understanding of data modeling and data transformation. Excellent problem-solving skills and attention to detail. Strong communication skills and ability to collaborate with business stakeholders. Knowledge of other visualization tools (e.g., Power BI, Qlik) is a plus. Familiarity with data warehousing concepts and working with large datasets. Experience in agile development methodologies is preferred

A simple heat graph based on UK Locations

According to the web there are just over 600 'Life Peers' in the UK. When someone becomes a Life Peer they choose a location to be associated with and they become 'Lord or Lady of location'. Usually and almost exclusively those locations are when the Peers are living at the time they are made a Peer. The task here is to throw together a heat map showing those 600 or so locations on an overall map of the Uk. I'm not sure if there's a list somewhere you can strip straight in Excel...most likely somewhere on the web there is. So it could be quite a quick and simple task if you can find that list and know how to put together a Heatmap (tableau?)

Tableau formula solution

I have some tableau on going project and i am stuck in some formulas in tableau worksheet. Need help to complete this work as soon as possible.

opportunity

We need data scientist for our app CIRCLES by DISEO

We are looking for a data scientist to join our team and help us analyze data and improve our app. The ideal candidate should have experience with data analysis, machine learning, and data visualization. They should also be able to work independently and as part of a team. This is full time role 160 hours per month /remote job/. Responsibilities: Analyze data to identify trends and patterns Develop machine learning models to predict user behavior Visualize data using charts and graphs Work with developers to implement machine learning models into the app Collaborate with other team members to improve the app's functionality Requirements: Bachelor's degree in Computer Science, Statistics, or a related field Experience with data analysis, machine learning, and data visualization Strong programming skills in Python, R, or SQL Experience with machine learning frameworks such as TensorFlow, PyTorch, or Scikit-Learn Experience with data visualization tools such as Tableau, PowerBI, or D3.js Excellent communication and problem-solving skills Ability to work independently and as part of a team If you are interested in this position, please submit your resume and cover letter. We look forward to hearing from you!

opportunity

Power BI / Quicksight Dashboard Configuration

Project Objective: Configure a dashboard using an existing service (e.g., Power BI, QuickSight, Tableau) to display business data collected via APIs. The dashboard should be integrated into our private admin panel, with the possibility of exposing certain data via a password-protected public URL if required. General Requirements - Accessibility: The dashboard must be accessible through our internal admin panel. It should also support the option to expose selected data through a password-protected public URL. - Flexibility and Customization: The configuration must support a multi-tenant setup: each client using our system should see only their relevant data. The data should update dynamically via integration with existing APIs. Tool Selection: Use a proven dashboarding solution like Power BI, QuickSight, or Tableau to ensure speed, scalability, and ease of use. Dashboard Structure Panel 1: Revenue Performance - Data to Display: - Company Revenue (Month to Date): Revenue generated from the start of the current month to date. - Company Revenue (Year to Date): Revenue generated from the start of the current year to date. - Suggested Visualization: - Cards or bar charts. - Highlighted numeric values for quick performance insights. Panel 2: Revenue Percentage by Business Line - Data to Display: - Revenue percentage for each business line. - Absolute revenue amount generated by each category. Suggested Visualization: Pie charts for percentages. Side tables for detailed breakdowns. Panel 3: Revenue vs. Budget by Business Line - Data to Display: Current revenue (Month to Date and Year to Date) for each business line. - Pre-set revenue budget for each line. - Positive/negative variance compared to the budget. Suggested Visualization: Bar charts for direct comparisons. Color indicators to highlight variances. Panel 4: Workflow Overview - Data to Display - Total number of tasks categorized by status: - To Be Managed - To Be Scheduled - To Started - In Progress - Completed - Lost - Other Status Interactive links to drill down into detailed information for each task (e.g., date, client, current status, notes). Suggested Visualization: Dynamic tables with drill-down capabilities. Bar charts or flow diagrams for overall progress representation. Technical Specifications API Integration: Configure the chosen tool to fetch data from REST APIs or other supported data sources (e.g., CSV files, SQL databases). Set up real-time or scheduled data refreshes. Multi-Tenant Access: Apply report-level filters to ensure each client views only their own data. Configure roles and permissions to manage data access. Admin Panel Integration: Embed the dashboard into the admin panel using iframe or embedded reporting options. Ensure a seamless and responsive user experience. Public Data Exposure: Configure a specific view of the dashboard to be shared via a password-protected public URL. Limit displayed data for privacy and security reasons. Scalability and Maintenance: Ensure the configuration is scalable to accommodate new companies, data types, or panels in the future. Simplify modifications to APIs or filters as business needs evolve. Expected Deliverables 1) Initial Dashboard Configuration with the specified four panels. 2) API Integration to dynamically update data in real-time or at scheduled intervals. 3) Dashboard Embedding within the admin panel. 4) Public URL Configuration (if feasible) to display selected data. 5) Operational Guide for adding new clients or modifying filters.

Need a Tableau Developer

I have an Excel file with raw data and certain criteria and requirements that need to be done asap in Tableau and create dashboards.