Phoenix - Your AI AssistantConvert Excel Spreadsheets into Automated Power BI Dashboards
Delivery in
4 days
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What you get with this Offer
Turn your manual Excel spreadsheets into clean, automated, interactive Power BI dashboards that save you hours every month.
Whether you have one messy spreadsheet or multiple files, I will transform your data into a structured Power BI report with best‑practice data modelling, clear visuals, and automated refresh options.
This offer is ideal for HR, Finance, Operations, Sales, and SME teams who rely heavily on Excel but want smarter, faster reporting.
What’s Included
✔ Transform 1–3 Excel sheets into a Power BI dashboard
✔ Clean and structure your data using Power Query
✔ Build a professional, modern dashboard layout
✔ Create KPI cards, charts, tables and filters
✔ Add interactivity (slicers, drilldowns, hierarchies)
✔ Apply branded colour themes
✔ Create a clean data model (relationships, measures)
✔ Provide a PBIX file ready for ongoing use
✔ Optional: Setup automated data refresh
Typical Dashboards I Create
- HR KPIs (headcount, turnover, absence)
- Finance KPIs (budget vs actuals, forecasting)
- Sales performance & CRM pipelines
- Operations & project tracking
- Compliance or training reports
- Inventory, logistics, or service dashboards
Why Choose This Offer
I specialise in BI, automation and HRIS/CRM data, with experience delivering end-to-end analytical reporting for SMEs.
This means your dashboard won’t just look better - it will be structured correctly, automated where possible, and easy for your team to maintain.
Whether you have one messy spreadsheet or multiple files, I will transform your data into a structured Power BI report with best‑practice data modelling, clear visuals, and automated refresh options.
This offer is ideal for HR, Finance, Operations, Sales, and SME teams who rely heavily on Excel but want smarter, faster reporting.
What’s Included
✔ Transform 1–3 Excel sheets into a Power BI dashboard
✔ Clean and structure your data using Power Query
✔ Build a professional, modern dashboard layout
✔ Create KPI cards, charts, tables and filters
✔ Add interactivity (slicers, drilldowns, hierarchies)
✔ Apply branded colour themes
✔ Create a clean data model (relationships, measures)
✔ Provide a PBIX file ready for ongoing use
✔ Optional: Setup automated data refresh
Typical Dashboards I Create
- HR KPIs (headcount, turnover, absence)
- Finance KPIs (budget vs actuals, forecasting)
- Sales performance & CRM pipelines
- Operations & project tracking
- Compliance or training reports
- Inventory, logistics, or service dashboards
Why Choose This Offer
I specialise in BI, automation and HRIS/CRM data, with experience delivering end-to-end analytical reporting for SMEs.
This means your dashboard won’t just look better - it will be structured correctly, automated where possible, and easy for your team to maintain.
What the Freelancer needs to start the work
Please provide:
- Your Excel file(s)
Preferably .xlsx or .csv
Multiple sheets/files welcome
- What metrics you want to see
(e.g., KPIs, comparisons, trends, breakdowns)
- Your preferred date logic
Monthly / YTD / weekly / custom periods
- Your preferred dashboard style (optional)
Clean & simple / business corporate / modern colourful
- Will the data update regularly?
If yes, specify where it will live (SharePoint, OneDrive, local Excel, etc.)
- Branding preferences (optional)
Brand colours, fonts, logos