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I have several Excel workbooks that are updated regularly and I want their contents to flow straight into a set of polished Power BI reports without manual effort each week. The job is to use Power Query to pull, clean and model the data, then build a collection of reports and dashboards that refresh automatically and surface the key insights I need. The visuals should be laid out logically, with slicers that let me filter by date and category, and each figure must reconcile perfectly with the source files so I can trust the numbers at a glance. I will give you a folder path for the Excel sources, sample files, and a brief on the metrics that matter most. Deliverables: • A .pbix file connected to the Excel folder via Power Query, with all steps documented in the query pane • At least one dashboard page summarising KPIs and a few detailed report pages that drill down into the underlying data • Scheduled refresh instructions (or gateway setup notes) so the visuals stay current without manual intervention • Short hand-off video or notes explaining how to add new files to the folder and extend the model if needed The solution must rely solely on Power BI Desktop and the standard Power BI service; no third-party visuals are required unless they come from Microsoft AppSource. Accuracy, clean layout, and refresh reliability are the main acceptance criteria.
Project ID: 40723396
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151 freelancers are bidding on average £15 GBP/hour for this job

With proven expertise in Data Analysis, Modelling, Visualization and Automation using Excel, Power Query, and Power BI, I am confidently capable of delivering exactly what you need for your Power BI Dashboard Automation. Over the years, I have built a reputation for combining quality design and functionality in my work and transforming time-consuming manual processes into smooth automated systems. Notably, I have demonstrated this proficiency in recent projects such as an AI-integrated commission automation system (using Excel + Gemini) and various management systems involving project, inventory and headcount tracking which are currently running live operations for businesses. Additionally, I have a deep understanding of how to ensure accuracy and data reconciliation when pulling data from multiple sources. Considering the nature of your project, my skill set extends perfectly to your requirements. I am well-versed in Power Query, Power BI desktop service and can fully automate your reports for scheduled refreshing. Furthermore, I will provide a comprehensive documentation of all steps taken via the Power query pane to ensure easy extendability in the future. Choose me to experience maximum precision married with user-friendly aesthetics in your dashboards that you can trust at a single glance.
£15 GBP in 40 days
8.2
8.2

Hi Sir Im excel and power Bi Expert I can help you to connect all your excel file database to power bi and we can make dashboard in power bi based on your excel file Thank you Sincerely Galih
£15 GBP in 40 days
7.9
7.9

Hi There! I specialize in Power BI automation that turns regularly updated Excel folders into reliable, refreshable dashboards. With 9+ years of experience, 450+ completed projects, and Top 1% verified freelancer status, I can build this with accuracy as the priority. I’ll use Power Query to combine, clean and model the Excel files, create KPI and drill-down pages with practical date/category slicers, document the query steps, and ensure figures reconcile with the source data. I’ll also provide refresh/gateway notes and a concise hand-off guide. Would you like the model structured so new Excel files can be dropped into the folder without changing the Power Query setup?
£13 GBP in 40 days
7.3
7.3

Hi there, I understand you need to turn regularly updated Excel workbooks into reliable Power BI reporting, with Power Query handling folder-based ingestion, cleaning, transformation, and a properly structured data model so reports refresh without weekly manual work. I’m confident I can build this with accurate source reconciliation, clean UX, and a refresh-ready model that remains easy to maintain. My approach is to first review the sample workbooks, folder structure, required KPIs, and reporting relationships, then design the Power Query transformations and data model around a consistent schema. Next, I’ll build the KPI dashboard and detailed report pages with logical drill-downs, date/category slicers, measures, and validation against the source files. Finally, I’ll test refreshes with new files, reconcile key figures against Excel, document every Power Query step, and provide Power BI Service refresh/gateway instructions and handover notes. I have hands-on experience with Power BI, Power Query, Excel, data modeling, automated reporting, and source-to-report validation. I’ll keep the solution within Power BI Desktop and standard Power BI Service as requested. Could you confirm whether the Excel workbooks share a consistent column structure, or do the transformations need to accommodate different layouts across files? I’m ready to start immediately. Warm Regards, Aneesa.
£10 GBP in 40 days
7.2
7.2

As an experienced data professional, I understand the value of precise, efficient insights derived from well-structured data and I see how Power BI can completely enhance your business decision-making process. Over the years, my proficiency in Data Analysis, Data Processing, Data Visualization, Excel, and Microsoft Access has grown significantly. Successfully completing projects similar to yours with utmost precision and returning high-quality deliverables. I am well-versed with using Power Query for data extraction, cleansing, and transformation from various data sources into Power BI. Not only will I ensure that all the steps involved in this process are meticulously documented but also connect the power query to the folder path given for automatic weekly updates of your Excel workbooks into Power BI Dashboard to reflect accurate figures effortlessly. Moreover, my attention to detail ensures that crucial aspects such as layout logic and providing easy-to-use slicers are not overlooked. My promise is to build a compelling dashboard page summarizing your KPIs while simultaneously ensuring detailed report pages seamlessly drilldown into essential underlying data when needed . Rest assured I will provide handover videos or notes covering all necessary instructions for maintaining the solution effectively on your own. Let me help you maximize the potential of Power BI for your business
£10 GBP in 40 days
7.1
7.1

AVAILABLE TO START IMMEDIATELY..,,. I will deliver a fully automated Power BI solution, leveraging Power Query to transform your Excel data into insightful, self-refreshing dashboards and detailed reports, complete with setup instructions. 10+ years Advanced Excel experience, Certified VBA Programmer, MBA.
£10 GBP in 1 day
6.7
6.7

Hello, I can set this up so your weekly Power BI reporting becomes a refresh process rather than a manual rebuild. I’ll connect the Excel folder through Power Query, clean and standardize the incoming files, build a reliable data model, and create clear KPI and drill-down pages with useful date/category slicers. I’ll validate the Power BI totals against the source workbooks before delivery so the numbers can be trusted. I’ll also keep the query steps organized and documented, and provide straightforward instructions for adding future Excel files and configuring scheduled refresh/gateway access. Please share a few sample workbooks and your KPI brief. I’d first like to check whether all source files follow the same column structure. Best regards, Ayaz Akhtar
£12 GBP in 40 days
6.8
6.8

As a data professional with over 7 years of hands-on experience, and a clear focus on automating and optimizing workflows, I am confident that my expertise can cater to your need for an efficient Power BI Dashboard. Having accomplished numerous similar projects in the past, even some Arabic, Spanish, Translations and German ones, I am well-versed in building reliable and detailed reports that depict accurate data on Power BI. My mastery in Microsoft Excel extends to advanced formulas, VBA/Macros - tools that are crucially essential in not just extracting and cleansing the data through Power Query but also maintain their integrity and reliability over time. Furthermore, considering your need for logic-driven visuals with filters based on category and date, my proficiency in Data Analysis and Visual Basics can specifically address those requirements. To ensure absolute handoff of knowledge and maintenance ability even post-delivery, I will complement the deliverable with short hand-off videos/notes explaining how to add new files to the folder and extend the model if needed. Providing reliable long-term solutions is my commitment, so creating short instructions for the scheduled refresh or gateway set-up comes naturally. My pitch thus lies not only in the breadth of skills but also in my dedication to your project's success.
£15 GBP in 40 days
6.7
6.7

Hi there, We can structure this as a Power BI reporting workflow that reads from your Excel folder, cleans and models the data in Power Query, and presents a reconciled KPI dashboard with drill-down pages. We will also document the refresh path and handover steps so new files can be added with minimal friction. One point to confirm is the exact KPI definitions and any folder naming rules that affect refresh reliability. Best Regards, 8veer
£20 GBP in 14 days
6.5
6.5

With over a decade of professional experience in Data Analysis, Processing, and Visualization, I have acquired an in-depth knowledge of Power BI's capabilities and am confident in delivering clean, accurate Excel-Power BI automated dashboards. My proficiency in advanced Excel, including Power Query, Pivot Tables, Macros - VBA Programming plus my capability to design visually appealing charts, will ensure that your data flows seamlessly from your Excel workbooks to your Power BI reports. Let's connect and transform your manual effort into an automated success story!
£10 GBP in 40 days
6.4
6.4

Hello, I got that you are looking for an expert to automate your Power BI dashboard creation process by using Power Query to extract, clean, and model data from Excel workbooks. This is what I can help you with, let's chat. My approach is to leverage Power Query within Power BI Desktop to seamlessly connect to your Excel sources, ensuring accurate data reconciliation and automatic refresh capabilities. By structuring logical visuals with interactive slicers for date and category filtering, the dashboard will provide key insights at a glance. The main challenge lies in maintaining data accuracy and reliability throughout the automation process, which I will address by meticulously documenting all steps in the query pane to ensure transparency and ease of future modifications. As final deliverables, you will receive a .pbix file connected to the Excel folder, a dashboard page displaying KPIs, detailed report pages for in-depth analysis, scheduled refresh instructions, and a comprehensive hand-off guide for future maintenance. One thing I'd like to confirm before we start: Do you have any specific preferences for the layout or design of the visuals? Looking forward to discussing this further with you. Best Regards, Imran
£10 GBP in 40 days
6.1
6.1

Hi, I am a power BI developer with 8 years of rich experience in data analysis, reporting, and automation, with a background in Excel, Power Query, and data modelling. I am familiar with Power BI, Power Query, Excel, DAX, data processing, data visualisation, KPI dashboards, slicers, scheduled refresh, and gateway configuration. I can connect the Excel folder, clean and model the data, create reconciled KPI and drill-down reports, document the query steps, and provide clear refresh and handover instructions. I'm an individual freelancer and can work on any time zone you want. Please contact me with the best time for you to have a quick chat. Looking forward to discussing more details. Thanks. Emile.
£15 GBP in 40 days
5.9
5.9

I’m a 6+ year experienced Power BI / Data Analytics professional with strong expertise in Power Query, data modelling, DAX, Excel automation and dashboard development. I can build a reliable .PBIX solution that connects directly to your Excel folder, automatically combines and cleans incoming files, and produces polished KPI and drill-down reports. I’ll document the Power Query steps clearly and ensure the report figures reconcile with the source data. I’ll also design the model to handle reasonable schema changes safely, with clear validation/error handling where unexpected columns or missing fields appear, rather than allowing refreshes to fail silently. Deliverables will include: • Fully connected .PBIX file • Power Query transformations and documented steps • KPI dashboard + detailed report pages • Date/category slicers and drill-downs • DAX measures and clean data model • Scheduled refresh/gateway setup guidance • Handover notes/video for adding new Excel files I can start immediately and work within Power BI Desktop and the standard Power BI Service, as requested.
£10 GBP in 40 days
5.2
5.2

Hey! I have gone through your description. I have done MS in statistics. I have strong experience on power bi and i have previous experience on it. I can also show you samples if you message me. I can provide you the best quality work with full accuracy and on time delivery. Looking forward to see your interest. Thank you.
£13 GBP in 5 days
5.2
5.2

As an experienced professional in Web and Mobile Development, Data Analysis, and Process Automation, I bring valuable multi-dimensional insights to your Power BI Dashboard Automation project. My understanding of both technology and business operations enables me to provide practical, scalable solutions that align with your unique requirements. Specifically, my skills in Data Modeling and Visualization, as well as my proficiency in Power Query and Excel make me a perfect fit for this task. I have a proven track record of using these tools to transform raw, siloed data into meaningful dashboards and reports that deliver key insights at a glance. My meticulous attention to detail will ensure the reconciliation between figures in your source files and the visuals in the Power BI reports is always on point. Additionally, my history working on projects involving AI automation and digital operations means that I’m well-versed in setting up automated systems that require minimal manual intervention. You can trust that I will set up your reports to refresh regularly without any hassles. My commitment to clear and professional communication ensures a smooth hand-off process through concise videos or notes explaining every step taken so you can easily extend the model if needed. Let's make your data work for you with a clean layout, accurate figures, and reliable scheduled refresh!
£13 GBP in 40 days
5.4
5.4

Hello, I can help you build a report in Power BI based on your requirements. I am a Microsoft Certified Power BI Analyst with extensive experience in data modeling, DAX measures, data visualization and creating interactive reports and dashboards, and I can deliver the results you need in the best way possible. Please feel free to contact me to discuss your project in more detail. Thanks a lot. Best regards, Emilia
£15 GBP in 20 days
5.5
5.5

Hello, The key is making the Excel-to-Power BI pipeline reliable enough that each refresh produces trusted numbers without manual cleanup. I’d use Power Query to combine and standardize the workbook data, build a clean model around the required metrics, and structure the report pages with KPI summaries, slicers, and useful drill-downs. I’d also document the query transformations and refresh requirements so adding new files to the source folder follows the same process. Validation against the source workbooks would be part of the workflow to catch reconciliation issues before hand-off. Do the Excel files already follow a consistent column and sheet structure? Have a nice day
£15 GBP in 40 days
5.2
5.2

The first thing I would establish is a reliable reconciliation layer between the Excel source files and Power BI so every KPI can be traced back to the underlying numbers. I’ll connect the workbook folder through Power Query, standardize and document the transformation steps, build a clean data model, then create the KPI summary and drill-down report pages with date/category filtering. I’ll also make the import resilient to newly added files where the source format is consistent, and document the required scheduled-refresh/gateway setup so weekly updates do not require rebuilding the report. Deliverables include the documented .pbix, KPI/dashboard pages, reconciliation checks, refresh instructions, and handoff notes explaining how to add future Excel files. I can start immediately after award and receipt of the sample workbooks and KPI brief.
£15 GBP in 40 days
4.9
4.9

hi i have a lot of experience in power bi,vba etc with advance level of data analysis.i can help you in all such projects with attractive dashboard creation and visualization.
£12 GBP in 40 days
5.0
5.0

Hello, We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in Visual Basic, Data Processing, Excel, Microsoft Access, Data Visualization, Data Analysis, Power BI, Data Modeling and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
£22 GBP in 5 days
4.7
4.7

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