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I run a finance operation that relies on up-to-the-minute market data. What I need now is a streamlined MIS process that turns those feeds into clear, insightful reports and dashboards. You’ll work with market data exclusively, shaping it end-to-end: extracting with SQL, modelling in Excel for quick ad-hoc views, and visualising in Tableau for daily management reporting. Everything must refresh automatically so my team can focus on decisions, not data wrangling. Deliverables • SQL scripts that pull and aggregate the required market data on a schedule • An Excel model with clean, pivot-ready tables and scenario analysis sheets • Interactive Tableau dashboards (published to our server) featuring drill-downs, KPIs, and one-click PDF exports • A concise hand-over document outlining the data flow and refresh steps The work is complete when each morning’s MIS pack is live in Tableau, fully refreshed, and accurate—no manual intervention necessary. If you need sample data structures or connection details, just let me know and I’ll provide them right away.
Project ID: 40647745
16 proposals
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Active 3 days ago
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16 freelancers are bidding on average ₹567 INR/hour for this job

As your Finance Data Dashboard Analyst, I bring a unique blend of skills that can deliver the automated MIS process you desire. With over 8 years of experience in web and app development, I am well-versed in dealing with large volumes of data as well as configuring comprehensive systems. Proficient in SQL, my strong analytical mindset and attention to detail would ensure that your market data is accurately pulled and aggregated on schedule, while my Excel expertise guarantees pivot-ready tables and scenario analysis sheets that you can work with easily. Moreover, I specialize in leveraging Tableau – the industry-leading BI software – which will be pivotal to creating the interactive dashboards you seek. My ability to design intuitive dashboards featuring drill-downs, KPIs, and one-click PDF exports would equip your team with efficient management reporting capabilities so they can make informed decisions without being burdened by data wrangling.
₹500 INR in 40 days
3.9
3.9

Hi, I can build your finance MIS workflow using SQL, Excel, and Tableau so market data is extracted, modeled, refreshed, and visualized automatically for daily reporting. The best solution is to first review your market data sources, database structure, KPI requirements, refresh timing, Excel model needs, and Tableau server setup. Then I’ll create scheduled SQL scripts, clean aggregation logic, pivot-ready Excel tables, scenario sheets, and interactive Tableau dashboards with drill-downs, KPIs, and PDF export. I’m comfortable with SQL, Excel modeling, pivot tables, scenario analysis, Tableau dashboards, automated refresh workflows, finance/market data reporting, MIS packs, data validation, database queries, and handover documentation. Deliverables will include: * SQL extraction scripts * Scheduled market data aggregation * Clean Excel model * Pivot-ready tables * Scenario analysis sheets * Tableau dashboards * KPI and drill-down views * One-click PDF export setup * Refresh workflow documentation * Final data-flow handover note I’ll focus on creating a reliable daily MIS process that refreshes automatically, presents market data clearly, and helps your team make decisions without manual data wrangling. Best regards Ankit
₹500 INR in 40 days
3.4
3.4

Hi, I like the way this project is structured because the goal isn’t just another dashboard — it’s getting the daily MIS process to a point where the team can start with the numbers each morning instead of spending time preparing them. My background is in financial and business performance reporting, and I’m comfortable working across SQL, Excel models and BI dashboards. I can also structure the scenario-analysis layer so the Excel side remains useful for ad-hoc finance work while Tableau handles the recurring management view. The main thing I’d like to understand is how the market feeds and Tableau Server are currently set up, since that will determine the cleanest way to automate the daily refresh. Happy to look at the sample structure and current workflow. Thanks,
₹750 INR in 10 days
3.6
3.6

Thank you for considering my proposal. I have gone through the requirements in detail and can build an automated market-data MIS pipeline that turns daily feeds into reliable management reporting with minimal manual intervention. With 10+ years of experience, I specialize in financial analysis, MIS reporting, SQL, advanced Excel, data modelling, dashboards, and automation. As a Chartered Accountant (ICAI) and CPA, I understand both the technical data workflow and the financial insight required for management decision-making. I have uploaded samples of similar MIS, Excel modelling, dashboard, and financial-analysis projects completed by me earlier in my profile. I’ll develop SQL scripts to extract and aggregate market data, structure a refreshable Excel model with pivot-ready tables and scenario analysis, and create interactive Tableau dashboards with KPIs, drill-downs and PDF export capability. I’ll design the workflow around scheduled refreshes so the morning MIS pack is available without repetitive manual data preparation. I’ll also document the complete data flow, dependencies, refresh process and troubleshooting steps for an easy handover to your team. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Timely delivery ✅ 100% commitment to project completion I’m ready to review your data structure and connection details and build a scalable MIS process focused on accuracy, automation and actionable insights.
₹400 INR in 40 days
3.5
3.5

Hello sir, i have 17+ years of experience in SQL DATABASE, SQL Query and database management * Software and Web development in asp.net c#, javascript,sql server . * Android app development work * python development for automation script, already create many scraping software like amazon product scraper,instagram automation, facebook automation * Database : Microsoft SQL Server database * Front End Technology : HTML 5, JQUERY, AJAX, Javscript, Bootstrap * Third party API integration Like Payment Gateway , SMS and Email API integration, and banking Financial API , Insurance API * Automation Bot Software Work. Work on many Automation bot software. please contact me on private chat, we can discuss more about project and show you demo as well Thanks
₹575 INR in 40 days
2.2
2.2

I am working as Data Transformation Lead and having expert hands on working experience on Excel, VBA macros & Charting etc along with Data Management & Data Analytics Feel free to revert back for any further details Thanks !
₹750 INR in 40 days
2.0
2.0

As a seasoned IT professional with over a decade of experience, I've become quite proficient in SQL, and I have a knack for leveraging technology to streamline operations. In our modern business world, data has become the lifeblood of companies like yours, which is why my expertise will be invaluable to your project. For example, when it comes to extracting and manipulating large datasets efficiently, my knowledge of SQL coupled with the Excel modeling skills you need creates a powerful combination. Add my proficiency in Tableau and you can rest assured that your daily management reporting process will be well-designed with clear insights. Perhaps what sets me apart most is my AI expertise. I can engineer LLMs and LCMs to optimize workflows and minimize the need for manual intervention. This means that instead of wasting valuable time on tedious data wrangling tasks, your team can focus on making informed decisions based on up-to-the-minute data, thanks to the automated MI pack I'll ensure is in place each day. With me on board, you're guaranteed an end-to-end solution with data refreshing without fail each morning –a truly valuable asset in an ever-shifting market landscape! Let's work together to build a better future for your finance operation.
₹575 INR in 40 days
1.8
1.8

Hi, I can build this end-to-end MIS pipeline for you SQL scripts for scheduled market data extraction and aggregation, a clean Excel model with pivot ready tables and scenario sheets, and interactive Tableau dashboards published to your server with drill downs, KPI tiles, and one click PDF export. The goal of zero manual intervention each morning is achievable by combining scheduled SQL jobs with Tableau's automatic extract refresh. I work with data pipelines and visualization regularly I recently won a data analysis contest on Freelancer with a 5 star review for a similar end to end analytics project. Could you share the market data source (database type, API, or flat files) and roughly how many KPIs/metrics the morning MIS pack needs to cover? That helps me confirm the SQL and dashboard architecture before we start."
₹400 INR in 40 days
1.8
1.8

Hi, I have hands-on experience with SQL, Excel, Tableau, Power BI, and data analysis, with a strong focus on building automated reporting and management dashboards. * I can build SQL-based extraction and aggregation workflows for structured market data and prepare clean, analysis-ready datasets. * My experience includes Excel models, PivotTables, data analysis, scenario-based reporting, and structured data preparation. * I have built interactive Tableau dashboards with KPIs, filters, drill-downs, and management-focused visualizations. * I can structure the reporting flow for reliable refreshes so recurring MIS reporting requires minimal manual data handling. * I’m comfortable connecting data preparation, analytical modeling, and visualization into a clear end-to-end reporting workflow. * I’ll focus on accuracy, refreshability, clean presentation, and making the daily MIS output easy for management to consume. Reference work is available in my profile.
₹600 INR in 40 days
1.1
1.1

I’d be glad to help build a streamlined MIS process for your market-data operation. I can work across SQL, Excel, and Tableau to create a reliable end-to-end reporting workflow that reduces manual data handling and keeps the daily MIS pack accurate and up to date. I will develop SQL queries and aggregation scripts for the required market data, structure an Excel model with clean pivot-ready tables and scenario analysis, and build interactive Tableau dashboards with KPIs, drill-downs, filters, and PDF export functionality. I will also focus on the refresh workflow so the data pipeline and dashboards can update automatically according to your required schedule. The final handover will include a concise explanation of the data flow, refresh process, key calculations, and steps needed to maintain the solution. I understand that accuracy and reliability are critical for management reporting. I will test the workflow and outputs carefully so the morning MIS pack is ready with minimal manual intervention. I’m ready to review your sample data structures and connection details and start from there.
₹575 INR in 40 days
0.7
0.7

As a data analysis expert with extensive proficiency in Excel and Tableau, I bring to the table an adeptness with market data that will surely optimize your MIS process. Leveraging my advanced skillset in SQL scripting and modelling in Excel, I can guarantee the extraction, aggregation, and visualization of your market feeds without you or your team grappling with unnecessary manual intervention - all to foster a more productive focus on decision-making as opposed to wrangling data. Additionally, I have a solid track record of creating interactive Tableau dashboards with drill-down capabilities and robust KPIs, aligning perfectly with your requirement for insightful daily management reports. My expertise extends beyond mere visualization as I emphasize on building data systems aligned with business objectives thus ensuring faster processes, lower costs and enhanced customer experiences. Lastly, my experience in finance operations combined with my technical proficiency will ensure that the handover document you receive will thoroughly detail the entire data flow and refresh steps required for smooth sailing after project completion. Simply said, when it comes to turning raw-market feeds into insightful reports my skill set is unmatched - ensuring 100% accurate interim reports each morning like clockwork!
₹600 INR in 40 days
0.0
0.0

It sounds like you're looking for a way to visualize real-time market data in your finance operation. I've worked extensively with Tableau and can create an engaging dashboard for you. What specific data sources are you looking to integrate?
₹720 INR in 7 days
0.0
0.0

Your requirement is essentially an automated reporting pipeline where market data moves reliably from extraction to decision-ready dashboards without manual intervention. The critical part is not only building the dashboards, but ensuring refresh stability, data consistency, and fast morning availability for the MIS pack. I can help structure this workflow end-to-end: - SQL extraction and aggregation queries optimized for scheduled execution - Data modeling layer prepared for pivot analysis and scenario simulations in Excel - Tableau dashboards with drill-down navigation, KPI tracking, filters, and export automation - Automated refresh orchestration to eliminate manual handling and reduce operational risk My approach would start with understanding the source schemas, refresh frequency, latency expectations, and reporting KPIs. From there, I would design a clean transformation flow focused on reliability and maintainability, ensuring the Tableau layer remains responsive even with growing market datasets. I also pay close attention to operational details that usually become bottlenecks later: query performance, refresh timing dependencies, validation checks, and error visibility when scheduled jobs fail. The final delivery would include the dashboards, SQL assets, Excel reporting structure, deployment/support for Tableau publishing, and concise technical documentation so the process remains easy to maintain over time.
₹750 INR in 14 days
0.0
0.0

Mumbai, India
Member since Aug 14, 2026
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