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Create a management-ready Power BI dashboard based on an Excel data source. The Excel file must be clean and structured (one header row, no merged cells, one row per record, correct data types, Excel tables). All calculations and KPIs are handled in Power BI. The dashboard should provide a clear executive overview with key KPIs (total leads, estimated value, funnel stage distribution, trends over time) and interactive filters for company/entity, time period, channel, and funnel stage, plus a performance breakdown by company, channel, and source. The design must follow provided Corporate Design colors, using a clean, minimal, professional layout. The solution should be embedded in SharePoint Online using the Power BI web part. The report must be published to the Power BI Service, with proper workspace setup, user permissions, and row-level security if required. Filters and interactions should work seamlessly within SharePoint, and the layout should be optimized for embedding (responsive sizing, readable KPIs, no unnecessary navigation elements). Deliverables include the Power BI (.pbix) file, the final Excel source (if adjusted), and a short handover explaining SharePoint embedding, permissions, and future maintenance.
N° de projet : 40222331
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44 freelances proposent en moyenne €457 EUR pour ce travail

Hello, I have carefully reviewed your project requirements and understand that you need a management ready Power BI dashboard built on a properly structured Excel data source, embedded seamlessly into SharePoint Online. An executive dashboard should not just display metrics but provide leadership with instant clarity on pipeline health, trends, and performance drivers, and I can confidently deliver that. First, I will audit and structure your Excel file to ensure a clean data model with one header row, correct data types, and properly defined tables ready for Power BI ingestion. Next, I will design a robust Power BI data model and create DAX measures for KPIs such as total leads, estimated value, funnel stage distribution, and trend analysis. Interactive slicers for company, time period, channel, and stage will be configured for intuitive filtering and performance breakdowns. Then, I will apply your Corporate Design standards with a clean, minimal layout optimized for SharePoint embedding. Finally, I will publish to Power BI Service, configure workspace permissions, implement row level security if required, and ensure seamless integration via the SharePoint web part. Would you like comparative period analysis included for executive decision support? Let’s connect and build a dashboard that leadership can rely on. Best Regards, Aneesa.
€250 EUR en 1 jour
3,3
3,3

Hi, I’m Karthik, a Technology Entrepreneur with 10+ years of experience delivering executive dashboards and data analytics solutions for leadership teams. I specialize in building management-ready Power BI reports that turn raw data into clear, actionable insights. How I’ll approach your dashboard: • Audit and structure the Excel source (headers, data types, tables) for optimal Power BI performance • Build a clean, corporate-aligned layout using your brand colors • Develop KPIs: total leads, estimated value, funnel distribution, and trend analysis • Implement interactive filters (company, time, channel, funnel stage) • Create performance breakdowns for fast executive decision-making Technical Delivery: ✔ Advanced DAX measures for accurate calculations ✔ Optimized data model for speed and scalability ✔ Publish to Power BI Service with workspace configuration ✔ Row-level security (if required) ✔ Seamless SharePoint Online embedding with responsive layout Deliverables: • Power BI (.pbix) file • Cleaned Excel dataset (if adjustments needed) • Handover guide covering embedding, permissions, and maintenance I’ve built leadership dashboards that prioritize clarity over clutter—ensuring executives see what matters instantly. Available to start immediately and deliver quickly with structured updates. Let’s create a professional dashboard your management team can rely on. — Karthik Resonite Technologies
€800 EUR en 7 jours
4,1
4,1

Hi, I can take your Excel source, make sure it’s structured cleanly for Power BI, then build a management-ready dashboard with a simple executive overview, the KPIs you listed, and slicers for entity, time period, channel, and funnel stage. I’ll keep the layout minimal and professional and apply your Corporate Design colors consistently, then publish it to Power BI Service, set up the workspace and permissions, and embed it in SharePoint Online via the Power BI web part so filters and interactions work smoothly in-place. You’ll get the .pbix, the final Excel file if any cleanup was needed, and a short handover covering embedding, access control, and how to maintain or refresh it going forward. Best Regards, Ivica
€500 EUR en 7 jours
1,4
1,4

Hi there, ★★★ Power BI Expert ★★★ 6+ Years of Experience ★★★ I will complete this project by following a structured approach to ensure a high-quality Power BI dashboard. Key steps include: 1. Review and clean the provided Excel data source (8 hours) 2. Develop the Power BI dashboard with key KPIs and interactive filters (12 hours) 3. Embed the Power BI report in SharePoint Online, ensuring proper permissions and responsiveness (6 hours) 4. Deliver the final Power BI file, adjusted Excel source, and a handover document (4 hours) What I need from you: 1. Access to the Excel data source 2. Corporate Design guidelines for color and layout 3. Any specific user permissions or row-level security requirements for SharePoint I look forward to connecting at your convenience to ensure the project's success. Best Regards, TechPlus Team
€600 EUR en 4 jours
0,0
0,0

Hi there, I’m excited about the opportunity to create a management-ready Power BI dashboard tailored to your requirements. I have extensive experience in developing Power BI solutions from clean, structured Excel data sources. With a focus on delivering clear executive overviews, I will ensure that key KPIs such as total leads, estimated value, and funnel stage distribution are effectively highlighted. I will design the dashboard with your corporate colors in mind, ensuring a clean and minimal aesthetic. My plan includes embedding the report in SharePoint Online, with optimized interactions and filters for seamless user experience. Deliverables will include the .pbix file, adjusted Excel source, and a thorough handover document for SharePoint embedding and permissions. Let's discuss your exact needs in more detail!
€555 EUR en 3 jours
0,0
0,0

Hey, I’ve reviewed your project and understand you’re looking to build a management-ready Power BI dashboard from a clean, structured Excel source, designed for executive clarity and seamless SharePoint Online embedding. The focus will be on delivering clear KPIs, interactive filtering, and a professional layout aligned with your Corporate Design. I can structure and validate the Excel file to meet best practices, then develop a polished Power BI report with KPIs such as total leads, estimated value, funnel distribution, and trend analysis over time. Interactive filters for company, period, channel, and funnel stage will drive dynamic insights, along with performance breakdowns by company, channel, and source. The report will be optimized for embedding in SharePoint using the Power BI web part, with proper workspace configuration, permissions, and row-level security if required. Let’s connect so I can outline the data model approach and deployment steps for a smooth, executive-ready rollout. Best regards, Muhammad Adil Portfolio: https://www.freelancer.com/u/webmasters486
€350 EUR en 6 jours
0,0
0,0

Hello, With over 7 years of experience in Power BI, I have a strong background in creating management-ready dashboards like the one described in your project. I have carefully reviewed the requirements and am confident in delivering a solution that meets all your needs. For this project, I will start by cleaning and structuring the Excel data source to ensure accurate data representation in Power BI. The dashboard will include key KPIs, interactive filters, and a performance breakdown by company, channel, and source. The design will adhere to your Corporate Design colors, offering a professional and minimalistic layout. Furthermore, I will embed the solution in SharePoint Online using the Power BI web part, ensuring seamless integration and optimized layout for embedding. The final deliverables will include the Power BI file, the adjusted Excel source, and a comprehensive handover explaining SharePoint embedding, permissions, and maintenance. I would be happy to discuss this project further in chat to provide more details on my approach. Please feel free to connect for a detailed conversation. You can visit my Profile at https://www.freelancer.com/u/HiraMahmood4072 Thank you.
€275 EUR en 7 jours
0,0
0,0

I'll build your management-ready Power BI dashboard embedded in SharePoint Online — clean, interactive, and aligned to your corporate design. → Clean & structure your Excel source (proper tables, data types, one header row) → Build executive dashboard with KPIs: total leads, estimated value, funnel stages, trends → Interactive filters by company, time period, channel, and funnel stage → Embed in SharePoint Online with workspace setup, permissions, and RLS if needed → Deliver .pbix file, final Excel source, and handover documentation I've delivered 25+ five-star projects with a 96% Job Success Score — including complex dashboards and data systems. To scope this accurately: 1. How many data rows/columns in your Excel file currently? 2. Is Power BI Pro/Premium already licensed, or does that need setup? 3. How many companies/entities need row-level security? Happy to jump on a quick call to finalize scope and timeline.
€500 EUR en 1 jour
3,2
3,2

Hi, I have strong experience building management-ready Power BI dashboards from clean Excel data with clear KPIs and interactive filtering. I will design a professional, corporate-aligned report, handle calculations in Power BI, and ensure seamless embedding in SharePoint with proper workspace setup, permissions, and security if needed. Ready to deliver the PBIX file, structured Excel source, and a brief handover for smooth future maintenance. Regards
€500 EUR en 7 jours
0,0
0,0

Hi there, I understand you need a management-ready Power BI dashboard built from a clean Excel source, fully KPI-driven and embedded into SharePoint Online with proper permissions and security. With strong expertise in Power BI data modeling, DAX, and Microsoft 365 deployments, I deliver executive-level dashboards that are technically sound, visually aligned to corporate design, and deployment-ready. My approach is to first structure and validate the Excel file using Power Query, ensuring one header row, correct data types, no merged cells, and a proper table format. I will then build an optimized data model in Power BI with relationships and DAX measures for total leads, estimated value, funnel distribution, and time-based trends. From there, I will create interactive slicers for company, period, channel, and funnel stage, followed by performance breakdown visuals. Next, I will apply your Corporate Design through a custom theme for a clean, professional layout. Finally, I will publish to Power BI Service, configure workspace and permissions, implement Row-Level Security if required, and embed the report into SharePoint using the Power BI web part with responsive sizing. Deliverables: .pbix file, adjusted Excel source (if needed), embedded dashboard, and a concise handover guide. QUESTION: Do you want this built as a scalable framework that can grow with future KPIs and departments without redesign? Let's chat and get started now! Regards, Shehwani.
€250 EUR en 1 jour
0,0
0,0

Hello, I am excited to bring my extensive knowledge and skills in big data analysis and Power BI to your project. As a highly proficient specialist in handling and cleaning complex datasets, I can ensure your Excel file will be meticulously organized for seamless integration into Power BI. My experience with Transforming raw data into actionable insights perfectly aligns with the tasks required in creating this report. Moreover, publishing and embedding Power BI report is an area where I have a proven success record. Understanding the importance of maintaining corporate design constraints, I can create a dashboard that meets your specific color scheme requirement while delivering a professional and minimalistic layout that delivers at a glance clarity on all the KPIs. Importantly, I also have expertise with SharePoint which will facilitate a smooth transition after handover. In conclusion, choosing my services means securing not just technically superior execution but also an efficient handover process, proper user permissions as well as necessary row-level security ensuring top-tier confidentiality. So why wait, let's get started working together towards transforming your Excel data into an insightful interactive Power BI dashboard! Thanks!
€750 EUR en 1 jour
0,0
0,0

Hi I can deliver a clean, management-ready Power BI dashboard from your Excel data and embed it seamlessly into SharePoint Online. Solution approach I’ll validate and structure the Excel source (single header, proper data types, tables), then build all KPIs and calculations directly in Power BI using a reusable data model. The dashboard will focus on executive clarity leads, value, funnel stages, and trends while still allowing drill-down by company, channel, source, and time. Process flow (starts with quick call) Quick call → Excel review & cleanup → Power BI data model & DAX → Executive dashboard design (corporate colors) → Publish to Power BI Service → SharePoint embed & permissions → Handover Relevant experience: Built multiple Power BI dashboards for sales/CRM data with SharePoint embedding, workspace setup, permissions, and RLS. Strong focus on clean models, fast performance, and exec-friendly layouts. Estimated timeline & cost: Timeline: ~5–7 days depending on Excel complexity Cost: Fixed and flexible. Happy to jump on a quick call and get this live fast.
€550 EUR en 7 jours
0,0
0,0

Hey , I just finished reading the job description and I see you are looking for someone experienced in Big Data and Power BI. This is something I can do. Please review my profile to confirm that I have great experience working with these tech stacks. While I have few questions: 1. These are all the requirements? If not, Please share more detailed requirements. 2. Do you currently have anything done for the job or it has to be done from scratch? 3. What is the timeline to get this done? Why Choose Me? 1. I have done more than 250 major projects. 2. I have not received a single bad feedback since the last 5-6 years. 3. You will find 5 star feedback on the last 100+ major projects which shows my clients are happy with my work. Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) I will share with you my recent work in the private chat due to privacy concerns! Please start the chat to discuss it further. Regards, Adil.
€250 EUR en 3 jours
0,0
0,0

Hi, I will design a clean, structured Excel data foundation and build a star-schema Power BI model with all KPIs calculated dynamically using optimized DAX measures. The dashboard will deliver an executive-level overview with interactive filters, funnel analytics, trend analysis, and performance breakdowns aligned to your corporate design standards. The report will be published to Power BI Service with proper workspace governance, role-based access, and Row-Level Security if required. Finally, I will embed the optimized report into SharePoint Online using the Power BI web part and provide a clear handover for refresh, permissions, and future maintenance. Could you please confirm: Will the Excel source remain a manually updated file in SharePoint/OneDrive, or do you expect automated data feeds (CRM/ERP integration) in the future? Also, what is the expected data volume growth and refresh frequency (daily, hourly, near real-time)? Let's have a chat to discuss further. Thanks
€500 EUR en 7 jours
0,0
0,0

Hi. To build this executive dashboard with clean SharePoint embedding, we need to set up the Excel source as proper ListObject tables with normalized lead, company, and channel sheets so Power BI picks up relationships automatically without messy transformations. All KPIs — lead counts, pipeline value, funnel distribution, period-over-period trends — would be pure DAX measures using CALCULATE/SUMX/DATEADD, with your Corporate Design applied via a JSON theme file for consistent branding across every visual. For SharePoint, I will publish to a dedicated Power BI workspace, embed via the Power BI web part with nav/filter panes hidden and slicers built directly on canvas, and configure DAX-based row-level security mapped to Azure AD so each stakeholder only sees their own data — with scheduled refresh pointed at the SharePoint-hosted Excel so no gateway is needed. As a Senior Data Analyst. I have mastered end-to-end Power BI Solutions - from data modeling and DAX Optimization to SharePoint embedded dashboards with RLS and automated refresh. I am sure I can deliver high quality results in 3 days. Let's get in touch and discuss more. Thanks
€500 EUR en 3 jours
0,0
0,0

Good Day We can build a clean management ready Power BI dashboard from your structured Excel source. With our experience in Power BI and data modeling we will create clear KPIs trends funnel stages and interactive filters aligned to your Corporate Design. We will handle calculations in Power BI set up workspace permissions row level security and embed smoothly in SharePoint Online. Full handover included. Do you already have a defined KPI list and branding guidelines to follow Best regards Future Station
€250 EUR en 3 jours
0,0
0,0

Hi Power BI dashboards often fail when Excel sources are inconsistently structured, causing broken KPIs, incorrect aggregations, and filter conflicts. I’ll resolve this by structuring the Excel dataset into a clean tabular model and building a Power BI semantic layer with validated measures and relationships. My expertise in Power BI, DAX, Power Query, and SharePoint integration ensures accurate KPIs, funnel analytics, and interactive filtering across entities, channels, and time. I’ll design a minimal executive layout aligned with your corporate branding while optimizing performance and responsiveness for SharePoint embedding. Row-level security and workspace governance will be configured to maintain secure access and reliable data visibility. Publishing to Power BI Service will include optimized datasets and interaction behavior for seamless SharePoint web part use. The final solution will be maintainable, scalable, and structured for future data extensions. Thanks, Hercules
€500 EUR en 7 jours
0,0
0,0

I will develop a management-grade Power BI solution built on a properly structured Excel source (normalized table format, single header row, enforced data types, no merged cells). Data modeling will follow star schema best practices, with DAX-driven KPIs for total leads, estimated value, funnel conversion, and time-based trend analysis. The report will include slicers for entity, time period, channel, and funnel stage, plus performance breakdowns by company and source. Design will align with Corporate Design standards using theme files and responsive layout optimized for SharePoint embedding. I will publish to Power BI Service, configure workspace roles, implement RLS if required, and provide full deployment documentation.
€250 EUR en 7 jours
0,0
0,0

Drawing upon my multi-faceted skill set and extensive experience, I am uniquely positioned to deliver an impeccable Power BI solution that precisely meets your needs. As a web developer, I have created numerous interactive dashboards, aligning complex data sets for enhanced accessibility and interpretation. This project of integrating Power BI within SharePoint is right up my alley, with my solid capabilities in optimizing layouts for seamless embedding and creating readable KPIs. To sum it up, my blend of technical know-how in Power BI and SharePoint coupled with comprehensive writing and graphic designing capabilities will not only enhance the look and feel of your dashboard but also assist you in deriving insightful trends from the data-rich executive overview. Let's join forces to turn your data into actionable insights!
€250 EUR en 2 jours
0,0
0,0

Hello, I’ve carefully reviewed your requirements and recently delivered a management-ready Power BI dashboard built from a structured Excel source, including KPI tracking, funnel analysis, and SharePoint embedding. The solution provided executives with clear insights and secure access through role-based permissions. For your project, I’ll prepare a clean Excel dataset, build a professional Power BI dashboard with key KPIs, trends, and interactive filters, and apply your corporate design. I’ll publish it to the Power BI Service, configure workspace permissions and RLS if needed, and embed it seamlessly in SharePoint. I’m available to start immediately and committed to delivering a high-quality dashboard in the shortest possible timeframe. Best regards, Mauricio
€500 EUR en 7 jours
0,0
0,0

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