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I have several finance-related Google Sheets that track daily transactions, and I want all that information flowing automatically into Power BI and surfacing as clear, interactive visuals. My priority is data-visualization work rather than deep data-modelling; I mainly need you to translate raw numbers into polished profit-and-loss statements, cash-flow charts and expense-tracking graphs that management can grasp at a glance. Here is the workflow I’m aiming for: Google Sheets stays the single source of truth, Power Query (or any connector you prefer) pulls a clean dataset on a refresh schedule, and then in the Power BI layer we build the visuals, apply meaningful DAX measures, and publish to the online service so the team always sees the latest figures without touching the files manually. To be sure we are on the same page, the engagement is complete when: • The three core visuals—P&L, cash-flow, and expense tracking—render correctly and update automatically from the Sheets source. • All calculations reconcile with our existing totals. • I receive the .pbix file, the refreshed dataset in the service, and concise hand-off notes explaining refresh settings and any custom DAX. If you have experience combining Google Sheets automation with finance process workflows in Power BI, let’s get this moving.
Projekt-ID: 40242228
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Remote Projekt
Aktiv vor 56 Jahren
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