Project Description
I need a focused Power BI report that clearly shows Expense vs Revenue trends for my finance team. All raw figures sit in a series of Excel spreadsheets, so the first step will be connecting those workbooks, modelling the data, and building a clean, refresh-ready dataset. From there, I want an intuitive dashboard with drill-downs, dynamic date filters, and visuals that let us spot cost overruns or income spikes at a glance.
Because this will feed directly into monthly management meetings, I will require the finished .pbix file, any supporting M-code/DAX documentation, and a short walkthrough (screen-recording is fine) so the team knows how to refresh and extend the model.
When you respond, include a detailed project proposal outlining your approach to:
• importing and transforming the Excel data
• designing the data model and key measures for Expense vs Revenue analysis
• choosing visuals that best communicate the insights
• estimated timeline for each phase
If you have ideas for future enhancements—such as incorporating additional data sources or automated refresh through Power BI Service—feel free to mention them, but the initial scope is limited to the Excel-based Expense vs Revenue dashboard.