Performance Tracking Power BI Dashboard Creation
Budget: ₹12,500 – ₹37,500 INR
Certainly! Here’s a refined and clear outline for your Power BI dashboard creation task:
Dashboard Creation Task
Objective: Develop dashboards in Power BI, linked to the attached Excel file, that automatically update with changes in the source data and are presentation-ready for CEO/CFO review.
Key Requirements
1. Main Sheet (Cash Position Detailed Report)
• No dashboard creation needed. Simply ensure this data is correctly imported to Power BI.
2. Dashboard Creation for Each Additional Sheet
• Second Sheet (Balance): Create a single, easy-to-read dashboard that clearly summarizes the balance details.
• Third Sheet (Cash In and Out): Design three distinct dashboards for Operations, Payroll, and Revenue details.
• Fourth Sheet (KPIs): Build four dashboards—one per KPI—for focused analysis of each performance indicator.
• Fifth Sheet (Additional Income):
• Develop four dashboards, one for each income category.
• Create an additional summary dashboard to provide an overview of all categories.
3. Design Notes
• Data Linking: Ensure all dashboards are linked to the source data in the attached Excel file so they will automatically update when the source data changes.
• Data Preparation: Be mindful that the data may need restructuring (with columns and rows aligned) for seamless Power BI integration.
• Design & Branding:
• Prioritize readability and a professional layout.
• Use the department’s brand colors (green and white) and incorporate the logo and department name for a cohesive, branded presentation.
4. Delivery Timeline: Please complete all tasks within 24 hours.
Dashboard Creation Task
Objective: Develop dashboards in Power BI, linked to the attached Excel file, that automatically update with changes in the source data and are presentation-ready for CEO/CFO review.
Key Requirements
1. Main Sheet (Cash Position Detailed Report)
• No dashboard creation needed. Simply ensure this data is correctly imported to Power BI.
2. Dashboard Creation for Each Additional Sheet
• Second Sheet (Balance): Create a single, easy-to-read dashboard that clearly summarizes the balance details.
• Third Sheet (Cash In and Out): Design three distinct dashboards for Operations, Payroll, and Revenue details.
• Fourth Sheet (KPIs): Build four dashboards—one per KPI—for focused analysis of each performance indicator.
• Fifth Sheet (Additional Income):
• Develop four dashboards, one for each income category.
• Create an additional summary dashboard to provide an overview of all categories.
3. Design Notes
• Data Linking: Ensure all dashboards are linked to the source data in the attached Excel file so they will automatically update when the source data changes.
• Data Preparation: Be mindful that the data may need restructuring (with columns and rows aligned) for seamless Power BI integration.
• Design & Branding:
• Prioritize readability and a professional layout.
• Use the department’s brand colors (green and white) and incorporate the logo and department name for a cohesive, branded presentation.
4. Delivery Timeline: Please complete all tasks within 24 hours.