Create Interactive Power BI Dashboard from Cash Report
Budget: $30 – $250 USD
I've got a detailed report called "Cash Position" that tracks our inflows, outflows, investment performance, and key performance indicators (KPIs). While this report is crucial for our operations, it's not the most user-friendly. I need your help to distill this information into four accessible Power BI dashboard reports.
Key Dashboard Components:
- Balances: Categorize our accounts and display the total for each sector. Users should be able to expand or collapse these categories to see related accounts.
- In and Out: This summary is ready on the second sheet; we just need to create a dashboard to make it easy to read.
- Treasury Performance: We'll highlight only a few important KPIs.
- Investment Performance: Similarly, we’ll focus on a few key details.
Requirements:
- Use Power BI to create the dashboards
- Ensure the dashboards automatically refresh when the main sheet is updated
- Include intermediate level interactivity (filters, drill-downs, and interactive visuals)
- Visualizations will be shared as an example
Ideal candidates should be proficient in Power BI and have experience creating interactive dashboards. Understanding of financial reports and KPIs is a plus. Your ability to transform complex data into an accessible format is key for this project.
I've attached 2 ducs . the cash position is the main file which we work on it and the other file called dashboard is only an example which we can use the same shape.
Key Dashboard Components:
- Balances: Categorize our accounts and display the total for each sector. Users should be able to expand or collapse these categories to see related accounts.
- In and Out: This summary is ready on the second sheet; we just need to create a dashboard to make it easy to read.
- Treasury Performance: We'll highlight only a few important KPIs.
- Investment Performance: Similarly, we’ll focus on a few key details.
Requirements:
- Use Power BI to create the dashboards
- Ensure the dashboards automatically refresh when the main sheet is updated
- Include intermediate level interactivity (filters, drill-downs, and interactive visuals)
- Visualizations will be shared as an example
Ideal candidates should be proficient in Power BI and have experience creating interactive dashboards. Understanding of financial reports and KPIs is a plus. Your ability to transform complex data into an accessible format is key for this project.
I've attached 2 ducs . the cash position is the main file which we work on it and the other file called dashboard is only an example which we can use the same shape.