Dynamics F&O P&L Dashboard Power BI
Budget: ₹400 – ₹750 INR
I need a Power BI solution that pulls financial data directly from Dynamics 365 Finance & Operations and renders an interactive Profit & Loss statement. The report must break results down by Cost Centers and Departments so managers can drill from consolidated figures to the underlying details in just a few clicks.
You will:
• Connect Power BI to our Dynamics F&O environment (Entity Store or OData—let me know which you prefer).
• Model the general-ledger data so it aligns with our chart of accounts and fiscal calendar.
• Build a clean, dynamic P&L page with slicers for Cost Center and Department, plus tooltips and variance logic.
• Optimise all DAX measures to keep refreshes under two minutes.
• Deliver the finished .pbix along with a short walkthrough video so my finance team can maintain it.
Acceptance criteria
– Figures reconcile 100 % to the same-period balance in F&O.
– Slicers instantly update visuals with no errors.
– File passes the Power BI Performance Analyzer with no critical warnings.
If this initial scope works well, I may extend the project later to include the Projects dimension and additional cash-flow dashboards. I’m ready to start as soon as we agree on an approach.
You will:
• Connect Power BI to our Dynamics F&O environment (Entity Store or OData—let me know which you prefer).
• Model the general-ledger data so it aligns with our chart of accounts and fiscal calendar.
• Build a clean, dynamic P&L page with slicers for Cost Center and Department, plus tooltips and variance logic.
• Optimise all DAX measures to keep refreshes under two minutes.
• Deliver the finished .pbix along with a short walkthrough video so my finance team can maintain it.
Acceptance criteria
– Figures reconcile 100 % to the same-period balance in F&O.
– Slicers instantly update visuals with no errors.
– File passes the Power BI Performance Analyzer with no critical warnings.
If this initial scope works well, I may extend the project later to include the Projects dimension and additional cash-flow dashboards. I’m ready to start as soon as we agree on an approach.