Excel Pivot to Power BI

Job ID: 40440079

Budget: ₹600 – ₹1,500 INR

I have a locally stored Excel workbook that contains a financial-data Pivot Table. My goal is to move away from the static worksheet and make the figures available inside Power BI so I can build live dashboards and share them company-wide.

Here’s what I need from you:

• Take the existing Pivot Table and restructure the underlying data model so it works cleanly in Power BI—preferably in a star schema where possible.
• Preserve every measure, calculated field, and filter currently used in the Excel view, translating them to DAX if required.
• Deliver a Power BI file (.pbix) that automatically refreshes from the updated Excel source, along with concise documentation outlining the data-refresh steps.

Acceptance will be based on side-by-side comparisons confirming that totals, subtotals, and calculated ratios match the original Pivot Table exactly.

If you have experience migrating Excel financial models into Power BI and are comfortable writing DAX, this should be straightforward. I’m ready to share the workbook as soon as we agree on timing, so let me know how quickly you can turn it around.