Power BI Customer Dashboard
Budget: $30 – $250 USD
I have a Excel workbooks that holds all of our customer data, and I need it transformed into a dynamic Power BI report. Please connect Power BI directly to the file so the visuals refresh automatically whenever the spreadsheet is updated.
The report should open with a clean main overview that blends bar, pie, and line visuals to surface our key customer KPIs at a glance. From there, users must be able to drill through to a dedicated page focused solely on customer data for deeper analysis.
Both pages require slicers for date range and customer category so anyone on the team can narrow results quickly. Feel free to create any calculated columns or measures in DAX that help tell the story, and keep the layout tidy and consistent—I’ll share brand colours once we start.
Deliverables
• A fully functional .pbix file connected to the Excel source
• Main overview page using a combination of charts
• Detail page for customer data
• Working date-range and category filters
• Short hand-off note on how to refresh and extend the model
The report should open with a clean main overview that blends bar, pie, and line visuals to surface our key customer KPIs at a glance. From there, users must be able to drill through to a dedicated page focused solely on customer data for deeper analysis.
Both pages require slicers for date range and customer category so anyone on the team can narrow results quickly. Feel free to create any calculated columns or measures in DAX that help tell the story, and keep the layout tidy and consistent—I’ll share brand colours once we start.
Deliverables
• A fully functional .pbix file connected to the Excel source
• Main overview page using a combination of charts
• Detail page for customer data
• Working date-range and category filters
• Short hand-off note on how to refresh and extend the model