Power BI & Excel Dashboard Creation
Budget: $30 – $250 USD
Power BI + Excel HR Dashboard Project (Executive-Level & Sustainable) Project Overview
We are looking for an experienced Power BI & Excel developer to design and deliver a fully automated HR Dashboard Suite that provides executive-level insights for management and HR strategy.
The dashboards will visualize and track key HR metrics such as headcount, recruitment, onboarding, offboarding, payroll, performance reviews, ESS activity, and support services — all connected to a single Excel source file.
The Power BI and Excel setup must be completely dynamic, visually professional, and sustainable — meaning once the Excel file is updated, all dashboards automatically refresh and reflect the new data without any manual edits or re-linking.
________________________________________
Main Requirements
1. General
• Develop an interactive Power BI dashboard linked to Excel.
• The Excel file must be delivered ready with all working formulas (no static or manual values).
• Once data in Excel is updated, Power BI visuals must update automatically.
• Dashboard must use corporate branding colours:
o Dark Blue #001b75
o Gold #d79a2b
o White background.
• All visuals and pages should be consistent, executive-style, and suitable for senior management presentations.
• All KPIs must calculate dynamically through formulas or DAX.
• The final output must be clean, modern, and presentation-ready.
________________________________________
2. Dashboard Scope
The project covers multiple HR areas, each with its own data section and visuals.
The dashboard should include insights for:
1. Employment Type & Contracts – distribution of employees by contract type and vendor.
2. Headcount Status (Saudi vs Non-Saudi) – overall workforce structure and Saudization %.
3. Gender Distribution – male vs female breakdown and trend over time.
4. Monthly Saudi vs Non-Saudi Snapshot – latest month comparison.
5. Renewable Employees – tracking renewable contracts and expirations.
6. Payroll (Without Expenses) – salary-only cost per department.
7. Payroll (With Expenses) – salaries + allowances + travel + training + total cost.
8. ESS Requests – tracking leave, remote work, letters, and similar self-service requests.
9. Onboarding (2025) – monitoring new joiners by month and department.
10. Offboarding & Attrition – exits, turnover %, and monthly trends.
11. 2026 Manpower Planning (MPP) – joined, onboarding, and vacant positions.
12. 2025/2026 MPP Summary – quarterly summary of vacancies and hiring needs.
13. Performance Appraisal & Review – progress and completion across departments.
14. Support Services – total service requests and travel bookings (budget vs spend).
________________________________________
3. Technical Requirements
• Must include a unified and structured Excel data source that feeds all visuals.
• The Excel file should include working formulas, dynamic tables, and clear relationships for:
o Employees, Contracts, Payroll, Training, Requests, Onboarding, Offboarding, etc.
• Power BI should read directly from Excel (no manual refresh setup).
• Include all necessary DAX measures to calculate totals, rates, and performance KPIs.
• Cross-page filters (Month, Year, Department, Band, Contract Type, Gender, Nationality).
• Drill-through or cross-navigation between related pages (for example: Recruitment → Onboarding → Offboarding).
• Add a few KPI summary cards per page (totals, rates, comparisons).
• Performance-optimized: smooth transitions, fast refresh, no manual dependencies.
________________________________________
4. Branding & Visual Standard
• Use company branding (Blue, Gold, White).
• Consistent fonts (Cairo / Segoe UI / Calibri Light).
• Layout must look executive and dashboard-quality (for board and CEO reports).
• Include clean titles and clear data labels.
• All values must be displayed dynamically (no static text or manual entry).
________________________________________
5. Deliverables
1. Power BI (.pbix) – fully connected, working, and visually complete.
2. Excel Source File (.xlsx) – with structured tables, formulas, and linked relationships.
o This file must be ready for sustainable future updates.
3. Theme File (.json) – for colors, fonts, and style.
4. One-page user guide (.pdf) – explaining how to refresh data and maintain updates.
________________________________________
6. Sustainability Requirement
This is the most critical requirement:
The Excel file must be delivered fully functional and automated.
Any new data entered or updated in Excel should automatically update Power BI without the need for any rework or manual linking.
This includes all HR sections (Payroll, Recruitment, Training, Performance, etc.).
________________________________________
7. Timeline
Total Duration: 7 Days
Day Task
• 1–2 • Build Excel structure and data model
• 3–5 • Develop dashboard pages and KPIs
• 6 • Integration, refresh testing, and optimization
• 7 • Final review, branding, and delivery
________________________________________
8. Acceptance Criteria
Dashboard reflects all 14 sections listed above.
Excel and Power BI are fully automated (update → refresh → dashboard reflects changes).
Formulas and DAX calculations are accurate.
Consistent branding and formatting.
Load time under 5 seconds per page.
All visuals function interactively (filters, slicers, drill-downs).
________________________________________
9. Additional Notes
• The freelancer should have proven experience in Power BI HR dashboards or similar executive reporting projects.
• The focus is on automation, reliability, and visual quality.
• The final deliverable should be suitable for C-level presentation and ongoing HR monitoring.
________________________________________
This is a full-scope Power BI + Excel HR Dashboard Project
Deliverables must be ready-to-use, visually executive, and 100% sustainable.
We are looking for an experienced Power BI & Excel developer to design and deliver a fully automated HR Dashboard Suite that provides executive-level insights for management and HR strategy.
The dashboards will visualize and track key HR metrics such as headcount, recruitment, onboarding, offboarding, payroll, performance reviews, ESS activity, and support services — all connected to a single Excel source file.
The Power BI and Excel setup must be completely dynamic, visually professional, and sustainable — meaning once the Excel file is updated, all dashboards automatically refresh and reflect the new data without any manual edits or re-linking.
________________________________________
Main Requirements
1. General
• Develop an interactive Power BI dashboard linked to Excel.
• The Excel file must be delivered ready with all working formulas (no static or manual values).
• Once data in Excel is updated, Power BI visuals must update automatically.
• Dashboard must use corporate branding colours:
o Dark Blue #001b75
o Gold #d79a2b
o White background.
• All visuals and pages should be consistent, executive-style, and suitable for senior management presentations.
• All KPIs must calculate dynamically through formulas or DAX.
• The final output must be clean, modern, and presentation-ready.
________________________________________
2. Dashboard Scope
The project covers multiple HR areas, each with its own data section and visuals.
The dashboard should include insights for:
1. Employment Type & Contracts – distribution of employees by contract type and vendor.
2. Headcount Status (Saudi vs Non-Saudi) – overall workforce structure and Saudization %.
3. Gender Distribution – male vs female breakdown and trend over time.
4. Monthly Saudi vs Non-Saudi Snapshot – latest month comparison.
5. Renewable Employees – tracking renewable contracts and expirations.
6. Payroll (Without Expenses) – salary-only cost per department.
7. Payroll (With Expenses) – salaries + allowances + travel + training + total cost.
8. ESS Requests – tracking leave, remote work, letters, and similar self-service requests.
9. Onboarding (2025) – monitoring new joiners by month and department.
10. Offboarding & Attrition – exits, turnover %, and monthly trends.
11. 2026 Manpower Planning (MPP) – joined, onboarding, and vacant positions.
12. 2025/2026 MPP Summary – quarterly summary of vacancies and hiring needs.
13. Performance Appraisal & Review – progress and completion across departments.
14. Support Services – total service requests and travel bookings (budget vs spend).
________________________________________
3. Technical Requirements
• Must include a unified and structured Excel data source that feeds all visuals.
• The Excel file should include working formulas, dynamic tables, and clear relationships for:
o Employees, Contracts, Payroll, Training, Requests, Onboarding, Offboarding, etc.
• Power BI should read directly from Excel (no manual refresh setup).
• Include all necessary DAX measures to calculate totals, rates, and performance KPIs.
• Cross-page filters (Month, Year, Department, Band, Contract Type, Gender, Nationality).
• Drill-through or cross-navigation between related pages (for example: Recruitment → Onboarding → Offboarding).
• Add a few KPI summary cards per page (totals, rates, comparisons).
• Performance-optimized: smooth transitions, fast refresh, no manual dependencies.
________________________________________
4. Branding & Visual Standard
• Use company branding (Blue, Gold, White).
• Consistent fonts (Cairo / Segoe UI / Calibri Light).
• Layout must look executive and dashboard-quality (for board and CEO reports).
• Include clean titles and clear data labels.
• All values must be displayed dynamically (no static text or manual entry).
________________________________________
5. Deliverables
1. Power BI (.pbix) – fully connected, working, and visually complete.
2. Excel Source File (.xlsx) – with structured tables, formulas, and linked relationships.
o This file must be ready for sustainable future updates.
3. Theme File (.json) – for colors, fonts, and style.
4. One-page user guide (.pdf) – explaining how to refresh data and maintain updates.
________________________________________
6. Sustainability Requirement
This is the most critical requirement:
The Excel file must be delivered fully functional and automated.
Any new data entered or updated in Excel should automatically update Power BI without the need for any rework or manual linking.
This includes all HR sections (Payroll, Recruitment, Training, Performance, etc.).
________________________________________
7. Timeline
Total Duration: 7 Days
Day Task
• 1–2 • Build Excel structure and data model
• 3–5 • Develop dashboard pages and KPIs
• 6 • Integration, refresh testing, and optimization
• 7 • Final review, branding, and delivery
________________________________________
8. Acceptance Criteria
Dashboard reflects all 14 sections listed above.
Excel and Power BI are fully automated (update → refresh → dashboard reflects changes).
Formulas and DAX calculations are accurate.
Consistent branding and formatting.
Load time under 5 seconds per page.
All visuals function interactively (filters, slicers, drill-downs).
________________________________________
9. Additional Notes
• The freelancer should have proven experience in Power BI HR dashboards or similar executive reporting projects.
• The focus is on automation, reliability, and visual quality.
• The final deliverable should be suitable for C-level presentation and ongoing HR monitoring.
________________________________________
This is a full-scope Power BI + Excel HR Dashboard Project
Deliverables must be ready-to-use, visually executive, and 100% sustainable.