Power BI Financial Dashboard Setup
Budget: $50 – $0 AUD
I’m ready to move our month-end process into Power BI so I can see Budget-vs-Actual figures in real time instead of wrestling with spreadsheets. What I need is a developer who can connect Power BI to MYOB, build a clean data model, and then design an intuitive dashboard focused on financial analysis.
Here’s what success looks like:
• A reliable data connection (API, ODBC or other proven method) that pulls MYOB ledger, budget and transactional tables into Power BI and refreshes automatically.
• A star-schema model with properly related dimensions for account, period and cost centre so DAX calculations stay fast and accurate.
• One main Budget-vs-Actual report page with drill-downs by period, account and department, plus any supporting measures (variance %, YTD, etc.).
• Clear documentation showing where to update credentials, how to refresh, and how to extend the model when new MYOB fields appear.
If that scope sounds straightforward to you and you’ve done MYOB-to-Power BI work before, let’s talk and get this dashboard live.
Here’s what success looks like:
• A reliable data connection (API, ODBC or other proven method) that pulls MYOB ledger, budget and transactional tables into Power BI and refreshes automatically.
• A star-schema model with properly related dimensions for account, period and cost centre so DAX calculations stay fast and accurate.
• One main Budget-vs-Actual report page with drill-downs by period, account and department, plus any supporting measures (variance %, YTD, etc.).
• Clear documentation showing where to update credentials, how to refresh, and how to extend the model when new MYOB fields appear.
If that scope sounds straightforward to you and you’ve done MYOB-to-Power BI work before, let’s talk and get this dashboard live.