Project Overview I am looking for an experienced Power BI developer to build a dynamic trading analytics dashboard connected to Google Sheets. The solution must follow Power BI best practices, use proper data modeling, and support automatic refresh witho

Power BI Dashboard Connected to Google Sheets – Stock Trading Analytics

Project Overview

I am looking for an experienced Power BI developer to build a dynamic trading analytics dashboard connected to Google Sheets.
The solution must follow Power BI best practices, use proper data modeling, and support automatic refresh without manual intervention.

⸻

Data Source (Google Sheets)

The dashboard will connect to Google Sheets containing the following tables:

1. Clients Master

Columns:
• Client Code (unique)
• Client Name
• Opening Cash Balance

2. Trades Table

Columns:
• Trade Date
• Client Code
• Stock Symbol
• Buy / Sell Indicator
• Quantity
• Trade Price
• Brokerage Amount

3. Live Price Table

Columns:
• Stock Symbol
• Latest Market Price
(Prices are auto-fetched in Google Sheets via formulas or API)

⸻

Power BI Requirements

Core Calculations (Using DAX – No Hardcoding)
• Realized P&L (based on completed buy/sell trades)
• Unrealized P&L (open positions using live prices)
• Total P&L (Realized + Unrealized)
• Day-wise Buy & Sell Turnover
• Total Brokerage Impact
• Available Cash Balance per Client, calculated as: