Weekly Excel & Power BI Dashboards

Each week I’ll send you a fresh export of our inventory data straight from the ERP. Your job is to turn that raw sheet into an easy-to-digest story in both Excel and Power BI.

Here is what I’m after:

• In Excel: a cleaned, well-structured workbook with dynamic tables, formulas or Power Query steps that let me drop in the new file and refresh. Pivot tables and slicers should make it effortless for me to drill down by SKU, warehouse and ageing bucket.

• In Power BI: an interactive dashboard that mirrors the Excel logic but adds richer visuals—bar charts, pie charts, line graphs and any other view you feel best highlights stock movement, excess, and potential shortages. The report needs to refresh from the same data source I provide and should be easy for me to publish to the Power BI service.

Acceptance criteria
1. I can swap the weekly raw file, click refresh and see every visual update without breaking.
2. All measures calculate accurately (e.g., days on hand, stock turnover, ageing).
3. Both the Excel file and .pbix file are organised and documented enough that another analyst could follow your steps.

If you’ve built inventory dashboards before, especially using Power Query, DAX and custom visuals, you’ll be a perfect fit.