Xero - Power BI model + basic reports
Budget: $250 – $750 AUD
I have a Xero accounting account with an oData feed into Power BI with the financials function provided in the odata feed. I am looking to move our monthly reporting pack from excel to power bi which includes the following:
1. historic odata feed for data prior to 1/7/22
2. current odata feed for data post 1/7/22
3. P&L summary schedules for:
- including P&L summary, EBITDA, Cost of Sales and Operating Expenses
- current qtr to prior qtr, budget and YTD
-current mth vs budget summary P&L
4. cash flow from P&L / Bal Sheet
5. several line charts including:
-sales charts for actual / budget vs prior year
-sales chart by tracking category actual / budget vs prior year
-sales chart for several revenue account groupings
-sales charts by customer profile (from another odata feed)
-invoice sales trend bar chart
-accounts receiveable chart split
-rolling 12 month charts for Sales, Gross margin %, EBITDA
Detailed excel working available for all the above.
1. historic odata feed for data prior to 1/7/22
2. current odata feed for data post 1/7/22
3. P&L summary schedules for:
- including P&L summary, EBITDA, Cost of Sales and Operating Expenses
- current qtr to prior qtr, budget and YTD
-current mth vs budget summary P&L
4. cash flow from P&L / Bal Sheet
5. several line charts including:
-sales charts for actual / budget vs prior year
-sales chart by tracking category actual / budget vs prior year
-sales chart for several revenue account groupings
-sales charts by customer profile (from another odata feed)
-invoice sales trend bar chart
-accounts receiveable chart split
-rolling 12 month charts for Sales, Gross margin %, EBITDA
Detailed excel working available for all the above.