PowerBI financial report pack set up (support)
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Data Scientist | PowerBI Expert |Tableu expert| Web developer| Mobile app|Wordpress
Bay Minette
Data Modeling in Excel & Power BI With Power Pivot, Power Query, DAX and Google Data Studio Expert.
Dhaka
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Cairo
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Sydney
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Description
Experience Level: Intermediate
We are starting to create financial report packs for multiple businesses using PowerBI. We need to be able to ‘print’ to PDF each month to then send out to those businesses. Some of these businesses have custom reporting periods rather than going by calendar months, i.e. 13 x 4 weekly periods per year or 4+4+5 weeks x 4 each year. Many of these businesses have multiple locations to report on, and we use Xero as the accounting software (utilising tracking categories for locations). There are also some businesses that have several Xero accounts to be consolidated/pulled into one report pack.
We are currently using Hevo and BigQuery. We would like a PowerBI expert to take a look at how we have done this and advise if this is the best way or if their is a more efficient way, as well as any helpful suggestions and tips to help us make the reports better or easier to build, before we get too far into the process of building them for all the businesses that need it.
We are currently using Hevo and BigQuery. We would like a PowerBI expert to take a look at how we have done this and advise if this is the best way or if their is a more efficient way, as well as any helpful suggestions and tips to help us make the reports better or easier to build, before we get too far into the process of building them for all the businesses that need it.
Sarah T.
100% (7)Projects Completed
5
Freelancers worked with
5
Projects awarded
36%
Last project
11 Aug 2023
United Kingdom
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