Creating Power BI Financial Dashboard & Microsoft Power Automate
USD 750–1500
About the project
Power BI Financial Suite & Row-Level Security Key Deliverables: Project 1: Build/optimize a dashboard containing: One-Pager Summary, P&L Dashboard, Price-Volume-Mix (PVM) Analysis, Scenario Bridges, Inventory, and IMS trackers. Security Requirement: Implement strict Row-Level Security (RLS) linked to Microsoft logins/email addresses, ensuring users can only view data authorized for their specific market, department, or access level. Key Deliverables: Project 2: Master Value Chain Database & Scenario Builder Build a secure, user-friendly system to manage our Master Value Chain, owned and maintained by the Finance team. Use Case 1 (Intake & Approval): A user-friendly front-end interface allowing users to submit a "New Value Chain." This must route through a sequential multi-stage approval workflow before committing the data to the central master database. Use Case 2 (Local Sandbox Simulator) Allow users to pull the latest approved Master Value Chain data into a local workspace/Excel interface to run offline P&L scenarios Additional Info: Environment & Secure Delivery Protocol: Due to strict company security policies, no access to our internal systems, servers, or company emails will be granted. The freelancer must use their own Microsoft 365 / Power Platform environment to build the solutions using dummy data provided by us. The freelancer will demonstrate the fully working solution on a live screen-share session. The freelancer will export and deliver the raw solution packages (e.g., .pbix files for Power BI, .zip solution packages for Power Automate, or SharePoint template structures). Video Guide: The freelancer must provide a screen-recorded tutorial (e.g., Loom) showing our internal user exactly where to click to import the workflow, map the connections to our internal environment, and configure the settings. Guided Replication: We will replicate/import the solution internally with the freelancer providing live support if we hit any permission or connection blocks. Ideal Candidate: Power BI Expert (Expert-level DAX, Power Query, Financial Data Modeling, and robust experience setting up Row-Level Security (RLS).), Power Automate (Complex conditional workflows, multi-stage parallel approvals, and data movement across ecosystems.), Data Architecture: High proficiency using SharePoint Online Lists / Dataverse as the back-end relational database for front-end forms, and integrating them with Excel interfaces
Skills required
This job is listed on Freelancer.com. AiZity aggregates listings for discovery only and is not the employer. To bid or apply, use the button in the sidebar.