PowerBI Developer
Job Summary
We are looking for a Power BI expert to develop and automate a Budget Sales Plan vs. Actuals report. The goal is to compare our static budget (Excel-based) against live transactional data (NetSuite/ERP) at a granular level.
Scope of Work:
- Data Integration & Automation:
- Actuals: Automate the data pull from our NetSuite Analytics Dataset (Open & Invoiced FFA saved search) into Power BI. We need to move away from manual exports.
- Budget: Connect to a hosted version of our Budgetsales Plan (e.g. SharePoint/OneDrive) to ensure the report updates when the file is edited.
Data Modeling:
- Merge two distinct sources at the Customer / Item / Location (Warehouse or Dropship) grain.
- Perform Data Transformation (Power Query) to standardize date formats to DD-
MM-YYYY. - Ensure "Actuals" include both Open Orders and Invoiced Data for a complete "Sales vs. Plan" picture.
Visualization: * Replicate/Enhance existing logic from our prototype BI file.
- Create variance calculations (Actual vs. Budget % of Plan etc.).
Technical Details Provided:
- Current Prototype: Link to .pbix
- Budget Template: Link to .xlsx
- Target Dataset: Link to Dataset/Schema
Requested Deliverables:
- A fully automated Power BI report published to our workspace.
- A scheduled refresh configuration mimicing "live" data.
- Documentation on the data relationship between the Budget and Actuals tables.
Required Skills:
PowerBI Developer
Required Education:
PowerBI Developer
Company Industry
IT Services and IT Consulting