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.
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
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 f...
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.
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
View more
View less