Power BI Financial Model Revamp - 05/04/2026 10:38 EDT

@ShivaniGoyalsai

Hi, I have 15+ years of experience in business intelligence and expertise in power BI includes data process ETL, data modelling , data analysis and building intereactive dashbaords. I can help transform your existing Power BI report into a clear, insight-driven dashboard that tells a strong financial and operational story—while also refining the underlying model where needed. I will provide the updated PBIX file with polished dashboards and improved logic using following approach. > Refine data model and DAX to fix any calculation or relationship issues > Redesign dashboards for clean, executive-level storytelling across: > Profit & Loss > Balance Sheet > Cash Flow > Logistics KPIs (inventory turnover, dispatch, accuracy) >Implement drill-through, tooltips, and intuitive navigation for deeper insights >Apply consistent branding (colors, formatting, layout) > Optimise for desktop, web, and mobile views I’d be happy to review your existing PBIX and suggest quick improvements before we begin. Thanks Shivani

@pvsysgroupinc

As the sole proprietor of PVSYS Group, a global data and app development enterprise, I'm equipped with 17+ years of experience and a comprehensive understanding of the Power BI ecosystem. My wealth of knowledge further extends specifically to finance-centric dashboards, making me an ideal fit for your project. Within a broad span of projects that I've completed till date spanning across 200+ countries, my clients bankrupting logistics, supply-chain or warehousing operations also count on me for robust and insightful reporting systems like what you seek. My prime service offering comprises of thorough data analysis, fine-tuning relationships and measures which aligns exactly with your requirement. I specialize in decimating complicated information into blazingly intuitive visuals by employing transparent color coding, conditional formatting and optimizing desktop-web-mobile views to ensure seamless usability across all platforms. A paramount aspect that differentiates me is that all my projects are personally managed and handled with top level of confidentiality throughout which is especially crucial when dealing with sensitive financial information.

@SyedTaha04

Hi — this is exactly the kind of Power BI refinement I focus on: taking reports that “work” and turning them into clear, decision-ready dashboards. With a background in Accounting & Finance, I’ve built and redesigned finance-heavy Power BI reports where P&L, Balance Sheet, and Cash Flow need to connect seamlessly with operational KPIs. I’ve worked on improving DAX logic, fixing context and aggregation issues, and restructuring models so outputs are both accurate and intuitive. In similar projects, I’ve transformed cluttered dashboards into clean, layered views that guide users from a high-level snapshot down to granular detail using drill-throughs and tooltips. I also design KPI sections (like inventory turnover, operational accuracy, and performance tracking) so they tie back to financial impact rather than sitting in isolation. For your report, I’d focus on simplifying the visual hierarchy, highlighting critical numbers, and creating a logical flow across pages so management can quickly understand what’s happening and where to act. I’ll also optimize layouts for desktop and mobile, and apply consistent color themes aligned with your brand. You’ll receive a polished PBIX, improved measures where needed, a simple style guide, and a short walkthrough so your team can confidently maintain and extend the report. Happy to review your current file and suggest quick wins before starting. Regards, Taha

@zakriyam2

I have experience building finance-focused Power BI dashboards that turn complex financial and operational data into clear, actionable insights. I can review your existing PBIX file, inspect the data model, relationships, and DAX measures, and fix any issues to ensure accuracy. I will redesign the dashboards so key metrics for Profit & Loss, Balance Sheet, Cash Flow, and warehouse KPIs stand out and tell a clear story. The report will include drill-through pages, tooltips, and optimized layouts for desktop, web, and mobile. I will also apply consistent branding with color themes and conditional formatting. Finally, I’ll provide an updated PBIX file, a one-page style guide, and a short walkthrough so your team can easily maintain and extend the report.

@DataForgeFinance

Hi, I am writing to express my interest in your Power BI finance stack. As an ACCA Finalist, I fill the gap between complex accounting principles and technical data visualization. I understand that a Balance Sheet or Cash Flow statement isn't just a table of numbers—it’s a narrative of liquidity, solvency, and operational efficiency. I am not an average freelancer though I am new here, I specialize in building high-impact dashboards for the finance and logistics sectors. My portfolio includes: I have developed automated P&L and Cash Flow dashboards that utilize DAX for time-intelligence and Power Query for clean data normalization. Being a professional in the ACCA qualification I ensures that my logic for IFRS/IAS standards especially regarding asset valuation on the Balance Sheet and indirect/direct Cash Flow methods is best. I will deliver you; Four polished pages (P&L, Balance Sheet, Cash Flow, and Logistics KPIs) A one-page PDF detailing the hex codes and font hierarchy. A 20–30 minute walkthrough explaining the DAX logic and how to update the model as your business scales. I think you need someone who knows the difference between Accrued Expenses and Accounts Payable while also knowing how to calculate Warehouse Utilization. My background as an ACCA Finalist and an active business manager provides that rare dual perspective. I will look forward to discuss how we can turn your data into a clear, actionable story. Thanks Hamid Raqiaz Kiani

@Bhavanilsagar

My name is Bhavani, and although my expertise lies in algo trading, rest assured I'm no stranger to finance-driven projects. Power BI has been an integral part of my career, allowing me to transform raw data into clear, actionable insights. I understand that your priority is to revamp your Power BI financial model, and I believe my knack for designing sophisticated yet intuitive dashboards can elevate the visual layer for you. In terms of your specific needs, I am no alien to Profit & Loss statements, Balance Sheets, Cash Flows and core warehouse-KPIs - having meticulously analyzed similar financial metrics in my line of work. Furthermore, I’ve an eye for detail which helps me identify any calculation errors or inconsistencies within data models and measures; something that would undoubtedly benefit your project. I’ve a methodical approach to my work which manifests itself in the detailed style guide I deliver at the end of my projects. So not only will you get an updated PBIX file with refined data model and visuals but also a concise one-page guide about color codes, fonts and visual conventions adopted. Plus, being adept at creating walk-throughs, I can ensure a smooth hand-off of the new dashboards to your team