Build Power BI Financial Statements

@daniyal3214

As an experienced Finance and Accounting professional, I possess a unique skill set that combines my knack for numbers with my expertise in data analytics. I have successfully helped numerous clients with similar projects in the past, where I've proficiently aligned different financial datasets, created accurate financial models, and produced dynamic dashboards - exactly what you need for this project. My mastery of Power BI, Excel, and understanding of financial statements will allow me to consolidate your trial balance data into a clean fact table, creating the necessary lookup tables and streamlined DAX formulas that power your Income Statement and Balance Sheet reports. Moreover, I am well-aware of the importance of easy maintenance when it comes to dynamic reports. Rest assured, the Power BI file I deliver will be easily updatable when you swap the source file for new periods - no further intervention needed. To add further value to my services, I'll also provide comprehensive documentation explaining the entire process, including transformations and key measures. This way, you can comfortably maintain or extend the model as per your future requirements. Lastly, my commitment to utmost client satisfaction extends beyond project completion. Should you choose me for your venture, not only will you receive exemplary results but also subsequent support whenever needed.

@ayazakhtar75

Hello, I can build a robust Power BI solution that transforms your multi-sheet trial balance workbook into a refresh-ready financial reporting model. My approach: • Consolidate all trial balance worksheets using Power Query into a single clean fact table • Create an optimized data model with supporting lookup/mapping tables • Develop DAX measures for Income Statement and Balance Sheet reporting • Ensure reports automatically recalculate when a new period workbook replaces the source file • Validate totals against the original trial balance to guarantee accuracy Deliverables: • Fully documented .pbix file • Income Statement report page • Balance Sheet report page • Power Query transformations and DAX measures • Brief maintenance guide explaining model structure, refresh process, and key calculations I have experience building financial reporting models in Power BI, including trial balance, P&L, balance sheet, cash flow, and management reporting dashboards. My focus is on accuracy, scalability, and easy maintenance so future reporting periods require only a data refresh. I can start immediately and will first review the workbook structure and account mapping to ensure the statements reconcile perfectly. Best regards, Ayaz Akhtar

@arwamoizds

Greetings, Thank you for sharing your Power BI financial reporting project details. I can help you with consolidating your Excel trial balance sheets into a structured data model and building refresh-ready Income Statement and Balance Sheet reports. Being an experienced Power BI developer and data analyst, I have worked extensively with multi-sheet Excel transformations, Power Query modelling, and DAX-based financial reporting. I understand how to structure clean fact and dimension tables for scalable reporting. The project will be handled by combining all worksheets into a unified dataset, building an optimized data model, creating necessary lookup tables, and developing accurate DAX measures for both financial statements. I will ensure full refresh capability and a clean, maintainable Power BI structure. Feel free to initiate the chat for further discussion. Regards, Arwa M.

@royalcalif

Hi, Mr. Employer, I can build a robust Power BI financial reporting model that transforms your multi-sheet Excel trial balance into refresh-ready Income Statement and Balance Sheet reports. My approach begins with Power Query to consolidate all trial balance worksheets into a single normalized fact table, regardless of how the source data is distributed across tabs. I will then create a scalable data model with appropriate dimension tables (Chart of Accounts, Financial Statement Mapping, Periods, etc.) to ensure accurate financial reporting and future expansion. Key deliverables include: • Power Query process to automatically combine all trial balance sheets • Optimized star-schema data model • Income Statement with hierarchical account grouping and subtotals • Balance Sheet with proper asset, liability, and equity presentation • DAX measures for balances, retained earnings, net profit/loss, and period calculations • Refresh-ready setup so replacing the source workbook automatically updates reports • Documentation explaining the model structure and refresh process The solution will be designed for maintainability, accuracy, and performance, ensuring that future reporting periods require only a source file update and refresh. I am available to start immediately and can quickly review the workbook structure to propose the most efficient modeling approach. Best Regards RoyalCalif

@dwashil3000

I have done a similar project a week ago. I am sure you will give me more projects after this. I am interested to do this project too and ready to complete this within the timeline. Kindly check my profile to see all rating and reviews given by clients. Hoping to hear from you soon. Payment after completion.

@aqsaishrat

Hello, With experience building financial reports in Power BI from Excel trial balances, I can consolidate your multiple worksheets into a clean data model and create refresh-ready Income Statement and Balance Sheet reports. Here's what I will deliver: 1. A fully-working .pbix file with data model, queries, and DAX measures. 2. Two report pages: Income Statement and Balance Sheet. 3. Clean fact table combining all worksheets with relevant lookup tables. 4. Brief documentation explaining transformations and key measures for future maintenance. When you swap the source file for a new period, the reports will recalculate without further intervention. I will validate totals against your original trial balance for sample periods. I can share similar Power BI finance samples in private chat. For further discussion, the budget will be discussed in chat. I'll be waiting for your positive response. Warm Regards, Aqsa I.

@jepita200

Hello, I have experience with Power BI, Power Query, DAX, and financial reporting. I can consolidate the trial balance data from multiple Excel worksheets into a clean data model, create the necessary transformations and lookup tables, and build dynamic Income Statement and Balance Sheet reports. Deliverables: • Fully functional .pbix file • Automated Power Query transformations • DAX measures for financial statements • Income Statement and Balance Sheet report pages • Refresh-ready model that updates when a new source file is provided • Brief documentation covering transformations and key measures I will ensure all report totals reconcile with the original trial balance and that the model is easy to maintain and extend in the future. Thank you for your consideration.

@mobasherreza10

With a deep understanding of data analysis, data visualization, and Power BI, I'm the ideal candidate to transform your Excel trial balance into two refresh-ready financial reports. My proficiency in Excel and Power BI will ensure a seamless transition of your data into a clean fact table, enabling you to effortlessly switch between periods while maintaining accurate recalculation of the statements. Moreover, along with delivering a fully functional pbix file, my comprehensive documentation will equip you to maintain or extend the model without hassle. Throughout my career, I have consistently been commended for my attention to detail, and this project will be no exception as I will not only tie out the numbers but also provide brief explanations on important transformations and key measures.

@nNamanrRathi

Hi I have worked in Dubai previously in the Burjuman Business Tower. Three quick questions 1 How many worksheets are there in the trial balance file 2 Is there a consistent chart of accounts across all sheets 3 Do you need comparative periods in the Income Statement and Balance Sheet reports About me I am a Chartered Accountant and CPA having 8 plus years of experience. I have worked with clients in USA, Singapore, Australia and the UK. I specialise in Power BI functions, charts, and dashboards. Though my presence is new here but I have served more than 300 clients till date.

@zeenatmuzaffar

Hi, I am Zeenat, a seasoned and versatile data analyst with over a decade of successful experience. My proficiency in Excel, Power BI, and financial analysis makes me a perfect fit for your project. I have an in-depth understanding of transforming and modeling complex datasets to generate insightful and precise financial reports. I will connect to your existing Excel trial balance, create a clean fact table, define relevant lookup tables, and use intelligent DAX functions to drive the Income Statement and Balance Sheet you require. My work does not end with just delivering the reports - I also believe in empowering clients with the knowledge to maintain and extend the model themselves. I will provide you with comprehensible documentation explaining the transformations and key measures used so that you can navigate and modify the model easily. Having worked on projects similar to yours in the past, I am confident about delivering impeccable results. My thoroughness in ensuring high quality by matching totals against original sources during validation aligns perfectly with your expectations. I always strive for clarity, quality, communication, and above all, client success. With my expertise in data analytics combined with development and testing skills, I am excited to deliver impactful solutions tailored to your specific needs. Let's turn your trial balance into easy-to-update financial statements together!

@nehanavlani7

Heyy, I can help transform your multi-sheet Excel trial balance into a clean, scalable Power BI solution with automated Income Statement and Balance Sheet reporting that refreshes seamlessly whenever a new period file is provided. 1 Power BI data model development including consolidation of all trial balance worksheets into a structured fact table, creation of supporting lookup tables, and optimized relationships for accurate financial reporting 2 Power Query transformations to clean, combine, and standardize data from multiple sheets, ensuring the model remains refresh-ready when source files are updated for future periods 3 Custom DAX measures for Income Statement and Balance Sheet reporting with accurate account classification, financial calculations, and validation against your trial balance totals 4 Delivery of a fully documented .pbix file containing all queries, measures, report pages, and maintenance notes so the model can be easily extended or managed in the future With 6+ years of experience in Power BI, financial reporting, and data modeling, I have built automated reporting solutions that streamline financial analysis while ensuring accuracy, scalability, and ease of maintenance. Let’s connect and review your workbook structure so I can create a robust Power BI model that delivers reliable, refresh-ready financial statements. Warm Regards, Neha K.

@nidhip091

Hi, Thank you for sharing the project requirements. I can help build a clean and refresh-ready Microsoft Power BI solution from your Excel trial balance data. My approach will include: • Combining multiple worksheets into a consolidated fact table using Power Query • Creating an optimized data model with necessary lookup tables • Developing DAX measures for Income Statement and Balance Sheet reporting • Ensuring reports automatically refresh when a new trial balance file is provided • Validating totals against the source data for accuracy Deliverables: • Complete .pbix file with data model, queries, measures, and report pages • Income Statement and Balance Sheet reports • Documentation covering transformations, DAX measures, and refresh process I focus on accuracy, clean modeling, and maintainable Power BI solutions that are easy to extend in the future. Looking forward to discussing your requirements further. Best regards, Nidhi

@InoovativeThink

Hi, I read through your project for Build Power BI Financial Statements. You need help with build power bi financial statements. I can build and deliver this efficiently based on the job requirements. This fits well with my experience in Accounting, Excel, and Finance. I can take what you outlined and turn it into a clean final delivery, with attention to Accounting and Excel and the details in your brief. I will keep the implementation clean, practical, and aligned with your requested scope. Send me the details and I can start immediately.

@oolatunji300

Hi There, I came across your project requiring the transformation of an Excel trial balance into Power BI reports and wanted to offer my support. As a Certified Chartered Accountant with 5 years of experience in financial reporting and analysis, combined with proficiency in Excel, Power Query, and Power BI, I specialize in building dynamic, refresh‑ready models that turn raw data into clear financial statements. Here’s how I would approach your project: -Connect directly to your Excel workbook and combine the separate trial balance sheets into a clean fact table. -Create lookup tables where useful (e.g., account categories, reporting groups) to simplify modelling. -Write DAX measures that drive accurate Income Statement and Balance Sheet reports, ensuring totals tie back to the source trial balance. -Design two polished report pages (Income Statement, Balance Sheet) that update seamlessly when you swap in a new source file—no manual intervention required. -Provide brief documentation explaining the transformations and key measures so you can maintain or extend the model later. My accounting background ensures the financial logic is sound, while my Power BI expertise guarantees the model is dynamic, reliable, and easy to refresh. I am available to begin immediately and can deliver a polished .pbix file that passes your validation checks. Looking forward to collaborating with you, Oluwatobiloba

@Danzy262

Hi I will transform your multi-sheet Excel trial balance into a properly modelled Power BI solution with automated Income Statement and Balance Sheet reports that refresh seamlessly when new periods are loaded. I understand the priority is accurate financial reporting, clean data modelling, and DAX measures that reconcile back to the source trial balance every time. What you’ll get: • Consolidated Power Query workflow combining all trial balance sheets • Well-structured data model with supporting lookup tables • Dynamic Income Statement and Balance Sheet report pages • Documented queries, measures, and refresh process for easy maintenance I’m a verified freelancer and I’ve completed similar projects with 5⭐ feedback for accuracy and delivery. Timeline: 1–2 days Bid: $25 Please send me a message so we can get started immediately.

@Opilog

Hello, Could you confirm the desired format of the Income Statement and Balance Sheet? This will help in structuring the reports effectively. I’ll connect to your trial balance workbook, combine the sheets into a clean fact table, and create any necessary lookup tables to ensure accurate reporting. By writing efficient DAX measures, I’ll ensure that when the source file is swapped for a new period, the reports will refresh automatically without any further intervention. The deliverables will include a fully working .pbix file containing the data model and two detailed report pages. I’ll also provide brief documentation for the transformations and key measures, so you can easily maintain or extend the model in the future. I look forward to working on this project together! Best Regards, Gafar

@engruhulajom

Dear Client, I’m an experienced Full-Stack Developer and Power BI specialist with 10+ years of experience in data modeling, financial reporting, DAX development, and business intelligence solutions. I understand you need a Power BI model that consolidates a multi-sheet Excel trial balance into a clean, refreshable dataset and produces accurate Income Statement and Balance Sheet reports. I have experience building financial reporting models, creating Power Query transformations, designing star schemas, developing DAX measures, and ensuring reports automatically recalculate when source files are updated. My expertise includes Power BI, Power Query, DAX, Excel integration, financial reporting, data modeling, and dashboard development. Feel free to share the workbook. I’m ready to build a robust, maintainable solution that reconciles accurately with your trial balance. Looking forward to hearing from you. Best regards, Md Ruhul Ajom

@Amnexa

Hello, I am Amna, a data analysis expert with 6+ years of experience in Excel, Financial Analysis, and Power BI. I understand your requirement to consolidate your trial balance from multiple Excel sheets into Power BI for Income Statement and Balance Sheet reports. I will connect to the workbook, create a clean fact table, establish necessary lookup tables, and develop DAX formulas for the financial statements. The reports will automatically recalculate with new data uploads. With a track record of completing 97 projects involving data modeling and visualization, I assure you of a professional solution. Let's discuss further in chat to align on the details. Thanks, Amna

@echekwa

Dear client, With a unique blend of accounting expertise and data analytics proficiency, I am ideally positioned to deliver this project with precision. Having worked extensively with trial balances and financial statement preparation, I understand the critical importance of accurate classifications—ensuring revenues, expenses, assets, and liabilities flow correctly into their respective statements. My approach will address every deliverable: I will connect to your Excel workbook, consolidate multiple worksheets into a clean fact table, create robust lookup tables for chart of accounts and period details, and write DAX measures that generate the Income Statement and Balance Sheet dynamically. The .pbix file will be fully refresh-ready—simply swap the source file for a new period and reports recalculate without manual intervention. Given the specialized nature of this work, I propose a time-based compensation of $10/hour, estimated at 5 hours daily over 4 business days (total 20 hours). This ensures thorough development, testing, and documentation. I am confident in my ability to deliver, and I stand by a simple commitment: if I don't deliver, you don't pay. I will validate all totals against your original trial balance for sample periods to guarantee accuracy. I look forward to building a solution that provides you with reliable, repeatable financial reporting. Let's connect to finalize the scope. Best regards,