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I have several Excel/CSV files that capture customer feedback, survey scores, and support interactions. I need an engaging Power BI dashboard that turns those raw tables into clear, actionable Customer Insights, with an emphasis on Customer Satisfaction metrics. Here is what I’m after: • Data prep and modeling: clean the Excel files in Power Query, create relationships, and write concise DAX measures for CSAT, NPS, volume trends, and year-over-year comparisons. • Visual design: apply a simple brand-aligned theme and build interactive cards, trend lines, heat maps, and drill-through views so managers can slice results by product, region, or time period. • Seamless refresh: the .pbix must reconnect to the same folder of Excel/CSV sources and refresh without manual fixes whenever new rows are added. Acceptance criteria – Every visual loads in under five seconds on first open. – No hard-coded file paths; relative or parameterized locations only. – Slicers instantly update all measures and visuals. Please deliver the finished .pbix file, along with a short note (or quick loom video) explaining how I can refresh and extend the model in the future.
Project ID: 40196154
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Active 2 mos ago
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83 freelancers are bidding on average $14 USD/hour for this job

Hi there, I’ve read your Customer Insights Power BI Dashboard brief and I’m confident I can deliver a fast, refresh-friendly PBIX that turns your Excel/CSV data into clear CSAT, NPS, and trend insights. Understanding and approach: You want a PBIX that ingests multiple Excel/CSV files, cleans in Power Query, builds a clean model, and shows CSAT, NPS, volume trends, and YoY with fast, interactive visuals and drill-through by product/region/time. I’ll unify the data, write concise DAX for the metrics, apply a brand-aligned theme, and configure a folder-based data source with relative paths and auto-refresh. Deliverable: the PBIX plus a quick guide or loom video explaining refresh and extension steps. Technical questions I should ask (8-10, clear and essential): Is the folder structure consistent and file naming standardized? Should I use Power BI Service scheduled refresh or Desktop refresh? What granularity for YoY: monthly or daily? Any data privacy roles or restrictions to apply? Do you want CSAT as average or weighted by responses? NPS: show promoters/passives/detractors together or separate? How should drill-through handle details: summarized or underlying responses? What default slicers and interactions do you want? Are there any data quality checks or alerts to include? What folder structure and file naming conventions should I assume for your Excel/CSV sources, and do you prefer a specific time for refresh runs? Best regards,
$25 USD in 27 days
9.1
9.1

As a seasoned Full stack developer specializing in Data Analysis and Visualization, I understand the power of transforming raw data into actionable insights. Using my advanced skills in Power Query and Data Analysis Expressions (DAX), I'll ensure your customer data is cleaned, modeled, and measures are written concisely to capture valuable metrics like CSAT, NPS, volume trends, and year-over-year comparisons. The interactive nature of Power BI empowers me to create engaging dashboards - using simple brand-aligned themes with precise visual elements like trend lines and heat maps. By leveraging my seven years of relevant experience at top companies such as Metlife GOSC and DXC technologies, I prioritize speed and performance while building PBIX files. Your dashboard will load within seconds on the first open while slicers instantly updating all measures and visuals. Additionally, I am committed to delivering beyond just a solution - providing you with a short note or quick video on how you can easily refresh and extend the model in the future. Let's make your project a success together by transforming your raw data into actionable insights for optimized customer satisfaction!
$15 USD in 40 days
8.7
8.7

Hello, With over a decade's worth of experience in the fields of Data Analysis, Data Visualization, and Data Processing, my team at Live Experts is more than prepared to take your project to new heights. Being proficient with essential tools like Excel and Power BI, I can skillfully handle data prep and modeling, creating compelling visual designs, and ensuring seamless refresh for your dashboard. In addition to my technical skills, I bring a unique blend of expertise in Computer Science and Engineering - a combination that will be particularly valuable for your project on Customer Insights Power BI Dashboard. My in-depth knowledge of software architecture paired with my proficiency in Visual Basic ensures that I can deliver exactly what you're looking for: a dashboard that is not only visually appealing but also efficient in loading speed. Furthermore, the need for your dashboard to adapt as you gather new data is not lost on me. I guarantee the delivery of a finished .pbix file with a comprehensive guide that makes refreshing and extending the model easy for you or your team in the future. Choose Live Experts to transform your raw data into clear customer insights; let's turn information into action together! Thanks!
$50 USD in 1195 days
8.3
8.3

Hi bhupinderpals, Thank you for considering my proposal. With over 8 years of real-world Excel experience, I am well-equipped to assist you with creating an engaging Power BI dashboard for your Customer Insights project. I have carefully reviewed your requirements and am confident in my ability to deliver a high-quality solution. I would love to discuss your project further in a chat to ensure that I fully understand your needs and objectives. Regards
$8 USD in 40 days
6.4
6.4

With a deep well of expertise in web and mobile app development, AI, Machine Learning, and Python, I am adept at transforming raw data into meaningful insights. My extensive experience with data analysis, processing, and visualization puts me in a prime position to deliver the Power BI dashboard you seek. Additionally, I am skilled in working with massive amounts of data to extract valuable metrics such as Customer Satisfaction (CSAT), NPS, volume trends, and yearly comparisons. Seamless refreshes and maintaining report integrity are key elements of building effective dashboards - aspects that I keenly understand after years of creating business-driven solutions. Drawing on my knowledge of front-end, back-end, cloud technologies like AWS combined with Git version control awareness, I will ensure your .pbix file dynamically connects to relevant data sources across different folders. I'll also incorporate slicers to ensure all your measures and visuals update instantly. With Regards! Abhi
$12 USD in 40 days
5.5
5.5

Hello, I’ve delivered multiple Power BI Customer Insights dashboards like this before, turning raw Excel/CSV feedback and support data into fast, interactive, and executive-ready reports focused on CSAT, NPS, and performance trends. I can handle the full workflow for you, including: • Power Query cleaning & modeling (deduplication, normalization, relationships) • Custom DAX measures for CSAT, NPS, volume trends, and YoY comparisons • Brand-aligned, modern visuals (cards, heat maps, drill-through pages, and dynamic slicers) • Seamless refresh setup using parameterized folder paths so new files update automatically without breaking connections My approach: • Build a clean star-schema model for speed and scalability • Optimize measures so all visuals load in under 5 seconds • Design an intuitive layout so managers can instantly filter by product, region, or time • Provide a short walkthrough so you can confidently extend the model later You’ll receive a fully editable .pbix file, tested refresh logic, and a clear guide on how to maintain and scale the dashboard as your data grows. I can start immediately and deliver quickly without sacrificing performance or polish. Best Regards, Beshoy
$15 USD in 70 days
5.2
5.2

Hello, I understand you're looking to create an engaging Power BI dashboard from your customer feedback and survey data, focusing on actionable insights and customer satisfaction metrics. I have extensive experience in transforming complex datasets into user-friendly dashboards that drive decision-making. In my previous project, I successfully built a Power BI dashboard that improved customer insight interpretation by 40%, enabling quicker responses to customer needs. ✅My Plan - Clean and model your data using Power Query for optimal structure. - Create relationships and develop precise DAX measures for CSAT, NPS, and trends. - Design interactive visuals with a brand-aligned theme to enhance user experience. - Ensure seamless data refresh settings for ongoing use without manual intervention. - Provide a comprehensive guide or video for future modifications. Best regards, Hongqiang Chen
$20 USD in 25 days
4.8
4.8

As a highly experienced and certified data analyst with over 50 completed projects, I am confident that I am the best fit for your Customer Insights Power BI Dashboard project. I have a strong skillset in data processing, modeling, and visualization, and I'm proficient in Excel and Power BI. This means I can effortlessly clean your Excel/CSV files using Power Query and create insightful relationships and DAX measures to represent your CSAT, NPS, volume trends, and year-over-year comparisons effectively. Moreover, I understand the importance of visual design in creating engaging dashboards. Whether it's heat maps, drill-through views or interactive cards, rest assured they will be designed with simplicity and adherence to your brand guideline. Additionally, to ensure maximum usability, your dashboard will have relative or parameterized file locations without any hard-coded paths - simplifying future refreshes. Apart from this, my attention to detail ensures rapid loading times for every visual (less than five seconds on first open), while still allowing slicers to immediately update all measures and visuals. Finally, I am ready to provide you with a comprehensive report or video detailing how to refresh and extend the model independently in the future. I've taken on similar projects before and have received great feedback on my solutions' quality and timeliness. So why wait? Choose me today, and let's transform your raw customer data into invaluable insights together
$12 USD in 40 days
5.0
5.0

Hello, I can build a clean and engaging Power BI Customer Insights dashboard focused on Customer Satisfaction metrics. I have strong experience working with Excel/CSV data, Power Query, and DAX to turn raw feedback into clear insights. I will clean and model your data in Power Query, create proper relationships, and write clear DAX measures for CSAT, NPS, trends, and year-over-year comparisons. The model will be scalable and easy to extend. For visuals, I’ll design interactive cards, trend lines, heat maps, and drill-through pages, using a simple, brand-aligned theme. Managers will be able to filter easily by product, region, and time period. You’ll receive the final .pbix file plus a short guide or Loom video explaining refresh and future updates. I focus on clarity, performance, and business-ready dashboards. Best regards, Tauqeer Ahmad
$10 USD in 40 days
4.9
4.9

✋ Hi there. I can turn your Excel and CSV customer data into a clear Power BI dashboard that helps you quickly understand customer satisfaction, trends, and problem areas. ✔️ I have solid experience with Power BI, Power Query, and DAX, including CSAT, NPS, trend analysis, and year over year metrics. In a recent project, I built a customer insights dashboard from survey and support data, with fast loading visuals, clean models, and flexible slicers for managers. ✔️ For your project, I will clean and model the data in Power Query, create proper relationships, and write simple DAX measures for all key metrics. I will design interactive visuals like cards, trend lines, heat maps, and drill through pages that update instantly by product, region, and time. ✔️ I will set up folder based data sources with parameters so refresh works without manual changes. I will also keep visuals optimized so everything loads fast and stays easy to extend later. Let’s chat and review your data files. Best regards, Mykhaylo
$12 USD in 40 days
4.6
4.6

Hi there, I understand you need an engaging Power BI dashboard that transforms multiple Excel/CSV files into clear, actionable Customer Insights, with a focus on Customer Satisfaction metrics, so your team can monitor trends, identify issues, and make data-driven decisions confidently. With experience building interactive Power BI solutions, my approach ensures you get exactly what you need: I will clean and model your data in Power Query, establish relationships, and create concise DAX measures for CSAT, NPS, volume trends, and year-over-year comparisons. The dashboard will feature brand-aligned visuals including cards, trend lines, heat maps, and drill-through views, with slicers for products, regions, and time periods. It will also refresh seamlessly from the folder of source files without manual adjustments, with no hard-coded paths. Deliverables: A fully functional Power BI (.pbix) dashboard with all measures and visuals optimized for performance, plus a brief guide or Loom video explaining how to refresh and extend the model in the future. QUESTION: Are there any specific KPIs or thresholds you’d like highlighted on the dashboard for immediate visibility? If this fits your goals, I’m ready to start building a robust, interactive, and refreshable dashboard that delivers actionable insights. Regards, Shehwani.
$8 USD in 40 days
4.8
4.8

Dedicated Freelancer Ready to Elevate Your Project for Customer Insights Power BI Dashboard. I have a solid background in Visual Basic, Data Analysis, Power BI, Data Visualization, Software Architecture, Excel, Data Processing and Data Modeling, I bring valuable expertise to your project. I have successfully completed many projects with 100% client satisfaction. Clear and timely communication is my priority. I believe in keeping you informed throughout the project lifecycle. I am available for a discussion at your earliest convenience. Please feel free to contact me to further discuss your project details. Thank you for considering my bid. I am excited about the opportunity to contribute to the success of your project. Please visit my portfolio to check my previous work samples, here - https://www.freelancer.com/u/GraphicsHub2k24?page=portfolio&w=f&ngsw-bypass= Best regards, Muhammad Asim Khan
$8 USD in 33 days
4.3
4.3

Hello, I hope you are doing well. I am a data modeling and visualization specialist with hands-on experience in Power BI, Excel, and data engineering workflows. I turn messy Excel/CSV inputs into polished dashboards with clear CSAT, NPS, volume trends, and year-over-year comparisons. On similar projects, I've built end-to-end Power BI solutions from multiple Excel/CSV sources, creating relationships between customers, products, regions, and time, and writing concise DAX measures for CSAT, NPS, and volume trends. I design interactive visuals like cards, trend lines, heat maps, and drill-through pages, and I ensure no hard-coded paths by using relative folders and parameterized data sources so refresh works seamlessly as new rows are added. I can deliver a ready-to-use .pbix with a brand-aligned theme and a quick loom note showing how to refresh and extend the model. I will implement a robust refresh setup, ensure fast first-load times, and provide clear steps for future updates. Please feel free to contact me so we can discuss more details. I am looking forward to the chance of working together. Best regards, Billy Bryan
$20 USD in 27 days
4.3
4.3

Hello, Thanks for detailing your needs around CSAT-focused customer insights. I can transform your Excel/CSV feedback, survey, and support data into a fast-loading Power BI model with robust DAX measures for CSAT, NPS, volume trends, and YoY comparisons, plus a clean, brand-aligned visual layer. I’ll use Power Query for data prep, parameterized/relative folder paths for seamless refresh, and optimize visuals so every page opens in under five seconds and slicers respond instantly. How many distinct products/regions should the dashboard support initially, and what is your preferred CSAT/NPS calculation definition? Regards Sahanaj
$25 USD in 40 days
4.6
4.6

Hello bhupinderpals, I checked your project, and it looks interesting. This is something we already work on, so the requirements are clear from the start. We mainly work on Visual Basic, Data Processing, Excel, Software Architecture, Data Visualization, Data Analysis, Power BI, Data Modeling We focus on making things simple, reliable, and actually useful in real life not overcomplicated stuff. Let’s connect in chat and see if we’re a good fit for this. Best Regards, Ali nawaz
$15 USD in 40 days
3.4
3.4

Hi! Hope you are doing well. My name is Sartaj, an expert Power BI developer. I have over 5 years of experience in Power BI projects. Here’s how I’ll handle it: • Prepare and model data:– I’ll clean your Excel and CSV files, set up the relationships, and create simple measures for CSAT, NPS, trends, and yearly comparisons. • Build interactive visuals: – I’ll make cards, charts, heat maps, and drill-through views so managers can filter by product, region, or time. The design will be clean and match your brand. • Easy refresh: – The dashboard will update automatically when new data is added, with no manual fixes needed. I’ll also make sure all visuals load quickly, slicers work instantly, and no file paths are hard coded. Finally, I’ll provide the finished Power BI file along with a short note or video showing how to refresh and extend it. NOTE: Would it be okay to work on a fixed project price instead of hourly? That way the cost stays clear and within budget. I’m happy to discuss the details and agree on a fair price. If you’re looking for a project executed with precision and quality, let’s chat soon and get started. Regards!
$8 USD in 40 days
3.3
3.3

⭐ Hello there, My availability is immediate. I read your project post for a Customer Insights Power BI Dashboard and can deliver exactly what you need. I am experienced in: Power BI: Data prep in Power Query, modeling, DAX measures for CSAT, NPS, trends, YoY comparisons Dashboard Design: Interactive visuals—cards, trend lines, heat maps, drill-throughs, slicers for product, region, or time Automation & Refresh: Parameterized connections to Excel/CSV files for seamless updates without manual fixes I will deliver the .pbix file along with a short guide or Loom video on refreshing and extending the dashboard. All visuals will load quickly, under 5 seconds. Please send a message so we can discuss your requirements and start immediately. Looking forward to working with you! Thanks,
$14 USD in 40 days
4.1
4.1

Hello bhupinderpals, I hope you’re doing well. I have carefully reviewed your requirements for the Customer Insights Power BI Dashboard, and l believe I am the best fit candidate for this due to my extensive experience in Excel. I would like to grab this opportunity and will work till you get 100% satisfied with my work. I bring 7+ years of hands-on experience working with Visual Basic, Data Processing, Excel, Software Architecture, Data Visualization, Data Analysis, Power BI, Data Modeling. I have successfully handled similar projects recently. You can expect clear communication and 100% satisfaction. Please come over to chat and discuss your requirements in detail. Best regards, Ismail
$9 USD in 40 days
2.7
2.7

Hi there, I noticed you’re looking to work on a Customer Insights Power BI Dashboard that emphasizes Customer Satisfaction metrics, and I’ve built very similar dashboards using complex data sources in real-world environments. I have 7+ years of experience in data analysis and business intelligence and have mastered Power BI data modeling, DAX, and visualization skills needed for this type of project. In a recent project, I designed a Power BI dashboard that integrated multiple customer feedback sources to deliver actionable insights, resulting in improved decision-making for a retail client. ✅ I will start by cleaning and preparing your Excel/CSV files with Power Query, ensuring data accuracy and consistency. ✅ Next, we'll build a robust data model with relationships plus efficient DAX measures for CSAT, NPS, and trends. ✅ I’ll design an intuitive, brand-aligned theme using interactive visuals like cards, heat maps, and drill-through capabilities. ✅ The dashboard will support slicers that instantly update all visuals with no lag. ✅ I will implement a dynamic refresh setup using relative paths so new data is seamlessly ingested without manual fixes. Quick question: How many distinct product lines and regions do you expect to analyze in the dashboard? I look forward to working with you. Best Regards, Rosita Iniesta
$20 USD in 36 days
2.6
2.6

With my experience as a Full-Stack developer and specializing in both frontend and backend technologies, I am confident in my ability to not only deliver a fantastic Power BI dashboard for your customer insights project but also to offer on-going support for any future extensions or refinements you may need. Having worked extensively with data analysis, I am very familiar with the Power Query and DAX that you are requesting. In fact, I have a proven track record of using these tools to not only clean up raw data but also create relationships and write concise DAX measures as you mentioned you'd need for CSAT, NPS, volume trends, etc. Moreover, I totally understand the importance of keeping the .pbix file seamless, efficient and flexible. I always make use of parameterized locations meaning - no hard-coded file paths, ensuring easy scalability by connecting with relative folder locations. Also, adapting technologies to the demands of business expansion is a strong suit of mine making long-term project success a priority. Let's collaborate to turn your customer data into actionable insights!
$10 USD in 40 days
2.3
2.3

Ashburn, United States
Member since Feb 1, 2026
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