Daily Power BI Customer Dashboard

@hardikshah83

Approach: Power Query connects to your shared folder, combining/transforming daily Excel/CSV drops into a clean data model, with scheduled daily refresh via Power BI Service (gateway if the folder is on-prem). Scope: Power Query pipeline to auto-ingest and merge files from the shared folder, handling schema consistency Star-schema data model (fact table for transactions, dimension tables for customer/region/channel/date) for fast, reliable performance DAX measures: daily/rolling averages, period-over-period comparisons, cohort retention, segment-level KPIs Visuals: sales trend curves, demographic breakdowns (age/region/channel slicers), retention funnels, cohort analysis, revenue drivers at a glance Interactive filtering across all pages with intuitive drill-downs Daily scheduled refresh configuration in Power BI Service Deliverables: Finished .pbix file Short written data-model documentation (tables, relationships, key DAX logic) Step-by-step guide (or screen-share) for updating data sources if column names/structure change Timeline: 7–10 business days from sample file access. Before starting, I'll confirm: shared folder location/access method (OneDrive, SharePoint, local network — affects refresh setup), sample files to map columns/attributes, and your Power BI license tier (Pro/Premium, needed for refresh frequency).

@khaliduom103

‎Hi i am an experienced Excel data analyst and insighter with PhD in data analysis .I can help you attractive dashboards, visualization, automation,optimization, numerical analysis،simulation and stock data prediction . ‎

@CauaAlves

For the daily-drop folder pulling in automatically, I'd set up a scheduled dataflow/gateway refresh rather than manual imports, so it just runs each evening without you touching anything. For the DAX side: rolling averages via AVERAGEX over a dynamic date window, and segment comparisons with CALCULATE + ALLSELECTED so slicers (age group, region, channel) stay in sync across every visual. Deliverables: the .pbix, a one-page data model write-up, and a short screen-share on swapping data sources if column names shift. Are the Excel/CSV files consistently structured across days, or does the schema vary?

@robertb297

Hi, What I like about this project is that you're looking for more than a daily sales dashboard — you want to understand how different customer groups behave and where revenue is gaining or losing momentum. I can set up the Excel/CSV folder as a repeatable Power Query process, build the Power BI model and DAX measures, and then keep the report focused on the customer questions that actually matter: trends, segment differences, retention and purchasing behavior. I’ve worked with sales-performance dashboards and automated Excel-to-Power BI models, so keeping the daily refresh process maintainable would be an important part of the build as well. One thing I’d check first is whether the files contain a consistent customer ID across transactions, since that will determine how far we can take the retention and cohort analysis. Thanks,

@bizvivo

Greetings, With a robust background in statistics and data science, complemented by a prolific academic writing portfolio, I am well-equipped to tackle complex data-driven challenges. My expertise is rooted in the successful completion of numerous PhD-level thesis projects, where I employed advanced statistical methodologies to extract meaningful insights from diverse datasets. My professional journey has been marked by collaborations with various companies, leading to projects that demanded high-level quantitative analysis and data interpretation. These projects enabled me to delve into trend analysis, temporal behaviour studies, and comparative assessments of data variables. I possess proficiency in a suite of analytical tools, including SPSS, R, Python, OpenCV, WEKA, Tableau, Power BI, and Excel. My skill set extends to sophisticated techniques such as image processing, machine learning, deep learning, artificial intelligence, natural language processing, hypothesis testing, forecasting, T-tests, and ANOVA, among others. I am eager to engage in discussions that leverage my comprehensive skill set to provide innovative solutions in AI and ML domains. Warm regards, Radhika

@subaigfalcon

Greetings, I have extensive experience with Power BI, Excel, Power Query, and DAX for customer sales analysis and KPI tracking. I can build an interactive daily dashboard that automatically pulls updated Excel/CSV files from a shared folder and refreshes the data reliably. I’ll create clear visuals for sales trends, customer demographics, behavior patterns, retention, cohorts, and segment comparisons, with filters for age group, region, purchase channel, and other available fields. I’ll also provide the finished `.pbix` file, a simple data model explanation, and clear instructions for updating data sources if the file structure changes. I’ll ensure the dashboard is fast, intuitive, and easy to use for daily decision making. Contact me and we can discuss the project. Best regards!

@caajoys

Thank you for considering my proposal. I have gone through the requirements in detail and can build a fast, intuitive and refreshable Power BI dashboard that turns your daily Excel/CSV files into actionable customer and sales insights. With 10+ years of experience, I specialize in Power BI, DAX, Excel, Power Query, data modelling, sales analytics and automated reporting. As a Chartered Accountant (ICAI) and CPA, I combine technical BI expertise with a strong understanding of revenue, customer behaviour and management reporting. I have uploaded samples of similar Power BI dashboards, sales analytics and data-modelling projects completed by me earlier in my profile. I’ll configure the data pipeline to consolidate files from your shared folder, clean and model the data, and build interactive visuals for sales trends, demographics, regions, channels, customer segments, retention and cohort behaviour. Where appropriate, I’ll implement optimized DAX for rolling averages, comparisons and trend analysis while keeping refresh performance efficient. You’ll receive the fully editable .pbix, documented data model, refresh/source configuration guidance, and a concise handover walkthrough covering future column or source changes. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Timely delivery ✅ 100% commitment to project completion

@abhay686

Hi, I have 7+ years of experience with Power BI, Excel, SQL, Power Query, DAX, and reporting automation. I can combine your regularly updated Excel/CSV files into one clean Power BI model and set it up so new files from the shared folder refresh automatically each day. The dashboard will focus on sales trends, customer demographics, retention, cohorts, regions, purchase channels, and behaviour patterns, with interactive slicers and clear visuals. I can also create DAX measures for rolling averages, period comparisons, and segment performance. You’ll receive the completed PBIX file, data model notes, and simple instructions for updating sources or handling future column changes. Let’s connect over the chat so that I can show you my previous Power BI work.

@alluankit01

Hi, I can build your daily Power BI customer dashboard using regularly updated Excel/CSV files from a shared folder with automated refresh and clean interactive visuals. My approach will be to first review your file structure, columns, customer fields, sales metrics, refresh setup, and required filters. Then I’ll create a Power BI model that combines the files, cleans the data, builds relationships, and tracks customer sales trends, demographics, retention, cohorts, and behavior patterns. I’m comfortable with Power BI, Excel/CSV imports, folder-based refresh, Power Query, DAX, data modeling, rolling averages, cohort analysis, customer segmentation, and dashboard optimization. Deliverables: * Finished PBIX file * Folder-based data import * Daily refresh setup * Clean Power BI data model * Sales trend visuals * Demographic breakdowns * Region/channel/age slicers * Retention and cohort views * DAX measures * Data model write-up * Source-change handover notes I’ll focus on a fast, intuitive, refresh-ready dashboard that helps you quickly see where revenue is rising or dropping and which customer segments are driving the change. Best regards Ankit

@imranahmadquresh

Hi, I understand you need a Data Analyst using Power BI for Daily Customer Dashboard. I offer my services for this project. I am IBM Data Analyst certified. I have made many Data Analysis based projects using Power BI and Excel as follows; • Construct pivot charts and pivot tables. • Work with Power Query for ETL and ELT to better clean and transform data. • Work with Power Pivot to build charts and tables. • Create measures using Power Pivot to perform advanced analysis. • Build interactive dashboards. • DAX measures for the metrics. • Deal with duplicate or null values in data. • Statistical Analysis such as Mean, Median etc. • Merge and append multiple sheets. • Analyze data in spreadsheets by using filter, sort, look‐up functions. • Create basic visualizations such as line graphs, bar graphs, and pie charts using Excel spreadsheets. • Construct advanced charts and visualizations such as Treemaps, Sparklines, Histograms, Scatter Plots, and Filled Map Charts. I ensure to complete your project efficiently and on time.

@FreeLancers360

As a full-stack developer with a deep understanding of data analysis and visualization, I offer the perfect blend of technical skill and creative vision to construct the tailored Power BI dashboard you require. My expertise in Excel and Power BI uniquely positions me to transform your daily-updated Excel/CSV files into an interactive, readily-accessible dashboard that can be refreshed automatically. With your focus on sales curves, retention funnels, cohort analyses, age groups, region, purchase channel, etc., I will ensure that all these aspects are incorporated and presented in an intuitive manner for easy decision-making. One aspect that sets my work apart is my high emphasis on security, scalability, and long-term maintainability. I understand this is likely a critical tool for monitoring your business activities on an ongoing basis and hence it needs to function smoothly without constant hiccups. I commit to delivering a platform that remains performant as the data increases. Moreover, my experience in building SaaS products and robust backend systems ensures the reliability of the data flow from your shared folder into Power BI. Lastly, my availability during US, UK, and Australian business hours will seamlessly facilitate our communication and help me promptly address any concerns or implement requested changes. With me at the helm of this project you can trust in receiving a clean, well-documented solution

@sangeeta830

Hi, I can build a dynamic Power BI dashboard that automatically combines your regularly updated Excel/CSV files, refreshes daily, and presents clear insights into customer sales, demographics, and behavior. I’ll create an efficient data model with intuitive visuals for trends, retention funnels, cohorts, regional performance, purchase channels, and customer segments. Where useful, I’ll implement optimized DAX measures such as rolling averages and comparative segment analysis. You’ll receive the completed .pbix file, documented data-model and transformation logic, plus clear instructions or a walkthrough for updating sources when schemas change. My priority is a fast, clean, maintainable dashboard that makes revenue opportunities and declines immediately visible.

@gunjan1711

Hi, I have hands-on experience with Power BI, Excel, data modeling, DAX, statistics, and customer/sales analytics, focused on building refreshable dashboards for business decision-making. * I can consolidate regularly updated Excel/CSV files from a shared folder and structure a clean, refresh-friendly Power BI model. * My experience includes customer segmentation, sales trend analysis, KPI development, demographic analysis, and interactive Power BI reporting. * I can build intuitive visuals for age groups, regions, purchase channels, retention, cohorts, and other relevant customer dimensions. * I can implement DAX calculations for rolling averages, segment comparisons, period trends, and other KPIs required for daily monitoring. * I focus on efficient data models, clear relationships, responsive slicers, and maintainable refresh workflows so the dashboard remains easy to operate as new files arrive. * I can also document the model and source-change process clearly for future maintenance. Reference work is available in my profile.

@AbCretiv

Hi there, I can set up your automated folder import via Power Query so your daily CSV/Excel drops refresh seamlessly, and build out the DAX logic for rolling averages, retention cohorts, and demographic breakdowns. I'll deliver the .pbix file alongside a quick screen-share/Loom walk-through showing you how to handle schema updates or column changes down the line. Drop me a message with a sample file structure whenever you're ready to start.

@Riteshn48

I can turn your regularly updated Excel/CSV files into a clean, interactive Power BI dashboard built for daily decision-making. I’ll handle: Automated folder-based data refresh Customer sales & demographic analysis Region, age, channel and segment filters Sales trends, retention & cohort analysis KPI cards and interactive visuals DAX for rolling averages and comparisons Optimized data model for fast refresh Final .pbix file + model documentation Short walkthrough for changing data sources/columns I’ll first review your sample files and existing fields, then structure the dashboard around the most useful business insights. Ready to start. Regards, Ritesh

@Hrolgar

Nightly-dropped Excel or CSV only works as a live dashboard if something pulls the files in before anyone opens Power BI, otherwise the refresh button turns into a manual chore by the second night. That's the part I'd build first, not the visuals, a scheduled ingestion step that lands the files, normalizes them into a proper star schema, and triggers the daily refresh without you touching it. Once the pipeline is solid the DAX side is where the trends actually get interesting. Rolling averages for the sales trend view, segment comparisons across the demographic and channel breakdowns, and a retention funnel that's really a cohort table underneath, so the same date logic drives all three instead of three separate calculations that can drift out of sync. M1: ingestion pipeline, scheduled pull and refresh setup, 12,375 INR, 2 days. M2: data model and DAX, trends, demographics, channel, retention funnel, cohorts, 12,625 INR, 2 days. M3: handover, pbix delivery, data model write up, source swap walkthrough, 12,500 INR, 2 days. That number is priced off the brief as written. The real mover is whether the nightly files keep a consistent schema night to night or need cleanup logic before they'll load, and I'll firm the price up once I've seen a real drop.

@anandg148

I can set up the Excel/CSV folder as a repeatable Power Query process, build the Power BI model and DAX measures, and then keep the report focused on the customer questions that actually matter: trends, segment differences, retention and purchasing behavior. I’ve worked with sales-performance dashboards and automated Excel-to-Power BI models, so keeping the daily refresh process maintainable would be an important part of the build as well.

@edisonlied

I have experience building Power BI dashboards for SMEs for customers, suppliers, sales, etc. and would be happy to help with this task. I can structure data based on your requirements, make it fully interactive and publish it for further use. Specific examples from my past: customer segmentation dashboard in Power BI of an industrial manufacturer (drill-downs on customer size, customer industry, order size & order type), customer dashboard in Power BI for a laboratory (drill-downs on customer type, internal categorization, etc.) with charts included to help visual understanding of trends and changes. I’m submitting a low bid as I’m new to the platform and looking for references - I would be glad to help you on this one. Best, Zsofia

@scottg1974

Hi — this is right up my street: turning a nightly file drop into a Power BI dashboard that refreshes itself with zero manual work, then hands you visuals you can make daily decisions from. How I'd approach it: point Power BI at your shared folder so each evening's Excel/CSV loads and refreshes automatically, build a clean data model, and design intuitive visuals to slice sales by age, region and channel — with the cohort analyses, retention funnels and rolling-average DAX you mentioned, so you can see where revenue is surging or slipping at a glance. You'd get the finished .pbix, a short write-up of the data model, and clear steps (or a quick screen-share) for updating sources if column names change later. One question so the auto-refresh is bulletproof: are the nightly files a consistent format each day, or can they vary? That's what decides how robust the daily refresh can be. As a qualified accountant, I'll also make sure the numbers actually reconcile — not just look good. — Scott