I will create financial dashboards in power bi and excel


About this gig
Messy spreadsheets and static reports make it hard to see where your money is going. I turn raw financial data into clean, interactive dashboards you can actually make decisions with.
I'm a CA Finalist with hands-on Power BI and Excel experience, so your numbers are reconciled and tied out to your source data, not just nicely charted.
WHAT I DO
- Clean GL dumps, trial balances, sales and expense data (Power Query)
- P&L, Balance Sheet and Cash Flow dashboards
- Budget vs. Actual and variance analysis
- KPIs: revenue, margins, expenses, AR/AP aging
- Chart of Accounts mapping
- Custom DAX measures and slicers
WHO IT'S FOR
Small businesses, startups, accountants, bookkeepers and finance managers.
TOOLS
Power BI, Excel (Power Query, Pivot Tables, Dynamic Arrays), Google Sheets
WHY ME
- CA Finalist: I understand debits, credits, financial statements and reconciliation
- Refreshable: paste new data, click Refresh
- Confidential: your files are never shared
- Fast, clear communication
Every dataset is different. Message me before ordering so we can confirm scope and get you the right package.
Get to know Athar Abbas
Accounting and Financial Data Analyst Excel and Power BI
- FromPakistan
- Member sinceApr 2021
Languages
English, Urdu
My Portfolio
FAQ
What do I need to provide?
Your raw data (Excel, CSV, or exports from QuickBooks, Xero, SAP, etc.) and a short note on the KPIs or layout you want. If you're unsure, I'll recommend a standard financial layout.
Is my financial data safe?
Yes. I treat all files as strictly confidential, use them only for your project, and never share or publish them. I'm happy to sign an NDA on request.
Can I update the dashboard myself later?
Yes. I build the data model in Power Query, so you just replace or add your new data file and click Refresh.
Do I need to buy Power BI?
No. Power BI Desktop is free. A Pro license is only needed if you want to publish and share reports online. I can also deliver in Excel.
Can you work with data from accounting software?
Yes, as long as you can export it to Excel or CSV. I regularly work with GL, trial balance, sales, and AR/AP exports.

