Power BI Report Optimization - Sales Funnel

Project Overview

Liquid Web adopted Power BI approximately 2 years ago. The very first report we built has grown in complexity and importance during that time. We are now to the point where we understand how to optimize this report, the problem is we lack the capacity to break down this report into smaller chunks. I am looking for additional capacity to help us clean up this report and data model to improve our ability to maintain this report in the future.

This critical report currently pulls data from Salesforce, excel sheets, and our data warehouse. It then does a large amount of filtering and data manipulation within Power Query and Dax, then represents the data in ~90 different report pages.

We now have all of the SFDC data in our data warehouse. I need someone who can move as much of the data manipulation as possible into SQL queries to reduce the complexity in the report. It seems likely that separating this one PBIX into multiple files will be helpful and is a very acceptable outcome of this project.

If this project goes well, future projects are very likely to continue. I am looking for someone who is interested in continued projects to add capacity for our team.

Below is an overview of the current data model:


The primary deliverable from this project will be a PBIX file that meets the following requirements:

All facts, numbers, and data either:

Match the current version of the report.

Or have an explanation of how the current report was showing data incorrectly.

Reports are consistent, readable, and tell the story of the data

(We rely on the underlying data, but are not attached to the current format of the reports)

Is refreshable through our enterprise gateway.

Is maintainable and extensible

I believe the majority of the work to meet those requirements lies in writing SQL, reducing complexity in the data model, and changing the source of some of the data from excel / SFDC to the data warehouse. All of that said, I am very open to the experience of whoever takes the job, and am very open to other approaches. As long as the requirements above are met, the project will be considered a success.


I am ready to tackle this project immediately. I am open to how long you expect this to take. I don’t expect the project to be huge, maybe a week or two.

Skills: Business Analysis, Data Processing, SQL, Statistical Analysis

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About the Employer:
( 0 reviews ) Lansing, United States

Project ID: #17904909

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Hello! I am a Computer Engineer, with a Master of Business Administration and a MCSA SQL Server 2014 certificate, with 12 years of experience using SQL, queries, reports and dashboards design and construction, database More

$35 USD / hour
(14 Reviews)

29 freelancers are bidding on average $39/hour for this job


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