In Progress

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:

Expectations

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.

Timeframe

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

Awarded to:

SergioAlfaroV

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
(12 Reviews)
4.8

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

schoudhary1553

Hello! My name's Sandeep and I was glad to see that you're looking for help for project Power BI Report Optimization . Please let me know when you need this project to be completed and your minimum budget. I' More

$44 USD / hour
(170 Reviews)
7.3
suyashdhoot

Hi I am a very experienced statistician, data scientist and academic writer. I have completed several PhD level thesis projects involving advanced statistical analysis of data. I have worked with data from several comp More

$50 USD / hour
(89 Reviews)
6.7
Vlzinch

Hello! I’m experienced Python developer, and data processing is one of my main fields of knowledge, so I’m 100% confident that I can complete your project. I've strong knowledge in SQL and different BI programs. More

$45 USD / hour
(39 Reviews)
6.7
aanvikm

Hello Sir, I am an expert in PowerBI and would like to discuss this project with you. Thanks Aanvik

$35 USD / hour
(35 Reviews)
6.1
zekovicm

Hi there,I am Miljan,Power BI expert from Bosnia & Herzegovina,Europe. I have carefully gone through with your requirements and I would like to help you with this job ! I can start immediately and finish it within the More

$29 USD / hour
(66 Reviews)
6.5
rakeshwadhwani

Dear Valued Employer, I can add value to your project, by suggesting new ideas. I am fast and reliable. For further understanding why I am the right firm for your project, kindly check my profile, reviews, rating and More

$41 USD / hour
(49 Reviews)
5.9
antoinepal

Hello, I am an experienced Power BI developer with over 8 years in the field. I can deliver you quality work in this project. Please check my portfolio to see my work. Thanks!

$50 USD / hour
(18 Reviews)
4.7
vaidyag

Hi Based on your problem statement 90 page report seems very high and my approach would be to do the following 1) Identify the areas of the report that can be broken down into different reports 2) Re look at you More

$32 USD / hour
(12 Reviews)
4.8
daniyal3214

Hi, I am highly interested in assisting you. I am a professional Data Analyst holding years of experience in utilizing various data analytics, and automation softwares to optimize, calculate, analyze and automate vari More

$25 USD / hour
(30 Reviews)
4.7
$41 USD / hour
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4.3
jennyscol4real

Business writing has specific professional standards. The purpose of writing for business is always to be direct, concise, and uncluttered. I am an MBA graduate with extensive experience in academic and business wri More

$40 USD / hour
(1 Review)
3.4
devkothari

Freelancer content We are an established Certified Public Accountants firm since 2008 based in India.  We are a team of two CPA's & six Chartered Accountants.  We currently offer services to overseas clients based in More

$27 USD / hour
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3.2
HarleyJohnson

As a specialist in creative business accounting, writing, the multitude of services I provide my clients, truly knows no bounds. In fact, you might say I am a jack of all trades ,I can provide successful solutions for More

$41 USD / hour
(1 Review)
2.8
freelancer4100r

Hi , I have more than 10+ years of experience in Reporting (Business Intelligence/operations-MIS), excel based dashboard, data analysis, data management, report automation etc. Pls. message me to discuss it furth More

$41 USD / hour
(1 Review)
0.3
ercankose

Hello Dear, For last 6 years I have been working in the several Data Warehouse and BI projects as a developer and analyst. I beleive I can easily understand your data generate stages for data manipulation and genera More

$41 USD / hour
(0 Reviews)
0.0
$38 USD / hour
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0.0
kadianamit2609

Hi, I've been developing reports in Tableau and PowerBI for last 4 years. I am very good at data transformation using Excel, Access, SQL and SAS. I can definitely help you with this work. Please contact me. Tha More

$27 USD / hour
(0 Reviews)
0.0
KirtiSalesforce

Hi, I came across your posting on Freelancer and felt my web and mobile development skills could align well with your company. I really admire the work your organization is doing and feel my company would be obliged t More

$27 USD / hour
(0 Reviews)
0.0
gowen55

I am a UK-based Senior BI Developer in Manufacturing and Supply Chain for a global firm. I use SQL daily and I have created numerous Power BI dashboards that link directly to it. Relevant Skills and Experience Microso More

$31 USD / hour
(0 Reviews)
0.0