We are looking for a Power BI expert to develop and automate a Budget Sales Plan vs. Actuals report. The goal is to compare our static budget (Excel-based) against live transactional data (NetSuite/ERP) at a granular level. Scope of Work: Data Integration & Automation: Actuals: Automate the data pull from our NetSuite Analytics Dataset ( Open & Invoiced FFA [saved search] ) into Power BI. We need to move away from manual exports. Budget: Connect to a hosted version of our Budget_sales Plan Data.xlsx (e.g., SharePoint/OneDrive) to ensure the report updates when the file is edited. Data Modeling: Merge two distinct sources at the Customer / Item / Location (Warehouse or Dropship) grain. Perform Data Transformation (Power Query) to standardize date formats to DD- MM-YYYY . Ensure "Actuals" include both Open Orders and Invoiced Data for a complete "Sales vs. Plan" picture. Visualization: * Replicate/Enhance existing logic from our prototype BI file. Create variance calculations (Actual vs. Budget, % of Plan, etc.). Technical Details Provided: Current Prototype Budget Template Target Dataset Deliverables: A fully automated Power BI report published to our workspace. A scheduled refresh configuration, mimicing "live" data. Documentation on the data relationship between the Budget and Actuals tables.
