Creating Power BI Financial Dashboard & Microsoft Power Automate

@Tanmoy236

Hi, building a full financial suite with strict RLS plus a multi-stage approval system, all inside your own environment with guided handover, is a well-defined challenge that fits my 9+ years of Power BI, Power Automate, and Power Platform delivery, including expert-level DAX and row-level security implementations. Here's how I can help: ● Build the Power BI suite: one-pager, P&L, PVM analysis, scenario bridges, inventory, and IMS trackers ● Implement RLS mapped to Microsoft logins so each user sees only their market, department, or access level ● Create the Master Value Chain system on SharePoint Lists/Dataverse with a multi-stage sequential approval workflow in Power Automate ● Build the sandbox simulator that pulls approved data into an offline Excel interface for P&L scenarios ● Develop in my own M365 environment with your dummy data, then deliver .pbix and .zip packages with a recorded import tutorial and live screen-share support during internal replication Two quick questions: should approvals route by user role or market, and will the RLS rules be managed through AD security groups or a mapping table? Let's connect in chat to plan the build.

@ZohaibRoy

⭐⭐⭐⭐⭐ Build Power BI Financial Suite with Row-Level Security for Your Business ❇️ Hi My Friend, I hope you are doing well. I’ve reviewed your project requirements and see you are looking for a Power BI expert. You have no need to look any further; Zohaib is here to help you! My team has successfully completed 50+ projects similar to yours. I will create and optimize your dashboards, ensuring strict Row-Level Security for user access. I will use my expertise in DAX and Power Query to deliver efficient solutions on time. ➡️ Why Me? I can easily do your Power BI Financial Suite project as I have 5 years of experience in Power BI, DAX, and data modeling. My strong skills in Power Query, data visualization, and security implementation will ensure your project’s success. I also have a solid grip on Power Automate and SharePoint integration, which will enhance your data management. ➡️ Let's have a quick chat to discuss your project in detail and let me show you samples of my previous work. Looking forward to discussing this with you in chat. ➡️ Skills & Experience: ✅ Power BI ✅ DAX ✅ Power Query ✅ Data Visualization ✅ Row-Level Security (RLS) ✅ Financial Data Modeling ✅ Power Automate ✅ SharePoint Integration ✅ Database Management ✅ Excel Interface Design ✅ Workflow Automation ✅ Scenario Analysis Waiting for your response! Best Regards, Zohaib

@ImranAli01

Hello, I went through your project description and understand you need a secure Power BI financial suite combined with a governed Master Value Chain database, approval workflow, and Excel-based scenario simulator. I’ll build the Power BI model using Power Query, advanced DAX, financial data modelling, and strict Row-Level Security mapped to Microsoft login/email identities and authorised market, department, or access level. The dashboards will cover P&L, PVM, scenario bridges, inventory, IMS, and the executive one-pager with consistent financial definitions. For the Value Chain solution, I’ll use SharePoint Lists or Dataverse with Power Apps and Power Automate to provide controlled intake, sequential approvals, audit history, and master-data publishing. An Excel sandbox will pull the latest approved version for offline scenario modelling without allowing unauthorised changes to the central database. I’ll build everything in a separate Microsoft 365 environment using dummy data, then provide exportable packages, configuration documentation, screen-recorded replication guidance, and live handover support. To scope your project clearly, I would like to ask whether you prefer SharePoint Lists or Dataverse as the master database for the Value Chain? A project blueprint will be shared within 24–48 hours of award. Best Regards, Imran

@Hubready

Hello!, I am a US-based senior software engineer, and this looks like a data accuracy and security project more than just a dashboard build. The main pain point is usually messy financial data, inconsistent calculations, and access control that fails once reports are shared. I can help you turn this into a clean Power BI financial suite with row-level security and Power Automate flows that actually reduce manual work. My approach: 1. Review your Excel, Access, or other data sources and identify gaps. 2. Build or optimize the Power BI model for fast refreshes and reliable measures. 3. Implement row-level security so each user only sees what they should. 4. Add Power Automate for alerts, approvals, exports, or scheduled actions. 5. Test everything with real scenarios so it is stable and easy to maintain. I focus on the details that matter most: data integrity, refresh reliability, permissions, and long-term maintainability. I ask the right questions first so we avoid rework later and get the dashboard right the first time. Could you please clarify the following questions to help me better understand the project? 1. What are the exact data sources today, Excel, Access, SQL, SharePoint, or something else? 2. How many user roles do you need for row-level security, and what should each group see? 3.

@emilesd617

Hi, I am a Power BI and Power Automate developer with 8 years of rich experience in software development, with a background in financial dashboards and row-level security. For your project, I would build the P&L, PVM, scenario bridge, inventory and IMS reports with DAX and Power Query on dummy data in my own Microsoft 365 environment, set up RLS tied to login roles for market/department access, and build the Value Chain intake form with a multi-stage Power Automate approval flow into SharePoint Online Lists or Dataverse, plus an Excel-based sandbox for offline scenario runs. I'd deliver the .pbix and solution packages with a live screen-share demo and a Loom walkthrough for your team to import and connect everything internally. I am familiar with Power BI, DAX, Power Query, Row-Level Security, Power Automate, SharePoint Online, Dataverse, Excel, Financial Data Modeling, etc. I'm an individual freelancer and can work on any time zone you want. Please contact me with the best time for you to have a quick chat. Looking forward to discussing more details. Thanks. Emile.

@mattafareed4848

Hello, I can build and optimize your Power BI financial suite with advanced DAX, financial modeling, PVM/scenario analysis, and secure RLS, along with Power Automate approval workflows and SharePoint/Dataverse integration. I can develop everything in a separate Microsoft 365 environment using dummy data, provide the required solution packages, documentation, tutorial, and live replication support. Regards Muhammad

@nidhip091

Hi, I can help build both solutions using **Power BI, Power Automate, SharePoint/Dataverse, and Excel**, with a focus on security, financial reporting, and maintainability. I have hands-on experience with **Power BI dashboards, DAX, Power Query, data modelling, Dynamics/Dataverse, Power Automate, SharePoint, and business process automation**. For Project 1, I can work on the **P&L, PVM analysis, scenario bridges, inventory/IMS reporting, and One-Page summary**, including email/login-based **Row-Level Security** by market, department, or access level. For Project 2, I can build the **Master Value Chain database, user-friendly intake form, multi-stage approval workflow, and controlled data management**, with SharePoint or Dataverse as the backend and Excel integration for scenario analysis. I’m also comfortable developing the solution in a separate Microsoft 365/Power Platform environment using dummy data, exporting the required solution packages, and providing **screen-recorded setup instructions and live replication support**. Happy to discuss the data model, approval structure, and RLS requirements. Best regards, Nidhi

@AZTURK1

Building the financial model with dynamic RLS and multi-stage Power Automate approval workflows in an isolated tenant aligns directly with standard enterprise staging before production deployment. ✅ Build the Power BI suite (.pbix) covering P&L, PVM analysis, scenario bridges, and inventory with dynamic USERPRINCIPALNAME() RLS mapped to user markets and departments ✅ Build the Master Value Chain intake interface and multi-stage sequential approval workflow, pushing approved entries to the central master repository with offline Excel scenario export ✅ Deliver clean solution packages (.pbix, Power Automate .zip, list schemas), a recorded Loom deployment walkthrough, and live screen-share support during your internal replication ✅ 10+ years production experience | 400+ completed projects | 320+ five-star reviews ✅ Microsoft® Certified: MCSA | MCSE | MCT & cPanel Certified (CWSA-2) For the intake backend, do your users have Dataverse licenses available, or should the architecture run on SharePoint Online Lists to avoid premium connector requirements? I can deliver this in 3 days for 750 USD and can jump on it right now.

@rezamahi

I have 13+ years of experience in Power BI, DAX, Power Query, financial data modelling, Excel automation and Microsoft Power Platform. I can deliver both projects end-to-end. PROJECT 1: Power BI Financial Suite • Executive One-Pager, P&L, PVM, Scenario Bridges, Inventory & IMS • Advanced DAX and optimized Power Query/data models • Dynamic RLS using Microsoft login/email, with market, department and access-level restrictions PROJECT 2: Master Value Chain • SharePoint/Dataverse master database • User-friendly Value Chain intake interface • Multi-stage sequential approval via Power Automate • Approved-data control and auditability • Excel-based local sandbox for offline P&L scenarios I understand your security requirement: no internal system or company-email access is needed. I can build everything in my own Microsoft 365/Power Platform environment using dummy data, demonstrate it live, and deliver the .PBIX files, Power Automate solution packages and required templates. I will also provide a screen-recorded setup tutorial and live guided support during your internal deployment. I can start immediately and work within the $750 project budget.

@XRProConnect

Hi, Aashiq (Ash) here from Cape Town, South Africa. This project instantly caught my eye, so I had to reach out. I see you are looking for a Power BI financial dashboard that includes a one-pager summary and a P&L dashboard, along with strict Row-Level Security to ensure data confidentiality. With extensive experience in Power BI and Power Automate, I have helped businesses optimize their financial reporting through interactive dashboards and automated workflows. I am confident that I can deliver a solution that meets your needs. Feel free to ask for samples of successful projects I've completed. Based on what you mentioned, here is how we would approach the project: - Build the dashboard with required features and RLS. - Develop a user-friendly interface for the Master Value Chain. - Implement a seamless approval workflow. - Create a local sandbox simulator for offline scenarios. You can expect clear communication throughout the project, ensuring a user-focused solution optimized for performance. Best Regards, Aashiq

@hussainmuzammal4

P&L analysis, Price-Volume-Mix (PVM) reports, IMS trackers, Inventory analytics and more. Our expertise lies not just in building dashboards, but more importantly, understanding how to represent advanced financial analytics elegantly to ensure maximum value from your numbers. Row-Level Security (RLS) is something we are well-versed with and have successfully implemented for our clients. We understand the criticality of only allowing authorized personnel access to specific subsets of data based on their market, department, or access level. Finally, we pride ourselves on our ability to deliver secure solutions within external environments such as yours without compromising on performance or security protocols. While data privacy doesn't allow us physical access to your system

@ahsunirfan2

✓ Free Offer: I would be happy to build a small proof-of-concept using your dummy data—for example, the RLS access model and a sample P&L/PVM dashboard—so you can validate the architecture before committing to the full solution. Project 1 requires financial modeling, DAX, Power Query, P&L/PVM/scenario analysis, inventory and IMS tracking, plus strict Microsoft-login-based RLS. Project 2 requires a controlled Value Chain database, front-end intake, sequential approvals, approved-data management, and an Excel-based local scenario workspace. My approach includes: ➡️ Designing the financial data model and Power Query transformation layer ➡️ Building DAX measures for P&L, PVM, bridges, scenarios, and KPIs ➡️ Developing the Power BI dashboards with a clean financial reporting structure ➡️ Designing market/department/access-level RLS rules ➡️ Building the Master Value Chain data architecture using SharePoint/Dataverse ➡️ Creating the intake and multi-stage approval workflow ➡️ Designing the approved-data and local sandbox scenario process ✓ Guarantee: The solution will be developed against dummy data in an isolated Microsoft environment, with the deliverables structured for your team to replicate internally. I will also provide a screen-recorded implementation guide and support the replication process where connection or permission issues arise. Your Power BI & Financial Data Solution Specialist, Ahsan Irfan

@Appworldz

Hi, this is exactly the kind of Power Platform/BI solution I’ve built before—financial dashboards, advanced DAX/PVM analysis, Power Query, RLS, Dataverse/SharePoint and complex Power Automate approvals. I can build the complete solution in my own M365 environment using your dummy data, including PBIX, solution packages, approval workflows, Excel sandbox and clear replication documentation/video. I’ll design it so your team can import and configure it internally without giving me access to sensitive systems. For this scope, I’d estimate $1,500–$2,500 USD and 3–5 weeks; the posted budget is tight for the full deliverables. I can start with the data model and RLS architecture.

@devendrathakur12

Hi, I’m Dev Singh, Principal Software Engineer with 20+ years in financial data and AI systems. I have gone through your specific requirement for Power BI financial suite. I would use Dataverse rather than SharePoint Lists for the master database, because relational value chain data and approval states need stronger relationships. I will build the Power BI model with DAX and Power Query, including PVM and scenario views with RLS tied to email identity. I will create the Power Automate approval flow and Dataverse intake layer using dummy data in my own Microsoft 365 environment. And I will package the PBIX and Power Platform exports with a replication guide, at least that is where I would start. Relevant Power BI and financial workflow details I can send privately. How many markets and access levels must RLS support? What fields define an approved Master Value Chain? Should the Excel simulator refresh only approved data or keep local scenario versions? Free for a quick call this week? Or answer those three and I will map the first build without a meeting. Dev Singh

@Georgeoustar

Hi there! Your project centers on designing a secure, end-to-end Power BI financial suite and a robust workflow management system using Power Automate, with strict Row-Level Security and seamless integration across Microsoft 365, SharePoint, and Excel. I understand that delivering a secure, user-friendly, and easily replicable solution—while working entirely with dummy data in my own environment—is crucial for you. With over 8 years of experience in Power BI and Power Automate, I’ve built advanced financial dashboards (P&L, PVM, scenario bridges, inventory trackers) and architected secure, scalable data models with RLS tied to Azure AD logins. I’m also highly proficient in Dataverse/SharePoint for relational data, and have implemented multi-stage approval workflows and local sandbox simulators for finance teams to test scenarios offline. My approach: I’ll develop the dashboards and workflows with full RLS, design an intuitive “New Value Chain” intake/approval system, and ensure all components are export-ready for your team. I’ll provide clear video walkthroughs and hands-on support during your internal deployment. For your scenario builder, do you foresee the need for advanced audit trails on value chain changes, or is approval history sufficient? In the sandbox simulator, should scenario outputs be exportable back to the master database, or are they strictly for local analysis? Best Regards, George

@ankits0192

Hello, I am Ankit from Manama, one hour from you and on the same working week. Your delivery protocol decides the architecture. Because I build in my own tenant, every flow goes into a Power Platform solution with environment variables and connection references. Your team imports it and only maps connections; no flow needs editing. Project 1: - One-Pager, P&L, Price-Volume-Mix, Scenario Bridges, Inventory and IMS trackers - Dynamic RLS: one role using USERPRINCIPALNAME() against a security table of email, market, department and level that Finance maintains as data, not as roles. Workspace members bypass RLS, so users should be Viewers; I test with "View as". Project 2: - a Power Apps form for a New Value Chain, with a sequential multi-stage approval flow before it reaches the SharePoint master list - an Excel sandbox pulling only approved records through Power Query, for offline P&L scenarios Delivered as .pbix, solution .zip and SharePoint site template, with a live demo, a Loom guide and support during your replication. I delivered live Copilot Studio and Power Platform training to a client team in Dubai. I can begin this week. 1. SharePoint lists, or Dataverse? 2. How many approval stages? 3. Which markets use it first? Thank you. Ankit

@melopgabriel

Hi, The most critical risk is improperly implemented Row-Level Security tied to Microsoft logins which breaks P&L visibility and scenario integrity. I will design RLS at the data model level using USERPRINCIPALNAME() mapped to a secure mapping table and validate access via test accounts before publishing. I have delivered multiple Power BI financial suites including consolidated P&L dashboards, Price-Volume-Mix analysis, scenario bridges, and inventory trackers for finance teams. My experience includes complex DAX measures for contribution margin decomposition, Power Query transformations for finance-ledger ingestion, and implementing strict RLS and object-level security. I have built Power Automate flows for conditional approvals and multi-stage change control, and used SharePoint Online Lists and Dataverse for metadata, audit trails, and value chain submission interfaces in prior engagements. I will start by importing your dummy dataset into my Microsoft 365/Power Platform tenant, wire the Master Value Chain as a managed table with a submission form backed by SharePoint/Dataverse, and create a local sandbox simulator for offline P&L scenarios. RLS will be implemented via email-to-role mapping and tested with live screen-share. Deliverables will include .pbix files, exportable packages, a recorded tutorial, and live replication support. - Do you have a preferred mapping column (email vs UPN) for RLS and an existing SharePoint list template for value chain submissions? - Are there specific financial rules or drivers the Scenario Builder must enforce (currency, time buckets, allocation rules)? A quick call works for me whenever you are ready. @melopgabriel

@carlosd178

Hello, As a result of reviewing your requirements, I understand this is a two-part Microsoft 365 solution combining financial reporting with secure value-chain intake, approvals, and scenario modelling. I can build everything in my own Power Platform environment using your dummy data and deliver portable packages for internal replication. For Project 1, I’d structure a financial star model with Power Query and DAX for P&L, PVM, bridges, inventory and IMS, with dynamic RLS mapping Microsoft login/email to market, department and access level. For Project 2, I’d use SharePoint Lists or Dataverse with Power Automate for sequential approvals, audit/status tracking, and an approved master dataset that users can pull into Excel for local scenario modelling. I’ll provide the PBIX/solution packages, configuration documentation, recorded import guide, and live screen-share support for replication. I have two quick questions. • Is Dataverse available internally, or should the architecture prioritize SharePoint Online? • Do you already have the RLS access matrix and approval hierarchy defined? I’m ready to review the dummy data and workflow details. Best regards, Carlos.

@seefattechnologi

I can build your complete Power BI + Power Automate financial suite using dummy data in my own Microsoft 365 environment, then package everything for secure internal deployment. I will handle the One-Pager, P&L, PVM, Scenario Bridges, Inventory and IMS dashboards, with expert DAX, Power Query, financial data modeling, and Microsoft-login-based RLS for market, department, and access-level security. For the second project, I will build the Master Value Chain database, submission interface, sequential approval workflow, central master data structure, and Excel-based local sandbox for offline P&L scenario analysis using SharePoint or Dataverse. You will receive PBIX files, Power Automate solution packages, templates, documentation, a recorded import/configuration tutorial, and live replication support. Quick Questions Do you prefer Dataverse or SharePoint Online as the Master Value Chain backend? How many RLS roles/market access levels need to be supported? I can build the solution with internal replication in mind from day one, so your team can import, configure, and maintain it confidently.