Power BI Customer Trend Dashboard

@daniyal3214

Hello, Power BI and Data Engineering Specialist here. I can perfectly assist you with this. I am an experienced Business Intelligence Expert specializing in Power BI dashboard development, Databricks SQL integration, DAX modeling, Power BI Service gateway setups, and automated data refresh pipelines. Lets discuss your project in detail and how I am highly suitable for this. I will be happy to share my portfolio of similar work performed in past. To build a sleek, high-performing 12-month trend dashboard that seamlessly unifies your Databricks SQL and Excel data sources, I will design a robust, scalable data model optimized for fast query performance under two seconds. Here is how I will deliver against your requirements: Data Integration & Unified Data Model: Connect directly to your Databricks SQL endpoint and local Excel files, establishing clean data transformations in Power Query and star-schema relationships to consolidate customer counts seamlessly across Brand A, Brand B, and Brand C. DAX & Dynamic Time Intelligence: Author optimized DAX measures for 12-month rolling totals, monthly trend comparisons, and month-over-month percent changes, ensuring slicers for brand, line of business, and date ranges dynamically adjust without losing historical context. Sleek UI/UX & Fast Load Times: Build clean line chart visualisations with custom tooltips displaying MoM shifts, streamlined drill-downs, and responsive filtering optimized for rapid rendering.

@ShaikhAneesa

Hi there, I understand you need a self-refreshing Power BI dashboard combining customer counts from Excel and Databricks, with 12-month trends across Brand A, Brand B and Brand C, plus responsive filtering by brand, line of business and date range. I’m confident I can build the model so new monthly data flows into the existing visuals without requiring manual restructuring. My approach is to first profile and reconcile the Excel and Databricks SQL data, then build a clean Power BI star-schema model with the appropriate date, brand and line-of-business dimensions. I’ll create DAX measures for the 12-month rolling view and month-over-month change, configure the three brand line charts with drill-down and responsive slicers, and optimize relationships, query folding and measures to target the under-two-second interaction requirement. I’ll also configure the Databricks connection and Power BI gateway/refresh architecture so both sources update reliably, then test refreshes with newly appended months and validate the numbers against the source data. You’ll receive the completed .pbix with data model, relationships, DAX and report pages, gateway/refresh configuration notes, documented calculations and slicer logic, plus a tested handoff-ready dashboard. Do you already have the Power BI gateway installed and configured for the local Excel source, or should I include that setup as part of the implementation? I’m ready to start immediately. Warm Regards, Aneesa.

@EightVeer

Hi there, We will build the Power BI dashboard that unifies your Excel workbook and Databricks SQL endpoint, with clean 12-month trend line charts for Brand A, Brand B and Brand C, plus slicers for line of business and date. We will also provide the .pbix, gateway refresh notes, and DAX documentation for the rolling total and slicers. We have handled public Freelancer review history covering AI adoption, data management and analytical engagements. Best Regards, 8veer

@araquelus

Hello, We are Koevo, a consulting agency specialized in business strategy, technology, and digital transformation, developing a seamless and automated Power BI dashboard that integrates customer data from both Excel and your Databricks environment. Our goal is to create a tool that not only provides a clear visual representation of customer trends for Brands A, B, and C but also ensures that the data remains current and easily accessible for decision-making. To kick off the project, I would first examine the existing Databricks SQL endpoint to fully understand the structure of the data and how it interacts with the Excel workbook. Once we have established a solid foundation, I would proceed to set up the Power BI data model, ensuring that both data sources are configured for automatic refresh through the Power BI gateway. This means that as new data comes in each month, it smoothly integrates into the dashboard without manual intervention. Following the data model setup, I would design the dashboard with a particular focus on user experience—ensuring that the line charts are clean and intuitive while facilitating options for brand and product line selection. A key question I have is: are there any additional data transformations you anticipate happening at the Databricks level that we should incorporate into the Power BI model, or will the raw data provided be ready for direct visualization? Best regards, Raquel

@EmiliaSimon

Hello, I can help you build a customer trend dashboard in Power BI. I am a Microsoft Certified Power BI Analyst with extensive experience in data modeling, DAX measures, data visualization and creating interactive reports and dashboard, and I can deliver the results you need in the best way possible. Please feel free to contact me to discuss your project in more detail. Thanks a lot. Best regards, Emilia

@TeraByte26

Hi Srd, I will deliver a Power BI dashboard with line charts for Brand A, B, and C, using data from an Excel file and Databricks. I'll complete this within the 250-750 AUD budget. Can you confirm the sample data is ready? Waiting for your response in chat! Best Regards.

@koolvishruth

Hello Sir, I have 7 years of experience in Dashboard development.I have worked with more than 130+ clients here.I will build as mentioned and expected. Let’s connect

@ahmadayaz

I am experienced in creating a Power BI dashboard that fetches customer counts from Excel and Databricks sources, visualizes 12-month trends for each brand, and enables user interactivity. I will set up data refresh through the Power BI gateway for automated updates and optimize performance for seamless user experience. Deliverables include a .pbix file with data model, measures, and report pages, as well as gateway configuration instructions and DAX calculation documentation. Collaboration and iteration will ensure a solution that exceeds expectations. Let's transform your data into actionable insights together.

@mayr81

Build a sleek, self-refreshing Power BI Customer Trend Dashboard with a clean rolling 12‑month monthly line chart per brand. I’ll model customer counts from the Excel workbook and the existing Databricks SQL endpoint, then unify them into a single star schema that supports fast slicer interactions (brand, line of business, and date range) with responsive tooltips for month‑over‑month change. Deliverables include a complete .pbix with relationships, measures, and final pages; refresh scheduling/gateway configuration notes for both data sources; and DAX documentation for the 12‑month rolling calculations plus slicers. The visuals will preserve last‑year context while enabling brand toggles and drilldown to product line without breaking the monthly trend perspective. Refresh behavior will be designed so appended new month data in either source flows through automatically to the visuals.

@nikhilgarg96

Hi, With my expertise and hands-on experience in data-driven applications, including Power BI, I am confident in delivering a high-performance, self-refreshing dashboard that fits your exact requirements. Having worked extensively with Databricks SQL and Excel, I'm well-versed with sourcing data from these platforms and ensuring their smooth integration into Power BI. Additionally, I have the necessary proficiency in gateway configuration to automate the refresh process for your sources and maintain data integrity. Not only am I technically adept, but also skilled in presentation and user-friendliness. For your Power BI dashboard, I'll design clean line charts summarizing the 12-month trend across your brands' line of business. I'll also employ comprehensive tooltips to make understanding month-over-month changes easier for users. Moreover, I understand the importance of quick responsiveness which is why any action should reflect within two seconds on a standard workstation. Respecting this criterion is my commitment. All these skills and my team's years of experience in similar projects give me the confidence to promise a deliverable that will match both your immediate requirements and long-term goals. Thanks...

@starttechno

Your Power BI dashboard will combine the Excel workbook and Databricks SQL endpoint into a reliable, self-refreshing model for 12-month customer trends across Brand A, Brand B, and Brand C. I’ll first profile both sources, standardize month, brand, line-of-business, product-line, and customer-count fields, then build a clean star schema with a dedicated date table and the required relationships. I’ll use Power Query for ingestion and transformation, configure the Databricks connector and gateway-ready Excel connection, and create DAX measures for the rolling 12-month total, month-over-month change, and date-aware filtering. The report will include a clear line chart per brand, brand/LOB/product-line drilldowns, responsive date-range slicers, and tooltips showing monthly movement while preserving the last-year view. I’ll also optimize the model and visuals for the stated under-two-second filter response, test refreshes with appended months, and provide the PBIX, gateway scheduling notes, and DAX documentation. Is the Excel workbook stored on a machine that can stay online with the Power BI gateway installed? Muhammad Saad

@ImranAli01

Hello, I got that you need a self-refreshing Power BI dashboard combining Excel and Databricks data, with 12-month rolling trends across three brands and drill-down by line of business. This is what I can help you with, let's chat. My approach is to build the Power BI model with optimized relationships, DAX rolling-12-month measures, and Databricks SQL connectivity, while configuring the gateway for reliable refresh from both sources. I’ll create responsive brand and business-line slicers, tooltips for month-over-month changes, and structure the model for fast filtering without losing the last-year view. I’ll validate refreshes and performance against your acceptance criteria before handoff. As final deliverables you will receive the complete .pbix with data model, relationships, measures, visuals and report pages, gateway configuration notes, documented DAX calculations, slicer logic, and refresh instructions. One thing I'd like to confirm before we start: will the Excel workbook remain on a local/network path accessible to the Power BI gateway? Let's discuss the sample data and get started. Best Regards, Imran

@tnowsolutions

Hi! I am serious , I can build the Power BI dashboard with Excel + Databricks, automated gateway refresh, rolling 12-month trends, DAX measures, and responsive brand/LOB filters. , Best Regards

@nidhip091

Hi, I’ve reviewed your Power BI requirements and can build the complete dashboard with a clean, scalable data model and automated refresh. I have 11+ years of experience with Power BI, DAX, SQL, Excel, Databricks integrations, and data automation. I can handle: Connect Excel and Databricks SQL endpoint into Power BI. Build relationships, measures, and a clean data model. Create 12-month rolling calculations and MoM change metrics. Build interactive line charts for Brand A, B, and C. Add filters for brand, line of business, and date range. Configure gateway-based scheduled refresh. Optimize the model and DAX for fast report performance. Provide PBIX, gateway setup notes, and DAX documentation. I’ll first validate both data sources and the required structure, then build and test the report against your sample data before final handover. A couple of questions: Is the Excel file stored on a local/server folder accessible through the Power BI Gateway? Is the Databricks SQL endpoint already configured for Power BI connectivity? I’m available to start immediately. Best regards, Nidhi

@carlosd178

Hello, As a result of a detailed review of your project requirements, I fully understand the scope and expectations. I have experience with Power BI, Databricks SQL, Excel, DAX, data modeling, gateway configuration, and dashboard performance optimisation. I'm available to start your project right now. In my opinion, the key challenge is combining Excel and Databricks into one reliable model while keeping the rolling 12-month view dynamic as new monthly data arrives. I can build a clean star-schema model, create DAX measures for rolling totals and month-over-month change, and configure slicers for brand, line of business, and date without breaking the last-year perspective. I will also optimise relationships and measures for fast interaction, configure the refresh path through Power BI Gateway, and provide clear notes covering scheduled refresh, DAX logic, and source maintenance. I have a couple of quick questions. • Is the Excel workbook stored on a local PC, network drive, or SharePoint/OneDrive? • Do both sources already use the same month, brand, and product-line naming structure? I would be glad to review the sample data and start immediately. Best regards, Carlos.

@GraphicsHub2k24

Hi , Your project caught my attention because it directly aligns with my core expertise in Power BI Customer Trend Dashboard. Here is what I bring to the table for your project: ✅ Immediate Start: Ready to dive in right away. ✅ Quality First: I don't stop until you are completely satisfied with the final result. ✅ Relevant Experience: I’ve successfully delivered similar projects with high accuracy and clean execution. Let’s jump on a quick chat to discuss your requirements in detail. When is a good time for you? Regards, Muhammad Asim Khan

@gotucat

Hi, I reviewed your request for a sleek, self-refreshing Power BI Customer Trend Dashboard that combines customer counts from an Excel file and a Databricks SQL endpoint, then visualizes a 12-month rolling trend by line of business across Brand A, Brand B and Brand C. I’ll build the Power BI data model with Data Modeling-ready relationships, measures, and DAX to support rolling monthly views, clean line charts, responsive slicers for brand and line of business, and drill-down without losing last-year context. I’ll connect to both sources via Power BI gateway for scheduled refresh and ensure any new month appended automatically updates visuals. I’ll keep visuals fast with optimized measures and clear month-over-month tooltips, plus clean documentation for DAX and gateway scheduling. Let’s discuss here now.

@khaliduom103

‎Hi i am an experienced Excel data analyst and insighter with PhD in data analysis .I can help you attractive dashboards, visualization, automation,optimization, numerical analysis،simulation for customer data. ‎

@venplura

Hi there! Quick question - when you say the dashboard needs to handle toggling brands and drilling down by product line, are you looking for a specific hierarchy structure in how that drill-down behaves, or should users be able to freely switch between any brand and product combination? Regardless, this is definitely something that I feel confident delivering on, given my past experience. I would love to discuss your project further! Looking forward hearing from you. kind regards, Corné