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AI-Powered Sales & Operations Reporting System with Automated ETL Pipeline and Power BI Dashboard We are looking for an experienced Data Analytics & Automation Developer to build a fully automated reporting solution that consolidates business data from multiple sources into a centralized Power BI dashboard. Project Overview: Our company currently relies on several disconnected systems including Excel reports, SQL databases, CRM exports, and online APIs. Reporting is manual, time-consuming, and prone to errors. We require an automated data pipeline that extracts, cleans, validates, and combines data into a single reporting database while providing executive-level Power BI dashboards with real-time KPIs. The selected freelancer will be responsible for designing and implementing an end-to-end automated analytics solution, including: We are using the following databases - Microsoft Excel files (multiple folders) - SQL Server / MySQL database - REST APIs (CRM and ERP) - CSV exports - SharePoint / OneDrive (optional) You are expected to develop Python scripts that automatically: - Import new files - Clean and validate data - Remove duplicates - Standardize formats - Merge datasets - Handle missing values - Generate error logs - Perform scheduled incremental updates The solution should require minimal manual intervention once deployed and for that freelancer would be expected to create an automated ETL pipeline that: - Automatically detects new source files - Transforms raw data into reporting tables - Maintains historical records - Generates audit logs - Sends email notifications if failures occur - Can be scheduled to run daily Load processed data into a centralized SQL database designed for reporting and analytics and develop an interactive executive dashboard including: - Sales Performance - Revenue Trends - Customer Analytics - Product Performance - Regional Analysis - Monthly KPIs - Inventory Summary - Forecasting visuals - Drill-through reports - Dynamic filtering The dashboard should refresh automatically after each ETL run. The complete workflow should run automatically using Python scheduling or workflow automation tools, requiring little to no manual effort. Technical Requirements: - Python - Pandas - SQL - Power BI - Power Query - REST APIs - ETL Development - Data Validation - Automation Pipelines - Git (preferred) Deliverables: - Fully documented Python source code - Automated ETL pipeline - SQL database schema - Power BI Dashboard (.pbix) - Deployment documentation - User guide - Testing and validation report Please include examples of similar automation or reporting projects you’ve completed, along with your estimated timeline and fixed-price quote.
Project ID: 40681445
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65 freelancers are bidding on average $502 AUD for this job

Hi, I'm Denis, a developer who has built several automated reporting and data pipeline systems. I understand you need a system that pulls data from Excel, SQL, APIs, and CSVs, cleans and merges it, then loads it into a reporting database with a Power BI dashboard that updates automatically. I'd approach this in phases: first map out the data flows and set up robust validation to catch format issues or missing fields early. Then build the ETL pipeline with scheduled runs, error logging, and email alerts for failures. The Power BI dashboard would connect to the reporting database and include the KPIs you listed, refreshing after each update. A common risk is inconsistent data quality across sources—handling this upfront with clear validation rules and audit logs will save time later. I’ll also document the pipeline and schema so updates are straightforward. I can start working right away. Let's connect and discuss the details. Thanks, Denis.
$300 AUD in 3 days
6.0
6.0

Hi, The trickiest part of this job isn't the Power BI layer, it's making the ingestion tolerant of messy real world files. Multiple Excel folders and CRM API exports drift in schema, so I'd build the Python ETL to validate against expected columns first and log rejects rather than silently merging bad rows. That keeps your reporting database clean and your audit trail honest. We've built AI driven automation pipelines in Python that clean data, run scheduled jobs, and send failure notifications by email. BD Automation: internal MangoCoders workflow automation with Laravel, Python and SendGrid alerts. One question before scope: are the CRM and ERP REST APIs documented, or do we need to reverse engineer the response shapes? Happy to start on a first milestone so you only release once ingestion works on your real files. Adil
$550 AUD in 7 days
6.0
6.0

Hey, the real value here is turning several inconsistent data sources into one reporting flow that management can actually trust. With Excel files, SQL data, CRM/ERP APIs and CSV exports feeding the same reports, I’d make validation, duplicate handling and historical tracking part of the ETL flow rather than treating them as cleanup after the data reaches Power BI. I’d build the pipeline so each run can identify new source data, validate and standardize it, log rejected records or failures, update the reporting tables incrementally, and then trigger the Power BI refresh. That gives you a repeatable daily process instead of another manual reporting workflow. I’d also validate the KPI calculations against the source data before finalising the executive dashboard, especially sales, revenue, inventory and regional figures. I can provide the Python/Pandas ETL, SQL reporting structure, Power BI dashboard, documentation and testing/validation handover within the agreed scope. Before starting, do you already have sample files/API responses from each source available, or should the first milestone cover mapping and validating the source data structures?
$500 AUD in 10 days
5.4
5.4

Hello, I understand the need for a centralized AI-powered business reporting system to streamline your data processes and enhance decision-making. With over 10 years of experience in Python, Data Analytics, SQL, and Power BI, I am confident in delivering a fully automated reporting solution for your company. By leveraging my expertise in developing automated ETL pipelines and creating executive-level Power BI dashboards, I will design an end-to-end analytics solution that consolidates data from multiple sources into a centralized database. My approach includes developing Python scripts for data extraction, cleaning, validation, and merging, followed by the implementation of an automated ETL pipeline to load processed data into a SQL database. The final deliverable will be a dynamic Power BI dashboard with real-time KPIs and interactive visuals. I have successfully completed similar projects in the past, which you can find in my portfolio. Let's discuss how we can transform your reporting processes.
$500 AUD in 7 days
5.0
5.0

Hi, I am a professional web developer and I can do this project "Centralized AI-Powered Business Reporting System -- 2", I have 5 years of experience in web development. I have done many projects like this. I can do this job for you. I can start right now. Please contact me. Thanks
$250 AUD in 2 days
4.4
4.4

The dual pipeline, ETL feeding a live Power BI dashboard, is the part that breaks if error handling is weak. I would build it in Python with Pandas for transforms, land clean tables in SQL, then wire Power BI on top with scheduled refresh. Can start today, first working pipeline by Friday. Numbers here are based on the post, we will firm them up once we go through your data sources together.
$450 AUD in 12 days
4.0
4.0

Your requirement for an AI-powered reporting system echoes my recent work building a similar automated ETL and Power BI solution for a SaaS company, which reduced their reporting time by 70% and improved data accuracy. I understand the critical need to consolidate disparate data sources like your Excel reports, SQL databases, CRM, and APIs into a single, reliable source of truth. My approach will leverage Python with libraries like Pandas for robust data manipulation and cleaning, and SQLAlchemy for seamless database interaction. For API integrations, I'll utilize the `requests` library. The ETL pipeline will be orchestrated using Apache Airflow, ensuring scheduled, reliable, and monitorable data extraction and transformation. Power BI will then be used to build interactive dashboards that provide actionable insights. To ensure the system meets your exact needs, could you elaborate on the specific validation rules you envision for the data? Also, what are the primary KPIs you'd expect to see visualized in the initial Power BI dashboard? I'm eager to discuss how we can implement this efficiently.
$583 AUD in 21 days
4.0
4.0

Hi there, I can build your **automated AI-powered reporting system** that consolidates Excel, SQL Server/MySQL, CSV, CRM/ERP APIs and optional SharePoint/OneDrive data into one reliable reporting database. I’ll develop the **Python/Pandas ETL pipeline** to detect new files, clean, validate, deduplicate and standardize data, maintain history, generate audit/error logs, and send failure alerts. The processed data will feed a **Power BI executive dashboard** with sales, revenue, customers, products, regions, inventory, forecasting, drill-through and dynamic filters. The complete workflow will be scheduled for automated incremental updates with minimal manual intervention, and the dashboard will refresh after each successful ETL run. Milestones: M1: Data sources + ETL — 35% — 2 days M2: SQL + Power BI dashboard — 40% — 2 days M3: Automation, testing + documentation — 25% — 1 day Total: AUD 300 / 5 days I can provide relevant automation/reporting examples and deliver the Python source, SQL schema, PBIX, deployment guide and testing report. Looking forward to work with you. Thanks
$300 AUD in 5 days
4.0
4.0

⚠️ If you're not happy, you don’t pay. ⚠️ Hi, Thank you for checking my proposal and sharing the detailed project brief. I understand your project needs. I can build your AI-powered reporting system using Python, SQL, and Power BI with a scalable, automated design. I will deliver: • Automated ETL pipeline for seamless data integration • Data cleaning and validation scripts to ensure accuracy • Centralized SQL database tailored for reporting and analytics • Interactive Power BI dashboard with real-time KPIs and visualizations • Scheduled incremental updates with email notifications for errors • Comprehensive documentation and user guides You will also receive: • Detailed testing and validation report I am confident I can execute your vision professionally and efficiently. Looking forward to discussing the timeline and next steps. Best regards, Chirag Pipal
$400 AUD in 7 days
3.8
3.8

Hello, It looks like you're looking for a comprehensive solution to streamline your reporting process by integrating data from various sources into a centralized Power BI dashboard. I can help you develop an automated ETL pipeline that will efficiently extract, clean, and merge your data from Excel, SQL databases, and REST APIs. By leveraging Python and libraries like Pandas, I will create scripts that handle data validation, remove duplicates, and prepare the data for reporting. The resulting Power BI dashboard will provide you with real-time insights on sales performance, customer analytics, and more, all while requiring minimal manual intervention after deployment. I have experience in building similar automation solutions, ensuring a smooth workflow that keeps your data accurate and up-to-date. Best regards, Muhammad Arshman
$350 AUD in 5 days
3.6
3.6

Your sales and ops numbers live in different files, so every report is late and nobody trusts the totals. I can start right now. In 24 to 48 hours you get a live sample: your kind of spreadsheet and CRM data cleaned into one dashboard with the KPIs you check first thing. New files come in on their own. Duplicates and odd formats get fixed. One place for sales and operations you can actually rely on. The hard part is messy Excel folders and CRM numbers that do not match. I will prove that merge in the sample first. Which three numbers belong on the first screen?
$450 AUD in 3 days
3.2
3.2

Hi, I am a software engineer with over 16 years of experience. I have extensive experience building automated Python/SQL data pipelines and executive Power BI reporting solutions that combine Excel, CSV, database, CRM, ERP, and REST API data. I can develop the end-to-end workflow: incremental ingestion, cleansing, validation, deduplication, historical tracking, audit/error logs, failure notifications, and scheduled daily refreshes into a reporting-focused SQL schema. I will then build the requested Power BI dashboard with KPI views, forecasting, filters, and drill-through reporting, along with tested source code, documentation, deployment instructions, and a user guide. I have completed similar automation and analytics systems, but those client projects cannot be shared publicly; relevant examples can be demonstrated privately. Before finalizing the architecture, I would like to confirm the approximate data volume, API authentication methods, deployment environment, and Power BI licensing. My bid covers a focused first production release within the stated scope; I am flexible if the source systems reveal additional complexity. Please contact me to discuss details.
$750 AUD in 14 days
3.1
3.1

Your reporting is fragmented across spreadsheets, databases, exports, and APIs, making every KPI refresh slow and error-prone. I can build the Python/Pandas ETL layer, reporting schema, validation framework, and automated Power BI refresh workflow needed to turn those sources into one dependable reporting system. At Marin Software, I built serverless Python pipelines on AWS for real-time data processing, with scheduled jobs, failure handling, and downstream visualizations. I would apply the same discipline here: incremental loads, deduplication, schema checks, historical tracking, audit logs, retry controls, and email alerts. The SQL model will be structured for fast Power BI reporting across sales, revenue, customers, products, regions, inventory, and forecasts. You’ll receive tested source code, the PBIX dashboard, deployment documentation, and a clear user guide. Which CRM and ERP APIs are involved, and where will the pipeline be deployed?
$300 AUD in 4 days
2.8
2.8

Hello There! I’m Md Ruhul Ajom, and I’m excited to partner with you. I can dive into your project immediately. I have rich experience in Python, Pandas, SQL, ETL automation, REST APIs, and Power BI dashboard development. I’m skilled in data cleaning, validation, incremental pipelines, Power Query, database design, and workflow automation. I understand you want a fully automated reporting solution that consolidates Excel, SQL, CSV, and CRM/ERP APIs into a centralized database with executive-level Power BI dashboards, automated refresh, KPIs, forecasting, and drill-through reporting. I can build the complete workflow with minimal manual intervention. I have some questions: 1) Which CRM and ERP systems are you currently using, and are the API credentials/documentation available? 2) Will SQL Server or MySQL be used as the centralized reporting database? 3) Approximately how many data sources/files need to be integrated in the initial phase? I’m ready to start immediately and would be happy to discuss the timeline, scope, and fixed-price quote. Looking forward to hearing from you. Best regards, Md Ruhul Ajom
$250 AUD in 4 days
3.6
3.6

Hello, I have 9 years of experience in Python, Data Management, and Automation. I understand your requirement for a centralized AI-Powered Business Reporting System with an Automated ETL Pipeline and Power BI Dashboard. I am confident in providing a professional solution by designing and implementing an end-to-end automated analytics solution as per your project description. I would like to connect with you in chat to discuss more about your project and how I can assist in achieving your reporting goals efficiently. Best regards
$500 AUD in 5 days
2.4
2.4

Hi! I am Akif, I can build a fully automated ETL and Power BI reporting system that consolidates your Excel, SQL, CSV and REST API data into one reliable reporting database. For your project I’d use Python + Pandas + SQL + Power BI + Power Query to automate extraction, cleaning, validation and scheduled updates while keeping the reporting pipeline scalable and easy to maintain. What I’ll Deliver: ➡️ Automated Python ETL pipeline ➡️ Excel, SQL, CSV + REST API integration ➡️ Data cleaning + validation + duplicate handling ➡️ Centralized SQL reporting database ➡️ Executive Power BI dashboard + KPIs ➡️ Scheduling + error logs + automated alerts Quick Questions: 1️⃣ Which SQL database will be used as the centralized reporting database? 2️⃣ How many Excel files, APIs and SQL sources need to be connected initially? 3️⃣ Do you already have Power BI Service configured for automatic refresh? I can build the complete workflow with proper documentation and keep reporting automated reliable and easy to maintain.
$460 AUD in 6 days
2.5
2.5

Mixing Excel files, SQL tables, and API feeds often leads to hidden duplicate rows when the ETL runs. I'll set up a watcher that timestamps each source and uses Pandas merge with a key to drop duplicates before loading into the reporting DB. A common mistake is to wrap the whole pipeline in one try‑except block, which hides which step actually failed. You’ll get a dashboard that refreshes after each run and clear email alerts with a log file whenever something goes wrong.
$500 AUD in 5 days
1.9
1.9

Hello, what is the primary source for your CRM exports? I can implement the Python ETL pipeline to automate data extraction, cleaning, and loading into your centralized SQL database. My experience consolidating 5 admin tools into one console demonstrates an ability to unify disparate data sources for comprehensive reporting. Happy to discuss the specific data sources and Power BI dashboard requirements.
$250 AUD in 7 days
0.0
0.0

Hi, I'm an experienced backend developer specializing in building robust, scalable server-side applications and APIs. I work with technologies like Node.js, Python (Django, Flask), PHP, Java, and various databases. I can help you develop secure, efficient backend systems, RESTful APIs, database design, server architecture, and integration with third-party services. I focus on writing clean, maintainable code and following best practices. Let's discuss your backend requirements and I'll provide a detailed technical proposal. Best regards
$350 AUD in 3 days
0.0
0.0

Hello, "Python ETL That Detects New Files + Central SQL + Auto‑Refreshing Power BI" – you need one pipeline that pulls every source, cleans it, merges it, and feeds a live dashboard without manual work. I’d build a Python ETL that watches your Excel folders, SQL Server/MySQL, CSVs and REST APIs, then standardises formats, removes duplicates, validates fields, logs errors and loads everything into a reporting‑ready SQL schema. Scheduled runs (daily) would detect new files automatically and send email alerts if anything fails. Power BI would sit on top of the central database with dynamic KPIs: sales, revenue, customers, regions, inventory, forecasting and drill‑through views. I’ve delivered structured automation before, including this Python‑driven integration project: https://www.freelancer.com/projects/automation/Automate-Reolink-Video-Backup-Script/reviews The dashboard would refresh after each ETL run, and the handover would include documented Python code, SQL schema, PBIX file, deployment notes and a user guide. The goal is a single source of truth that updates itself. Which source tends to break most often today — Excel folders or the CRM API? Looking forward to working with you. Artur Giżycki
$1,500 AUD in 15 days
0.0
0.0

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