Job Description
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,...