Dynamics F&O P&L Dashboard Power BI

@Solutionzhere

Hi, SolutionzHere here, experienced in finance analytics using Power BI with Dynamics 365 Finance integrations. Your hourly range is fair. We recommend Entity Store for performance/stability unless near-real-time OData is mandatory. Estimated effort: 20–30 hours for GL modeling, optimized DAX, reconciliation logic, drillable P&L, variance analysis, and performance tuning (<2 min refresh target). We’ve delivered similar finance dashboards with department/cost-center drilldowns and strict reconciliation requirements. One key question: Do you already have a finalized chart-of-accounts hierarchy/P&L mapping, or should we help define the reporting structure too?

@Appworldz

Hey, Sahanaj here. I’ve built finance reporting solutions connecting Microsoft Dynamics 365 Finance & Operations with Microsoft Power BI for P&L, cash-flow, and cost-center reporting where reconciliation accuracy and refresh performance were critical. For D365FO, I generally prefer Entity Store for performance/stability unless real-time OData access is specifically needed. I can handle GL modeling, fiscal calendar alignment, DAX optimization, drill-through design, variance analysis, and reconciliation validation cleanly. Your hourly range works. Estimated effort: 25–40 hours depending on data model complexity and existing F&O structure.

@ShivaniGoyalsai

Hi, I can build a Dynamics 365 F&O connected Power BI Profit & Loss report with Cost Center and Department-level drill-down. I have strong experience in Power BI financial reporting, DAX optimization, Power Query, Dynamics-style ERP data models, P&L structures, chart of accounts mapping, fiscal calendars, and management reporting dashboards. I can connect through Entity Store or OData depending on your environment, then model the GL data so figures reconcile correctly with Dynamics F&O. My approach will be to create a clean finance model with optimized measures for actuals, P&L lines, variance, period comparison, and drill-through details. The report will include slicers for Cost Center and Department, tooltips, reconciled totals, and a layout that finance managers can use easily in monthly reviews. I’ll also test refresh performance, review the model with Performance Analyzer, and provide a short walkthrough video so your team can maintain and extend it later. Ready to start once access and preferred connection method are confirmed.

@subaigfalcon

Hi there, Your project requirements are very clear, and I’d be happy to help you build a clean, accurate, and high performing Power BI P&L dashboard connected with Dynamics 365 Finance & Operations. I have strong hands on experience with Power BI, financial reporting, DAX optimization, data modeling, Power Query, KPI reporting, and building interactive dashboards for management and finance teams. I can connect Power BI directly with your Dynamics F&O environment using Entity Store or OData based on what best fits your setup and performance requirements. I will properly model the general ledger data to match your chart of accounts and fiscal calendar, then build a professional and easy to use P&L dashboard with Cost Center and Department drill downs, slicers, variance analysis, tooltips, and dynamic visuals. You will receive: • Complete .pbix file with data model, DAX measures, and visuals • Optimized report performance with smooth filtering and fast refreshes • A short walkthrough video for your finance team • Support for adjustments and clarification after delivery I understand how important financial accuracy is, and I’ll make sure the figures match correctly with Dynamics F&O while keeping the dashboard fast and smooth. Once awarded, I can start immediately and deliver the project at a competitive price with quick turnaround. I’ll also be available after delivery for any support or adjustments if needed. Kind Regards, Sartaj

@Danzy262

Hi, I can build a fully interactive Power BI Profit & Loss solution connected directly to your Dynamics 365 Finance & Operations environment with drilldowns by Cost Center and Department. What you’ll get: * Direct Power BI connection to Dynamics 365 F&O (Entity Store or OData based on performance and access) * Clean GL data model aligned to your chart of accounts and fiscal calendar * Interactive P&L dashboard with drill-through capability * Cost Center and Department slicers with dynamic filtering * Variance analysis, tooltips, and optimized DAX measures * Refresh-efficient model designed to stay under your performance targets * Final .pbix file + walkthrough video for your finance team Recommended approach: * Prefer Entity Store for better reporting performance and scalability * Use optimized star-schema modeling and reusable DAX measures for maintainability and speed I’ll ensure the figures reconcile exactly with Dynamics F&O balances and validate the report through Power BI Performance Analyzer before handoff. I’ve completed similar Power BI financial reporting and dashboard projects with 5⭐ feedback for accuracy and usability. Availability: ready to start immediately Rate: ₹450 INR/hour Please send me a message so we can get started immediately!

@noreenraheel

Hi, Thank you for considering my proposal. I have strong experience in Power BI, SQL, and financial reporting, and I am confident I can build a dynamic Profit & Loss dashboard connected directly with Dynamics 365 Finance & Operations. I have carefully reviewed your requirements, including GL data modeling, Cost Center and Department drilldowns, variance analysis, DAX optimization, and reconciliation with F&O balances. I can create a clean and interactive Power BI solution that allows managers to quickly move from consolidated financial figures to detailed transaction-level insights. I can work with both Entity Store and OData connections, and I would be happy to recommend the best approach based on your system performance and refresh requirements. I will also ensure the report is optimized for fast refresh times and passes the Power BI Performance Analyzer without critical warnings. The final delivery will include: • Fully functional .pbix file • Interactive P&L dashboard with slicers, drill-through, and tooltips • Optimized DAX measures and data model • Reconciliation validation with Dynamics F&O • Short walkthrough video for your finance team I would like to connect with you in chat to discuss your chart of accounts structure, fiscal calendar setup, and preferred integration method in more detail. Regards, Noreen Replies within a few minutes

@AteebM3

Hello, I can help you build a high-performance Power BI P&L dashboard connected directly to Dynamics 365 Finance & Operations with drill-down capability by Cost Center and Department. My approach would include: - Connecting Power BI to Dynamics F&O via Entity Store or OData (I generally recommend Entity Store for better performance and scalability). - Creating an optimized data model aligned with your chart of accounts and fiscal calendar. - Building an interactive P&L with slicers, drill-through, variance analysis, and tooltips. - Writing efficient DAX measures to ensure refresh and interaction performance remain within your target benchmarks. - Delivering the final .pbix file along with a short walkthrough video for your finance team. I have experience working on Power BI optimization, and business-ready dashboards focused on accuracy, usability, and performance. Looking forward to discussing the structure and approach further. Best regards, Ateeb Mahedvi TriAxis Digital

@sudhir0112

Hi, I have experience developing Power BI financial-reporting solutions involving complex data modeling, DAX optimization, and interactive management dashboards connected to enterprise financial systems. I understand the importance of building a reliable and reconciliation-ready Profit & Loss reporting solution that allows stakeholders to analyze performance dynamically across Cost Centers, Departments, and fiscal periods while maintaining complete alignment with Dynamics 365 Finance & Operations data. My approach will focus on connecting Power BI to the Dynamics F&O environment using the most suitable method based on performance and accessibility requirements, followed by structured modeling of the General Ledger data to align with the chart of accounts and fiscal calendar. I will also build optimized DAX measures for P&L calculations, variance analysis, drill-through functionality, and interactive slicers while ensuring refresh performance remains efficient and scalable. The final delivery will include a professionally structured .pbix file, documented calculations and modeling logic, and a walkthrough explaining refresh workflows and report maintenance for the finance team. I’m available to discuss the current Dynamics setup, reporting requirements, and implementation approach further.

@waleeds05

Hi! I see you need a solid Power BI solution to get your financial data from Dynamics 365 into a killer P&L dashboard. I can help you out with that. I’ll connect Power BI to your environment (happy to chat about Entity Store vs. OData), set up the data model to match your accounts, and build a user-friendly P&L with all the slicers for Cost Centers and Departments. The goal’s to make it super interactive and quick for your managers to dig into the numbers. I've done similar projects before and always prioritize making sure everything reconciles perfectly with your F&O data. Plus, I’ll optimize the DAX measures to ensure refresh times stay under two minutes. You’ll even get a quick walkthrough video to help your finance team maintain it down the line. Happy to kick things off when you’re ready! I can have the initial deliverable to you in just 5 days. best regards Walled Saleem

@jagratip3

Dear Hiring Manager, I’m excited to help build a high-performance Power BI Profit & Loss reporting solution integrated directly with Dynamics 365 Finance & Operations. I have experience working with financial reporting, DAX optimisation, and Microsoft data platforms, ensuring accurate and scalable reporting for finance teams. For this project, I would recommend using the Entity Store where possible for better performance and stability with large financial datasets, while OData can be leveraged for specific real-time requirements if needed. I can model your GL data to align precisely with your chart of accounts, fiscal periods, Cost Centers, and Department dimensions to ensure complete reconciliation with F&O balances. I will also ensure: • 100% reconciliation with Dynamics F&O figures • Smooth slicer interaction without calculation errors • Performance Analyzer compliance with no critical warnings • Delivery of the final .pbix file plus a concise walkthrough video for your finance team I’m available to start immediately and would be glad to discuss the best architecture and refresh strategy for your environment. I’d also be happy to support future enhancements such as Projects dimension reporting and cash-flow dashboards. Best regards, JP

@hammadfarooq1122

As a data-savvy freelancer well-versed in Power BI, I am confident in delivering the precise, user-friendly solution you require. With a rich background in data analysis and visualization paired with extensive experience on Python for efficient data handling, I will not only connect your financial Dynamics F&O directly to Power BI but model the displays to align with your chart of accounts and fiscal calendar. Moreover, as an AI/ML specialist, I will employ optimum techniques to keep the P&L dashboard dynamic and reliable. My exceptional ability in building clean, interactive, and insightful dashboards aligns perfectly with your project's aim. The value I bring includes creating robust DAX measures that facilitate quick refreshes without compromising integrity. Furthermore, your project's focus on slicing specifics like Cost Centers and Departments lines up with my strength in establishing key focal points which enables managers to easily drill from consolidated figures into finer details in one click. Not only do I guarantee significant mileage out of this Power BI solution, but I'm also keen on stretching its functionality as per your future needs - like including a Projects dimension or additional cash-flow dashboards. Investing in me means investing in efficient projects that guarantee accurate reconciliations and slicers that instantly update visuals with zero errors even when extended. Don't hesitate; let's power up your analytics!

@abdinasirhaji

Hello, I’m interested in developing your Power BI solution integrated with Dynamics 365 Finance & Operations to deliver a fully interactive Profit & Loss dashboard with Cost Center and Department drill-down capabilities. I will connect Power BI to your F&O environment (preferably using Entity Store for better performance), and build a clean data model aligned with your chart of accounts and fiscal calendar. The report will include a dynamic P&L page with slicers, variance analysis, and optimized DAX measures to ensure fast refresh and smooth interaction. What I will deliver: Power BI connection to Dynamics 365 F&O (Entity Store/OData setup) Proper financial data modeling aligned with GL structure Interactive Profit & Loss dashboard with Cost Center & Department filters Variance calculations, tooltips, and drill-through functionality Optimized DAX for fast performance (under 2-minute refresh) Final .pbix file Short walkthrough video for your finance team Quality assurance: 100% reconciliation with F&O financial figures Fully responsive slicers and visuals Performance-optimized model verified via Power BI Performance Analyzer I am ready to begin immediately and can adapt the solution further if you later expand into projects or cash flow reporting. Looking forward to working with you. Best regards, Abdinasir

@eimons4

​Hi, as a finance professional with expertise in Power BI and Data Analysis, I am confident in building your Dynamics F&O P&L dashboard. I have experience modeling GL data and creating interactive financial reports with drill-down capabilities for cost centers. ​I will ensure seamless connection via OData/Entity Store, optimize DAX for fast performance, and guarantee 100% reconciliation with F&O balances. My approach focuses on clean visuals and high-performance standards. ​I’m ready to deliver the .pbix file and a walkthrough video. Let’s discuss your specific environment to get started! ​Best regards, Eimon Saha

@Riteshn48

## I will develop a robust Power BI Profit & Loss reporting solution integrated directly with Dynamics 365 Finance & Operations using Entity Store or OData connection based on your environment performance and reporting needs. I will use optimized DAX measures, Power Query transformations, star schema modeling, drill-through reports, variance analysis logic, custom slicers, tooltip pages, Performance Analyzer optimization, and reconciliation validation to ensure your financial reports remain accurate, fast, and easy for your finance team to maintain in the future.## I have 4+ years experience in Power BI, Dynamics 365 F&O Integration, DAX Optimization, SQL, Data Modeling, and Financial Dashboard Development. I can build an interactive P&L dashboard with Cost Center and Department level drill-downs, fiscal calendar alignment, and optimized refresh performance under two minutes. I will also ensure the figures reconcile 100% with the same-period balances in Dynamics 365 F&O and deliver a clean, professional .pbix file along with a walkthrough video for your finance team. Please open a chat window so I can share some samples of my previous work to get more confidence in my work and hire me on ongoing basis. I am awaiting your positive response. Thanks & Regards, Ritesh

@bhilarerahul32

I am a skilled Data Engineer with experience in Snowflake, SQL, and Power BI, delivering clean, efficient, and reliable data solutions.

@usama9291

Hello, I can help you build a high-performance Power BI Profit & Loss dashboard connected directly to Dynamics 365 Finance & Operations, with drill-down analysis by Cost Center and Department. I have 3+ years of experience in Power BI, financial reporting, DAX optimization, and data modeling, along with Microsoft certifications including PL-300 (Power BI Data Analyst) and DP-600 (Microsoft Fabric Analytics Engineer). My approach will include: • Connecting Power BI to Dynamics 365 F&O using Entity Store or OData based on performance and accessibility requirements • Modeling the GL data according to your chart of accounts and fiscal calendar • Building an interactive P&L dashboard with slicers, drill-downs, variance analysis, and tooltips • Optimizing DAX measures and model performance to support fast refresh and smooth interaction • Validating figures against F&O balances for reconciliation accuracy Deliverables: ✔ Power BI (.pbix) file ✔ Optimized data model and DAX measures ✔ Walkthrough recording for maintenance and refresh guidance Availability: 20 hours/week with flexible scheduling for discussions, testing, and revisions. I focus on clean financial reporting, performance optimization, and proactive communication throughout the project. Best regards, Usama Mehmood

@hardikl99

Hello, I can build a professional Power BI Profit & Loss dashboard connected directly to your Dynamics 365 Finance & Operations environment with accurate reconciliation, fast performance, and clean drill-through reporting for management use. I generally recommend using Entity Store for better reporting stability and performance with financial datasets, though I can also work with OData depending on your setup. The solution will include: * Dynamic P&L reporting aligned with your chart of accounts * Cost Center and Department drill-through analysis * Variance calculations, tooltips, and interactive slicers * Optimized DAX measures and efficient data model * Refresh performance targeted under two minutes * Finance-friendly and presentation-ready dashboard design I will ensure: * Figures reconcile 100% with F&O balances * Slicers and visuals update instantly without errors * Performance Analyzer shows no critical warnings Deliverables: * Final optimized .pbix file * Short walkthrough video for your finance team * Documentation for refresh and maintenance I have strong experience in financial reporting, Power BI modeling, Excel, and accounting workflows, and I focus heavily on accuracy, usability, and long-term maintainability. I’m ready to start immediately and can first review your F&O structure, fiscal calendar, and reporting requirements to finalize the best approach. Best regards, Hadik Lakkad

@tanusrim

Reliable Power BI expert to build a high‑performance, DAX‑optimized P&L report from Dynamics 365 F&O with department and cost‑center drill‑down.I'm Tanusri, a seasoned Cloud Architect whose expertise lies in creating and delivering scalable, secure, and high-performance data platforms that provide actionable insights. My experience aligns perfectly with your project requirements as I specialize in data analytics and modelling, both skills crtical to building the bespoke profit and loss(P&L) report you need from your Dynamics 365 Finance & Operations (F&O) data. What sets me apart is my knack for ensuring data accuracy. My end-to-end approach from ingestion to consumption assures that all figures reconcile 100% to the same-period balance in F&O. Moreover, since performance in DAX is of prime importance to you, I'll make sure to optimize all DAX measures keeping refreshes well below two minutes while passing the Power BI Performance Analyzer with no critical warnings. My goal is not just to create this P&L report but also empower your finance team to maintain it effortlessly. I'll deliver not only the finished .pbix file but also a short guided video that explains its workings. With me as part of your team, you'll have a trusted partner who not only delivers on-time and on-budget but also adds value to your business by extending the project scope when required. Let's plunge into this transformative project together!

@anushag96

Hi, Your requirements map closely to work I've already done. For my Fermentation Analytics Dashboard, I authored ~40 DAX measures (YoY, MTD, CALCULATE with explicit filter context, SUMX/AVERAGEX, dynamic titles via SELECTEDVALUE) and built a star-schema model with fact + dimension tables to reduce query time. I verified every measure against Python ground-truth, catching two off-by-one YoY errors before publish — the same reconciliation discipline your 100% figure-match criterion requires. My approach: • Connect via Entity Store (Azure SQL) — faster and more stable than OData for GL-volume data • Star schema: GL fact table linked to Cost Center, Department, Chart of Accounts, Fiscal Calendar dims • P&L page with Revenue → Gross Profit → Net Income hierarchy, variance columns, drill-through to transaction level • Hidden reconciliation page for ongoing finance-team validation • DAX optimised with CALCULATE + filter patterns — no slow iterators • .pbix passing Performance Analyzer + 10–15 min walkthrough video Timeline: 10–12 hours over 5–7 days. Quick question: is your Entity Store provisioned in Azure, or are you on OData endpoints? That determines Day 1 setup. Looking forward to it!