TallyPrime Integration and BI Reporting

@durgesh8527

Delivering exceptional business intelligence solutions is my bread and butter, and I'm confident that my skill set aligns perfectly with your project. Having worked extensively with TallyPrime integrations, I not only understand the ins and outs but also deliver quality work that caters to the unique needs of businesses like yours. In terms of technical know-how, I possess an deep understanding of Power BI, Excel, SQL, and other vital tools for establishing a seamless connection between TallyPrime and your desired end reports. Whether ODBC or XML API proves more suitable for your project needs, rest assured that I am proficient in both options. My portfolio boasts a myriad of successful similar projects which validate my ability to provide a comprehensive solution that functions smoothly as well as meets all your diverse requirements. Timeliness is another crucial aspect that I consistently handle deftly. I'll ensure everything from automating the ETL process, creating efficient data models to synthesizing detailed reports is done within the agreed-upon timeline without compromising on quality. You deserve nothing short of a fully functional and effective Business Intelligence dashboard that serves you well in all your future endeavors. Together, we will redefine your understanding of "data-driven decision-making" by providing you with valuable insights into sales, customer analytics, collection performance and more. Let's get started!

@CauaAlves

Hello! I'm a Power BI & data automation specialist connecting business systems (ODBC/API) into refreshable Excel and executive dashboards—sales, collections, outstanding, and ageing. Understanding your needs: TallyPrime 7.1 should feed an automated BI layer (no repeated manual exports) for Sales, Customer, Collection, Outstanding, and Salesman Performance. KPIs include 3-year seasonality, monthly targets, incentives, customers not billed 45+ days, overdue 60+ days, growth, ageing, collection performance, and top/bottom customers. Sundry Debtor subgroups (e.g. Mayur Local) must cascade to all ledgers under that subgroup. My plan: 1) Access review — company structure, ODBC vs XML, sample masters/vouchers, reference Excel 2) Extract — ledgers, groups/subgroups, sales & receipts via the best connector 3) Star-schema model — Customer, Salesman, Date, Subgroup + facts 4) KPI logic — seasonality, targets, incentives, ageing, growth (Power Query/DAX/Excel) 5) Five dashboard pages + subgroup slicers 6) One-click refresh + docs + short KT Recommendation: ODBC when Tally is reachable; XML API when remote/locked-down for stable scheduled pulls. Deliverables: automated integration · refreshable Excel · Power BI .pbix · source files · docs · KT Please share the reference Excel and sample company (or ODBC/XML access). Ready when you are. — Cauã | https://www.freelancer.com/u/CauaAlves

@rakhshanz3

As a seasoned professional in the realms of Computer Science, AI Development and Database Management, I believe I'm the expert you're seeking. My 20 years' worth of experience spans academia and software engineering and includes extensive integrations with TallyPrime. I've engineered multiple Power BI dashboards from scratch, using SQL for data cleansing and querying, which aligns perfectly with the project's requirement of connecting TallyPrime through ODBC or XML API. The deliverables you seek are my areas of expertise. I'm proficient in building automated systems and have extensive practice creating Excel workbooks that refresh effortlessly through SQL queries. Additionally, my prior use of APIs in multiple projects would aid in choosing the most suitable one for integrating TallyPrime with your dashboard. I can oversee the entire scope of work – extracting data from TallyPrime, building a clean data model, creating a comprehensive business intelligence system, and ensuring one-click refreshes on all your reports. Whether it be exploring seasonal trends through extensive analytics or conducting performance analysis, including KPIs like customer overdue payments, sales growth or collection performance: my expertise dives deep in these subjects. “Salesman Performance Dashboard”? Consider it done! Top to bottom analyses? Can't wait to roll up my sleeves.

@JoseRCarvas

The useful half of this is the BI layer: getting clean, query-ready data out of TallyPrime and turning it into reports you can actually read. I would pull the data through Tally's ODBC or XML export (no need to hand-operate Tally), model it in SQL, and build the reporting you need: ledgers, sales/purchase, outstanding, stock, whatever matters, with monthly and yearly views and drill-downs. Delivered as an Excel/BI dashboard that refreshes from the export rather than manual copy-paste. Tell me which reports and periods you care about most, and whether Tally is on a machine that can expose ODBC. Fixed milestone, 5.0 stars.

@alluankit01

Hi, I can build your automated TallyPrime 7.1 BI reporting system using ODBC/XML API with refreshable Excel and/or Power BI dashboards for sales, customers, collections, outstanding, and salesman performance. The best solution is to first review your Tally structure, debtor subgroups, reference Excel workbook, required KPIs, and refresh needs. Then I’ll connect TallyPrime through the most suitable method, extract masters and transactions, build a clean data model, and create dashboards with one-click refresh and subgroup-level analysis. I’m comfortable with TallyPrime integration, ODBC/XML API, Excel automation, Power BI dashboards, SQL-style data modeling, debtor/customer analysis, outstanding ageing, collection tracking, target and incentive calculations, and business reporting. Deliverables will include: * TallyPrime data connection * Masters and transaction extraction * Refreshable Excel workbook * Power BI dashboard if required * Sales dashboard * Customer and collection dashboard * Outstanding ageing report * Salesman performance report * Seasonality and target KPIs * Debtor subgroup filtering * Documentation and KT session I’ll recommend ODBC if stable access is available, or XML API if more controlled extraction is needed. I’ll focus on reliable refresh, clean KPIs, and useful business insights without repeated manual exports. Best regards Ankit

@gunjan1711

- I have hands-on experience building automated Power BI and Excel reporting solutions using SQL, APIs, Power Query, DAX, and enterprise data integration. - My expertise includes Power BI, Excel, SQL, Power Query, data modeling, KPI reporting, dashboard automation, and financial analytics. - I can build a scalable BI solution that extracts Tally data, creates a structured semantic model, and delivers interactive dashboards with one-click refresh functionality. - I have experience developing sales, customer, collections, outstanding, and performance dashboards featuring trend analysis, aging reports, KPI scorecards, seasonality analysis, and incentive calculations. - In a recent project, I developed a PHP API, integrated database data into Power BI, and created automated real-time dashboards for business performance monitoring. - Based on the project requirements, I can evaluate both ODBC and XML API approaches and recommend the most reliable solution for automated refresh, performance, and long-term maintainability. - The solution will include documented Power Query transformations, optimized DAX measures, a clean data model, refreshable reports, and knowledge transfer for your team. - I focus on building maintainable, high-performance reporting solutions that are easy to extend as business requirements evolve. Reference work is available in my profile.

@bhutrakichu

I specialize in TallyPrime integrations and have built several automated dashboards using ODBC/XML API. For real-time sync without lag, I recommend a tailored XML API approach or staging via SQL for large datasets. ​I will deliver a clean Power BI/Excel model featuring your exact KPIs, including aging, 3-year seasonality index, and incentive automation, with auto-refresh mapped to your Sundry Debtor subgroups. So let's turn your intricate Tally data into compelling visuals together!!