Excel Power Query Budget Model

I need a streamlined budgeting model built in Excel that relies on Power Query for all data loading and transformation. The model focuses exclusively on revenue, and more specifically on sales revenue, because that is the driver of every other decision we make.

Here is what I want to achieve:
• Import raw sales data straight from our current CSV export (or an ODBC connection if you think that is cleaner).
• Use Power Query to clean, structure, and append each new file automatically, so I can refresh the model with a single click.
• Feed the transformed data into clearly labeled tables that roll up monthly, quarterly, and annual revenue figures, giving me an at-a-glance view of how the numbers compare against budget targets.
• Build dynamic dashboards and charts that update whenever I hit Refresh, allowing management to see the latest numbers without any manual adjustments.
• Keep the workbook light and transparent, avoiding hidden formulas where possible, so anyone on my team can trace each figure back to its source.

Acceptance criteria
– One Power Query routine that can be refreshed without errors.
– Separate staging and final tables so raw data never touches the calculation sheets.
– A single Budget vs. Actual summary with slicers for time period and product line.
– Clear documentation (either in-file or a brief PDF) showing the data flow and any calculated columns you added.

If you have experience linking large sales datasets into Excel via Power Query and turning them into user-friendly budget tools, I would love to see examples of your work and hear how quickly you can deliver this model.