Financial Data Excel Dashboard

I have several large, multi-variable financial datasets that need to be transformed into clear, decision-ready insights inside Excel. The work begins with thorough cleaning—handling missing values, normalizing formats, reconciling figures across multiple sheets, and setting up repeatable Power Query steps so future updates flow in automatically.

Once data integrity is locked down, I need deep analysis: variance and trend breakdowns, ratio calculations, scenario comparisons, and any other techniques that will surface the key drivers behind performance. Everything should run off dynamic formulas, PivotTables/Power Pivot models, or lightweight VBA where automation helps.

The final deliverable is an interactive dashboard housed in the same workbook (or linked workbook if model size demands) that lets stakeholders slice results by period, account, cost centre, and other key dimensions without touching underlying formulas. Visuals—charts, conditional-format heat maps, sparklines—must refresh instantly when new raw data is dropped in.

Acceptance criteria
• One-click refresh pulls new raw files through the cleaning steps and updates all analyses.
• All calculations are transparent, with assumptions or helper tables clearly labeled.
• Dashboard loads in under five seconds on a standard workstation and displays no #N/A or broken links.
• The workbook is delivered unlocked (except where password protection is essential for data integrity) so future tweaks remain possible.

If you have questions about the existing data structure or preferred naming conventions, let me know and I’ll supply sample files right away.