Expected duration: 1 day or less We are transitioning our reporting from FileMaker to Microsoft Power BI. While we have gained foundational knowledge through online resources, we require expert guidance to bridge the remaining gaps and effectively leverage Power BI's capabilities.
Current Situation
Existing Reports: I have developed initial reports in Power BI that closely resemble our existing FileMaker reports and dashboards (attached). We need to produce data based on current quarter, previous quarter, and year-to-date. I have started using DAX and date tables but my reports are not exactly how we want them.
Data Source: Currently, we export data from FileMaker as a CSV file and manually upload it to Power BI monthly. While an API solution is the long-term goal, it is not required at this stage. However, knowledge of API development would be beneficial. Project Objectives
Environment Setup: Establish the necessary Power BI environment for collaboration & sharing Report Replication: Replicate existing FileMaker reports and dashboards within Power BI, ensuring they are dynamic and user-friendly. See attached. Knowledge Transfer: Provide comprehensive, hands-on training to enable us to independently maintain and update these reports. AI Analytics Exploration: Gain an understanding of how to utilize Power BI's AI analytics features to derive deeper insights from our data. Data Utilisation Enhancement: Explore opportunities to improve the usability of our captured client data through advanced reporting and analysis techniques. Project Scope & Timeline
Desired Outcome
A seamless transition of our reporting capabilities from FileMaker to Power BI, ensuring: Data Accuracy: Maintaining the integrity and accuracy of our data. User-Friendly Dashboards: Creating intuitive and easy-to-use dashboards for stakeholders. Enhanced Data Analysis: Leveraging Power BI's capabilities to gain deeper insights into our client data and improve business decisions.
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