HR Report Automation using Power BI and/PowerQuery

@ambar

I would start by reviewing the videos, transcripts, sample files and current workflow. The main item to verify is source consistency. Power Query works well when ADP exports, Access tables and agency timesheets follow predictable structures. If formats vary, we need to handle those exceptions in the transformation layer. For the ingestion layer, I would use Power Query's folder connector pattern. New weekly files are dropped into a folder and picked up automatically during refresh. This removes the need to manually import files every week. The same approach can be used for ADP exports and agency timesheets. A few questions: 1. Do agency timesheets arrive in the same format each week? 2. Are ADP exports generated from the same report? 3. How many temp agencies provide files? 4. Is historical reporting required or only the current week? Once I review the materials, I can confirm the transformation rules and identify any exceptions that need special handling.

@axiomswb

Automating your weekly HR reports... I see you need to eliminate your manual 4-hour FTE and Overtime reporting process using strictly native Microsoft tools. I will build a master Power Query workbook that seamlessly extracts and cleans your MS Access, ADP eTime, and temp agency files from a single folder. I will then build a robust data model connected to a Power BI dashboard (featuring your required FTE and Overtime summaries/trends) that permanently replaces your executive PowerPoint deck. The final handoff will give you a true "drop files and click Refresh All" solution. I am ready to review your KT videos and sample files today to begin the build. Quick technical question: For the temp agency timesheets, are they consistently formatted as Excel/CSV files, or will my Power Query transformation steps need to account for varying column layouts from different agencies?

@AteebM3

Hi, This project aligns closely with my experience in Power Query, Power BI, Excel automation, and data transformation. I can help convert your 3–4 hour manual HR reporting process into a refreshable solution that requires only dropping files into a folder and clicking Refresh. What I will deliver: • Master Power Query solution that consolidates MS Access, ADP eTime exports, and agency timesheets • Automated data cleansing and transformation for FTE, onshore temp, offshore temp, and overtime reporting • Optimized Power BI data model with refreshable datasets • Interactive Power BI dashboard covering FTE summaries, trends, overtime summaries, and regional analysis • Fully documented refresh process with no manual column insertion or find-and-replace steps • User guide and two handoff/training sessions • Review of KT videos, transcripts, and process documentation with clarification sessions as needed My approach is to first map the current workflow, identify all manual touchpoints, and then rebuild the process using scalable Power Query transformations and a structured Power BI model to ensure reliable weekly refreshes. Regards, Ateeb Rahil Mahedvi

@sangeeta830

As a Microsoft Power Platform developer with over 4 years of experience, I specialize in automating business processes using Power BI, Power Query, and Microsoft 365 tools. I have extensive experience integrating data from multiple sources, including databases and exports, to build secure, scalable reporting solutions. For your HR automation project, I can create automated Power Query workflows and an interactive Power BI dashboard to track FTE, overtime, and regional trends in real time. I ensure fast delivery, clear communication, and provide user training with documentation, ensuring a smooth handoff and a sustainable long-term reporting solution.

@afiqahzulkifle

Dear Hiring Team, I have reviewed the scope of your HR reporting automation project. I understand that your current process—requiring 3–4 hours of manual labor every Monday—is inefficient and prone to human error. My goal is to replace this with a "drop-and-refresh" workflow that eliminates manual cleanup, data manipulation, and repetitive formatting. My Approach: The "One-Click" Solution I will build a robust data pipeline that transforms your fragmented sources (MS Access, ADP, and temp agency emails) into a unified, automated reporting engine. 1. Data Engineering (Power Query): Folder-Based Integration: I will set up a centralized folder system. You simply drop the new week's files into this folder, and the system will automatically append, clean, and standardize the data. Automated Data Cleansing: I will replace all current "Find & Replace," manual column insertions, and formatting tasks with scripted Power Query transformations that run automatically upon refresh. Unified Data Model: I will create a star-schema data model that links FTE and Overtime datasets, ensuring data integrity across all reports. 2. Visual Intelligence (Power BI): I will rebuild your executive PowerPoint deck into an interactive Power BI dashboard, featuring: FTE Overview: Summary and historical trends.

@coretus

Hi, I specialize in automating data workflows using Power BI and Power Query. I understand you need to streamline your weekly HR reporting, and I am well-equipped to deliver a robust solution that meets your needs while ensuring the process becomes refreshable and efficient. With over 15 years of experience in data analysis and visualization, I can build a master Power Query workbook to automate the extraction and cleaning of your HR data. I will develop a Power BI dashboard tailored to replace your current PowerPoint, ensuring that all data is up-to-date with a simple refresh. I will consult the materials you provide, clarify any uncertainties, and deliver a comprehensive solution in one week along with a user guide and training sessions for your team. I propose a rate of $25/hr, which reflects the value of my experience and the complexity of the task at hand. Let's discuss any specific requirements you might have! Regards, Anil Kamani

@kamanil

Hi, I specialize in Business Intelligence, Data Analytics, and Microsoft Power Platform solutions, and I understand your need to automate the weekly HR reporting workflow using Power Query and Power BI. I have experience building data-driven dashboards, automated reporting pipelines, and executive-level analytics solutions. I will create a fully refreshable Power Query and Power BI solution that consolidates data from MS Access, ADP eTime exports, and temp agency timesheets into a structured reporting model. The workflow will be designed so your team can simply drop weekly files into a folder and refresh the reports without manual column adjustments, Find & Replace, or repetitive data cleaning. I will build the complete data transformation layer for FTE, temp workforce, and overtime datasets, create an optimized Power BI data model, and develop dashboards covering FTE summaries, trends, overtime analysis, and regional insights. I will also provide documentation and handoff sessions to ensure your team can confidently manage the solution. I propose a rate of $20/hour, and my estimated timeline for delivery is 7 days, including development, testing, refinement, and knowledge transfer. Looking forward to discussing your current reporting process and delivering a reliable HR automation solution. Regards, Anil Kamani

@shivamk0752

am highly interested in your project to automate your weekly HR reporting process using Power Query and Power BI. I understand that your goal is to eliminate the 3-4 hours of manual effort by creating a native, refreshable solution without relying on third-party tools or plugins. I have extensive experience building robust data transformation workflows and automated dashboards using native Microsoft tools.

@kainatk02

Hello, I am interested in this project. I have experience in Excel, data entry, and reporting tasks. I am detail-oriented, reliable, and committed to delivering accurate work on time. I am ready to review the provided materials and complete the project efficiently.

@Senzo000

Hello, I can help automate your weekly HR reporting process using only native Microsoft tools: Power Query, Power BI, MS Access connections, and refreshable folder-based inputs. I understand the goal is to replace a 3-4 hour manual Monday workflow with a clean process where your team drops the weekly ADP eTime exports, temp agency timesheets, and Access-related files into one folder, clicks Refresh All, and gets updated FTE and overtime reporting without manual column edits or Find & Replace. My first step would be to review the KT videos, transcripts, current tutorial, and sample files, then map each manual step into Power Query transformations. I would build a master workbook that cleans and standardizes FTE, onshore temp, offshore temp, and overtime datasets, with clear queries that your team can maintain. Then I would create the Power BI dashboard for executive reporting: FTE summary, FTE trend, overtime summary, and overtime trend by region. I would also structure the data model carefully so weekly refreshes remain reliable as new files arrive. Deliverables would include the Power Query workbook, Power BI dashboard, short user guide, and handoff sessions explaining refresh steps, file naming rules, and basic troubleshooting. I have strong experience with Power BI, Power Query, data cleaning, reporting automation, dashboard design, and repeatable business workflows. Best regards.

@valli007

Hello, I have extensive experience in Microsoft Power Platform, Power BI, Power Query, SharePoint, Dataverse, SQL, and business process automation. Your requirement aligns well with my expertise in automating manual reporting processes using native Microsoft technologies. I can help you: ✔ Connect and consolidate data from MS Access, ADP exports, Excel files, and emailed timesheets using Power Query. ✔ Build a reusable master Power Query model that automatically processes weekly files from a designated folder. ✔ Create a structured data model with refreshable datasets and eliminate manual copy-paste, column insertion, and find/replace activities. ✔ Develop Power BI dashboards for: * FTE Summary * FTE Trend Analysis * Overtime Summary * Overtime Trend by Region * Executive Management Reporting ✔ Deliver a simple refresh process where users only place new files into a folder and click Refresh. ✔ Provide documentation, knowledge transfer sessions, and post-delivery support. I have successfully delivered enterprise reporting and automation solutions for HR, Finance, Manufacturing, and Operations teams using Microsoft technologies. I am available to review the provided videos, transcripts, and sample files immediately and can deliver a working solution within the requested timeline. Looking forward to discussing the details. Regards, Valli Kumaresan Microsoft Power Platform & Business Intelligence Consultant

@anujsharma96

I understand the current weekly FTE/Overtime report takes 3–4 hours every Monday, pulling from MS Access, ADP eTime, and emailed temp agency timesheets, then manually rebuilding an executive PowerPoint. I can automate this fully using native Power Query and Power BI only — no third-party tools or installs. Approach Discovery (Day 1–2): Review KT videos, transcripts, and tutorial. Map all manual steps and send clarifying questions before building. Power Query Workbook (Day 2–4): Folder-driven pipeline — drop files in, click refresh. Standardize agency formats via a mapping table. Output clean FTE, Onshore Temp, Offshore Temp, and Overtime tables in a proper data model for trending. Power BI Dashboard (Day 4–5): Recreate exec deck as live pages — FTE Summary, FTE Trend, Overtime Summary, Overtime Trend by Region — with one-click Refresh All. Docs & Handoff (Day 5–7): Short user guide, two handoff sessions, plus a revision buffer. Timeline: 1 week. Need to start: KT materials, sample input files, a past PPT deck, and brief availability for questions. Deliverables: Refreshable query workbook, Power BI dashboard, refresh-ready data model, user guide, two handoff sessions, one revision round. Happy to start with a quick Q&A once materials are shared.

@AnjanSantra

Dear Sir, I am delighted to maintain a flawless 100% Job Success Score on Freelancer, a testament to my commitment to delivering exceptional results. With over 8 years of experience and holding the title of Microsoft Certified Power BI Data Analyst Associate, I specialize in developing interactive Power BI dashboards and reports using DAX and Power Query. Additionally, I offer comprehensive training and job support services in Power BI. Furthermore, I am a Microsoft Certified Excel Expert and possess expertise in SQL. Having recently completed numerous Power BI projects akin to yours, I am eager to discuss your project specifics and commence collaboration. I am fully prepared to initiate work immediately, ensuring prompt and precise project delivery. Additionally, I have expertise in Tableau, QlikView, Google Data Studio, Power Apps, Power Automate, Excel and SQL. Thank you for considering my application. I am excited about the opportunity to work together and contribute to the success of your project. Thanks & Regards, Anjan Santra Microsoft Certified Power BI Data Analyst Associate Power BI | Tableau | SQL | Excel | Power Automate Freelancer – 100% Job Success Score +91 9123742755 Kolkata, India

@iterativeTech

As an AI & Cloud Data Engineering Specialist, I have a keen understanding of how to leverage Microsoft's powerhouses, Power Query and Power BI to their fullest potential. I specialize in transforming manual processes into efficient automated solutions through robust data models and interactive data visualizations, which perfectly aligns with your project needs. In previous projects similar to yours, I've helped organizations cut down their report generation time by over 70% while ensuring accuracy and reducing the room for manual errors. This involved building master workbooks with data pulling capabilities, cleaning datasets effectively using Power Query, and constructing complex dashboards with insightful trends - just like the ones you require. Furthermore, we will implement a refined data model so that weekly refreshes are as simple as dropping the files in a folder and clicking "Refresh All." Finally, my ability to provide detailed user guides and conduct comprehensive handoff sessions will ensure a smooth transition from manual operations to automated workflows. My approach is rooted in delivering tangible results that align with your business objectives and drive significant ROI – something I expect us to achieve as we streamline your HR reporting processes together. Thanks Prem Golani

@hemanth7306

Hello, This project aligns very well with my background. I have 6+ years of experience in Power BI, Power Query, SQL Server, Azure Data Factory, ETL development, data modeling, and business process automation. I can review your knowledge-transfer videos, transcripts, process documentation, and sample files to fully understand the existing workflow before designing the solution. My approach will be to build a robust Power Query framework that automatically ingests data from MS Access, ADP eTime exports, and agency timesheets from a centralized folder location, applies all required transformations, validations, and calculations, and produces clean FTE, onshore temp, offshore temp, and overtime datasets without manual intervention. I will also develop a Power BI dashboard that replaces the current executive PowerPoint deck with interactive FTE summaries, trend analysis, overtime metrics, and regional performance insights. The solution will be designed with a scalable data model so future weekly processing becomes as simple as dropping new files into a folder and clicking Refresh. In addition to delivering the Power Query workbook and Power BI dashboard, I will provide clear documentation, a user guide, and conduct handoff sessions to ensure your team can confidently maintain and extend the solution. I am available to start immediately and can deliver within your one-week timeline.

@ayushis246

I have 7+ years of experience in Power BI, Power Query, SQL, and reporting automation. I have successfully automated manual reporting processes by integrating data from multiple sources, building optimized data models, and creating executive dashboards. For this project, I can develop a refreshable Power Query and Power BI solution that consolidates MS Access, ADP eTime, and agency timesheet data into a streamlined reporting framework. The final solution will eliminate manual data preparation steps and enable weekly reporting through a simple folder refresh process. I can quickly understand the existing workflow through the provided recordings and documentation, deliver the complete solution within one week, provide user documentation, and conduct handoff sessions to ensure a smooth transition.

@izzatirhmn

Hi, I can help automate your weekly HR reporting process using Power Query and Power BI with a fully refreshable workflow. I have experience working with data automation, ETL processes, and dashboard creation, and I understand how to turn manual reporting into a faster and more reliable system. For this project, I can: • Build a master Power Query workbook to pull and clean data from MS Access, ADP eTime exports, and temp agency timesheets • Create a Power BI dashboard to replace your PowerPoint reports with clear visuals and trend analysis • Restructure the data model so the process becomes simple: drop files into the folder and click Refresh All • Remove manual tasks like inserting columns, cleaning data, and find/replace steps • Provide a short user guide and handoff sessions for smooth transition I will review your videos, transcripts, and sample files carefully, ask the right questions, and deliver a working solution within your one-week timeline. My goal is to save you hours every week and make the reporting process faster, cleaner, and easier to maintain. Looking forward to working with you.

@chavvas3

Hello, I am a Power BI Developer with strong experience in Power Query, Data Modeling, DAX, ETL processes, and report automation. Your requirement aligns closely with the type of automation projects I enjoy delivering—transforming manual reporting processes into refreshable, self-service solutions using native Microsoft tools. My approach will include: • Creating a centralized Power Query solution that automatically ingests data from MS Access, ADP eTime exports, and agency timesheets • Designing a clean and scalable data model for FTE, Onshore Temp, Offshore Temp, and Overtime reporting • Building Power BI dashboards to replace the current PowerPoint deck, including: * FTE Summary * FTE Trend Analysis * Overtime Summary * Regional Overtime Trends • Implementing reusable transformations to eliminate manual column insertion, Find & Replace operations, and repetitive cleanup tasks • Performing validation against existing reports to ensure accuracy • Delivering a concise user guide with refresh instructions • Conducting two knowledge-transfer and handoff sessions I estimate 20–30 hours of work and can complete the solution within one week, including testing and documentation. I would be happy to discuss the current workflow and answer any questions before getting started. Best Regards, sowbhagya Power BI | Power Query | Data Modeling | ETL Automation

@kamrakanikaoffic

Hi, I can automate your weekly HR reporting end-to-end using Power Query and Power BI, reducing the current 3–4 hour manual process to a simple “drop files + refresh” workflow. I have hands-on experience with Power BI, Power Query, and data modeling, and have worked on similar automation projects involving multiple data sources like Access and Excel-based inputs. I will: * Build a master Power Query solution to clean and combine all inputs * Create a structured data model for FTE and overtime reporting * Develop a Power BI dashboard to replace your PowerPoint * Ensure seamless weekly refresh with no manual effort * Provide a user guide and handoff support I can deliver a fully working solution within 1 week. Let’s get started! Thanks, Kanika