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I need a lightweight Excel + Power BI build that lets me plan every internal audit and then watch the schedule come alive in a clear Gantt view. The single most critical element is the Audit Plan sheet: it has to drive everything else, accept new audits on the fly, and push clean, reliable dates into the visuals without manual rework. Data you will receive from me • Audit Master: audit name, code, type, man-hours/duration and planned month, with a special focus on audits 11-20. • Governance Dates: SMC-GRC, SMC, GBAC and BAC checkpoints for each month Apr – Dec. These milestones act as blockers, so they must surface prominently in the timeline. • Staff Master: the five current auditors (ABZ, DB, WSWZ, AFH, NHS) and room to add more later. Core engine The Audit Plan sheet must capture audit, assigned staff, start/end dates and the three phases—Planning, Fieldwork, Reporting—using friendly dropdowns and auto-calculated durations that link back to the Audit Master settings. Any change here should ripple instantly to every visual. Visual dashboard A two-page Power BI report is enough. Page 1 hosts the Gantt chart with colour-coded bars for each phase, automatic time axis and the governance milestones overlaid. Page 2 can house a compact table or KPI cards so management can filter by auditor, audit type or month and see workload at a glance. Everything should refresh directly from the Excel file without me touching the model. Deliverables 1. Excel file with the three master sheets and the dynamic Audit Plan. 2. Power BI (.pbix) file limited to two report pages, already connected and fully automated. 3. A short hand-off note or video showing how to add new audits, staff or milestones without breaking formulas or visuals. Acceptance criteria • Adding an audit in the Audit Plan instantly extends the Gantt with correct phase lengths. • Governance milestone conflicts appear clearly when an audit overlaps one of the four dates. • No hard-coded ranges; solution works if I insert additional rows or new staff. • Report refresh completes without errors from a single “Refresh” action in Power BI. Please send a detailed project proposal outlining your approach, the key formulas or DAX tricks you plan to use, and an estimated turnaround time.
Project ID: 40468186
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Hi, I’d be happy to help build your Excel and Power BI internal audit planning system with a dynamic Audit Plan workflow and automated Gantt reporting. I currently work with Excel reporting, spreadsheet automation, dashboards, workflow tracking, CRM/data management, and operational systems. I’m comfortable creating scalable Excel structures with dynamic formulas, dropdowns, Power Query integration, and Power BI dashboards that remain easy to maintain as data grows. I can build a clean Audit Plan sheet that drives all visuals automatically, including Planning, Fieldwork, and Reporting phases linked directly to your Audit Master settings. The Power BI report will include a dynamic Gantt chart, governance milestone visibility, workload filtering, and refresh-ready reporting connected directly to the Excel source file. The solution will avoid hard-coded ranges and will support adding new audits, staff, or milestones without breaking formulas or visuals. I also focus on creating lightweight, user-friendly workbooks with clear structure and refresh workflows that are easy to manage long-term. I’d also be happy to complete a small free trial/sample structure so you can evaluate my workflow and reporting approach before moving forward. Portfolio & previous work samples: [login to view URL] Best regards, Alicia
$20 USD in 3 days
0.0
0.0
12 freelancers are bidding on average $41 USD for this job

Hi, I can build a clean Excel + Power BI audit planning system where the Audit Plan sheet acts as the central engine driving all calculations, timelines, milestones, and visuals dynamically without hard-coded ranges. The solution will use structured Excel tables, dropdown-based planning, auto-calculated phase durations, Power Query connections, and DAX measures for workload tracking, milestone overlap visibility, and dynamic Gantt behavior. Any new audit, staff member, or governance date added will flow automatically into the Power BI visuals after refresh. You’ll receive a lightweight, scalable setup with a two-page Power BI dashboard, fully connected Excel backend, and a simple handover guide for future updates. I can deliver the first working version quickly once I review the sample data structure. Usman Bashir
$90 USD in 2 days
6.7
6.7

Hi there, I am a Data Scientist,I specialize in advanced data visualization and reporting using Power BI, DAX formulas, Tableau, and Looker Studio to transform raw data into meaningful insights. My expertise includes creating custom dashboards, KPI tracking, interactive reports, and automated data models that help businesses make data-driven decisions with clarity. With strong command over DAX calculations, drill-through reports, and cross-platform integration, I ensure accuracy and actionable outcomes. I focus on delivering clean, visually appealing, and performance-optimized dashboards tailored to your business goals. My commitment is to provide scalable, insightful, and user-friendly solutions that empower stakeholders and enhance decision-making. Let's discuss this further via chat, and I'll start your project right now. Thank you. Gdev
$20 USD in 7 days
5.4
5.4

I understand you need a dynamic Excel and Power BI solution to manage your internal audit schedule, with a particular focus on building out the Audit Plan sheet to accept new audits and feed reliable dates into a clear Gantt view. I previously built a similar interactive reporting system for a client that allowed on-the-fly data updates and visualized project timelines, reducing their manual reporting time by over 80%. My approach will involve creating an Excel workbook where the "Audit Plan" sheet will be the central hub, designed for easy data entry and validation. This data will then be imported into Power BI using a direct query connection. Within Power BI, I will develop a custom Gantt chart visual, likely using a combination of matrix tables and conditional formatting to represent audit timelines, and a separate page to display the governance checkpoints (SMC-GRC, SMC, GBAC, BAC) alongside the audit schedule. How should the "man-hours/duration" field in the Audit Master be interpreted when calculating the end date of an audit within the Gantt chart, given the planned month? Ready to start as soon as you confirm scope.
$41 USD in 21 days
5.2
5.2

Hello there, I can build the Excel + Power BI audit planning system with dynamic master sheets, dropdown-driven Audit Plan, auto-calculated Planning/Fieldwork/Reporting dates, and a two-page Power BI dashboard with Gantt timeline, governance milestones, workload filters, and KPI cards. My approach would use structured Excel Tables, XLOOKUP/FILTER/data validation for audit/staff/milestone logic, Power Query to load clean ranges into Power BI, and DAX measures/conditional flags to highlight milestone conflicts and workload by auditor, audit type, and month. I can deliver the Excel workbook, connected .pbix file, and a short hand-off guide/video in around 3–5 days, ensuring no hard-coded ranges and a single Refresh updates the full report.
$29 USD in 1 day
5.3
5.3

Hello I can build a dynamic Excel + Power BI audit planning solution with a fully automated Audit Plan engine, scalable master sheets, and a live Gantt dashboard that updates instantly as audits, staff, or milestones are added. I’ll use structured Excel tables, dynamic formulas, Power Query, and DAX measures to handle phase calculations, workload views, and governance conflict highlighting without hard-coded ranges. The Power BI report will refresh directly from Excel with clean filtering and milestone overlays, and I’ll provide clear hand-off documentation for future updates. Estimated turnaround: 1–2 days. Regards Muhammad
$30 USD in 1 day
5.3
5.3

Hi there, I am A.R.M. MASUD with a strong background in data science. I am pleased to present this proposal for data visualization and dashboard development services. I specialize in transforming raw data into meaningful, interactive visual representations that provide actionable insights. I leverage cutting-edge tools such as Power BI, Tableau, Looker Studio, and other visualization platforms to create custom dashboards and data visualizations tailored to your unique business needs. I aim to empower your organization with intuitive, user-friendly, and insightful data analytics solutions. I design and develop dynamic dashboards featuring interactive charts, graphs, and reports. I create tailored reports that reflect key performance indicators (KPIs), trends, and metrics based on business objectives. I integrate data from multiple sources, including Excel files and APIs. I build fully functional interactive dashboards with real-time or scheduled data updates and custom visualizations, charts, graphs, and KPIs tailored to your business requirements. https://www.freelancer.com/u/MZITSERVICES Thank you for considering your dashboard development project. I am confident that our expertise and commitment to excellence will add significant value to your business operations. Thanks A.R.M. MASUD
$20 USD in 7 days
4.5
4.5

The lightweight requirement is the right call for this. I would link an Excel sheet with VBA input forms to a Power BI Gantt visual so your team logs audits in Excel and the dashboard updates on its own. No heavy infrastructure. Working in 3 days. Treat the amount and timeline as initial estimates. The real numbers come after we walk through the full scope. I can start today. Want to jump on a quick call?
$30 USD in 3 days
2.9
2.9

Hi, As an experienced Full Stack developer with a knack for problem-solving and a deep understanding of Excel, I am confident in my ability to deliver the automated audit Gantt dashboard solution you need efficiently and effectively. My expertise extends beyond the MERN stack, allowing me to bring a versatile perspective to this project. I can leverage not only my advanced Excel skills but also command over relevant languages such as Python to ensure your specific requirements are met. In past projects, I have successfully developed dynamic web applications and e-commerce platforms that aligned with my clients' unique needs while adhering to the highest coding standards. This quality-focused approach ensures a robust and flexible solution that can accommodate your continuous need for audit updates, staff additions, and milestone changes. Lets have a chat warm regrads Usama Ansari
$10 USD in 7 days
0.0
0.0

Hi there! I reviewed your internal audit scheduling requirements and your detailed breakdown of the master sheets, and I am confident I can build a seamless, lightweight solution. My approach will focus on creating a bulletproof relational model between your Excel datasets and Power BI, ensuring that any new audit added ripples instantly to your visuals with a single click. Inside the Excel core engine, I will utilize structured table references to eliminate hard-coded ranges, combined with dynamic arrays and data validation rules for your dropdowns. To capture the planning, fieldwork, and reporting phases smoothly, I will implement robust DATE and NETWORKDAYS logic to auto-calculate phase durations based on your Audit Master settings. In Power BI, I will connect the file using Power Query for clean data transformation. For the visual dashboard, I will build a dynamic Gantt chart page featuring conditional color-coding for each audit phase, overlaid with your critical governance milestones using precise DAX measures to highlight any scheduling conflicts. Page two will feature a compact workload matrix and KPI cards using DAX filtering so leadership can instantly analyze auditor allocation and capacity. Let’s connect to discuss your sample data and get started!
$20 USD in 3 days
0.0
0.0

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