Fact-check notes
Last fact-checked: 2026-05-30
Use this page as preparation guidance. A professional should verify the active law year, notification, portal utility and source records before filing or taking a tax position.
What this covers
Power BI developers help businesses turn accounting, sales, operations, marketing and finance data into dashboards, automated reports and decision workflows.
- Power BI work includes data modelling, DAX measures, Power Query, report design and refresh setup.
- Finance dashboards need clean chart of accounts and KPI definitions.
- Data sources may include Excel, SQL, ERP, Zoho, Tally exports, Google Sheets and APIs.
- Access control, refresh schedule and ownership should be agreed before build.
Typical Power BI scope
| Scope | What to specify | Output |
|---|---|---|
| Finance MIS | COA, monthly P&L, cash flow | CFO dashboard |
| Sales analytics | Region, product, channel | Revenue and margin reports |
| Operations | Daily source refresh | Exception dashboard |
Who this is for
- CFO dashboard for monthly MIS.
- Sales dashboard for regional teams.
- Operations dashboard with automated refresh.
- Startup investor metrics reporting.
Documents and data to verify
- Sample data and source systems.
- KPI definitions and desired visuals.
- User roles and access needs.
- Refresh frequency and hosting preference.
Common mistakes to avoid
- Building visuals before cleaning data model.
- No DAX ownership or documentation.
- Unclear refresh responsibility.
- Sharing sensitive data without access rules.
How to proceed
- Confirm the applicable financial year, assessment year, taxpayer type, state and portal status before acting.
- Reconcile portal data with books, AIS/Form 26AS, GST returns, contracts, invoices, bank statements and source documents.
- Prepare a written computation, checklist, filing note or response with assumptions clearly stated.
- Download acknowledgements, challans, workings and evidence after filing or submission.
FAQs
Can WorkIndex help with this?
Yes. Post the facts and documents; relevant experts can quote for filing, advisory, reconciliation, registration, appeal support or ongoing compliance.
Is this page final legal advice?
No. Use it to prepare. A professional should verify the active law year, notification, portal utility and records before filing or taking a tax position.
What should I mention while posting?
Mention the year, state, form, deadline, amount involved, documents available, portal status and whether you need filing, correction, advisory or representation.