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Utilize PowerBI to build a Realtime Financial Report from multiple data sources

The project is to take an existing excel spreadsheet and that has manually entered data and formulas to produce a personal financial statement for the owner of the company. The goal of the project is to understand the method the data is gathered and and build a structure to gather the data automatically (as much as we can) and allow the report to be produced with minimal manual entry. NDA will be required and the existing xls files can be provided as we discuss the goals of the project.