Excel to Insight

Use Cases & Portfolio

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Here’s a sample of the problems I solve.
These use cases, along with sample reports and DAX patterns, show how I turn messy data into decisions that matter.

From Excel Chaos to Scalable BI

The Challenge:

A mid-sized company relied on hundreds of Excel files to manage their financial reporting. Each month, analysts spent hours manually consolidating data, leading to errors, version control nightmares, and constant back-and-forth corrections.

The Solution:

Migration of their entire reporting system to Power BI, creating a centralized, automated reporting structure that pulled live data from their accounting system.

The Impact:

✅ Report preparation time dropped from 6 hours to 10 minutes.
✅ Eliminated manual errors and conflicting versions.
✅ Enabled real-time financial visibility, allowing leadership to react faster.

Automating Reporting Bottlenecks

The Challenge:

A fast-growing sales team struggled with slow, outdated reports that required manual data entry and spreadsheet cleanup. By the time reports were updated, the data was already outdated—leading to missed opportunities and wasted time.

The Solution:

A fully automated sales performance dashboard in Power BI, integrating CRM, marketing, and finance data into a single, always-up-to-date view.

The Impact:

✅ Replaced manual updates with fully automated reporting.
Real-time sales insights, improving forecasting accuracy.
✅ Sales team saved 15+ hours per week, allowing them to focus on closing deals.

Structuring Data for Smarter Decisions

The Challenge:

A company had multiple teams creating their own reports, leading to inconsistent numbers, duplicate efforts, and conflicting insights. Leadership had no single source of truth, making decision-making unreliable.

The Solution:

I restructured their entire BI architecture, consolidating data sources and defining clear, standardized KPIs to ensure that every report told the same story.

The Impact:

✅ Eliminated reporting inconsistencies across departments.
✅ Created a single source of truth, improving trust in data.
✅ Reduced data duplication by 60%, cutting unnecessary workload.

Custom BI Solutions for Unique Business Needs

The Challenge:

A logistics company struggled with capacity planning—leading to underutilized trucks, late shipments, and higher costs. Off-the-shelf BI solutions didn’t fit their unique requirements.

The Solution:

I developed a custom predictive capacity planning model in Power BI, integrating external data like traffic patterns, weather conditions, and delivery schedules to optimize fleet usage.

The Impact:

Reduced downtime by 30%, increasing operational efficiency.
✅ Improved delivery accuracy, reducing late shipments.
✅ Provided a custom-built BI tool, tailored to their business.

DAX Patterns

Awesome Chocolates

Personal Finance Dashboard

NYPD Arrest Data

Sales Analysis