Excel to Insight

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Portfolio

The below stories are just from some of the customers I helped. Below you can also find some reports based on sample data as well as the DAX Patterns.

Manufacturing

Challenge: Migrating financial reporting from Excel to Power BI for a manufacturing SME.

Solution: Developed star schema data models, implemented DAX alculations, and automated reporting workflows.

Outcome: Reduced monthly reporting time by 50% and increased data accessibility by 40%.

Retail

Challenge: A retailer struggling with inconsistent sales data from Shopify and
Magento.

Solution: Integrated both platforms into a single Power BI report, creating unified sales and inventory dashboards.

Outcome: Enhanced inventory tracking and improved restocking efficiency by 25%.

Marketing 

Challenge: Marketing analytics reporting delays caused by manual consolidation of Google Analytics and HubSpot data.

Solution: Automated data pipelines using Power Query and Dataflows, enabling real-time marketing performance dashboards.

Outcome: Cut reporting time from 3 days to 2 hours, improving agility in campaign adjustments.

Finance

Challenge: Complex financial consolidations across multiple entities using Excel.

Solution: Leveraged LucaNet and Power BI for automated consolidations, enabling real-time variance analysis and accurate forecasting.

Outcome: Reduced errors by 30% and monthly consolidation time by 40%.

Personal Finance Dashboard

DAX Patterns

ONYX

JIVA

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