This project takes a large amount of data and produces a compelling report that is easy to understand whilst still allowing complex comparisons and detail drill-down.
It illustrates the use of additional reference data that is essential for meaningful reports, and how to ensure it is in synch with the main dataset.
It features a particularly good use of area charts to illustrate the cumulative effect of energy use reduction over time.
A performance dashboard built for a UK Loans Intermediary company using Power BI and shared via the Power BI Service and SharePoint.
It features extensive data transformation with Power Query and a particularly successful customer activity heatmap. Although the DAX measures are not complicated there are 66 of them and USERELATIONSHIP is used extensively to manage the 7 connections between the Fact and Calendar tables.
An IT Service Management (ITSM) Dashboard built for a global investment bank using Microsoft Excel and VBA to report on SLA and KPI performance.
It used a large data set of 92 data fields to calculate 4 SLAs, 14 KPIs and 46 measures, presented in a variety of graphs and blocks. There were 23 filters enabling the user to interrogate the data and isolate the cause of any issue.
An IT Service Management (ITSM) dashboard built for an international Commercial Insurance Company using Microsoft Excel and VBA code. The solution took data from the client’s ITSM ticket system, calculated performance against SLAs and presented the results in a dynamic dashboard.
A Service Level Agreement (SLA) reporting system built for an outsourced service provider using Microsoft Excel. The solution included extensive conditional formatting to highlight SLA breaches and VBA code to perform complex calculations.
Although the design is very traditional – old fashioned even – it is a prime example of Excel being used to bridge the gap between a system’s capabilities and the users’ requirements.