Some examples of our work
Viewing entries tagged
reporting
A Power BI report built for a recruitment company summarising the movement of people between companies, sectors, geography and levels of seniority.
The solution required fuzzy matching with Excel, an additional reference data sheet, a bespoke word matching function in Power Query and an advanced technique to read the contents of a SharePoint folder. It also features a couple of really cool Chord charts.
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.
A budget tracking system built for a large UK Insurance company using Microsoft Excel. The solution included combination graphs, conditional formatting and icons.
A team or department budget typically has a number of components, and understanding how each is performing can be difficult.
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.
A staff resource tracking system built for a large multi-national bank using Microsoft Excel and VBA. The solution included details required by a number of different departments and a facility to create organisation chart data that could be uploaded into Microsoft Visio.
This example serves to illustrate that significant time savings and data quality improvements can be made with quite simple Excel projects.
