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Tally & Accounting Ledger - Portfolio Project
Created a professional accounting ledger with debit and credit entries, running balance calculations, voucher types, narrations, accounting summary, and a Debit & Credit Comparison chart. This project demonstrates skills in accounting data management, bookkeeping, Excel reporting, and Tally-style accounting work.
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I designed a Business Intelligence and financial reporting solution that transforms scattered data from multiple sources into centralized, validated, and decision-ready information.
The solution automates the complete reporting workflow: connecting and consolidating data, cleaning and standardizing information, applying business rules, building a structured data model, calculating financial KPIs, and generating executive dashboards and recurring reports.
Instead of manually combining spreadsheets and preparing reports every reporting period, the workflow creates a repeatable data pipeline that reduces manual work while improving consistency, traceability, and visibility.
Key capabilities include:
Multi-source data consolidation
Automated ETL and data transformation
Data validation and quality controls
Power Pivot data modeling
Financial KPI calculations
Interactive executive dashboards
Automated and scheduled reporting
Exception and duplicate detection
Audit trails and process traceability
Technologies: Excel, Power Query, Power Pivot, VBA, DAX, SQL/CSV data sources and automated reporting workflows.
The goal of the project is not simply to create a dashboard, but to build the automated data process behind it — turning raw information into reliable insights that can support faster business decisions.
All information, companies and metrics displayed in this case study are fictional demo data created exclusively for portfolio purposes.
If you run a busy team, I’m an operations and automation specialist.
I help small businesses eliminate manual admin by turning repetitive tasks (like tracking forms, student/staff records, or timesheets) into automated background flows using Microsoft 365 tools they already pay for.
If your team is wasting hours copying data between Excel files or chasing updates, I’d be happy to build a quick, simple proof-of-concept flow for you.
Worth a quick 5-minute chat?
good luck craig!
I made this Nexabank Financial Dashboard for my client.
Which one is looking better?
Let me know your thoughts.
3 voted
43%
4 voted
57%
7 votes
Closed
Option 2 for me — it feels cleaner and easier to scan, while keeping the KPIs and charts visually clear. Both are well structured, but Option 2 feels more presentation-ready.