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Folder-Based Power BI Reporting Automation
This project demonstrates an automated reporting workflow using Power BI and Power Query.
The workflow uses a folder-based data source to combine and transform data from multiple files into a consolidated dataset. This data is then used to build an interactive Power BI Sales Performance Dashboard.
Key Components:
Folder-based data connection
Combining data from multiple files
Data cleaning and transformation using Power Query
Automated data refresh workflow
Sales performance KPI tracking
Monthly sales trend analysis
Product and category-wise performance
Interactive dashboard with filters
Tools Used: Microsoft Power BI, Power Query, Excel.
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Related posts
I created an interactive "Neutra-Center Sales Dashboard using Microsoft Power BI" to transform sales excel data into clear, meaningful business insights.
Key Features:
- Interactive quarterly and state filters
- Sales and profit KPI cards
- Customer and product performance analysis
- Payments method distribution
- State-wise profit coparison
- Monthly sales trend visualization
- Geographic sales distribution map
- Clean, modern dashboard design
This project demonstrates my ability to present sales data in an organized, interactive, and visually appealing format to help user understand business performance and identify important trends.
Accounts Receivable Dashboard
An interactive Accounts Receivable dashboard developed to monitor customer invoices, outstanding balances, overdue amounts, and payment collection performance.
Key Components:
Total Invoice Amount
Total Received Amount
Total Outstanding Amount
Total Overdue Amount
Collection Percentage
Customer-wise Outstanding Analysis
Overdue Amount by Customer
Invoice and Payment Status
Customer Collection Performance
Interactive Filters
Tools: Microsoft Excel / Power BI (select the actual tools used).
Automated Client Statement Generator | Excel & Word VBA Automation
I developed an automated client statement generation system that converts Excel transaction data into individual, professionally formatted PDF statements with just one click.
The solution combines Microsoft Excel, a macro-enabled Microsoft Word template, and VBA automation to eliminate repetitive manual work and simplify quarterly statement preparation.
Key Features
One-Click PDF Generation: Generate individual PDF statements for multiple clients in a single run.
Excel Data Integration: Automatically reads client details, account numbers, transaction descriptions, dates, amounts, and opening deposits from an Excel workbook.
Automated Calculations: Processes statement data and calculates totals automatically.
Individual PDF Export: Creates a separate PDF statement for each client, using their account number and name for file naming.
Reusable Quarterly Template: Update the Excel data for the next quarter and regenerate statements without manually creating each document.
Consistent Formatting: Uses a standardized Word template to maintain a consistent statement layout.
Tools & Technologies
Microsoft Excel • Microsoft Word • VBA Macros • PDF Automation • Data Processing
Project Outcome
This system streamlines repetitive reporting tasks, reduces manual document preparation, and makes generating statements for multiple clients faster and more consistent.
I build practical Excel automation solutions that help businesses save time, simplify reporting, and improve their workflows.
