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A custom Excel-based operational management system designed to centralize inventory, procurement, budgets, tasks, and day-to-day operations. The system uses automated formulas, status dropdowns, alerts, linked worksheets, and summary views to reduce manual tracking and provide clear operational oversight.
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The details make this one stand out!
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.
Built an Excel dashboard for monitoring employee attendance and performance across departments. The system automatically calculates attendance percentages, absences and performance ratings and presents key management indicators in a clear dashboard.
Key features: automated formulas, attendance analysis, employee performance reporting, conditional formatting and department-level KPIs.
Portfolio demonstration project created using sample data.
