Excel-to-Power BI Waterfall Transformation

Project Summary A client maintained waterfall charts in Excel using manual monthly updates and VLOOKUP-based data feeds. This process was slow, error-prone, and limited to static visuals.

Imported and sanitized monthly export data using Power Query

Built a relational data model linking fact tables, products, and calendar tables

Created calculated measures for YTD, LYTD, YOY difference, and growth percentages

Designed an interactive waterfall chart with KPI cards and dynamic slicers

Update time reduced to a simple data refresh in Power BI

Added drill-downs and filterable views for deeper analysis

Improved accuracy with standardized data handling

Delivered richer visual insights compared to static Excel charts

Tech Used Power BI, Power Query, DAX, Data Modeling, KPI Visuals