Customer Behavior Insights with Excel and SQL

Ravikant Upadhyay

Data Visualizer
Data Analyst
Microsoft Excel
Microsoft Power BI
PostgreSQL

Excel Data Solutions

Data Import and Cleanup
Import raw data from various sources (e.g., CSV, XML, SQL databases).
Perform data cleaning and preprocessing (removing duplicates, handling missing values, formatting).
Data Analysis and Reporting
Conduct data analysis using Excel functions and pivot tables.
Generate descriptive statistics and visualizations (charts, graphs).
Create automated dashboards for dynamic data reporting.
Advanced Formulas and Functions
Implement advanced Excel functions (e.g., VLOOKUP, HLOOKUP, INDEX, MATCH).
Develop custom formulas to solve specific data problems.
Data Visualization
Design and create interactive charts and graphs to represent data insights.
Use conditional formatting to highlight key metrics and trends.
Macro Development and Automation
Develop and implement Excel macros using VBA to automate repetitive tasks.
Create user-friendly interfaces for macro execution.
Template Creation
Develop reusable templates for standard reports and data entry forms.
Ensure templates are easy to update and maintain.
Documentation and Training
Provide comprehensive documentation of all processes, formulas, and macros.
Conduct training sessions for end-users on how to use the developed Excel solutions effectively.

SQL Data Solutions

Database Design and Development
Design normalized database schemas based on project requirements.
Develop SQL scripts to create and manage database objects (tables, views, indexes).
Data Migration and ETL Processes
Design and implement ETL processes to extract, transform, and load data from various sources.
Perform data migration tasks ensuring data integrity and consistency.
Complex Query Development
Write complex SQL queries to retrieve, manipulate, and analyze data.
Optimize queries for performance and efficiency.
Stored Procedures and Functions
Develop stored procedures and functions to encapsulate business logic.
Ensure reusable and maintainable code for data operations.
Data Integration
Integrate SQL databases with other systems and applications via APIs or other data exchange mechanisms.
Ensure seamless data flow between different systems.
Reporting and Analytics
Create views and materialized views for reporting purposes.
Develop custom reports using SQL Server Reporting Services (SSRS) or other reporting tools.
Database Security and Backup
Implement database security measures (user roles, permissions).
Set up regular backup schedules and disaster recovery plans.
Performance Monitoring and Tuning
Monitor database performance and identify bottlenecks.
Optimize database performance through indexing, query optimization, and other techniques.
Documentation and Training
Provide detailed documentation of database structures, processes, and queries.
Train staff on database usage, querying techniques, and best practices.
These deliverables ensure that both Excel and SQL data solutions are comprehensive, efficient, and user-friendly, addressing the specific needs of the organization and its data management requirements.
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