Power BI Portfolio

All data within the following reports has been changed for privacy purposes.

Staff Capacity Report

Tracking staff time entries and utilization can be time-consuming. This report automates the process allowing key decision makers to allocate workloads more efficiently. Although created for one department this report was implemented company-wide.

This is the second version of this report. Between the first version and the second I learned the efficiency of Power Query and the speed of Direct Query connections. During my revisions of the first version, I implemented most transformations in Power Query instead of using calculated tables within the report. This change improved workspace refresh times immensely.

Company Collections Report

Watch company collections by different groups with a parameter slicer. Drill through to view individual client payments within each category. Compare the current year and previous year quickly with two charts.

This report is one in a larger series of reports. For the main project, my team replicated all basic reports from our company’s time and invoice tracking software. These base reports are stored in a shared workspace with a main dashboard to display key metrics for decision-makers. The main dashboard also acted as a central hub for navigation between reports.

Staff Performance Snapshot

Monitor staff performance in customizable categories. Visualize a staff member’s distance from their declared hourly goal. This report was automatically printed to PDF and sent to individual staff members through a Power Automate flow.

After the implementation of their capacity report, one department requested this variation. Along with hourly information, billing information was included as well. This represented a staff member’s overall standing in their position. Staff members who received the report stated they looked forward to its weekly arrival.

Data Integrity Reporting

An ever-growing list of data integrity checks is reviewed daily by the operations team.

One of the first reports I created for Company Orange. I believe a report is only as strong as the least trustworthy data source. This report brings together almost 30 integrity checks across two software. Hundreds of data inconsistencies have been identified and corrected using this report.

Company-Wide Staff Scorecard

Comparing KPIs for staff members across the company. View personal or client collections and where they’ve been applied. Who is responsible for billing a staff member’s clients? How much Work in Progress and Accounts Receivable are in each aging group?

Following the success of the Staff Snapshot a company-wide scorecard was implemented. This more robust KPI report allowed management to see collections, applications, Work in Progress, and Accounts Receivable in one place. In creating this report I learned how to create rankings by group in Power Query. Like the Staff Snapshot, this report is paired with a Power Automate flow to be automatically emailed to staff members monthly.

Cisco Phone Dashboard

View the phone activity of staff members and key phone KPIs like missed, abandoned, and dequeued calls. Track the ratio of calls presented to calls handled over time and by department.

This was the most influential report I created for Company Blue. The process for tracking phone KPIs previously was to export and email a report from Cisco weekly. Using Power Automate Desktop I intercepted the data from the weekly emails and created a historical data source in Excel Online. This Power BI report connected to the new historical data which revolutionized phone call tracking through key visualizations.

State Compliance Dashboard

A Power BI report and Power App deployed to automate the monotonous process of drafting compliance emails. Automation reduced the time to complete this task from three hours per week to 30 seconds.

This process involved the creation of a Power App to alert team members of individuals who required compliance communication. By clicking a button by the individual’s name the Power App would dynamically generate the correct email text and would be approved and sent. A Power BI report was deployed to visualize the number of emails sent through the Power App per week and the home state of the receiving individual.

Team Task Tracking Dashboard

Track staff performance team-wide and view progress towards declared goals. Dynamic weights are assigned to each category type which are used to generate staff scores. Managers can view a leaderboard report to monitor staff scores and overall task completion.

Building this report was a challenge as no data existed before the report request. Key decision makers wanted to track how many tasks staff members completed in nine processes. By implementing a Microsoft Form on the team SharePoint site staff members self-reported task completions in each category. This data was stored in a spreadsheet and a Power BI report was deployed to display these key metrics. This process improved project management greatly.

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