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


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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.

View the amount of hours worked, percentage billable, and year-to-date capacity per employee per week.


View the specific time entries from a staff member in that week.


View information about the staff member's previous five weeks of work.


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.