From raw data to reporting
The project brings data preparation, calculations, reporting and analysis into one structured Excel solution. Users can update the underlying data and review the resulting performance information through clear reports and interactive dashboards.
Solution capabilities
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Data cleaning and consolidation
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Automated calculations
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Structured management reporting
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Interactive charts and dashboards
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Repeatable data-refresh process
1. Prepare the data
3. Explore the results
Source files are imported, cleaned and consolidated into a consistent structure ready for processing.
2. Run the calculations
Automated calculations apply the required business rules and produce consistent reporting outputs.
Users review and interact with dashboards to examine performance from different perspectives.
How the solution works
The workflow guides the user from raw source data to structured reports and interactive analysis.
Clearer visibility
Less manual preparation
The solution reduces the manual effort required to prepare reports while making important performance information easier to review and use.
Practical business value
Repeated data-cleaning, calculation and reporting steps are handled through a consistent workflow.
Greater consistency
Calculations and reports follow the same defined rules each time the process is run.
Interactive dashboards help users identify patterns, compare results and focus on the information that matters.
Example dashboard views
Selected views from the Excel solution, shown with demonstration data.


Raw data possibly extracted from a system
One-click-reporting takes you to the Interactive Performance Report
Slicers and timeline can affect the filter on all or some chartsÂ

