jeeshan27/excel-sales-finance-analytics

Excel-Sales-Finance-Analytics

Description:

Join the journey with AtliQ Hardware, a renowned hardware company specializing in PC, mouse, and computers. Excel remains a crucial tool in their decision-making process despite their strides in advanced analytics. Our mission is to empower AtliQ's business users with essential sales and finance reports, enabling data-driven decisions.

Task:

Develop user-friendly reports including Net Sales Performance, Market Performance, and Profit and loss analysis by year and by market.

Approach:

Utilized pivot tables for insightful reports, employing Power Query for data transformation and Power Pivot for data modeling.

Importance:

Empower businesses to monitor sales activities, recognize patterns, and track Key Performance Indicators (KPIs).

Highlights

• Conducted extensive data extraction, transformation, and loading (ETL) from various sources.
• Utilized Power Query for comprehensive data cleaning, ensuring reliable insights.
• Employed data modeling techniques like star schema for efficient data representation.
• Integrated fiscal years to align with business financial reporting periods.
• Leveraged pivot tables and advanced functions for effective analysis.
• Utilized conditional formatting for data visualization and trend highlighting.

Business Terminology

• Net Sales: The total revenue generated from sales after deducting returns, allowances, and discounts.
• Gross Margin: The difference between the revenue generated from sales and the cost of goods sold (COGS). It indicates how much profit a company makes from its core business operations.

Key Learnings:

• Functional Knowledge: Sales and finance domain expertise.
• Data Transformation: Mastered data cleaning and transformation.
• Data Modeling: Created efficient data models using Power Pivot.
• DAX Measures: Developed measures for customized insights.
• Pivot Table Reports: Crafted business reports for clarity.
• User Empathy: Designed user-centric reports.

Tools & Techniques

• Excel Formulas: Basic and Advanced.
• Conditional Formatting for Data Enhancement.
• Dynamic Pivot Tables.
• Power Query for Data Transformation.
• Power Pivot for In-depth Analysis.
• Introduction to DAX (Data Analysis Expressions).
• Professional Report Polishing.

Conclusion

This project equips AtliQ Hardware with insights to boost sales strategies and profitability, demonstrating the power of Excel in data-driven decision-making.