Excel ERP System
A practical business operating system connecting inventory, installations, contracts, revenue, expenses, assets and management reporting.
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03 / Data Analysis
Repeatable analysis instead of one-off reporting
Clean data models, automated transformations and focused analysis that convert recurring business questions into repeatable workflows.
CONTEXT
A collection of practical analysis patterns used across sales, operations and performance reporting built to reduce manual work and make answers reproducible.
SQLExcelPower QueryBusiness analysis
THE CHALLENGE
Make complexity usable.
Recurring reports often depend on copied files, broken references and inconsistent definitions. The goal was to move the work from manual repair to a controlled refresh process.
THE APPROACH
- 01
Converted external workbook dependencies into refreshable Power Query flows.
- 02
Used SQL and structured formulas to isolate clean business logic.
- 03
Designed checks for date errors, duplicates and missing identifiers.
- 04
Documented assumptions so the analysis can be audited and reused.
WHAT THE SYSTEM ENABLES
01
Less manual preparation
02
More reliable refreshes
03
Auditable calculations
04
Reusable analysis patterns
KEEP EXPLORING
More selected work.
Power BI Command Center
A decision-ready reporting layer for channel performance, funnel conversion, pipeline value and current-year versus prior-year movement.
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