Use Cases
Power BI & Automation Solutions
From reporting and analytics to automated workflows, see how I help businesses reduce manual work and make better decisions.
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Acumatica P&L Dashboard in Power BI: Answer Your CEO’s Questions in Seconds
An Acumatica P&L dashboard in Power BI for CFOs: profit, margins and their drivers by month, region and service line, reconciled to your trial balance. Try the interactive demo.
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Logistics Performance Dashboard
Turn your operations into clear, actionable decisions Introduction This Power BI dashboard is designed for logistics companies (similar to DHL) that want a real-time, data-driven view of their entire business in one place. From executives to operations managers, every…
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Automated Issue Alerts
Client Challenge The client struggled with delayed issue resolution caused by manual monitoring and fragmented communication. Issues and open cases existed in the system, but there was no reliable mechanism to ensure the right people were informed on time…
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How to capture historical data
Client Challenge The client approached me with a critical reporting limitation. Their core system stored only the latest state of data, continuously overwriting historical values. While this worked for day-to-day reporting, it made trend analysis impossible. They specifically needed…
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Build Automated Daily Reporting Pipeline
How Power Automate Saved Hundreds of Hours With an Automated Daily Reporting Pipeline Background and Client Challenge One of my clients relied on a daily operational report that arrived by email as a zipped file.Every working day, the same…
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Toy Store Sales Dashboard in Power BI
Toy Store Sales & Operations Dashboard Goal A toy store chain wanted a clear, centralized way to understand how their products were performing across categories, age groups, seasons, and store locations. The management team needed to know which…
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Service Desk Performance Dashboard
Use Case: Service Desk IT Performance Dashboard Goal A company outsourced my client to maintain their IT systems and handle all incoming support tickets. The leadership team needed a clear, transparent way to show the outsourcing partner their workload,…