Portfolio / Case study 03
Financial BI dashboard
Financial reporting pulled straight from source data with SQL and Python, then presented in Power BI for the monthly review.
Project walkthrough
See how the work was put together
$ start project "Financial BI dashboard"
✓ Brief agreed with Intellifyx
✓ Wrote SQL queries to pull ledger and billing data
✓ Cleaned and joined the data with Python
✓ Built Power BI pages for revenue, costs and margins
→ Review with the client…
● Delivered and handed over
The project
Problem, approach and result
The challenge
Monthly reports were rebuilt by hand from exports, which took days and made it easy for small errors to slip through.
What I did
- Wrote SQL queries to pull ledger and billing data
- Cleaned and joined the data with Python
- Built Power BI pages for revenue, costs and margins
The result
The monthly report refreshed from the source data, and review meetings started from the same numbers for everyone.
Gallery and links
Screens from the project
Figures are anonymised. Click an image to enlarge it.
Services used
The services behind this project
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