From spreadsheet reporting to business intelligence

Client reporting was being produced from multiple Excel workbooks, spreadsheets and pivot tables. Information was therefore distributed across different files and reporting structures, making it difficult to create a consistent and professional reporting experience.

The existing spreadsheet-based process provided useful information but required considerable consolidation and manual reporting effort. A more structured business intelligence solution was required to bring the information together and present it through a single interactive reporting environment.

Priscient Ideas was engaged to transform the existing spreadsheet-based reporting process into professional Power BI dashboards.

1. 01

   Reviewed the existing Excel reporting environment.

2. 02

   Identified the different reporting inputs.

3. 03

   Consolidated information from multiple workbooks.

4. 04

   Cleaned and structured the data.

5. 05

   Developed appropriate data models.

6. 06

   Replaced fragmented pivot-table reporting with interactive visualisations.

7. 07

   Designed dashboards around the required reporting outcomes.

8. 08

   Refined the solution based on user requirements.

• A series of Power BI dashboards consolidating information previously distributed across multiple Excel files and pivot tables.
• A reporting environment providing a more structured and interactive way to explore and communicate information.

The engagement transformed a fragmented spreadsheet-based reporting process into a professional business intelligence solution. The resulting dashboards improved the presentation and accessibility of reporting information, while establishing a more structured foundation for ongoing analysis.

• Microsoft Power BI
• Power Query
• Microsoft Excel
• Data modelling
• Data visualisation
• Business intelligence