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CASE STUDY 01 / EXCEL · POWER QUERY

Sales & performance analysis

Turning inconsistent sales data into structured reporting for revenue, targets, and performance variance.

Analysis work
Data cleaningVariance analysisPivot reporting

01

Problem

How can sales data be prepared consistently to compare revenue with targets and investigate performance differences?

02

Data

Sales and performance datasets used in hands-on Excel analysis. Source files, date ranges, and dataset dimensions will be added with the published workbook.

03

Approach

Cleaned and transformed data with Power Query, handled missing values, merged datasets, grouped records, and reshaped tables to support analysis.

04

Analysis

Used revenue and target variance analysis, PivotTables, and PivotCharts to create reporting views for comparing performance.

05

Insights

Specific findings will be published alongside the workbook and supporting calculations. No business conclusions are claimed here without the underlying evidence.

06

Outcome

Completed hands-on data preparation and reporting work. The downloadable workbook and full findings are being prepared for this portfolio.

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