From Data to Insights

During my journey to earning Microsoft certifications in Power BI, SQL, and Excel, I worked on various projects that strengthened my ability to transform raw data into meaningful insights. Through hands-on experience, I developed skills in data modeling, visualization, and query optimization, applying them to real-world scenarios. 

Retirement Financial Planner:

Below is a custom Excel-based financial planning tool I created for a client who wanted a clear, interactive way to track their income, expenses, and assets while calculating the amount they’d need to withdraw from investments each month to break-even.

While similar tools exist through financial advisors, my client wanted full control—to see the calculations firsthand and update their data as life circumstances changed. To achieve this, I designed a dynamic Excel template using placeholder names (“John” and “Jane”), where all sheets are interconnected through formulas. The dashboard provides a clear summary, including projections up to their estimated life expectancy.

To enhance the insights, I then imported the data into Power BI, where I created custom measures and visualizations to help the client better understand their financial outlook at a glance.

Bicycle Company Revenue Analysis:

As part of my Power BI Microsoft Certification, I worked with a dataset from a bicycle company, where I had the flexibility to create custom measures, calculations, and visualizations. 

One transformation I implemented was a query that adjusted revenue based on each country's currency, ensuring accurate financial analysis across different markets. To present the insights effectively, I designed a dynamic dashboard featuring: A column chart to visualize the net revenue trends, a line chart for tracking gross revenue performance over time, a data table with essential metrics, and slicers for filtering by country and date, allowing for interactive exploration.

This project strengthened my ability to transform raw data into meaningful insights using Power BI.

Beyond these projects, I’ve applied SQL for data extraction and manipulation and have been learning Python to further automate and enhance my analytical capabilities. My experience across these tools has equipped me to tackle complex data challenges and deliver actionable insights.