Made for Iridium with dummy metrics.

Developed SQL script and Power BI report to replace 2 twice-weekly manual processes, saving the company 152+ hours annually in addition to providing filtering capabilities to the report.

This report answers the following business questions:

1. What are the current month and previous month balances as well as the variance, variance %, and monthly averages?
2. What are the aging totals by individual service?
3. What are the totals by service type?

I took the following actions to create the report:

SQL Script:

Script is 1,300+ lines and utilizes a CTE for improved performance.

The code is then loaded into Power BI for visualization.

Power BI Model: 14 tables were modeled from the primary data source using Power Query.

12 individual reports were then created to track revenue for each service.

Overview tab:

Service tabs: Each is modeled in a similar style but tracks metrics specific to that service.