Budget vs Actuals Data Example
Executive leadership needs visibility into the workforce.
Business Requirements & User Stories
It's crucial to understand the business requirements when tackling any analysis. What is driving the request, who is asking for it, and why. Agile User Stories along with Acceptance Criteria assists in concisely describing what is need from the data.
Data Cleaning and Transformation
Source data comes in many forms and can be very clean and straight forward, while others require cleaning and transformation.
​
In this example the data was provided in Excel and required Power Query to clean and transform the data in order to populate the requested dashboard. When cleaning and transforming the data, it's best to document steps clearly so that they are understood and can be revised as necessary.
Dashboard / Reporting
Budget and Actuals were brought together to provide a view where the timeframe can be identified by the user.
