Every job saved a new version of me. Each one kept what worked, fixed what didn't and added a new tool. Scroll through the version history, from a maths degree to executive dashboards at Novartis.
Tools in daily use
Counted from each role on my resume
v0Source data · 2008
v0.0Graduated 2008Foundation
Mathematics, statistics and code
RK Degree CollegeBSc in Mathematics, Statistics and Computer Science · Kamareddy
Before any dashboard there was a degree that happened to cover the three things reporting needs. Maths for logic, statistics for reading numbers honestly, and computer science for making a machine do the repetitive part.
Three subjects, one skill
Where they overlap is the job I ended up doing: turning raw numbers into decisions.
Statistics
Averages, spreads, sampling and trends. It taught me to ask whether a number is meaningful before putting it on a chart, a habit that still shapes every KPI I define.
Computer science
Programming fundamentals: loops, conditions and data structures. Those same ideas later became VBA macros, batch scripts and DAX measures.
Mathematics
Structured, step-by-step problem solving. Building a data model is mostly this: break the question into parts that can each be calculated cleanly.
In legal services, accuracy is the product. A missed error costs the client money and costs the firm trust. My job was to measure quality every day, make it visible and remove the manual work that slowed the teams down. This is where I wrote my first macro, and where I learned that automation is the fastest way to improve quality.
attendance_daily.xlsmMacro running
Employees processed300+
Biometric attendance, automated. Raw punch logs for 300+ employees went in; a finished daily report came out.
Biometric attendance for 300+ employees
Attendance had to be reconciled from biometric logs every day, by hand. I built macro-based tools that read the raw logs, matched them to the roster and produced the daily attendance report automatically. It was my first large automation, and it changed how I looked at every repetitive task afterwards.
Compliance checks and quality reports
Led compliance checks on process output and turned the results into quality reports with advanced Excel formulas and pivot tables. Team leads could see error patterns by team and by day, instead of finding out at the end of a review cycle.
Client-facing performance reports
Produced reports for clients summarising operational performance and quality metrics. Writing for a client audience taught me to keep reports short, consistent and easy to trust.
Daily reporting on autopilot
Built macro tools for the routine daily reports, so the team spent its time on review instead of copy-paste.
Mentoring process associates
Mentored and supervised a team of process associates, coaching them on accuracy and consistent process to improve efficiency across the team.
Bigger projects meant more files, more reviewers and more chances for numbers to disagree. The work moved from automating one report to building tools that kept many workbooks consistent, and validating every deliverable before it reached a client.
Consolidate.xlsm
Many workbooks, one view. Each file is checked, then merged into a single dashboard.
Dashboards across multiple workbooks
Built Excel dashboards that pulled data from several workbooks into one centralised view. Managers stopped opening five files to answer one question.
Reviewer accuracy checks
Created automated tools to check reviewer accuracy, so quality was measured consistently for every reviewer rather than by spot checks.
Client deliverable validation
Automated validation of client deliverables. Before a file went out, it passed through checks I had scripted, which caught problems before the client could.
Macro tools for validation and reporting
Developed macro tools and automation scripts that streamlined data validation and recurring reports across projects.
Project databases and batch operations
Managed project databases and kept reporting accurate with batch file operations, my first step from Excel into scripting the file system itself.
File nameUpendar_v3.0.pbixNoteFile type changed: .xlsm → .pbix
✓ Saved · January 2017
v3.0Jan 2017 – Apr 20236 yrs 3 mos
Senior Reporting Analyst
ASK Staffing IT SolutionsIT staffing and consulting
My longest chapter, and the one where I moved from Excel into business intelligence. Leadership needed performance numbers on a fixed rhythm: every week, every month, every quarter. They had to be on time and they had to agree with each other. I built that rhythm in Power BI and Klipfolio, then automated the parts that still ran by hand.
Reporting calendar
Weekly
Monthly
Quarterly
Turnaround time down 25% after report generation was automated with VBA and batch scripts.
Weekly, monthly and quarterly dashboards
Created and maintained Power BI and Klipfolio dashboards for every reporting cycle. Each one used the same definitions, so a number in the weekly view matched the same number in the quarterly review.
Automated report generation
Replaced manual report building with VBA and batch scripts. Reports came out more accurate and turnaround time dropped by 25%.
Custom DAX for analytics
Wrote custom DAX formulas for advanced analytics and ad-hoc questions, so new requests could be answered inside the model instead of in a side spreadsheet.
One source of truth across teams
Worked with cross-functional teams to keep reporting data consistent and complete, agreeing on definitions before they reached a dashboard.
Training for self-service BI
Ran training sessions so business teams could explore dashboards and answer their own questions, which freed the reporting team for deeper analysis.
At a global organisation the audience is senior and the data lives in many systems. The job is to bring it together into reports that executives trust and can act on quickly, and then make sure those reports run without anyone babysitting them.
Executive Performance · All business units
Business unit 1KPI ▲
Business unit 2KPI ▲
Business unit 3KPI ▲
Manual reporting time · before
after VBA automation
−40%
ExcelSharePointPower BIQlik
One view for leadership. Business unit labels are placeholders; the real dashboards are internal.
Dashboards across business units
Designed and built interactive Power BI and Qlik Sense dashboards that show performance metrics across business units in one place, so leaders compare like with like.
40% less manual reporting
Automated scheduled tasks with VBA macros. Work that used to be repeated by hand every cycle now runs on its own, cutting manual reporting time by 40%.
Multi-source data for real-time analytics
Extracted, transformed and modelled data from multiple sources to support real-time analytics and executive decision-making.
DAX for complex business logic
Developed DAX measures for complex business calculations and KPI tracking, keeping the logic in one model so every report uses the same definition.
Power BI, Excel and SharePoint, connected
Integrated Power BI with Excel and SharePoint to streamline reporting workflows, so files, data and dashboards stay in sync.
Impact
−40%manual reporting time
Multi-BUperformance in one executive view
Real-timeanalytics from multiple sources
Changelog
+ Added Qlik Sense
+ Added SharePoint integration
+ Added Power Query and data modelling at scale
↑ Improved Manual reporting time −40%
↑ Improved Executive-level reporting
Toolbox
Power BIQlik SenseDAXPower QueryExcel VBASharePoint
★Unlocked: Executive analytics v4.0
v5.0 · unsaved changes
The next version could include your project.
If your team still builds reports by hand, I can help: a Power BI dashboard, a VBA tool that removes a weekly chore, or a cleaner data model behind the reports you already have.