Power BI Case Studies
Discover the project completed for the client
Financial reconciliation dashboard highlighting unmatched invoices with invoice aging view and PO matching logic.
Comparative reporting system showing hired vs purchased quantities with visual charts and exception highlighting.
Unmatched Invoice
Hire vs Buyer Report
Problem Statement: Discrepancies between hired equipment and actual purchases were difficult to track, leading to potential billing issues.
Solution Approach:
Created a comparative report showing hired vs. purchased quantities and costs.Key Features:
Visual comparison charts.
Date range filtering.
Exception highlighting.
Technologies Used:
Power BI,Impact:
Improved cost auditing accuracy and led to better vendor negotiations.
Problem Statement: Finance teams faced challenges matching supplier invoices with purchase orders, causing delays in reconciliation.
Solution Approach:
Designed a report that highlights unmatched invoices with relevant metadata for investigation.Key Features:
Invoice aging view.
PO matching logic.
Drill-down to supplier level.
Technologies Used:
Power BI, Excel ,SharePoint.Impact:
Accelerated financial reconciliation and improved compliance with procurement policies.
Problem Statement: Field staff frequently requested operational data manually, burdening the support team.
Solution Approach:
Developed a self-service dashboard under the LOSC initiative, allowing users to retrieve data independently.Key Features:
User-friendly filters.
Export functionality.
Access-controlled views.
Technologies Used:
Power BI, SharePoint, Azure AD.Impact:
Reduced support queries by 65% and empowered field staff with real-time data access.
LOSC Self-Service Dashboard
Application for Payment AFP vs Timesheet System
Reconciliation dashboard comparing Application for Payment entries with Timesheet system records with matched/unmatched analysis.
Problem Statement: Discrepancies between AFP (Application for Payment) and Timesheet system data led to billing errors and project misreporting.
Solution Approach:
Developed a reconciliation dashboard comparing AFP entries with Timesheet system records.Key Features:
Matched/unmatched AFP entries.
Category and project filters.
Exception reporting.
Technologies Used:
Power BI, Excel ,SharePoint.Impact:
Reduced AFP-related disputes and improved billing accuracy.
