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Visualisation with Excel: The Story Behind the Dashboards

This repository captures a full learning journey in Excel, starting from core visualization practice and evolving into strategic decision dashboards, forecasting, and simulation-backed business planning.

The project was built week by week, and each week added a new layer of maturity:

  • Visual design and interactivity
  • Multi-perspective business reporting
  • Strategy design with Goal Seek
  • Forecasting and risk simulation
  • Final integrated submission

Journey At A Glance

Week Focus Main Output Workbook(s) Video
Week 0 Incubator fundamentals Basic and advanced interactive visuals Week0_macros.xltm ALPHAA AI Week 0 INCUBATOR'S WEEK
Week 1 US Superstore analysis Three-perspective dashboard system Week1_Alphaa Superstore Nov 2020.xlsm ALPHAA AI Week 1 Task
Week 2 Promotion strategy 25% growth plan, two versions Week3_1.xlsm Week 2 Task, Week 2 Task Version 2
Week 3 Forecasting and simulation Monte Carlo feasibility and bounded forecasts Week3_1.xlsm Week 3 (Forecast and Monte Carlo)
Week 5 Final consolidation Final end-to-end dashboard submission WEEK-5_Sharable.xlsm, Superstore-Retail-Sep-2020_2_new.xlsm WEEK 5 ( Final Week Submission )

Week-Wise Story And What Was Built

Week 0: Incubator's Week

What we did:

  • Built basic and advanced Excel visualizations to establish dashboard fundamentals.
  • Created an advanced view for top IPL batsmen (Chris Gayle, David Warner, Virat Kohli) across 2008 to 2016.

Extra challenge we incorporated:

  • Implemented interactive player filtering so clicking a player updates the career stats view dynamically.
  • Tackled the challenge of making visual outputs feel real-time and responsive.

Why it mattered:

  • This week established interaction design habits used in later business dashboards.

Links:

Week 1: US Superstore Analysis

What we did:

  • Built a large-scale dashboard using about 10,000 Superstore records (2016 to 2019).
  • Structured the solution into three business views:
  • Store Owner view for KPI tracking (revenue, profit, trend, satisfaction).
  • Data Analyst view for relationship analysis (discount impact on sales/profit).
  • Fact-Based view for top-5 entities (categories, customers, states, products).

Extra challenge we incorporated:

  • Added slicers to compare year and quarter performance quickly.
  • Included delivery status and customer satisfaction for a more complete business-health view.

Why it mattered:

  • One dataset was transformed into role-based decision dashboards, not just one generic report.

Links:

Week 2: Strategic Promotion and Goal Seek

What we did:

  • Designed a regional promotion strategy to achieve 25% overall sales growth.
  • Created two variants: one insight-heavy and one optimized for creativity and automation.

Extra challenge we incorporated:

  • Used Goal Seek to quantify the quantity and pricing milestones required to hit the target.
  • Used average year-over-year growth to identify high-potential products (for example, Copiers in West with strong growth behavior).
  • Identified opportunity zones by spotting cities below regional average sales.

Why it mattered:

  • The dashboard evolved from descriptive analytics to prescriptive planning.

Links:

Week 3: Forecasting and Monte Carlo Simulation

What we did:

  • Evaluated whether the Week 2 strategy was actually feasible.
  • Built a forecasting layer with statistical confidence framing.

Extra challenge we incorporated:

  • Ran 1,000 Monte Carlo simulations to estimate probability of achieving the 25% goal.
  • Moved beyond straight-line projection by including seasonal behavior, especially Q4 uplift.
  • Broke down annual target into monthly and quarterly checkpoints.
  • Added upper and lower prediction bounds for risk-aware planning.

Why it mattered:

  • Strategy decisions became probability-aware rather than assumption-driven.

Links:

Week 5: Final Submission

What we did:

  • Finalized a complete dashboard system that integrated strategy, forecasting, and simulation outputs.
  • Converted all weekly learnings into one coherent, presentation-ready final outcome.

Why it mattered:

  • This week demonstrated end-to-end business decision support with Excel.

Links:

Complete Video Library

How To Review This Repository

  1. Open the workbook for the week you want to inspect.
  2. Explore data sheets first, then calculation sheets, then dashboard sheets.
  3. Use slicers and interactive controls to reproduce insights.
  4. Compare workbook behavior with the matching week video.

Author

Tirth Shah

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