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📊 AtliQ-Hardware-Excel-Sales-and-Finance-Analysis

📌 Table of Contents


📌 Project Overview

This project is a data analysis case study on AtliQ Hardware, a fictional company that sells hardware products such as computers, PCs, and accessories (mouse, keyboards, etc.).
AtliQ Hardware distributes products through major retailers (e.g., Croma, Amazon, Flipkart, Costco) and also via its exclusive stores and e-store.

The dataset contains close to 1 Million records across multiple tables, including:

  • dim_customer
  • dim_product
  • dim_market
  • fact_sales_monthly (with freight cost, manufacturing cost, sales)
  • dim_date (with fiscal year logic for reporting)
  • target_sales

The fiscal year for AtliQ Hardware runs from September to August.
All reporting (quarters, fiscal years) is based on this business calendar rather than the standard Jan–Dec calendar.


🛠️ Steps & Tasks Performed

🔹 Data Cleaning & Preparation

  • Used Excel formulas and Power Query to:
    • Remove duplicates
    • Handle missing values
    • Transform raw data into structured tables
  • Created a date dimension table with fiscal year mapping (Sep–Aug cycle) and assigned quarters accordingly for accurate P&L and trend analysis.

🔹 Data Modeling

  • Built relationships in Power Pivot Data Model between dimension and fact tables.
  • Performed data modeling for accurate reporting.

🔹 Measures & KPIs (DAX)

Created custom measures using DAX in Power Pivot, including:

  • Net Sales by Fiscal Year (e.g., Net Sales 2019, 2020, 2021 using CALCULATE with FY filter)
  • Total Net Sales
  • Gross Margin (GM) and GM%
  • Target Sales vs Actual Sales variance (%)

🔹 Reporting & Analysis

Developed multiple Excel Pivot Reports with filters for:

  • Customer-wise Net Sales (2019–2021) and YoY growth %
  • Country-wise Sales Performance vs Targets
  • P&L Statement by Fiscal Year (Net Sales, COGS, GM, GM%)
  • Quarterly & Monthly Trends (2019–2021, based on Sep–Aug fiscal year)
  • Market-level Performance Analysis

🔹 Visualization & Formatting

  • Applied conditional formatting (3-color scale, data bars) to highlight high/low performers.
  • Added slicers & filters for interactive analysis (region, market, division, customer).
  • Highlighted growth trends and sales variances.

📈 Key Insights from Reports

  • Strong YoY growth: Net sales grew from $87.5M (2019) → $196.7M (2020) → $598.9M (2021) (~304% growth vs 2020).
  • India & USA emerged as the top-performing markets in 2021.
  • Some regions (e.g., Canada, USA, South Korea) missed their 2021 targets by ~8–12%.
  • Gross Margin % declined slightly from ~41% (2019) to ~36% (2021), highlighting rising COGS.
  • Retailers like Amazon (+219%), Flipkart, AtliQ e-Store, Reliance Digital drove growth.

📂 Project Deliverables

  • ✅ Cleaned and transformed Excel data model
  • ✅ Pivot table reports with DAX-based KPIs
  • ✅ Conditional formatting and slicers for interactivity
  • ✅ Multiple PDF reports (customer, country, P&L, market performance)

📑 Reports Preview

All reports are included as individual PDF files in this repository.
They cover:

  • Customer sales growth (2019–2021)
  • Country-wise performance vs target
  • P&L reports by year and quarter
  • Market profitability breakdown
    📂 You can also explore the interactive Excel file with Power Query, Power Pivot, and DAX measures here:
    Download Excel Workbook

🚀 Tools & Technologies Used

  • Microsoft Excel (Power Query, Power Pivot, Pivot Tables, Conditional Formatting, DAX)
  • Data Modeling & Cleaning
  • Interactive Reports & Dashboards

🧑‍💻 Skills Demonstrated

  • Data Cleaning & Transformation (Power Query, Excel Formulas)
  • Data Modeling (Power Pivot, Star Schema Design)
  • DAX Calculations & KPIs (Net Sales, Gross Margin, Variance %)
  • Business Reporting (P&L, Customer/Country Sales, Target vs Actual)
  • Visualization (Conditional Formatting, Interactive Slicers & Filters)
  • Advanced Date Handling (Custom Fiscal Year: Sep–Aug, Quarter Calculations)

📌 Conclusion

This project demonstrates how Excel can be used as a powerful BI tool for analyzing large datasets (>1M records), performing data modeling with Power Pivot, and building interactive business reports without external BI tools.

About

End-to-end Business Intelligence (BI) solution for AtliQ Hardware using Excel. Designed sales and finance reports with interactive filters for trend analysis, KPI tracking, and actionable insights to support data-driven decision-making.

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