The interactive dashboard enables:
Income vs. Expense Comparison: A high-level view of financial health.
Monthly Cash Flow Analysis: Tracking fluctuations throughout the fiscal year.
High-Impact Expense Identification: Pinpointing categories that consume the most budget.
Savings Performance Evaluation: Monitoring the efficiency of capital retention.
🔧 Data Preparation & Modeling A comprehensive data preparation phase was conducted prior to visualization, including:
Data Cleaning: Handling duplicates and ensuring data integrity.
Standardization: Normalizing date formats for accurate Time Intelligence calculations.
Classification: Categorizing transactions into clear Income and Expense groups.
Field Optimization: Renaming fields for improved business clarity and reporting.
🎨 Design & UI/UX (Adobe Illustrator) To ensure a premium and customized user experience, Adobe Illustrator was utilized to design the visual identity, including:
Custom Branding: Designed a professional logo for the "Business Analyst" identity.
UI Components: Crafted a bespoke sidebar navigation menu with a modern dark-burgundy aesthetic.
Visual Consistency: Exported high-quality assets to ensure seamless integration and sharp resolution within Power BI.
📊 Key Performance Indicators (KPIs)
Total Revenue: 277K
Total Expenses: 213K
Net Cash Flow: 64K
Total Savings: 69K
📈 Key Insights
Financial Surplus: Strong annual performance with a consistent positive cash flow.
Spending Peaks: Clear surges in expenditure during April and August, primarily driven by discretionary categories.
Category Impact: Discretionary expenses significantly influence overall savings performance.
🛠 Tools & Technologies
Power BI: Data visualization and dashboarding.
DAX: Implementation of Time Intelligence and KPI measures.
Adobe Illustrator: UI/UX design and branding.
Excel: Primary data source.
Author: Mohamed Mahmoud Labib
Role: Business & Data Analyst
Collaboration: I collaborated with financial stakeholders to define key KPIs, ensuring the dashboard accurately reflects spending patterns and cash flow health.
Actionable Insights: The project successfully identified critical spending peaks in April and August, providing a clear roadmap for optimizing discretionary expenses.
Business Outcome: This interactive solution transformed raw financial data into a strategic tool, enabling faster, data-driven decisions and improved savings monitoring.
الشرح بالعربي
تتيح لوحة البيانات التفاعلية:
مقارنة الدخل مقابل المصروفات: نظرة شاملة على الصحة المالية العامة.
تحليل التدفق النقدي الشهري: تتبع التقلبات المالية على مدار السنة المالية.
تحديد المصروفات عالية التأثير: تحديد الفئات التي تستهلك الجزء الأكبر من الميزانية.
تقييم أداء الادخار: مراقبة كفاءة الاحتفاظ برأس المال.
🔧 تجهيز ونمذجة البيانات تم إجراء مرحلة شاملة لتجهيز البيانات قبل البدء بالعرض المرئي، شملت:
تنظيف البيانات: معالجة البيانات المكررة وضمان سلامتها.
التقييس (Standardization): توحيد تنسيقات التاريخ لضمان دقة حسابات "ذكاء الوقت" (Time Intelligence).
التصنيف: تقسيم المعاملات إلى مجموعات دخل ومصروفات واضحة.
تحسين الحقول: إعادة تسمية الحقول لتعزيز وضوح التقارير من منظور الأعمال.
🎨 التصميم وواجهة المستخدم (Adobe Illustrator) لضمان تجربة مستخدم متميزة ومخصصة، تم استخدام برنامج Adobe Illustrator لتصميم الهوية البصرية، بما في ذلك:
علامة تجارية مخصصة: تصميم شعار احترافي لهوية "Business Analyst" لتعزيز مصداقية المشروع.
عناصر واجهة المستخدم: ابتكار قائمة تنقل جانبية (Sidebar) بتصميم عصري باللون العنابي الداكن لتوفير واجهة احترافية.
التناسق البصري: تصدير عناصر التصميم بجودة عالية لضمان تكاملها داخل Power BI مع الحفاظ على دقة الوضوح.
📊 مؤشرات الأداء الرئيسية (KPIs)
إجمالي الإيرادات: 277 ألف
إجمالي المصروفات: 213 ألف
صافي التدفق النقدي: 64 ألف
إجمالي المدخرات: 69 ألف
📈 أبرز النتائج والتحليلات
الفائض المالي: أداء سنوي قوي مع تدفق نقدي إيجابي مستمر.
ذروة الإنفاق: ارتفاع ملحوظ في النفقات خلال شهري أبريل وأغسطس، مدفوعاً بشكل أساسي بالفئات الكمالية.
تأثير الفئات: تؤثر المصروفات الكمالية بشكل مباشر وكبير على أداء الادخار العام.
🛠 الأدوات والتقنيات
Power BI: للعرض المرئي وبناء لوحات القيادة.
DAX: لبرمجة مقاييس ذكاء الوقت ومؤشرات الأداء.
Adobe Illustrator: لتصميم واجهة المستخدم والعلامة التجارية.
Excel: المصدر الأساسي للبيانات.
إعداد: محمد محمود لبيب
محلل بيانات وأعمال
The interactive dashboard enables:
Geographic Market Analysis: Visualizing sales distribution across different states and cities.
Logistics Performance Tracking: Monitoring delivery delays and their impact on customer satisfaction.
Product Category Evaluation: Identifying top-performing categories by revenue and order volume.
Customer Satisfaction Monitoring: Analyzing review scores to enhance service quality.
🔧 Data Preparation & Modeling (SQL & Power BI) A rigorous data engineering and modeling phase was conducted to handle large datasets:
SQL Data Extraction: Utilized SQL to query, join, and aggregate data from multiple relational tables (Orders, Customers, and Products).
Data Cleaning (SQL): Developed SQL scripts to handle missing values and standardize product category names for accurate analysis.
Advanced DAX Modeling: Implemented complex DAX measures in Power BI to calculate metrics such as Average Delay and Revenue per category.
🎨 Design & UI/UX (Adobe Illustrator) To maintain professional branding and a seamless interface, Adobe Illustrator was used for:
UI Layout Design: Created a modern, data-dense interface with a balanced color palette (Navy & Teal).
Bespoke Components: Designed custom backgrounds and KPI cards to ensure visual clarity.
Scalable Assets: Exported high-quality visual elements for a sharp, high-resolution display within Power BI.
📊 Key Performance Indicators (KPIs)
Total Revenue: 13.59M.
Count of Orders: 112.65K.
Avg. Delivery Delay: -11.88 days.
Avg. Review Score: 4.09.
📈 Key Insights
Top Market: Sao Paulo emerged as the primary revenue driver with 1.91M in sales.
Leading Category: Health & Beauty is the highest-grossing category, generating 1.3M.
Logistics Efficiency: Despite an average delivery delay, customer satisfaction remains high at 4.09, suggesting strong product-market fit.
🛠 Tools & Technologies
SQL: Data extraction, joining, and cleaning.
Power BI: Data visualization and relational modeling.
DAX: Statistical calculations and Time Intelligence.
Adobe Illustrator: UI/UX design and asset creation.
Excel/CSV: Primary data source.
Author: Mohamed Mahmoud Labib
Role: Business & Data Analyst
The interactive dashboard enables:
Workforce Demographics Analysis: Monitoring headcount based on gender, marital status, and education level.
Salary Structure Evaluation: Analyzing total salary distributions across different employee groups.
Geographic & Departmental Distribution: Tracking staff numbers across cities like Houston, Los Angeles, and New York.
Hiring Trends Tracking: Visualizing yearly recruitment patterns from 2013 to 2018.
🔧 Data Preparation & Modeling (SQL & Power BI) A rigorous data engineering phase was conducted to ensure the accuracy of human resources records:
SQL Data Integration: Used SQL to join employee personal records with payroll and departmental databases to create a unified view.
Data Cleaning (SQL): Developed SQL scripts to handle categorical data like marital status and education levels, ensuring consistency across 1,766 records.
Advanced DAX Modeling: Implemented measures in Power BI to calculate dynamic metrics such as "Hires By Year" and salary totals.
🎨 Design & UI/UX (Adobe Illustrator) Adobe Illustrator was utilized to create a sleek, modern interface for HR professionals:
Dark Theme UI: Designed a high-contrast dark aesthetic with teal and lime accents for better readability.
Custom Navigation & Tabs: Crafted bespoke navigation buttons (Overview, Assessment, Detail) to organize complex data.
Visual Iconography: Integrated custom icons for gender representation and departmental breakdown.
📊 Key Performance Indicators (KPIs)
Total Employees: 1,766.
Total Salary Budget: 168M.
Gender Ratio: 862 Female / 904 Male.
Education Diversity: Bachelors (26.1%) and Masters (26.05%) represent the majority of the workforce.
📈 Key Insights
Hiring Peak: A significant surge in recruitment was observed in 2014 (319 hires) and 2018 (313 hires).
Departmental Leader: The Sales and Marketing department holds the highest headcount in several locations.
Education Impact: Over 52% of the workforce holds a Bachelor's or Master's degree, indicating a highly qualified talent pool.
🛠 Tools & Technologies
SQL: Data extraction, joining, and cleaning.
Power BI: Data visualization and relational modeling.
Adobe Illustrator: UI/UX design and branding.
Author: Mohamed Mahmoud Labib
Role: Business & Data Analyst