Data Analysis Portfolio Project – Project Management

Sales Management Dashboard


Business Request & User Stories

The business request for this project was created to overview the project management request. By deciding on a business to analyze (project management) the following user story was derived.


# As a (role) I want (request / demand) So that I (user value) Acceptance Criteria
1 Project Budget and Actual get the budget cost and Actual cost A Excel dashboard which lets me get an easy and quick overview
2 Manager Budget and Actual get the date, budget and actual A Excel dashboard which lets me get an easy and quick overview


Data Collection & Tables Structures


The necessary data were collected and structured in Excel file. The project management data was organized as a Pivot table and date & Budget, Actual were organized as dimension tables for filtering data.



Dashboard Pivot table

First we will create a pivot table able to insert the values, Rows



We perform some calcaletions to get the overall progress able to create a task bar chart



Next step we insert the doughnut chart Pivot table for Overall Completed - Completed Days vs Duration




Budget vs actual doughnut & bar chart Pivot table on Workings sheet




Next step insert a Slicer for Project and Manager




Project Management Analysis Dashboard

The finish report consists of one Dashboard. One is more of a basic version, visualizations. To enable these visualizations the calculation.