MINI PROJECT - WEEK 03
Topic – Workforce & Sales Intelligence Dashboard
Title: Smart Decisions using Pivot + XLOOKUP
Objective
Step into the role of a Business Analyst at a retail tech company. Your job is to transform raw Amazon
sales data into a dynamic Excel dashboard. You’ll clean the data, apply smart lookups, summarize using
Pivot Tables, and present findings with filters and KPIs to support business decisions.
Scenario
The sales department at Amazon Retail Partners has provided a raw dump of 100 sales transactions across
multiple regions, products, and customer profiles. Management wants a report that not only shows how
products and regions are performing but also helps them explore customer trends and fulfillment
efficiency. You’re expected to build a dashboard that combines smart lookup logic with Pivot-based
summaries.
Your Role
As a reporting analyst, your deliverables include:
● Cleaning the data for consistency and completeness
● Structuring fields like dates, regions, and categories
● Using XLOOKUP to connect relevant details for enhanced reporting
● Creating Pivot Tables for insights into revenue, fulfillment, and cancellations
● Designing a visual dashboard to make insights easy to access
Tools to Use in Excel
● Pivot Table (Row, Column, Values, Filter)
● Basic functions: SUM, COUNT, AVERAGE, IF, TEXT, IFERROR
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● XLOOKUP for matching across sheets or within structured data
● Date grouping, filtering, custom columns
● Conditional formatting, slicers, and charts for visual appeal
Dataset Structure: Amazon Sales (100 records)
Task Breakdown
1. Data Cleaning & Pre-processing
● Ensure date columns (Order Date, Delivery Date, Cancel Date) are in date format
● Remove extra spaces and blanks
● Standardize Region, Payment Method, and Delivery Status entries
● Identify and tag cancelled orders using Cancel Date and Delivery Status
2. Creating Pivot Tables
● Show Total Sales Amount by Region and Product Category
● Count of Orders by Delivery Status
● Average Delivery Time = Delivery Date – Order Date
● Add filter for Payment Method and Product Category
3. Applying XLOOKUP for Cross-Referencing
● Use XLOOKUP to match Customer ID to Customer Name from a separate Customer Master
Sheet (you can simulate it)
● Create a new column: Delivery Performance
=IF([Delivery Date]-[Order Date] <= 2, "Fast", "Slow")
● Use IFERROR to avoid errors where delivery date is missing (e.g., cancellations)
4. Advanced Reporting: KPI Metrics & Calculated Fields
● Create a field: Cancellation Rate by Region (Cancelled Orders / Total Orders)
● Add Calculated Field in Pivot: Effective Sales = Sales Amount for Delivered Orders only
● Create KPI Cards for:
○ Total Revenue
○ % of Fast Deliveries
○ Top 3 Performing Regions
○ Highest-selling Product
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5. Final Dashboard Design
● Use Pivot Charts and Slicers to allow filtering by Region, Payment Method, and Delivery Status
● Highlight high-performing regions or products using Conditional Formatting
● Add a drop-down to filter sales by Month (group Order Date in Pivot)
● Layout recommendations:
○ Left Panel: Filters (Slicers)
○ Center: Pivot Charts
○ Right Panel: KPIs and Summary Cards
Brainstorming Reflection
● What is the most successful product category in terms of revenue?
● Which region has the highest order cancellation rate?
● How many orders were delivered within 2 days?
● How has the use of XLOOKUP simplified cross-sheet analysis?
● What recommendations would you give to improve delivery performance?
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