🏷️  Name

QBO-Data Analysis-2-Profit ratio charts

🤵  Client

Steele D  (USA )

🏛️  Domain

Oil 

📅    Period

Jan-2024

📝  Description

This project enabled my client to  to read multiple files exported from QBO and get a 360 view of business by summaries and color coded charts and relevant data analysis. This gave various charts using calculation formulas in Power Bi.

📒  Achieved

Data analytics of various QBO statements for easy, clear and flexible data analysis.  See revenue, Yearly Quarterly or Monthly with bar charts,

Calculate any ratios or direct rows from QBO data and view across months, years, or quarters etc, to get a clear visual picture. COGS, gross profits  Net operating income etc.as Pie charts, Tree charts etc.

We used Code in excel Power queries to bifurcate line items in income statements generated by QBO to respective hierarchies of expenses to do this analysis.

More Details…..