Success Stories

At Havens Consulting we've executed many unique and exciting solutions for our clients. We take pride in the many successful projects and stories we've shared with our clients. Here's just a few of our favorites. So feel free to take a look at some of the work we’ve done! 

 
 

Windermere Automated PDF Report (Excel)

Client at Windermere Real Estate wanted to create a multi-page monthly report using that would create a PDF output for 100+ Market Areas. We created an Excel Report that utilized a series of custom layout report pages and VBA macros to automatically refresh and export the 100+ PDF's into a shared folder.

Among the many custom report pages created, a custom map page was designed that provided color coding using custom real estate map areas in Western Washington. The map utilized a mixture of custom VBA and other tools in Excel to create the functionality for the client. The map areas were given one of three colors depending on the area value in the table using macro functions to pass the value information into the custom map shapes.

 

Sales Vs. Budget Analytics Report (Power BI)

Client requested a report that allowed a quick and easy comparison of Sales Amount & Projected Opportunities against the Fiscal Year Target. With the added functionality of dynamically adjusting the Projected Opportunity Conversions via slicer selection. 

A report was created with a custom Stacked Column Chart as its centerpiece. This visualization tracked Sales Growth & Opportunity Conversions against the Fiscal Year Target, across Month & Year.

It also utilized a visual Tooltip when hovering over the visual to show a custom Waterfall Chart. This Tooltip displayed the breakdown of Sales, Opportunities, & the remaining Target against the Fiscal Year Target.

 
One-on-One Meeting (Blue).png
 

Consulting & Training

We provide many consulting services related to Power BI or Excel reporting. Including everything from Data Acquisition with Power Query, Data Modeling, or Visualization & Design.

Our services range from customized co-development, to structured training depending on the client's needs.

 
Online Material (Blue).png
 

Articles & Videos

We also have numerous articles, videos, and other content we publish multiple times a month on various media platforms.

Many of these articles showcase great practices, techniques, or other important information related to Power BI or Excel.