My Excel Agents

Project Overview

This page features 3 Excel Agents — each tackling a different data task, from personal assistance, financial dashboards to small businesses 'sales reporting. Every agent uses advanced functions and clear visualization.

Some businesses rely primarily on Excel for their data needs, especially small to mid-sized operations. In contrast, larger organizations typically maintain enterprise-level data warehouses, where data analysts are expected to be proficient in tools like SQL or PySpark to handle and analyze large-scale datasets.

README – Project Overview

Agent 1: A template for a habit tracker. There are tons of Youtube tutorial, Google sheet template built online but I would rather practice my Excel skill with this tracker. I followed this Youtuber to make this agent: Spreadsheet Life- Build a Habit Tracker in Excel
Agent 2: A beautiful personal finance dashboard with different types of charts and plots. Very good exercise for Excel users at any levels. Trust me this is a great dexterity practice if you have not touched Excel for quite a while. I followed this amazing tutorial: MyOnlineTrainingHub - Personal Finance Dashboard
Agent 3: A Sales tracker template for small stores. This is a template built on makeup dataset, providing us with many tips in data analyst interviews. I followed this youtuber and made it per his direction: Data Tutorials - Real time Blinkit Analysis

This project showcases core analytical skills using one of the most time-tested tools—Excel—applied to simulated business cases. Consistent practice strengthens skillsets. — thanks for checking them out!

Agent 1: Habit Tracker

The habit tracker helps me monitor daily routines, visualize long-term progress, and stay accountable. Here are my key takeaways from building and using it:

Tracking 3–4 habits per day strikes a good balance between consistency and sustainability.
I built a 12-month tracking sheet with organized tables for each day of the year.
Functions like COUNTIF and HSTACK were used to summarize daily and monthly results per habit.
An interactive dashboard displays habit success rates for quick performance insights.

Agent 2: Personal Finance Tracker

This project helped me better understand Excel’s dashboard design tools — especially the built-in color themes and the "Dashboard Color Wheel" concept. Excel provides well-designed palettes, so there’s no need to manually search for matching colors. One key lesson: always consider the brand or business logo when designing dashboards. Aligning with its primary color — such as navy blue — and using subtle variations of that shade keeps the dashboard clean and professional. Less is more.

Now, let’s revisit my small expenditure tracker, inspired by notes from my book. I wanted to simplify and organize personal transactions to quickly see where my money went. Here’s how I approached it:

Used data validation, dropdown menus, and slicers to categorize expenses efficiently.
Applied advanced functions like XLOOKUP and IFS for dynamic categorization and logic.
Created interactive visuals using treemaps and waterfall charts to highlight spending patterns.

Agent 3: Grocery Store Sales Analyzer

How this analyzer brings value to the table

Helps small businesses optimize sales performance.

Tracks total sales, average sales, and gross profits.
Uses visualizations for sales by region and store type.
Provides printable reports and error-proofing measures.

Key Business Takeaways

Key insights from the grocery store sales analysis:

Low-fat products are in higher demand — consider adjusting inventory to reflect this preference.
Stores established in 2011 show the lowest sales performance, indicating a need for further location-based analysis.
Redistribute underperforming products to top-performing locations to optimize sales.
Key finding: Medium-sized stores in Tier 1 locations yield the highest profits. To capitalize on this, underperforming inventory should be shifted strategically. Promotions like “Buy One, Get One Half Off” may boost engagement, while stores opened in 2011 warrant further review due to consistently lower sales.

My Insights

Working through these three Excel practice projects helped me sharpen my skills in functions, data visualization, and dashboard design — proving that consistent practice leads to real improvement.

From tracking personal habits to analyzing expenses and interpreting grocery store sales data, I learned how to turn raw data into meaningful insights that support smarter decisions.