My Excel Agents

Project Overview

This project includes three Excel-based tools: a habit tracker, a personal finance tracker, and a grocery store sales analyzer. These tools automate tasks such as recording my habits and helping me track which month I was exercising the most, or what product the grocery chain could drop, or simply just to manage my budget month. The mantra behind these small projects is: Practice Makes Progress. I still remember the first time following a YouTube data analyst tutorial; I had to replay every single step. Now I still have to put the video speed at 0.75 or replay, but it takes much less time to shuffle around the sheets and buttons and tabs.

Another thing is that some businesses just need Excel as their main tool, while larger organizations have their own giant data warehouse, in which the data analyst should be proficient in SQL or PySpark for big data handling.

Agent 1: Habit Tracker

The habit tracker helps me monitor daily habits, visualize progress, and stay accountable. And these are my key takeaways:

  • 3–4 habits per day are good for manageable progress.
  • I created a 12-month sheet with tables for all days.
  • I used COUNTIF and HSTACK to count days/months for each habit.
  • I created an interactive dashboard with habit success rates.
Habit Tracker Screenshot Interactive Habits Dashboard

Agent 2: Personal Finance Tracker

This project did help me master the dashboard color wheel and theme de javu. Excel has colored wheels that are designed for us, so no need to run around and neatly pick them again. Also, pay attention to the business logo color; I might want to create dashboards aligned with them. Staying less is more: one main theme color, like navy blue, and the rest are its different shades. Lets come back to my small expenditure spreadsheet from my book. Now I want to simplify and organize transactions to see where my money went by following these steps:

  • Fill in the sheet for expense categories by utilizing data validation, dropdown menus, and slicers.
  • Advanced functions like XLOOKUP and IFS
  • Dynamic visualization with treemaps and waterfall charts
Finance Dashboard

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.
Design Sheet Grocery Store Dashboard

Key Business Takeaways

Insights from the grocery store sales analysis:

My Insights

  • Medium-sized stores in Tier 1 locations generate the highest profits, indicating an opportunity to shift underperforming stock to these locations. Promotional strategies like 'Buy One, Get One Half Off' could boost revenue. Further investigation into stores established in 2011 is recommended to determine potential reasons for their lower sales figures.