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AtliQ Tech need a sales and finance report covering customer net sales performance, top products, division-level data, new product performance, top countries by sales, market performance, P&L by fiscal periods, and gross margin by quarters.

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iankitnegi/Excel_Sales_Finance_Report

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Problem Statement

AtliQ Hardware is a company that supplies computer hardware and peripherals to numerous consumers through major retailers such as Croma, Best Buy, Amazon, Flipkart, and many others worldwide. They have requested a report on sales and finance based on the template they provided.

1. ASK

Sales Report

  1. Customer Net Sales Performance
  2. Top 10 Products by Net Sales
  3. Divison Level Report
  4. Top 5 Products & Bottom 5 Products by Qty Sold
  5. New Products of 2021 by Performance
  6. Top 5 Countries by Sales
  7. Market Performance vs Target

Finance Report

  1. P&L by Fiscal Year
  2. P&L by Fiscal Months
  3. P&L by Markets
  4. Gross Margin% by Qtrs

2. PREPARE

Data Organized:

The dataset is taken from the AtliQ. The datasets provided by AtliQ as part of the bootcamp program are valuable learning resources. The dataset contains 4 csv file and 1 text file (meta_data)

3. PROCESS

Tools Used:

  • MS Excel

Data Cleaning & Transformation:

  1. ETL
  2. Data cleaning
  3. Data modelling
  4. Adding date table using power query
  5. Framing a report for P&L statement by year

4. SHARE

Presenting my report & finding from the dataset on the document which has been attached.
Thank you for reading and evaluating my repo :)
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AtliQ Tech need a sales and finance report covering customer net sales performance, top products, division-level data, new product performance, top countries by sales, market performance, P&L by fiscal periods, and gross margin by quarters.

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