📊 Power BI – Data, Refined Into Insight

Power BI isn’t just a dashboard tool — it’s a launchpad for analysis, a storyboard for your data, and a real-time assistant for decision-making. This page highlights how Power BI can turn raw numbers into interactive, visual insight — and shows off the custom apps we’ve built to make that happen.

🚀 What Power BI Can Do

Whether you're slicing through decades of commodity prices or surfacing unusual trading patterns, Power BI gives you the toolbox to:

• 🔌 Import & transform data from multiple sources using Power Query
  Clean, shape, and link your data behind the scenes — no manual wrangling required.

• ⚙️ Create custom measures and KPIs
  From volatility bands to relative price ratios, you can build tailored metrics using DAX formulas that reflect your real-world logic.

• 🧩 Use slicers, filters & timeline controls
  Let users explore trends over different time frames, zoom into specific markets, or compare categories — all dynamically.

• 🎨 Design bespoke visuals
  Custom charts, minimalist heatmaps, scatterplots with dynamic trendlines — build visuals that reveal instead of overwhelm.

• 📌 Set up bookmarks & guided views
  Create curated perspectives for teammates — from “Executive Summary” dashboards to deep-dive analytics for power users

• 🔔 Trigger automated alerts
  Set thresholds and automatically notify team members via Microsoft Teams, email, or even their phones when conditions change.

• 🌐 Embed dashboards into web apps or Google Sites
  Seamlessly integrate BI into your portfolio so your content stays live and accessible.

📂 Portfolio Projects Built with Power BI

🔶 Precious Metals Analytics
Explore 50 years of LBMA price data across gold, silver, platinum and palladium. Includes ratio analysis, scatterplots, and interactive frequency histograms. A visual archive for pattern hunters and market theorists.

🔷 ASX Historical Volumes
A deep dive into the trading history of Australia’s largest listed equities. Track liquidity trends, identify volume spikes, and analyse how market structure has evolved over time — all in one slick interface.

🟣 Options Pricing Engine
Built using binomial models to evaluate ASX-listed options under various market conditions. Toggle implied volatility, underlying price, expiry, and Greeks to simulate risk-adjusted valuations in real time. Ideal for scenario stress testing and margin simulations.

🏠 Interest & Principal Visualiser
A comprehensive mortgage calculator for Australian borrowers. Slide your way through deposit, loan size, rate, and term — and watch how principal and interest interact over time. Includes monthly repayment breakdowns and cumulative interest flows.

📈 Excel – The Unsung Hero of Business Automation

Excel might not be flashy — but it's the backbone of global business.

🧰 What We Do With Excel

• 🧱 Tabular Design for Transparent Logic
  We structure data using clean tabular formats, making formulas more readable, auditable, and future-proof.

📊 We Love a Good Data Table

Data tables unlock powerful what-if analysis — tweak one or two inputs and instantly see how outcomes shift. They’re the secret weapon behind cashflow forecasts, sensitivity testing, and even full-blown Monte Carlo simulations to model uncertainty. 

• 🔄 Automated Data Flows with Power Query
  Rather than copy-pasting from multiple sources, we connect directly to data feeds and use Power Query to clean and reshape — automatically.

• 🧮 Named Ranges & Smart Formula Design
  Goodbye, cryptic formulas. Named ranges make spreadsheets intuitive and easier to extend or hand over.

• 🛠️ Rapid Prototyping for Automation Projects
  Not sure what your final solution should be? Excel is the perfect place to prototype ideas quickly before scaling into apps or BI dashboards.

• 🌍 Built for Business Users
  Excel is familiar territory. Whether you’re an analyst, manager or trader - no steep learning curve means your solution gets adopted faster.

📂 Portfolio Project Built with Excel

📘 Car Lease Comparison Tool
A dynamic spreadsheet that breaks down the economics of novated leasing vs buying outright. It uses tabular inputs and Power Query automation to evaluate costs across multiple scenarios — from residual value to interest rate shifts. A finance model you can actually trust.

➡️ More Excel-based tools are on the way — stay tuned as we expand our portfolio with quick-to-build, smart-to-scale spreadsheet apps.

🔄 Power Query – Low-Code Data Automation for Excel & Power BI

Power Query is the quiet powerhouse behind many of our Excel and Power BI solutions — and one of the most underrated tools in data automation.

Designed as a low-code, drag-and-drop interface, Power Query allows us to build robust data pipelines that transform messy raw data into clean, structured insights — without writing a single line of code.

🚀 Why Power Query?

• 🧩 Low-Code, High Impact
  Its intuitive GUI interface lets you shape and clean data with point-and-click simplicity — ideal for non-coders or domain experts.

• 🔌 Connects to Everything
  From SharePoint, Excel and SQL databases to web APIs, folders of CSVs and cloud services like Azure or Salesforce — hundreds of connectors make Power Query a true data chameleon.

• 📦 Used in Excel and Power BI
  Whether your final destination is a spreadsheet or a dashboard, Power Query builds the same underlying pipeline — meaning consistent logic across platforms.

• 🧹 Serious Data Cleaning Power
  With built-in transformations, we can:

  • Filter and group data like SQL WHERE and GROUP BY

  • Pivot, unpivot and transpose for reshaping datasets

  • Merge and append multiple sources

  • Split columns, detect data types, and remove nulls

  • Create conditional columns for categorisation

  • Handle date/time transformations with ease

• 🧾 Transparent & Documented
  For advanced users, the Power Query Advanced Editor allows you to:

  • Annotate transformations with comments

  • Reorder or optimise applied steps

  • Customize logic using M-code for edge cases

🧠 Smart Design for Teams

Power Query doesn’t just work — it communicates. Each step is logged and viewable, allowing team members to follow the logic, audit the flow, and collaborate seamlessly. It’s SQL for people who like to see what they’re building.

Whether you're building a one-off report or a scalable reporting system, Power Query turns raw data into ready-to-analyse tables — saving time, reducing errors, and empowering smarter decisions.

➡️ Used in almost every project we’ve built to date — and essential to all our Excel and Power BI pipelines.

🐍 Python – Code That Does the Heavy Lifting

Python is one of the world’s most in-demand programming languages — and for good reason.

From automating reports to scraping web data, from cleaning datasets to triggering workflows, Python is the ultimate all-rounder. It’s fast, flexible, and backed by thousands of open-source libraries — meaning if there’s a problem, someone’s already written code to solve it.

⚙️ What We Use It For:

• Automating repetitive manual tasks

• Scraping and structuring online data

• Interacting with APIs and files (CSV, Excel, JSON)

• Advanced data wrangling and transformation

• Building custom scripts to glue systems together

Whether you need to build a one-click workflow, generate insights, or connect apps in the background, Python brings serious muscle to any automation project — and we’re here to help write the code.

🧪 Portfolio Projects Using Python:

• AI Image Generation: A script that prompts ChatGPT to design prompts for Leonardo.ai and generate themed imagery automatically.

• Multi-Language Script Translation: Python-driven translation using Microsoft Translate to convert scripts into multiple languages at once.

• Text-to-Speech Automation: A script that feeds translated scripts into Eleven Labs and downloads the generated voiceovers — fully programmatic.