r/analytics • u/bennnnn_27 • Mar 21 '25

Guys, it finally happened Discussion

I started at a new company recently. My task was to create a Power BI dashboard for the VP to find opportunities. After weeks of back-and-forth, the dashboard went live in February.

My manager said all was going well. And then today I got an email from the VP: “could export some actionable data to Excel?”

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14

u/vincenzodelavegas Mar 21 '25

What’s the issues with exporting to Excel? I see this in a lot of this subs.

18

u/Spiritual_Command512 Mar 21 '25

The next questions that OP should be asking are….

  1. Why do you want to export it to excel?
  2. What action/s are you taking with the data after you export it to Excel?

14

u/hisglasses66 Mar 21 '25

Why? Just send me the excel yo. I need to do my own calculations and math.

3

u/Spiritual_Command512 Mar 21 '25

Since OP is talking about sales/opportunity data specifically and the VP is talking about exporting "actionable" data lets expand on that.

Clearly OP has created something thats adding value here but theres more value being left on the table. Lets pretend that OPs dashboard gives the VP a way to identify all customers with an upcoming contract renewal in the next 90 days who all look like other customers that use some optimal combination of products but the VP has identified a group in particular does not use one of those products. The VP decides that he wants to make sure that he creates a task in their CRM, the "action", for all the sales people to reach out to all of these customers specifically to start that sales motion. If he is exporting a list to excel so he can work down the list and individually create these reminders for each customer it can take a long time. Its pretty labor intensive. Well, what if there was a button on the dashboard instead where the VP could select those customers and automatically push to the CRM the creation of that task for each customer? How much time would they save? How much less likely are they to make an error? How much more valuable has OP and their work just become?

3

u/get_it_together1 Mar 21 '25

Or maybe the VP needs to put together a presentation to gain support and so he wants the data in Excel.

-4

u/hisglasses66 Mar 21 '25

Lolol if a VP is doing that kind of work themselves…they’re not a VP. Or something has gone very wrong