Matthew Klingler
Project Portfolio

just a few of my completed projects featuring Power BI, Excel, RStudio and more

I am passionate about research, qualitative analysis, quantitative analytics, critical thinking, and problem solving. My goal is to discover insights that bring clarity and direction towards organizations by enhancing productivity, performance, and operations. I am a dedicated learner of new methods, tools, and skills, placing value on process improvement and strategic planning. My focus is to identify and measure key performance indicators (KPI's) and integrate a data-informed decision-making approach. 

Now the fun part comes by enhancing communication and understanding through data visualization and storytelling principles.  Here, my goal is to generate reports, create infographics, and build dashboards that feed into a system of data-informed decision making with a detailed report tailored to each level of an organization (front-line to middle-management to executive). 

I then further apply advanced data science methodologies using predictive analytics (forecasting & machine learning), and then run optimization solvers (prescriptive analytics) to determine the best course of action or next steps.

I possess over 15 years of experience in the following settings: healthcare, education,  local government, recreation, and athletics. I am proficient with Enterprise Resource Planning (ERP); Budget, Finance, and Revenue; Marketing Campaign efficiency, Business Processes & Operations, Human Capital Management, Health and Productivity, Inventory Control and Asset Management, Strategic Planning, and Risk Management. 

Inventory Optimization & Classification Digital & Search Engine Marketing Analytics Recreation/Leisure Operation & Management Real-Estate/Rental Market Research Benefits and Health Cost Analysis Enterprise Resource Planning Financial Forecasting, Trends, Smoothing

Occupational Health Administration & ROI Population Health Trends Analysis Clinical Health Informatics Human Capital Management Health and Productivity Management Utilities, Permitting & Licensing Organizational Asset Management

SKILLS & TOOLS
|  Power BI  |  SQL  |
|  R Studio  |  Python  |
|  Azure Data Studio  |
|  SQL Server Management Studio  |
​|  Excel Pivot Tables & Charts  |

Power BI for Analytics, Visualizations and Storytelling

The following are different PowerBI Reports that I completed with different clients.  personal or identifiable information has been shielded.  There are a number of different techniques displayed, custom DAX calendars, Pareto analysis with DAX, multiple other simple to complex custom measures as well.  My general organizational structure that I like to take is to provide an overall summary (executive summary) report page; which would generally be built into a "dashboard" in the online powerbi service, build out 1-2 report pages per table, and often times provide the table itself as a drill-through along with an individualized summary drill-through.  Each project will be a little bit different, they all have their challenges based on the provided data.  Sometimes I have access to make modifications, other times I do not, so I make the best of what I can with what I have.  It is absolutely essential to understand the underlying data, and errors within, and of course if able, make the corrections up front or work with the client if the working data itself has a problem (example will be explained later).

Inventory Classification and Revenue
This was my first major contract and involved compiling 7 different data sources, tens of millions of rows worth about 20 Gigs of data.  There was a lot of clean up and exploration to finally arrive at a good solution. One of the more fun aspects of this project was incorporating the pareto principle (ABC classification) with PowerBI.  However, I did learn that with the shear amount of data being analyzed, it puts a strain on the processing within Power BI, and works better to run the analysis on the items already summarized, vs running pareto across all of the individual instances.  Sincerely a fun project and I am totally grateful for having had the opportunity to work with this group.

Regional Lawn Care Marketing, Sales and Revenue
What I initially thought was going to be a seriously stupid easy project turned out to be way more fun and interesting than I was expecting.  This group needed a tutorial or walk through of sorts with how to look at and process their data in Power BI.  Even though I jumped in and built out almost everything that I wanted to, during exploration I began running into problems.  Despite double and triple checking my Data Model, the data was throwing the duplication errors or invalid totals common to bad data links.  When I really started diving in, I discovered a number of issues, which I notified the company.  For one, all of their sales were only designated from a single office (when there are many), there was no description of what sales were made by sales people, just that there were sales.  Finally, they like to monitor "waves" of their sales, however there was only a proper break down of one category, while the rest all were not properly granulated.  One of the pictures has the example and explains it.  Overall though, again, way more fun than I was expecting!  

Occupational Health Athletic Trainer Utilization
Athletic Training (sports medicine) was my first career path and I thoroughly loved and enjoyed all of the people and places I worked with.  It is such a vital profession, especially for underprivileged communities that might not have easily accessible health care options.  Having that person onsite is a really really big deal for those folks.  This analysis however was to observe the services performed at a modest size occupational site.  The workforce onsite was about 350 employees who had access to a dedicated athletic trainer.  Services were performed and tracked according to "clinical", "safety" and "wellness".  There are explanations and sources on the slides.  It was an interesting study, focusing entirely on provided services where a monetary figure could be reasonably calculated.  There are methodologies that might get into saying "this service saved so much more money...", or " it would have been so much worse without this intervention...", however I purposely stay away from those phrases and analysis, because if that you can say that one way, you can also potentially go the opposite direction with it as well.  No hypotheticals here, everything that was analyzed is a historical event that did in fact occur. 

I enjoyed the analysis and compounding mismatched excel files.  This part was very tricky because documentation was evolving and improving over time, which does create some gaps and inconsistencies.  Overall, it came out well and delivered a meaningful message about the benefit of utilizing Athletic Trainers in an Occupational Setting, and truthfully beyond that.

Data Analysis and Visualizations with Excel​

The following are working, breathing Excel Workbook projects of different types.

​Slide One: Digital Marketing analysis case study over an airline company.  Involves many custom calculations, change differentials, Optimizer Solver, and more.  Achieved significant improvements to optimize Search Engine Marketing techniques in order to minimize expense and optimize revenue.  I absolutely loved doing this project, it involves way more than shown here, but this was the final piece.

Slide Two: Pivot Table analysis over open source position salaries at a major university. There are over 20 pivot sheets in this analysis, with different groupings and aggregations.  This one focuses on primary working title, with a base summarization and data-bars.

Slides Three & Four: Two aggregated pivot tables on clinical visits along with additional custom calculations.  Then the custom built clinical entry table that incorporates many autofill and drop down features.

​Slide Five: Project planning outline to ensure necessary goals and objectives are achieved.

Slide Six, Seven, Eight: All are working Dashboards in different projects that combine pivot tables with reference formulas to enable robust filtering and visualization.  Additionally, VLOOKUP, MATCH, Slicers, and more user interaction features.