SEASIDE DYNAMIC WELLNESS LLC
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Matthew Klingler
Project Portfolio

just a few of my completed projects with Excel, Tableau, Power BI, RStudio and more
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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.  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,  government, recreation, and athletics. I am proficient with market research, business operations and insights, health and productivity management, inventory control and logistics, strategic planning, and risk management. Additionally, I interact and collaborate well with everyone from front-line workers to corporate executives.
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  • 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  |
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|  Excel Pivot Tables & Charts  |
Power BI and Tableau: Visualizations and Storytelling
The following are different PowerBI Desktop Reports on Production Operations, Inventory Management, and Occupational Health Value.  These reports incorporate active connections to databases with nearly 100 gigabytes worth of combined data.  Cleaning and compiling of the data was performed with Power Query as well as custom DAX measures.  Great care has been taken with aligning data model schemas, along with interactive slicers.  PowerBI might be my favorite, I love the versatility, and enjoy doing projects!

** NOTE: the awkward blue boxes are there to hide confidential information.
Slides One & Two: Production Efficiency
Slides Three & Four: Inventory Management
Slide Five: Population Health (change)
Slides Six-to-Nine: Occupational Health Program Value
The following are Tableau Desktop data visualizations that was actually a lot of fun to produce.  I analyzed a variety of datasets, utilized many different visuals, and especially had fun with boxplot + jitter!  Tableau provides excellent visuals and analysis, better than PowerBI, however the only drawback is having to use a separate data management tool to make adjustments (whereas PowerBI has Power Query on-board).  Otherwise, Tableau is amazing, I enjoy using it, it is tons of fun!

Slides One, Two, Three: Minimum Wage analysis over time *(not making a statement, it is a complex issue, just interesting observations regarding the devaluation of the US dollar)*
Slides Four-to-Seven: Project over Coffee Bean production and roasting quality
Slide Eight: Marketing Analysis, single slide summary
Slide Nine: Neighborhood Halloween Trick-or-Treat visitor analysis
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.
Machine Learning with RStudio and JMP Pro
I really enjoy working projects with the machine learning and visualization capabilities of RStudio.  I developed a predictive & prescriptive modeling template with RStudio (Python adaptable) to anticipate customer needs, maneuver with market trends, and optimize data informed decision-making.  First, tidy data cleaning via extract-transform-load with outlier handling; then identify the strongest variables of importance through ensemble modeling via linear regression, random forest, and classification trees; and finish with visualization and correlation analysis.
Below is a housing analysis project performed in R and represented in a Power Point.  The R code will be available soon, keep checking back!
I was recently introduced to JMP Pro for performing predictive modeling and Neural Networks.  The overall speed, efficieny, and power of the program is quite amazing!  The detail provided with any analysis is seriously in depth, and no coding required! Below is a fun analysis that I performed regarding Health Insurance Billed Charges.  This analysis utilizes Boosted Neural Networks to discover the variables of importance, and their effects on predictive what someone's expected billed charges might be.  This can be helpful for establishing appropriate health insurance premiums.  Attached is the analysis file, which uses JMP Pro, just in case you have it.
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