Data Analysts, Crystal Reports and Sql Reporting Services Consultants » Excel 2007 http://datamart.org Feel free to ask tough questions relating to Crystal Reports / SQL Reporting Services / SQL and get answers from Collective intelligence Wed, 08 Feb 2012 09:01:54 +0000 en hourly 1 http://wordpress.org/?v=3.2.1 Data Analyst http://datamart.org/2010/06/02/data-analyst-2/ http://datamart.org/2010/06/02/data-analyst-2/#comments Wed, 02 Jun 2010 17:14:34 +0000 admin http://datamart.org/?p=1165 Data Analyst-OPE0000008Q
Description
Company Profile:
 
Direct Energy is one of North America’s largest energy and energy-related services providers with over 5 million residential and commercial relationships.  Direct Energy provides customers with choice and support in managing their energy costs through a portfolio of innovative products and services. A subsidiary of Centrica plc, one of the worlds leading integrated energy companies, Direct Energy operates across Canada, Texas and the northeastern United States.
 
We continually seek talented people dedicated to providing fresh thinking in an exciting, evolving industry that’s never been more relevant than in today’s global marketplace.
 
Summary:
 
This position will be responsible to assist the Management team of Operations on the gathering, reporting, analysis, and explanation of all performance and customer behavioral data.  This individual will complete analysis and recommendations on business initiatives, process, policy and technology as related to the achievement of service levels to meet or exceed financial and customer goals.  Initiatives or changes will enhance performance to achieve maximum productivity, quality, cost and timeliness.  This position will be responsible for data management within the portfolio of credit and collections, live accounts receivable, bad debt control, customer satisfaction and service related to Direct Energy business in Texas.
 
 
Key Accountabilities:
  • Demonstrated expertise on the data analysis for DE Collection to proactively identify business gaps and/or opportunities, facilitate change and resolve issues which impact collection performance at all aspect
  • Gathers data/information, completes analysis, and recommends new initiatives or amendments to current operating methods with a focus on ‘best in class’ operational processes
  • Develop & implement tools and processes to extract and manipulate data from various systems / resources including development of ad-hoc reports in order to solve operational issues and/or improve existing processes
  • Responsible for internal and external reporting with control to accuracy and providing variance explanation, capable to provide recommendation for reporting enhancement
  • Develop business case and L&G (Loss and Gain) analysis for all recommendations and initiatives
  • Works closely with team member to leverage expertise and ensure seamless delivery of initiatives on time and within budget
  • Responsible to monitor and manage accuracy as well as on time delivery for all reports provided by DE external vendors
  • Interact with cross-functional groups including Sales, Marketing, Finance and Regulatory, to ensure smooth and timely execution of business projects.
  • Identify and implement policy and process improvements through enhancing existing policies or developing new ones.
 
Qualifications
  • Ability to manage and manipulate large amount of data set to provide accurate information to management team at a timely fashion
  • Knowledge of collection terminology and process within the commodity industry
  • Ability to develop and maintain business models is an definite asset
  • 2 years of operational experience in collection for the retail commodity (Natural Gas/Electricity) market is an asset.
  • Proven experience in conflict resolution skills and task priority skills
  • Ability to work independently, comfortably making rational and reasoned decisions which directly impact corporate revenue, customer service and financial liabilities
  • Demonstrated advance technical skills with Microsoft Access, Excel, SQL, Power point and ability to develop Macro or VBA
  • Excellent communication skills (written and verbal)
  • Strong interpersonal skills and team player
  • Ability to excel in a fast past, highly volatile environment with self-supervised; effectively managing multiple activities and meeting deadlines
  • Undergraduate degree in business (B Comm, BA etc) or Statistics
Job Operations Support
Primary LocationCA-ON-Toronto
Schedule Full-time
]]> http://datamart.org/2010/06/02/data-analyst-2/feed/ 0 Export to Excel 2007 with Crystal Reports http://datamart.org/2009/09/29/export-to-excel-2007-with-crystal-reports/ http://datamart.org/2009/09/29/export-to-excel-2007-with-crystal-reports/#comments Wed, 30 Sep 2009 05:54:49 +0000 admin http://datamart.org/?p=569 This post about export Crystal Reports data to MS Excel 2007.  Although you can export to MS Excel (97-2003) but exporting to Excel 2007 requires extra step and presented below;

1-       Go to export option in Crystal Reports

2-       Export it MS Excel (97-2003)

3-       Once exported open it with MS Excel 2007

4-       Then in file menu save it as Excel files and will be saved  in Excel 2007 with .xlsx extension.

Please note that in above example we used Crystal Reports 2008.

]]> http://datamart.org/2009/09/29/export-to-excel-2007-with-crystal-reports/feed/ 3 Pivot Table with Excel 2007 with data from Sql Server http://datamart.org/2009/09/04/pivot-table-with-excel-2007-with-data-from-sql-server/ http://datamart.org/2009/09/04/pivot-table-with-excel-2007-with-data-from-sql-server/#comments Fri, 04 Sep 2009 20:55:19 +0000 admin http://datamart.org/?p=551 This post is about using pivot table with excel 2007 with invoice payments received data from sql server.
In this case company’s payment mechanism was changed from full 1 payments to breakup in 4 to 5 payments. We created a new table named payments received and linked it to the Invoices table. Whenever payment for certain invoice received it is added in to payments received table.

The issue is now to create report which shows payments received against the respective invoices, we also used the cross tab report which shows invoice value and NO on row side and payment received and date on column side. We tried the same with excel 2007 and found it be more practical with more functionality.

Basically whenever any business rule change our database should be flexible to adapt a change and efficient tools, in our case Excel 2007 made the change easy to adapt.

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