As of:

Year-Month:
Working day:
Day Passed:
Standard Acv:

All SR
Target Sales Acv% Target Sales Acv%
Eric
Hailey
Tyler
Chilli
Jules
Maya
Phoebe
Sierra
Team Eric
Team Chilli
Team Maya

1. Excel test:
- Use the data from other sheets to complete this Report

- Cell C1: Refer to sheet RawData, Cell I2

- Cell C2: Year month (base on the value in C1), format "YYYY/MM"
- Cell C3: Total number of working day of this month. Use sheet "Calendar" as reference
- Cell C4: Count of working day from the first day of the month to current date. Use sheet "Calendar" as reference
- Cell C5: =C4/C3

- Range C9:N16: Use the data from sheet "RawData" and "Target" to show the result of this Year-month (2023/12)
- Range C17:N19: Summarize the data from above by Team (refer to range A9:A16)

- Column C:E: Sales for All Item

- Column F:K: Sales by Item
- Column L:N: For All item

- Acv% = Sales/Target: Use conditional formating to highlight cells that are greater than or equal to "Standard Acv."

2. PowerBI Visualization
Use Power BI to visualize this report, emphasizing the progress by each Team and by each salesperson

***Requirements:
- Summarize and show the correct data as suitable format
- Use effective formula
- Easy to edit in the future (adding columns to show new criteria,...)

*** All data here is randomly generated for testing purposes

- Easy to edit in the future (adding columns to show new criteria,...)

*** All data here is randomly generated for testing purposes

 HR Process
Target Sales Acv% #Activity #Project #Customer

dar" as reference

-month (2023/12)

to "Standard Acv."

erson
Name Month Item Sales #Activity #Project #Customer Run Date
Eric 2023/11 SR 1315 21 8 9 12/21/2023
Hailey 2023/11 SR 955 16 5 6
Tyler 2023/11 SR 962 23 2 5
Chilli 2023/11 SR 956 30 6 9
Jules 2023/11 SR 677 18 7 9
Maya 2023/11 SR 1144 28 2 4
Phoebe 2023/11 SR 584 22 4 6
Sierra 2023/11 SR 751 18 7 11
Eric 2023/11 HR 1352 26 5 7
Hailey 2023/11 HR 742 27 3 7
Tyler 2023/11 HR 569 24 6 7
Chilli 2023/11 HR 1415 24 2 6
Jules 2023/11 HR 1291 17 5 7
Maya 2023/11 HR 554 17 4 5
Phoebe 2023/11 HR 1384 24 8 12
Sierra 2023/11 HR 1296 29 7 8
Eric 2023/11 Other 1402 20 6 10
Hailey 2023/11 Other 582 25 2 4
Tyler 2023/11 Other 976 25 7 8
Chilli 2023/11 Other 955 21 3 5
Jules 2023/11 Other 787 29 4 5
Maya 2023/11 Other 803 22 2 3
Phoebe 2023/11 Other 1112 26 3 5
Sierra 2023/11 Other 1315 20 2 6
Eric 2023/12 SR 762 16 6 9
Hailey 2023/12 SR 1479 25 8 11
Tyler 2023/12 SR 1179 27 6 10
Chilli 2023/12 SR 917 30 8 10
Jules 2023/12 SR 790 27 5 8
Maya 2023/12 SR 1382 23 3 7
Phoebe 2023/12 SR 1015 25 2 6
Sierra 2023/12 SR 707 20 5 6
Eric 2023/12 HR 1358 18 5 6
Hailey 2023/12 HR 875 18 4 6
Tyler 2023/12 HR 812 29 7 10
Chilli 2023/12 HR 958 18 6 9
Jules 2023/12 HR 537 15 2 5
Maya 2023/12 HR 1028 15 6 7
Phoebe 2023/12 HR 570 20 6 7
Sierra 2023/12 HR 1447 26 7 9
Eric 2023/12 Other 1189 15 6 9
Hailey 2023/12 Other 791 15 3 6
Tyler 2023/12 Other 922 22 5 6
Chilli 2023/12 Other 772 25 5 6
Jules 2023/12 Other 915 25 8 9
Maya 2023/12 Other 1084 30 6 9
Phoebe 2023/12 Other 1057 24 5 6
Sierra 2023/12 Other 1210 17 8 11
Month 2023/11 2023/11 2023/11 2023/12 2023/12 2023/12 2024/01 2024/01 2024/01
Sales Target All SR HR All SR HR All SR HR
Eric 5600 900 2300 4700 1000 1600 5000 1300 1700
Hailey 4100 2300 1100 5000 1900 1100 3700 2100 1000
Tyler 3800 1300 1000 4400 1400 1100 3800 1600 1200
Chilli 3300 1300 1400 4100 1200 1300 3600 1200 1100
Jules 2700 1200 700 3600 1200 700 2700 1000 700
Maya 4200 1700 1200 5300 1700 1300 4700 1700 1400
Phoebe 3400 1200 700 3900 1200 700 3100 1300 800
Sierra 3900 1200 1700 4500 900 1700 4900 1000 2000
Date WorkingDaySequence
2023/12/01 1
2023/12/02 1
2023/12/03 1
2023/12/04 2
2023/12/05 3
2023/12/06 4
2023/12/07 5
2023/12/08 6
2023/12/09 6
2023/12/10 6
2023/12/11 7
2023/12/12 8
2023/12/13 9
2023/12/14 10
2023/12/15 11
2023/12/16 11
2023/12/17 11
2023/12/18 12
2023/12/19 13
2023/12/20 14
2023/12/21 15
2023/12/22 16
2023/12/23 16
2023/12/24 16
2023/12/25 17
2023/12/26 18
2023/12/27 19
2023/12/28 20
2023/12/29 21
2023/12/30 21
2023/12/31 21