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photo by Matthew Bernath of me at the Global Excel Summit 2024 in London.

what's this site about?

just a humble collection of examples on interactive data graphics with Excel and Power BI.

and who is compiling?

carlos barboza writing here… simply an independent data consultant and sometimes, a “guerrilla data analyst”, assembling and crafting robust, versatile and scalable data models with Excel or Power BI that aid organizations with data-driven decision support.

languages

spanish
english
portuguese

education

Bachelor’s Degree in Economics & Finance
Graduated with honors: Cum Laude in May 2011
West Hartford, Connecticut, United Sates

Certificate in International Business
Graduated in December 2010
Grenoble, France

Associate degree in Accounting & Business Administration
Graduated in May 2009
Manchester, Connecticut, United States

High School Diploma in General Science
Graduated in June of 2007
Manchester, Connecticut, United States

work experience

From March 2015 to present.
Based in Lima, Perú working with worldwide clients, remotely.

Languages
: Native Spanish and
full professional, almost native: English.

1. Proficient liaison in conducting deep-dive discussions to conceive and execute compelling executive-level BI decision support solutions, including information visualizations, visual storytelling, actionable dashboards, KPI scorecards and monitoring graphical displays.  The aim is always the same: to assist business stakeholders with actionable business insights reconnaissance supported by quantitative information which can serve for business improvements that result in profitable value for their organizations.

2. Adept in developing basic to complex DAX measures which are accurate and performant on large datasets along with being capable in assisting with governance and deployment, including administration, content distribution/sharing, training and lastly, ad hoc analytics for executive-level requests and priorities.

3. Versatile Excel developments with a solid design sense to create rich contextual interactive data visualizations for obtaining observations, remarks, conclusions and insights from the underlying and intricate structure of data without hitting information overload.

4. A cross-cultural sense of humor with a demonstrated ability to teamwork with cross-functional individuals, along with a professional and responsible character to juggle multiple projects of varying deadlines and sizes in all stages and at speed.

September to December of 2020
Lima, Perú

1. Provided mentor-ship to the personnel of one of the Big Four accounting firms.

2. Provided feedback and certify student projects along with responding questions.

3. Attended students’ doubts through the mentor chat.

4. Provided personalized consultancies and live sessions.

March 2015 to February 2019
Lima, Perú

1. Led the general management, budgeting, and sales of the project using tools such as Excel to assess new market conditions and identify profitable opportunities.

2. Performed all tasks and responsible on the due diligence of legal procedures and sales totaling more than 300K in USD American Dollars.

3. Coordinated and supported all activities with contract management and win-win negotiations.

December 2014 to March 2015
Lima, Perú

1. Before Alta XL: Alta El Dorado Emprendimiento. A joint venture between Alta Ventures, Mexico & El Dorado Investments, Perú with the mission to promote entrepreneurial best practices in Peru and connect several stakeholders via regional conferences, along with helping to launch the Venture Capital industry in Perú.

2. Responsible for data collection and pipeline development, deal and portfolio reviews. Scheduled review meetings at appropriate cadence; developed materials in support of internal deal flow and review sessions.

3. Assisted investors and associates in all phases or early-stage technology investment analysis through contributing to deal flow management and due diligence activities resulting in the first days of the First Institutional Venture Capital fund in Peru focused on early-stage investments with the mission to help startups scale faster, network them with key mentors and assist them with business development and fundraising. Early angel investments ranged between 5K to 25K per high-impact technological startups.


4. Managed the execution of critical back-office infrastructure projects such as cashflows and budgets utilizing Excel with the venture´s fund. Managed and coordinated with heads of national Peruvian universities the implementation of the International Business Model Competition from Brigham Young University, an international academic initiative to promote creation of high-tech startups with disruptive technologies within universities.

December 2012 to November 2014
Lima, Perú

1. Worked as the project lead to understand business processes, model data, and implement client-centric solutions which visualized sales for the company of about 60M Peruvian Soles per year thru interactive reporting solutions using Microsoft Access ODBC, SQL language, Power Query and Power Pivot in Excel.

2. . Team-worked with a variety of business stakeholders and translated all data and reporting requirements into visual appealing decision support tools including executive dashboards to present to the Board of Directors.


3. Accomplished numerous reporting hours saved with faster analyses and consequently faster reply time to all sales executives’ inquiries, which lead to better consistency of reporting and better activity understanding with regards to the sales operations.


4. Designed and developed all ETL processes with Power Query and extensively improved the current sales reporting processes. Configured and maintained all SQL queries to ensure high levels of performance, availability, and security for weekly and monthly management and sales reporting.


5. Developed and implemented relational databases and datamarts to ensure resources are optimally for sales and inventory analytics. Designed and developed inventory reports, sales visual reports, key performance indicators and reports for all business units.

6. Proactively communicated to business managers sales performance results from a high level overview to fine levels of details, along with collaborating with external and internal stakeholders on data-driven decisions and actions.

From October 2011 to December 2011
Hartford, Connecticut, USA

Accomplishments:

1. Recognized by the operations manager as the most effective analyst for processing and solving 22 complex group benefit health applications cases (PHA) before proceeding to the underwriting stage.

2. Established effective communication with adjacent departments resulting in efficient resolution of each PHA case in less than a week with a department benchmark of 10 days.

3. Utilized Microsoft Excel to review daily incoming (Hartford´s clients) re-valuations on short-and-long-term liability-coverages with preliminary assessments.

4. Provided support for the integration of clients’ payroll health data for value improvement, safeguarding standard quality service and cost metrics and proceeded with adjustments on contract analysis, and new data source insight.

5. Reviewed The Hartford’s client confidential data for data validity, appropriateness of selection, limitations of results, and valid interpretation of results. Compared data outputs with inputs to ensure data accuracy.

6. Maintained complete confidentiality with respect to the information acquired through the compliance process and all associated activities.

certifications

Legend: area of expertise | credential ID:

1. The Art and Science of Data Visualization | 83910796ec
2. Designing Impactful Reports with Power BI | 6c87feca97
3. Modelamiento de datos y Funciones DAX | cert_gzryhjb6
4. Business Charts in Excel | cert_ghfjdw1n

Area of expertise | Credential ID:

1. Mastering DAX | Y9EHXAOZ-98576
2. Calculation Groups | Y9EHXAOZ-784345
3. Composite Models | Y9EHXAOZ-775138
4. DAX Queries |  Y9EHXAOZ-775137
5. Information Visualization | 85925-2020-451201
6. Power BI Dashboard Design | Y9EHXAOZ-46531

presentations

for consulting inquiries please direct message me on LinkedIn, thank you.

video quod intelligo ⇆ intelligo quod video
Latin for:
i see because i understand ⇅
 i ⇅ understand because i see