Case notes

Problems, approaches, and what I learned.

The complete collection, shown vertically with the context behind each example.

All case notes

Working example

A sales reporting exercise

Working example

Where is revenue changing, and which regions or products need a closer look?

Data
Illustrative retail orders, targets, products, and regional sales data.
Approach
I used a simple star schema and a small set of measures, then compared company-level totals with regional and product detail.
Notes
The exercise was a reminder that target definitions and comparison periods need to be settled before the dashboard layout.

Exploration

Exploring churn signals

Working example

Which customer behaviors might be useful early signals of churn?

Data
Illustrative subscription, support, tenure, and account-activity records.
Approach
I cleaned the customer history and compared churn across a few cohorts, while keeping correlation separate from explanation.
Notes
Several segments looked worth investigating, but the sample was better suited to forming questions than making causal claims.

Modeling exercise

A small analytics warehouse

Working example

How might several reporting sources be brought together without hiding their differences?

Data
Illustrative CRM, finance, and product-usage sources.
Approach
I defined the grain, sketched shared dimensions and fact tables, and added a few checks around incremental loading.
Notes
The difficult part was not the schema itself, but deciding where apparently similar business definitions were not actually the same.