fx Portfolio Projects

5 project briefs + datasets (retail, HR attrition, ecom funnel, personal finance, inventory)

⏱ 15 min

What you'll learn

  • Why projects beat certificates
  • Project 1 — Retail sales performance
  • Project 2 — HR attrition analysis

Concept

1. Why projects beat certificates

A recruiter can't see "Advanced Excel" on a certificate. They can see a dashboard that found a problem and recommended an action. Two finished projects beat five half-done ones — pick the 2–3 closest to your target role.

Target role Best projects
Data Analyst Retail, E-commerce funnel, HR attrition
MIS Executive Retail, Inventory
Finance Personal finance (+ the Finance dashboard from the Dashboards track)
Operations Inventory, Retail
HR analytics HR attrition

Project 1 — Retail sales performance

Data: retail_sales.csv — 50,000 order lines, FY2024-25 and FY2025-26, 8 stores, 4 regions, 12 products, 16 salespeople. Business question: How did FY2025-26 perform vs last year and target, and where should we focus? Tasks: clean & model (Power Query), pivots/measures for YoY and margin, sales dashboard (Dashboards track Build 1). Deliverables: dashboard, 5-bullet insight summary. Check: FY2025-26 revenue ₹29.50 cr, +11.0% YoY, margin 16.5%; top salesperson Amit (Karol Bagh).

Project 2 — HR attrition analysis

Data: hr_attrition.csv — 650 employees (EmpID, Department, Gender, Age, JoinDate, ExitDate, ExitReason, MonthlySalary, PerformanceRating, Overtime, City). Business question: Who is leaving, why, and what can we change? Tasks: active vs exited, attrition by department / overtime / age band / rating, exit reasons, tenure at exit. Trap to handle well: "174 of 650 left = 26.8%" is cumulative since 2019, not annual attrition. Annual attrition for FY2025-26 = exits in the year ÷ average headcount = 25 ÷ ((479 + 476)/2) = 5.2%. Saying this difference in an interview is a strong signal. Check: exits by department (share of all ever hired): Customer Support 34.5%, Sales 32.2% … HR 17.5%; Overtime "Yes" 37.7% vs "No" 22.2%; top exit reason Better pay (64 of 174).

Project 3 — E-commerce funnel

Data: ecom_funnel.csv — daily Jan–Mar 2026 by Channel (5) and Device (2): Sessions, ProductViews, AddToCart, Checkout, Orders, Revenue (900 rows). Business question: Where do visitors drop off, and which channel/device should we fix first? Tasks: funnel chart, step conversions, conversion by channel and device, weekday vs weekend, revenue per session. Check: 8,77,710 sessions → 16,177 orders = 1.84% conversion; mobile 1.60% vs desktop 2.46%; revenue ₹3.23 cr, AOV ≈ ₹1,994.

Project 4 — Personal finance tracker

Data: personal_finance.csv — 467 transactions, Apr 2025–Mar 2026 (Date, Description, Category, Mode, Type, Amount). Business question: Where does the money go, and what is the real savings rate? Tasks: monthly income vs expense, category breakdown, UPI/Card/Cash mix, festival-month spike, budget vs actual with targets you set, a self-updating tracker (dynamic arrays). Insight to find: income ₹10,20,000; all outflows ₹9,62,548 → cash savings only 5.6%, but outflows include ₹1,44,000 of SIP investment, so the real savings rate is (57,452 + 1,44,000) ÷ 10,20,000 = 19.8%. Classifying investment correctly changes the story. Check: biggest categories Rent ₹2,64,000, Shopping ₹1,86,022, Groceries ₹1,58,351.

Project 5 — Inventory health

Data: inventory_skus.csv (60 SKUs: Category, UnitCost, OpeningStock, ReorderLevel, LeadTimeDays) + inventory_movements.csv (3,969 In/Out movements, Jan–Mar 2026). Business question: What should we reorder, what is slow-moving, and is the stock data trustworthy? Tasks: closing stock (opening + in − out), consumption value, ABC analysis (A = top 80% of consumption value), days of stock, reorder list, slow movers. Trap: 11 SKUs show negative closing stock — an impossible physical balance that may reflect missing receipts, wrong opening balances, duplicate issues or timing errors. Flag them as a data-quality issue instead of reporting them. Check: ABC split A 16 · B 18 · C 26 SKUs; 13 SKUs at or below reorder level (11 of them are the negative-stock SKUs).

A standard project structure

  1. Question (1 line) → 2. Data & cleaning (what you fixed) → 3. Analysis (pivots/measures) → 4. Dashboard → 5. Insights & recommendations (3–5 bullets with numbers) → 6. What I'd do next.

Project conventions: Use the included retail_targets.csv for target comparisons (FY2025-26, Region × Month only). Retail sales is one flat file here; the 24-file Power Query exercise belongs to Analysis & Visualization. HR headcount is measured at close of 31-Mar-2025 and 31-Mar-2026: JoinDate ≤ date and ExitDate blank or > date. Overtime comparisons are cumulative associations, not causes. Inventory ABC sorts consumption value descending, SKU ascending for ties; cumulative share including each SKU ≤80% is A, ≤95% is B, otherwise C. Daily usage is Q1 outward quantity / 90 days; negative stock has no meaningful days-of-stock ratio. Personal-finance savings here means retained cash plus investment contributions, not investment returns.

Common mistakes

Copying a tutorial dashboard without a question. No insights, just charts. Ignoring data problems (negative stock, cumulative vs annual). Five unfinished projects.

Exercises

mediumChoose two projects for your target role. Write the one-line question and three hypotheses for each before opening the data. Finish one completely this week.
Pick two role-relevant projects and write hypotheses before analysing. Check retail FY2025-26 revenue 294,996,410 and profit 48,802,160 against FY2024-25 revenue 265,658,820; targets total 305,500,000. HR has 174 cumulative exits, but FY exits are 25 over average headcount 477.5: 5.2356%. Funnel conversion is 16,177 / 877,710 = 1.8431%. Personal finance retains 57,452 cash and contributes 144,000 to investments: combined savings / income = 19.7502%, displayed as 19.8%. Inventory has 11 negative balances, 13 reorder flags and A/B/C counts 16/18/26 under the stated cumulative-share convention. Use answer-key.json for group-level checks. Label data synthetic and separate observations from causal hypotheses.

Quiz

Cumulative 26.8% vs annual 5.2% — which is "attrition rate" for FY2025-26?
5.2%, exits ÷ average headcount
Real savings rate in Project 4?
19.8%, counting SIP as savings
What do negative closing stocks indicate?
Investigate missing receipts, opening balances, duplicates and timing
5 project briefs + datasets (retail, HR attrition, ecom funnel, personal finance, inventory) · Career Boosters | ExcelWalaa