Case study 01 · NYC Department of Health
Manual reports → automated school dashboards
700+ dashboards · 80% faster
A VBA macro and Power Query pipeline that turns staff spreadsheets into per-school PDF dashboards, filed by district in SharePoint.
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- Problem
- School Medical Directors needed each school's health data (asthma rates, screening results) before site visits. Compiling it was a manual, file-by-file process, and 10+ staff editing shared inputs risked overwriting each other's work.
- Approach
- Designed a Power Query pipeline that consolidates inputs from 10+ staff into one dataset without touching the source files. Built an Excel VBA macro that formats a dashboard for every school, exports each one as a PDF, and files it into district-organized SharePoint folders.
- How I checked it
- Source files stay read-only, so every dashboard can be traced back to its inputs, and a single consolidated dataset removed overwrite conflicts.
- Result
- Dashboards for 700+ NYC public schools, delivered straight to Medical Directors, with report turnaround improved by 80%.