The Operations team currently relies on PowerBI for data that fuels the monthly Digital Marketing Growth Project meeting. Data is exported for both ARI and Dealer Spike. It is cleaned up and sent over to each director and the digital marketing sales manager for analysis. Here are the steps to exporting and cleaning up data:
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Click here to go to PowerBI: Cancellation Request Overview
At the top of the screen, adjust the date criteria to the last 1 calendar month. This will automatically change the date to the first and the last days of the previous month.
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Now that you have created and cleaned up the document, place it in the correct year’s folder on OneDrive and follow the naming convention as follows:
mm_month.xlsx
Example:
01_January.xlsx
06_June.xlsx
12_December.xlsx
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