DataScienceHive

Non-Profit Healthcare Power BI Survey Analytics R

Intake Surveys and Pre/Post Outcomes in Power BI

County Community Services

Eliminated hours of manual spreadsheet work every month. Leadership now sees real-time intake and outcomes data instead of waiting for quarterly reports.

A mental health agency had survey data trapped in separate files with no way to track client outcomes over time. I built refreshable Power BI dashboards and ran matched pre/post statistical analysis so leadership could monitor program effectiveness in real time.

"The results exceeded expectations in every way. He did an expert job, better than I imagined it could be."

Maggy P., County Community Services

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The problem

A community mental health agency was running multiple Microsoft Forms intake and outcomes surveys. Results lived in separate exports and spreadsheets, so staff could not see response volume, completion status, or pre- versus post-treatment patterns in one place. Program evaluation meant manual cutting and pasting, and nothing updated on its own.

What I delivered

Power Query models that normalize and unify pre- and post-survey structures (including header cleanup, section scoring, and person-level matching rules)
Refreshable Power BI dashboards so intake and outcomes data stay current as new responses arrive
Pages for roster-level detail, pre-survey results, matched pre/post comparisons, and trauma-screen overview
R-based QA and inferential work on matched pre/post samples, with validation outputs and a structured outcomes report
Branded report theme and walkthroughs so the team could run refreshes independently

Government Municipal Finance Power BI R Forecasting

Automated Financial Reporting System

Civic Assessment District

Monthly board reporting went from a multi-day manual process to a single automated run. The organization now has rolling forecasts they never had before.

A civic organization had three years of financial data scattered across multi-tab Excel workbooks. Board reports took days to compile by hand. I unified everything into a single data model, built dashboards, and created an automated pipeline that generates branded PDF forecast reports in one click.

"He works quickly, communicates well, and thinks about how to add value with his expertise."

Nicholas O., Executive Director

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The problem

Four revenue categories, each structured differently across multi-tab Excel workbooks. Board reports were assembled by hand every month, and there was no way to forecast or plan from the data.

What I delivered

Unified flat data table across 3 fiscal years with full reconciliation back to source
Power BI dashboards for board-level reporting
Automated R pipeline that generates branded PDF forecast reports using historical seasonality patterns
Power Query M scripts handling 3 different source data structures

Higher Education Workforce Development R Logistic Regression APA Publication

State Education Policy Analysis

State Workforce Development Agency

Built 20+ reproducible R scripts for a 100K+ student dataset. One-time freelance project turned into an ongoing direct research analyst role.

A researcher on a state workforce grant needed a statistical analysis partner for a longitudinal study of 100K+ student records. I built the entire R analytical pipeline and produced a publication-ready APA manuscript package. The engagement became ongoing.

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The problem

The dataset covered hundreds of thousands of K-12 student records linked to workforce and higher education outcomes. The research question: what predicts credential attainment for students who received special education services?

What I delivered

Full R analytical pipeline: logistic regression with cluster-robust standard errors
ACS survey weighting (IPUMS/PERWT methodology)
Complete APA manuscript package -- publication-ready tables, forest plots, ROC curves, calibration plots
20+ reproducible R scripts covering the full pipeline from data cleaning to final figures

Healthcare Medical Research R Logistic Regression

Clinical Risk Factor Study

Medical Academic Researcher

Merged 3 clinical datasets and delivered a complete statistical analysis within days. Researcher used results directly in academic publication.

A medical researcher needed three separate clinical datasets merged, cleaned, and analyzed to identify surgical risk factors. I delivered the full analysis -- multivariate logistic regression with documentation -- within days of receiving the data.

"He went above and beyond the scope of the project. I could not speak higher of him."

Adam S., Medical Researcher

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The problem

Three separate clinical datasets needed to be merged, cleaned, and analyzed. The goal: identify risk factors for post-induction hypotension during surgery using multivariate logistic regression.

What I delivered

Merged and cleaned 3 clinical datasets in R
Multivariate logistic regression with adjusted odds ratios and confidence intervals
Univariate analyses (t-tests, chi-square) for all candidate predictors
Full assumption diagnostics, goodness-of-fit testing, and plain-language documentation

Consulting Private Equity Survey Analysis Fast Turnaround

Workforce Survey Analysis

Julie M., Consultant

Same-day delivery under a tight deadline. Analysis was used to structure the entire client workshop the next morning.

A consultant needed same-day analysis of a pre-workshop survey for a private equity firm. Three employee groups, clear themes needed fast. I delivered cross-group thematic analysis in multiple formats before the next morning's session.

"He quickly identified clear themes across three different groups and went beyond basic analysis to surface the real story in the data."

Julie M., Consultant

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The problem

A consultant preparing for a workshop at a private equity firm needed same-day survey analysis. Three distinct employee groups had completed a pre-workshop survey, and the consultant needed clear themes and contrasts to shape the session.

What I delivered

Cross-group thematic analysis identifying patterns across three employee roles
Multiple output formats for flexibility during the live workshop
Actionable insights delivered under a same-day deadline

Financial Services Power BI SQL R

Dynamic Analytical Dashboards for a Financial Services Firm

Private Investment Firm (NDA)

What started as a single dashboard turned into an ongoing multi-quarter analytical partnership. Scope expanded every cycle.

A financial services firm needed interactive dashboards for portfolio-level decision-making. Their static reporting couldn't keep up with changing analytical needs. I built a flexible framework of Power BI dashboards backed by structured data models, and the engagement kept expanding.

"He has deep technical understanding and is very creative. He created complex dashboards that displayed the information so we could see it intuitively and in new ways."

Chris, Private Investment Firm

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The problem

Existing reporting was static and could not adapt to changing analytical requirements. They needed a flexible framework that could evolve alongside their strategy.

What I delivered

Interactive Power BI dashboards backed by structured data models
Custom analytical methodology for comparative analysis across portfolio entities
Documented methodology so the approach is transparent and repeatable
Ongoing iterative builds as the engagement expanded over multiple quarters

Case Studies

Intake Surveys and Pre/Post Outcomes in Power BI

Automated Financial Reporting System

State Education Policy Analysis

Clinical Risk Factor Study

Workforce Survey Analysis

Dynamic Analytical Dashboards for a Financial Services Firm

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