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Improvement of the CSR reporting process of a large group

11

Context

  • Annual production of a summary of the group’s CSR performance (HR, societal, energy, etc.) with multiple and complex steps

Objectives

  • Deletion of a Power BI report without real added value in order to keep only one technical solution in Excel
  • Implementation of consistency checks during the process
  • Integration of new CSR indicators
  • Improvement and acceleration of the entire production process

Deliverables achieved

  • Excel model using Power Query including:
    • Automatic transformation of data from the dedicated tool
    • Analyses required for CSR reporting
    • Data consistency checks
    • A simple user guide
  • Accelerated production of analyses
  • Better data quality control throughout the reporting process by subsidiaries

Key success factors

  • Good knowledge of Power Query in Excel
  • Good understanding of CSR reporting issues
  • Long-term support for the client in his assimilation of the new tool

Tools used

  • Excel, Power Query

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