Reporting question
Operational reporting · Power BI reporting
Child care operations
I own the data workflow and Power BI reports that managers and other stakeholders use to review enrollment, waitlists, and capacity across several centers.
- Power Query
- Data modeling
- DAX
- Power BI
- My role
- Sole end-to-end owner
- Audience
- Managers, directors, leadership & finance
- Data
- Excel or REDCap extracts
- Delivery
- Weekly Power BI updates
Practical value
Provides a recurring view of enrollment and demand for directors, managers, leadership, and finance.
Interactive demonstration
Explore the report.
Synthetic demonstration of the reporting approach. All figures and center names are fictional.
Enrollment, staffed capacity, and waitlist review
Cedar Grove
Enrollment & capacity snapshot
Enrollment & demand by age
Children enrolled and waitlist requests · Same count scale
Enrollment funding
Mutually exclusive categories · Share of enrolled children
Unfilled staffed seats: 4. Open seats and waitlist requests may be in different age bands.
Age-band detail
Enrollment and demand counts
| Age band | Enrolled | Waitlist |
|---|---|---|
| 0–17 months | 15 | 6 |
| 18–29 months | 19 | 7 |
| 30–41 months | 18 | 5 |
| 42–65 months | 40 | 5 |
| Total | 92 | 23 |
Operational review
Review demand alongside staffed capacity
Top demand band: 18–29 months
7 requests.
Compare demand by age group with available staffed capacity. Utilization uses staffed seats, rather than licensed capacity, as its denominator.
Weekly review brings enrollment, demand, and capacity into one view.
Age-band and funding totals reconcile to the selected center.
Purpose & ownership
The reporting need.
Stakeholders need a consistent view of enrollment, capacity, and demand, with enough detail to review individual centers and age groups.
I gather requirements, prepare the data, maintain the model and measures, and publish weekly updates. Managers, directors, population-health leadership, finance, and other users use the reports in operational review.
Technical approach
What I built.
- 01
Prepare weekly submissions
Use Power Query to clean Excel or REDCap extracts, standardize center and age-band categories, and handle missing or inconsistent values.
- 02
Model operational measures
Define enrollment, staffed capacity, and waitlist measures in the Power BI model. Keep the meaning of available seats separate from licensed capacity.
- 03
Design for routine use
Pair a concise overview with center-level detail. Make filters, reporting periods, and measure labels consistent across views.
- 04
Publish and maintain
Validate weekly updates, publish the report, resolve refresh issues, and incorporate stakeholder feedback.
Quality & interpretation
How I check it.
- Reconcile detail rows with report totals.
- Check center names, category mappings, and missing values.
- Check capacity and utilization denominators.
- Confirm filters and reporting periods across views.