AATHARV
FCA PORTFOLIO

Financial & Cost Accounting · 2014–2017

The numbers.
The story.
The decisions.

An accounting portfolio that follows the money—from 9,994 retail line items to the decisions behind a healthier business.

Explore the analysis ↓Download the journal ↗

Prepared by Atharv · Tableau Sample Superstore · Educational case study

The financial picture01 / 04

Every dollar has a destination.

Revenue, derived cost and profitRevenue of 2,297,200.86 dollars minus derived cost of 2,010,803.84 dollars leaves profit of 286,397.02 dollars.RevenueDerived costProfit$2.30m− $2.01m$286.40k
Revenue
$2,297,200.86
− Derived cost
$2,010,803.84
= Profit
$286,397.02
Derived cost = Sales − Profit. USD throughout.
9,994 line items4 years of retail activity14 sections in the journalOne complete evidence trail

01 / Financial snapshot

A profitable business.
A closer look at the mix.

The total tells one story. Choose a year, category or region to see where revenue becomes profit.

These controls filter the local portfolio summary independently of the Looker dashboard below.

Revenue

$2,297,200.86Sales before derived cost

Derived cost

$2,010,803.84Sales − Profit

Profit

$286,397.02Revenue retained after cost

Profit margin

12.47%Sum of profit ÷ sum of revenue

All years · All categories · All regions · 9,994 line items

The category comparison

Margins are calculated from summed amounts, never from an average of individual row margins.

Category performance for selected filters, in US dollars
CategoryRevenueProfitMarginLine items
Furniture$741,999.80$18,451.272.49%2,121
Office Supplies$719,047.03$122,490.8017.04%6,026
Technology$836,154.03$145,454.9517.40%1,847

02 / The story behind the numbers

Revenue is only
half the conversation.

Three findings worth carrying from the spreadsheet into a business discussion. These describe the complete 2014–2017 sample.

01

17.40%

Technology earns its share.

Technology generates $145,454.95 in profit on $836,154.03 of revenue—the strongest category margin in the sample. Product mix deserves attention alongside sales volume.

02

2.49%

Furniture has little room to absorb pressure.

Furniture brings in $741,999.80 of revenue but retains just $18,451.27 of profit. Its scale hides a thin margin; pricing and discounts warrant a closer review.

03

−$17,725

Tables turn revenue into a loss.

Tables record $206,965.53 of sales and a loss of $17,725.48. Review discounting and product economics before pursuing more volume. Proposed improvements are scenarios, not guaranteed outcomes.

The analysis, in four figures.

Original portfolio charts · Full dataset

Revenue totals by Furniture, Office Supplies and Technology categories
Figure 1 · Revenue by category. Sales summed by category across all 9,994 line items. Compare this scale with category margins above.
Profit by sub-category, including losses for Tables, Bookcases and Supplies
Figure 2 · Profit by sub-category. Profit summed for each sub-category. Loss-making groups show why revenue alone is an incomplete measure.
Monthly revenue and profit trend from 2014 through 2017
Figure 3 · Monthly trend. Sales and profit grouped by Order Date month. January 2015 records a loss of $3,281.01; November 2017 has the highest monthly revenue.
Category revenue compared with derived cost
Figure 4 · Cost versus revenue. Derived cost is calculated row by row as Sales − Profit, then summed by category. It is not an independent ledger of operating expenses.

03 / Method & provenance

Traceable work.
Honest boundaries.

A clear accounting model makes the findings useful—and makes their limits visible.

Original publisher: Tableau Sample Data ↗
01

Start with the source

Tableau Sample Superstore is a fictitious educational retail dataset. The portfolio covers 9,994 line items dated 3 January 2014 to 30 December 2017. Line items are not distinct customer orders.

02

Calculate consistently

Revenue = Sales. Derived cost = Sales − Profit. Profit margin = total Profit ÷ total Sales. The workbook, local explorer and dashboard use the same definitions.

03

Respect what the data cannot tell us

Cost is derived from the provided profit, not sourced from a separate cost ledger. No fixed/variable cost split is available, so a numeric break-even point cannot be responsibly calculated.

04

Keep the evidence

The finished workbook passed all nine validation rows. Documents, figures and dashboard totals were cross-checked; the source notes and submission manifest preserve the audit trail.

04 / Live dashboard

Take the next question
to the data.

Explore the published Looker Studio report with its own date, category and region controls.

Open dashboard in a new tab ↗
Verified public Looker Studio dashboard: revenue $2,297,200.86, derived cost $2,010,803.84, profit $286,397.02 and margin 12.47%, with filters and charts

The image is a verified public-view capture. Loading the interactive report connects to Google; if embedding is unavailable, use the dashboard link above.

05 / The complete journal

Fourteen sections.
One connected account.

Read the completed journal in place, or download the PDF for the original submission layout.

14 sections

Journal text is reproduced from the completed editable document. The methodology note above clarifies the educational source and limits of derived costs; proposed financial improvements remain illustrative scenarios.

06 / Evidence, not decoration

See the work
behind the results.

Genuine dashboard captures document the live totals and two verified filter checks. Select an image to inspect it.

Four live KPI cards with verified complete-dataset totals
01 / Total reconciliationFour live KPI cards

Revenue, derived cost, profit and margin match the independently verified dataset totals.

Dashboard with Technology category selected, showing 17.40 percent margin
02 / Category checkTechnology, isolated

$836,154.03 revenue · $145,454.95 profit · 17.40% margin.

Dashboard filtered to 2017, showing revenue of $733,215.26 and margin of 12.74 percent
03 / Date checkOne year, reconciled

2017: $733,215.26 revenue · $93,439.27 profit · 12.74% margin.

07 / Submission library

The complete work.
Ready to take with you.

Original verified files, with supporting source and evidence documentation.

Download full portfolio ↓