Data Preparation &Visualization
for NativityMiguel Coalition.
The Client
The NativityMiguel Coalition (NMC) is an alliance of fifty nonpublic school serving students from pre-k through twelfth grade in the U.S. and Canada that work together to bring equity to all students through education.
To learn more about NMC click here!
NMC provided the Taxes Rangers financials they were working on and asked us to analyze and clean the data.
In addition, NMC wanted the sheets to be more automated—with formulas to streamline calculations and autofill certain cells when needed.
Finally, NMC requested visualizations to help present the data more clearly and effectively.
The Task
Our Contingencies & Solutions
The original dataset was inconsistent, with formatting issues and some inaccurate figures: We standardized the format across all sheets by applying consistent fonts, colors, and font sizes—making the data cleaner and easier to navigate. We also implemented formulas to ensure all numbers were accurate and automatically calculated.
NMC wanted an interactive visualization: The Taxes Rangers used Tableau to build an interactive dashboard that’s both visually engaging and easy to use.
Our Deliverables
We provided NMC with two key deliverables:
A cleaned and organized Excel sheet that structured their initial financial data.
An interactive Tableau financial health report that visualized key metrics and trends.
Organized and Cleaned Financials:
Data Visualization:
The image on the left displays the financials after thorough cleaning and organization, with the data structured into filterable tables.
The image on the right highlights aggregated statistics across the NMC coalition, providing a clear and comprehensive view of overall financial health.
Example: Income Statement
Example: Net Income, Revenue, and Expense Visualization
This interactive Tableau dashboard visualizes net income, revenue, and expenses, with a filter to adjust based on student enrollment—allowing schools to view financials tailored to their size.
Other visualizations included are detailed breakdowns of revenue, expenses, departmental budgets, and major fundraisers.