Healthcare analytics brief summary.

Source: Dev.to

Connection

1. In the Home tab click Get Data.
2. Click More → Database → PostgreSQL.
3. Click Connect.
4. Specify the server and database, then click OK.
5. Select the tables you need and click OK.

Cleaning

In Power Query (Transform Data):

• Rename columns to readable names.

  • Double‑click a column title, edit it in Title Case, and press Enter.

• Set correct data types (e.g., dates → Date, amounts → Decimal Number, IDs → Text).

  • Select the column → Home tab → Data Type → choose the appropriate type.

• Trim/clean text and replace blanks with nulls where appropriate.

  • Select the column → Home tab → Replace Values → specify the value to replace and its replacement → OK.

• Create helper columns (Year, Month, MonthName, YearMonth) for easier visualisation.

  • Go to the Add Column tab → Custom Column.
  • Use the following formula:

Year = YEAR([AppointmentDate])
Month = MONTH([AppointmentDate])
MonthName = FORMAT([AppointmentDate], "MMMM")
YearMonth = [Year] & "-" & FORMAT([Month], "00")

• Click Close & Apply.

Modeling Choices

• Create a date table by merging the appointments enriched table with the doctor monthly metrics table.

• Establish a relationship between the date table and the appointments enriched table:

  1. Go to the Model view.
  2. Click the three‑dot menu on the top‑right of the data table and select Manage Relationships.
  3. Click New.
  4. Set From Table → Date, choose the date column.
  5. Set To Table → Appointments Enriched, choose the Appointment Date column.
  6. Cardinality: Many‑to‑many.
  7. Cross filter direction: Single.
  8. Click Save.

Dashboard Screenshots

Executive Overview Report

Appointments Analysis Report

Financials Report