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PROJECT / Professional / Business Systems

City of Houston

Highlights from my work with the Department of Neighborhoods: survey analysis, clearer reporting, a central data workspace, and practical tools for everyday operations.

ExcelPower QueryXLOOKUPPower BISharePointPower AppsPower AutomateData Governance
Department of Neighborhoods SharePoint Data Workspace created by Gerry Taylor II.
The SharePoint Data Workspace: a central home for departmental data resources.

01 / THE QUESTION

The question

How can I make departmental data easier to understand, reporting easier to maintain, and shared information easier for colleagues to find?

02 / THE APPROACH

The approach

  1. Translate staff feedback and leadership questions into survey dashboards and written reports.
  2. Improve departmental Excel reporting by consolidating source queries into one master table and using XLOOKUP for the reporting views.
  3. Bring dashboards, resources, and shared definitions together in a SharePoint data workspace and navigable glossary.
  4. Build tools for emergency information, intern timekeeping, and recurring administrative workflows.

03 / KEY INSIGHTS

Key insights

A useful data solution has to fit the people using it. Leadership needed both visual findings and clear written explanations; reporting staff needed fewer refresh steps; colleagues needed one place to find resources and definitions. Across these highlights, I focused on making information understandable and routine tasks easier to carry out.

04 / OUTCOME & IMPACT

Outcome & impact

Delivered retreat survey dashboards and two written reports, simplified linked Excel reporting from multiple refreshes to one, and created a central SharePoint data workspace and glossary. I also built an emergency information dashboard, developed an intern timekeeping app, and created automation flows for administrative processes.

THE PROJECT IN DETAIL

Work highlights

HIGHLIGHT 01

DON retreat: listening to the team

DON retreat Power BI dashboard with survey rating distributions and average response gauges.
DON retreat word clouds showing themes across written feedback, including collaboration, people, and training.

The Department of Neighborhoods retreat brought staff together for team bonding, collaboration, and expectations for the next fiscal year. I created a Power BI dashboard to help leadership understand staff feedback about the experience and their sense of clarity about divisional roles.

I used rating distributions and summary gauges to show the survey results, then word clouds to make themes in the written feedback easier to explore. The accompanying report records that 100% of respondents rated their overall experience positively. Feedback also pointed to interest in cross-divisional training and opportunities to work together.

The report describes the before-and-after role-confidence questions as being collected after the retreat. These are staff reflections on perceived change, rather than an independently measured change in performance.

HIGHLIGHT 02

Turning the findings into two leadership reports

Alongside the dashboard, I wrote a detailed DON Retreat Report and a one-page summary. The detailed report explains the retreat objectives, survey questions, analysis methods, key insights, and recommendations. The one-pager brings the purpose, key findings, and workgroup participation into a format leadership can review quickly.

Writing for both levels of detail helped me translate the same analysis for different reading needs: a concise overview for immediate discussion and a fuller explanation of how the findings were developed. Recommendations included exploring cross-divisional training and following up on staff perceptions over time.

HIGHLIGHT 03

Excel reporting: from multiple refreshes to one

Original Excel reporting workbook with separate departmental query sheets and monthly volunteer measures.
Consolidated Excel query table retaining source workbook, department, month, and reporting fields.
Updated Excel program totals layout with departmental monthly reporting sections.

I created reporting workbooks for multiple City of Houston departments contributing data to a program within DON. The first version brought separate departmental sheets into a master workbook through individual queries, but staff had to refresh multiple pages to update the reporting.

For the next fiscal year, I combined the source forms into one master query sheet and used XLOOKUP to pull the numbers into the reporting layout. Staff could then update the linked workbook data with a single refresh. This made gathering contributions from other departments easier to manage while keeping the reporting format familiar.

HIGHLIGHT 04

Emergency coordination: keeping key information together

HERT Calculator dashboard with department selectors, employee counts, selection requirements, and employee-list access buttons.

I built an emergency dashboard to bring key departmental information and designated rosters into one place. The HERT Calculator view lets users select a department, review its Tier 2 or Tier 3 employee count and selection requirement, and access the corresponding employee list.

The focus was making the relevant information easier to find across divisions. The figures shown here are an example from the original dashboard, not a current staffing roster.

HIGHLIGHT 05

SharePoint: a central data workspace

Department of Neighborhoods SharePoint Data Workspace with organized resource tiles and data tools.

The department needed a central place for its information and data resources. I created a data subsite within the department SharePoint site, embedded dashboards I had built, and organized access to useful data tools and materials.

I also worked as a SharePoint administrator. This work connected the analysis itself with the practical question of how colleagues would find and use it in their day-to-day work.

HIGHLIGHT 06

A glossary colleagues can navigate like a dictionary

DON Data Glossary in SharePoint with alphabetical anchor links and an example definition.

I built a DON Data Glossary within SharePoint to make shared definitions easier to find. I learned to use page anchors and linked the alphabetical navigation to specific locations on the page, creating a digital dictionary.

This gave colleagues a way to jump directly to a term instead of scrolling through the entire page, supporting a more consistent understanding of the language used in departmental work.

HIGHLIGHT 07

Learning Power Apps through an intern timesheet

Power Apps Studio development view of an intern timesheet app with Punch In and Punch Out buttons.

I learned Power Apps by building an app for interns to clock in and out. The interface centered on straightforward Punch In and Punch Out actions, giving me a practical way to explore app design around a real administrative need.

This view shows the app during development in Power Apps Studio.

HIGHLIGHT 08

Power Automate: connecting recurring tasks

Power Automate list of grant email, event calendar, form notification, and intern timesheet approval flows.

I created Power Automate flows for recurring administrative tasks, including matching-grant response emails, event-calendar processes, form-response notifications, and an intern timesheet approval flow.

These examples show how I explored automation across Microsoft tools to support repeatable workflows. The image is a record of flows I created; it does not imply that every flow is currently active.

Work examples and narrative supplied by Gerry Taylor II. Retreat reporting is summarized from the DON Retreat Report and its one-page summary; raw staff comments are not reproduced. Images show the tools at the time they were captured.

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