Automating Analytics with Power BI

Case Study Data and Analytics

A major facilities management corporation implements a Power BI dashboard to replace manual data processing.

SITUATION​

Our client was creating reports in PowerPoint and pulling data from Business Objects into a MS Access Database for email distribution. Due to the time-consuming process, the client needed a partner to redesign the reports and build them in Power BI over the existing Data Warehouse.  

SOLUTION​

In order to complete the effort, we provided a project team including a UI/UX designer, Delivery Lead, and Data Engineer. Additionally, we leveraged two Power BI developers based in our Mexico Delivery Center (MDC). The project team completed the following activities:  ​

Replaced Manual Process with Daily Automated Reporting in Power BI within Seven Weeks

  • Wrote User Stories including visualization recommendations and metrics to tell the right data story​
  • Implemented a schema in Power BI with nightly data flow refresh from the client Data Warehouse​
  • Built 23 report pages packaged inside a Power BI application with navigation​
  • Provided Project Management, Testing, and Implementation into Non-Production and Production environments​

RESULT​

The final solution was delivered within a seven-week timeframe. The client was pleased with the Power BI dashboard and associated reports that were delivered. The data is refreshed nightly and has replaced the cumbersome, time-consuming manual process with an easy-to-use visual reporting solution that shows the KPIs the company is most concerned about from the viewpoint of many departments. ​

In addition, the team delivered a DevOps pipeline that creates workspaces, adds AD groups, and uploads files. We provided documentation and knowledge transfer on how to make changes and update to production.  ​