Client : Top US Door Manufacturing Company
Domain : Manufacturing Reporting
Company : Visual BI Solutions
- Designed 30 + Power BI reports , dashboards , dataflows, and datasets for their manufacturing and sales data to find the important KPI metrics and designed report pages extensively to satisfy customer’s needs and self-service purpose using AI visuals in Power BI .
- Reports were built across backorder, backlog, open orders, operation completion, net requirement, order writing, maintenance, sales orders, sales analysis, doors left to build, internal quotes, accounting, etc., to help people ranging from supply chain to finance
- Connected with range of data sources like Snowflake,MS SQL server, Sharepoint, excel etc.
- Have used Power Query to clean data and do transformations and DAX to provide customized calculations.
- Created dashboards with important KPI tiles and provided mobile support. Managed datasets and dataflow refresh schedules. Provided Universal datasets to business users to create their own customized reports.
- Adept in creating time based calculations using DAX for ISO 8601 calendar, Gregorian Calendar and Custom Calendar for various accounting patterns like 4-4-5, 4-5-4 and 5-4-4.
- Have implemented Row level security & configured gateways for on-prem data sources and schedule refreshes.
- Created Power automate flows to customize the schedules of dataset refresh in service as frequent as requested by the stakeholders.
- Maintained gateway log reports for on-prem data gateways to identify the queries that were taking long to execute on scheduled refresh and optimized those to meet the SLA.
- Performed time to time performance optimization of power bi datasets and reports by assigning datasets with complex data models in apt premium capacities, optimized dax over slow loading visuals , disabled auto date/time and summarized metrics wherever applicable and monitored gateway servers then and there to catch sluggish refreshes.
- Supported unit testing & UAT of developed reports to meet the stakeholder expectations.
Tools used : Power BI, Snowflake,DBT,MS SQL server,DAX studio
Client : Top US Door Manufacturing Company
Domain : Manufacturing divestiture
Company : Visual BI Solutions
- Migrated 4+ workspaces comprising of 100+ reports & users between two Power BI tenants.
- Created a power BI Metadata report to inventorise power bi artifacts of original tenant using Power BI scanner admin APIs used inside power automate cloud flow with metadata json & trigger files dumped inside a sharepoint folder. Enabled a cloud trigger flow to automate this scanning at daily frequency.
- Enabled backup of Power BI datasets of old tenant in Azure Blob Storage Location as a pre-migration step.
- Took inventory of premium & azure capacities and gateway keys of old tenant as pre-migration step & recreated the same in new tenant post migration.
- Modified a web scrapping PAD flow to do automatic extraction of admin portal settings of old tenant to be replicated for new tenant.
- Automated the migration process as much as possible through powershell scripts for tasks ranging from downloading reports from one tenant ,collecting dataflow json,deploying reports into new tenant,setting catalogues & refresh schedules in new tenant and adding users & permissions to new workspaces as required.
- Provisioned fully regression tested, signed off and functioning power bi reports,datasets & dataflows.
- Provided documented migration plan,development,configuration and implementation of Power BI reports,datasets & dataflows.
Tools used : Power BI service, Power BI desktop,Powershell, GIT,Power Automate, Azure apps, Azure Blob Storage,Sharepoint.
Client : Top US Metal & Glass Packaging Company
Domain : Manufacturing Reporting
Company : Visual BI Solutions
- Developed 10+ Power BI reports using BEX queries,excel & Sharepoint data for Storeroom staff members ranging from workers to top executives to enable visibility over storeroom spend, check book, negative inventory,open shipments,glass confirmation and base production etc.
- Worked hand on hand with stakeholders & backend data engineers to meet the expected reporting needs.
- Designed wireframing mockups for expected reports using mockup.ai.
- Modeled data using provided BEX queries & excel files in star & snowflake schemas.
- Transitioned available reference excel reports based on these BEX queries by converting excel formulas into m codes & dax wherever applicable and replicated visuals over there in PBI.
- Validated data at three levels from SAP ECC,SAP BW ( using analysis for office) and in PBI reports as part of testing.
Tools used : Power BI,SAP BW (Business warehouse),Analysis for office in excel, SQL server (Data warehouse), SAP ECC,mockup.ai,sharepoint.
Client : Internal
Domain : HR/People Analytics Reporting
Company : Visual BI Solutions
- As part of merger and acquisition ,helped the management with several HR/people analytics reporting solutions in looker by developing 15 + looker reports.
- Developed looker reports across headcount,employee timesheets,utilization,scheduling,skills,project profile,client profile,booking,certifications,project PO & SOW,engagement leadership etc.
- Created required Looker projects, explores, views, dimensions, and measures to execute the above reports
- Developed data shaping sql query tables in DBT transformation layer of available fact & dim tables to be consumed by looker for fast loading of it's reports.
- Switched the company's looker instance from service account to OAuth connection to implement RLS and later optimized RLS using user attributes.
- Promoted reports from dev to prod instance and maintained release notes periodically.
- Did POC for tabbed view in looker.
- Later migrated part of these looker reports to Power BI as per management's request by converting looker explores into power bi data models.
- Validated data accuracy at three levels from open air, big query & then in looker/power bi reports to sign-off these reports from stakeholders' side.
Tools used: Looker, Power BI, Google Sheets, Cloud Storage, BigQuery, DBT, Open Air
Stakeholders: R&A Shell Energy Regional Leads, R&A Shell Energy Business Stakeholders (EVP, VP, GM), and R&A Shell Energy FM and PAR leads
Domain: Finance Reporting
Company: Shell Energy Markets Private Ltd
- Developed an end-to-end ETL solution, 'Shell Energy MI Pack,' with required Opex/Capex-related KPIs that will support effective cost/spend reviews and control for the Asia and Australia region
- Created required variants from different identified SAP systems, which were then used in Alteryx workflows to extract, transform, and load data into SQL Server
- Developed 'Energetic 1.0 MI Asia & Australia' PBI report, which gives visibility over a number of finance KPIs across various regions, periods, businesses, projects, etc.
- Translated Alteryx workflows that were used for transformation into Databricks notebooks, with data manipulation achieved through Spark, Pandas, and NumPy coding, as ETL is moved to Databricks in the organization currently
- Created a Power App and integrated it with the report to enable the commentary option in the Power BI report, as requested by stakeholders
- Post Go Live automated the Databricks notebooks and Alteryx workflows to ease the run and maintain activities
- Have created and have been maintaining various mapping and input files, which are the key drivers of the PBI report
- As part of hypercare, performing data disposal plans, historical data management, and year rollover activities now
Tools used: Alteryx Designer App, shared drive (for storing input and mapping files that can be used in Alteryx workflows), Databricks Notebooks, Power BI Desktop, Power App, SAP GUI, and Analysis for Office
Stakeholders: R&A Shell Energy Regional Leads, R&A Shell Energy Business Stakeholders (EVP, VP, GM), and R&A Shell Energy FM and PAR leads
Domain: Finance Reporting
Company: Shell Energy Markets Private Ltd
- Developed 'Shell Energy Strategic B2B Data Product', a Power BI dataflow from scratch by performing data ingestion and data transformation (done using Alteryx workflow and Databricks notebooks), and the final data product (the PBI dataflow), which serves as a source for several global PBI reports
- With the above data product as the source, developed the Global PBI reports (B2B EU retail, OFW, OPI, SEAM, and balance sheet report), which give visibility over an exhaustive list of finance KPIs across various asset domains, regions, periods, etc
- Maintaining various manual adjustment and mapping files with regard to these reports (serving currency conversion, asset domain and company code mapping, RLS, KPI mapping etc ).
- Created multiple Power Apps to enable a commentary option in the reports, and integrated it with the PBI reports
- Have taken care of rewiring of reports as part of the ERP migration, which changes the foundational layout, fields, and grouping of the original source data of the reports
- Performing and monitoring the run and maintain activities for data loads and report delivery on stakeholder requested workdays.
Tools used: Alteryx Designer App, share point (for storing input and mapping files that can be used in Alteryx workflows), Databricks Notebooks, Power BI Desktop, Power App, SAP GUI and Analysis for Office
Stakeholders: R&A Shell Energy Team and FO team
Domain: Finance Reporting
Company: Shell Energy Markets Private Ltd
- Developed the 'RES Monthly Flash Report' which provides insights into the performance of Shell Energy Assets by comparing key performance indicators - such as External Power Sales , External Gas Sales ,Adjusted Earning etc against the LE & Plan value.
- Created 3 Azure Synapse Analytics Notebooks to perform data transformation required for the report development.
- Created 2 different power apps for user access management and for the commentary enablement in the report.
- Maintaining various input and mapping files which drives the period configuration and KPI mapping which are integral parts of the report.
- Performing and monitoring the run and maintain activities for data loads and report delivery on stakeholder requested workdays.
Tools used: Share point (for storing input and mapping files), Azure Synapse Analytics Notebooks, Power BI Desktop, Power App, GITHUB