Case Study

BI Reporting

Designed management reporting in Power BI on top of ERP, sales, and finance data. Replaced manual Excel reporting with a single trusted source of truth.

Data insights
Real-time
Role

BI Developer

Timeline

6 weeks

Client Type

Manufacturing & Retail

Tech & Tools
Power BISQLData Analytics

The Challenge

Management reporting was manually assembled in multiple spreadsheets from disconnected data sources. Departments worked with conflicting numbers, preparation took too long, and decisions were based on stale data.

The Solution

I built a Power BI data model, aligned KPI definitions across teams, and connected key data sources via SQL queries and scheduled refreshes. The result was role-based dashboards for leadership, sales, and operations.

The Result

Reporting prep dropped from hours to minutes, leadership started working with one consistent set of numbers, and the team gained continuous visibility into performance and margins without manual consolidation.

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