Developing an Internal Analytics Dashboard for Accelerated Data Reporting and Insights

The client currently collects data in CSV files processed with R scripts, resulting in time-consuming report preparation (up to a week per project), manual effort, and a risk of human errors. Their existing process hampers quick response to client needs and limits operational agility. There is a need for a comprehensive BI solution that streamlines data analytics, enables instant report generation, and improves data accuracy.

A mid-sized media analytics firm specializing in market research, ad performance analysis, and cultural insights, serving numerous leading brands across diverse sectors.

• Reduce the time required for data analysis and report preparation from up to one week to mere minutes or hours.
• Enable on-demand generation of customizable reports in various formats such as PowerPoint and PDF.
• Facilitate real-time or scheduled data updates by integrating with existing data storage locations.
• Improve data accuracy and minimize human errors through automation and validation.
• Support interactive exploratory data analysis with configurable filters, diagrams, and analytics modules.
• Provide comprehensive training to the client’s team to ensure effective adoption and utilization of the new BI tool.
• Allow display of report visuals on large screens for client presentations without additional preparation.

• Automated data ingestion from cloud storage (e.g., SharePoint or equivalent) with daily query and update capabilities.
• Data modeling and transformation features to prepare datasets for analysis and reporting.
• User-friendly dashboards with visualizations, filters, expand-collapse items, and themes configuration.
• Export functionalities to generate reports in PowerPoint and PDF formats, with options for printing and presentations.
• Analytical module enabling exploratory analysis with customizable filters, diagram types, and detailed metrics.
• Dashboard display options optimized for large screens to facilitate client demonstrations.
• User training modules comprising detailed sessions on data loading, visualization, DAX measures, and report customization.

• Cloud storage services for data input and updates
• Export functionalities for PowerPoint and PDF report formats
• Display options for large screen presentations

• Data refresh cycles should occur at least once daily to ensure up-to-date reporting.
• System should support concurrent multi-user access with role-based permissions.
• Reports must be easily exportable and display correctly on various screen sizes.
• Maintain data security and privacy, complying with relevant standards.

The implementation is expected to halve the time spent on data analysis and report creation, enabling the client to respond rapidly to client inquiries and deliver insights more efficiently. By automating data updates and report generation, the client can improve accuracy, reduce human errors, and enhance overall operational agility, ultimately accelerating project delivery times and increasing client satisfaction.