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Development of a Custom Power BI Analytics Dashboard and Training Program for Enhanced Reporting Efficiency
  1. case
  2. Development of a Custom Power BI Analytics Dashboard and Training Program for Enhanced Reporting Efficiency

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Development of a Custom Power BI Analytics Dashboard and Training Program for Enhanced Reporting Efficiency

itransition.com
Business services
Pharmaceuticals
Technology
Food & Beverage

Current Challenges in Data Processing and Reporting

The client manually processes data from CSV files using R scripts, resulting in time-consuming Excel-based reporting workflows that require up to a person-week monthly. This manual process introduces risks of human error, lacks interactive visualization capabilities, and requires separate PowerPoint presentations for client deliverables.

About the Client

A US-based analytics and research consulting company specializing in market research, ad performance analysis, cultural insights, and brand monitoring for 20+ years

Project Goals

  • Automate data integration from CSV files to Power BI
  • Create interactive dashboards with summary metrics for ad performance
  • Enable seamless export of reports to PowerPoint and PDF formats
  • Implement analytics modules with advanced filtering capabilities
  • Train employees to independently use Power BI for future projects

Core System Functionalities

  • Daily automated data synchronization from SharePoint-stored CSV files
  • Customizable dashboards with drill-down capabilities for ad performance metrics
  • One-click report export to PowerPoint and PDF formats
  • Interactive visualization tools with theme customization
  • Expandable analytics module with pre-configured DAX measures

Technology Stack

Power BI
SharePoint
R scripts
DAX

System Integrations

  • SharePoint folder integration for source data access
  • Power BI desktop integration with existing R data models

Non-Functional Requirements

  • Scalable architecture for handling large datasets
  • Real-time data refresh capabilities
  • Role-based access control for data security
  • Cross-platform compatibility for presentation exports

Expected Business Impact

Projected 50% reduction in monthly reporting time (from one week to one day per project), elimination of manual data entry errors, and improved client presentation quality through interactive visualizations. Training program ensures immediate user adoption and sustained productivity gains.

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