Overview

Our client, Global 500 FMCG company wanted to improve reporting structure using Power BI as the base visualization tool with inclusion of Power BI Report Builder tool and other Power Apps working in conjecture for various reporting needs.

Transorg Developed methodologies for report creation, scheduling, and bursting using Power Automate, Report Builder, Online Services and Subscriptions.

  • Refined the logic of multiple metrics to bolster performance efficiency.
  • Utilized Tabular Editor for dynamic measure creation.
  • Reporting Migration to Power BI platform from legacy SAP BO for Sales Department in APAC
  • Change Management with training of users and supporting in adapting the new platform.
  • Created 2 data models in Power BI utilizing Sales, Stock, Scheme and Hierarchal data as the base for the reporting structure.
  • Access Management done utilizing Azure Active Directory.

Solution

Input Data

  • Primary Sales (SAP BW ~ 2 tables)
  • Secondary Sales (Azure SQL Server ~ 1 table)
  • Stock (Azure SQL Server ~ 2 tables)
  • Scheme and Scheme Budget (Azure SQL Server ~ 5 tables)
  • Masters – Distributors, Retailers, Products, Calendar (Azure SQL Server ~ 7 tables)

Manual user data integration for applying RLS or including target files through SharePoint Excel files and SharePoint Lists

Transform

  • Designed 32 SQL views by applying transformations and implementing necessary filters to maintain data integrity in Azure SQL Server.
  • Resolved Many to Many Cardinality with respect to relationships among SQL Views.
  • Replicated ~75 BO and Time Dimension measures in Power BI Desktop.
  • Fixed all number mismatch between SAP BO and Power BI.
  • Enhanced data pipelines and optimized views to align with specific requirements

Output

  • Used Power Automate to Schedule / Burst (RLS) reports.
  • Conducted training to 100+ users to facilitate scheduling of 860+ reports which were scheduled through SAP BO
Learn more about TransOrg’s value proposition, solution methodology and implementation approach