Simulated BI Consulting Project

In the context of a simulated engagement, this project, driven by a business need to enhance decision-making processes, showcases my talent in KPI and BI dashboard creation. Through diverse solutions, the strategic implementation of a Power BI data model exemplifies my expertise in optimizing resource allocation and fostering collaboration for efficient project management.

Project Background & Purpose

Embarking on this simulated consulting project, my primary goal is to enrich my skills in Business Intelligence (BI), data modeling, and consulting. This initiative is designed to not only showcase my technical proficiency but also to demonstrate my consulting experience. By delivering client deliverables that mirror real-world expectations, I aim to present a comprehensive sample of my capabilities in BI and data modeling within a consulting context.

Problem Statement

Our client, a dynamic and forward-thinking business, has engaged our services to unlock the potential within their data. This project is driven by a genuine business need to enhance decision-making processes through the strategic implementation of a Power BI data model.

Objectives

Through Legacy Report Enhancements, I aim to elevate the current reporting system by recreating and enhancing the legacy report, employing advanced DAX language and modeling techniques to ensure the accuracy and relevance of metrics.

Additionally, I will provide recommendations for customer acquisition benchmarking. In the realm of Data Insights, my focus is on crafting a data model that not only fulfills current requirements but also lays the groundwork for future data integration. This involves showcasing proficiency in both data analysis and report design, aligning with the client's vision for an intuitive and impactful reporting system.

The strategy extends to Scalability and Future-Readiness, where the design of the data model prioritizes scalability to accommodate additional datasets and future analytical needs. Addressing the client's desire for time intelligence calculations, the system is meticulously prepared for evolving data requirements.

Design Process

Discover

Understand the client's current data landscape and challenges.

  • Conduct initial client meetings to comprehend their existing data infrastructure, challenges, and business goals.
  • Review existing reports, data sources, and decision-making processes.

Define

Clearly define the goals and scope of the project.

  • Collaborate with stakeholders to define specific objectives and key performance indicators (KPIs) for enhanced decision-making.
  • Develop a project scope document outlining the client's expectations and deliverables.

Ideate

Brainstorm potential solutions and strategies for implementing a Power BI data model.

  • Host ideation sessions with the project team to explore various approaches to data modeling and visualization.
  • Research industry best practices and innovative Power BI features that align with the client's needs.

Design

Develop a strategic plan for implementing the Power BI data model.

  • Create a detailed project plan outlining the design phases, tasks, and timelines.
  • Design the Power BI data model, incorporating insights from the discovery phase, and aligning with the defined objectives.
  • Implement time intelligence calculations and other strategic features to enhance decision-making.

Review

Validate the design against client expectations and refine as necessary.

  • Conduct regular review sessions with the client to showcase design progress and gather feedback.
  • Adjust the design based on client input, ensuring alignment with their vision for enhanced decision-making.
  • Perform thorough testing to validate the functionality and accuracy of the Power BI data model.

Results

slides

In addressing the dynamic needs of my client, my strategic approach resulted in a profound transformation of their reporting system. Through Legacy Report Enhancements, I meticulously recreated and refined existing reports, leveraging advanced DAX language and modeling techniques to ensure unparalleled accuracy and relevance of metrics. I provided actionable recommendations for customer acquisition benchmarking, supplying valuable insights for informed decision-making.

dashboards

The Data Insights initiative delivered a robust data model that not only satisfies current requirements but also lays the groundwork for seamless integration of future data. Showcasing my proficiency in both data analysis and report design, I aligned the solution with the client's vision, producing intuitive and impactful dashboards that empower users. With a focus on Scalability and Future-Readiness, my designed data model anticipates the client's evolving needs. It is poised to accommodate additional datasets effortlessly, ensuring scalability and flexibility.

Addressing the client's specific request for time intelligence calculations enhances the system's readiness for evolving data requirements. My deliverables include comprehensive sample assessments, offering tangible proof of my commitment to elevating decision-making processes, enhancing data insights, and future-proofing the reporting system for sustained success. Examples can be seen below.

Technical Skills Obtained

  • Power BI Desktop Proficiency

    Developed proficiency in using Power BI Desktop for data importing, transformation, visualization, and report/dashboard creation.

  • Data Cleaning and Transformation:

    Gained experience in cleaning and transforming raw data using Power Query Editor, ensuring data quality and relevance.

  • Data Modeling and Relationships:

    Acquired skills in designing effective data models, establishing relationships between tables, and creating calculated columns or measures using DAX (Data Analysis Expressions).

  • Dashboard and Report Design:

    Learned best practices in designing intuitive and visually appealing dashboards and reports to effectively communicate insights.

  • Creating Custom Measures:

    Gained expertise in creating custom measures using DAX to derive new insights and key performance indicators (KPIs) from the data.

  • Advanced DAX Functions:

    Learned and applied advanced DAX functions, such as CALCULATE, RELATED, SWITCH, and others, to perform complex calculations in Power BI.