Power BI Portfolio

Extensive portfolio of ops-ready dashboards built from the business case and tailored to the specific function.

  • Routine reporting & planning – descriptive analytics, exceptions reports, KPI scorecard, tracking open/closures of records, and lookahead tools
  • Investigative tools – comparative analytical tools, event investigator, daily monitoring, seasonality trends

Scalability and usability requires a robust data pipeline and sound design principles. Automated queries and centralized datasets hosted on Power BI Service allow for a single source of truth for the organization.

KPI Scorecard

This is a simple example for a manufacturing environment. Additional functionalities can be built to drilldown into the individual contributors.

This example includes a slicer to view at the site-level or by individual facilities, so the context of the DAX filters needs to be considered. M Code handled some functional programming aspects of the ETL process as well as executing a JOIN across the (4) Facility Numbers.

Incident Tracker

Record tracking is another key function for most business groups.

For dashboards that track ownership of a record, it may be necessary to integrate an org chart so that managers and department leads can assess metrics for their teams at various hierarchies.

Typically, the minimum requirements are: a primary trending page, management page, and reporting page. A lookahead tool can be integrated to ensure the team can plan ahead and assess if resources are overloaded.