Power BI Implementation & Unified Reporting
A Power BI implementation unifying SAP, Salesforce and spreadsheet data into one analytics platform, with standardized dashboards and user training.
What was implemented
The same client as the SAP HANA engagement. Reporting was assembled by hand from three systems that did not agree with each other. We consolidated them into a single analytics platform with standardized dashboards, so the argument moved from whose number is right to what the number means.
Before the project
Data was disconnected across systems, reporting was slow, and visibility across departments was limited. Teams built their own reports in spreadsheets, which meant the same question got different answers depending on who asked it and when. The requirement was to unify reporting and enable real-time analytics without disrupting daily operations.
What ITDC delivered
We led a Power BI implementation integrating data from SAP, Salesforce and Excel into a centralized analytics platform, with standardized dashboards, optimized data models and training sessions to support adoption.
What the system does
Multi-source integration
SAP, Salesforce and spreadsheet sources brought into one platform.
Standardized dashboards
One agreed definition per measure, presented consistently across departments.
Optimised data models
Models built for query performance rather than mirroring source structures.
SKU performance
Product-level performance and markdown analysis.
Location performance
Sales performance by location.
User training
Training sessions run as part of delivery to support adoption.
How it fits together
A layer-level view. We do not publish hostnames, addresses, credentials, firewall rules or topology detail for systems in production.
Built with
Controls in the delivered system
High-level controls only. Detailed security design is shared under NDA with the client organization, not published.
How it was rolled out
Source assessment
The three source systems assessed for structure, quality and refresh constraints.
Model build
Data models built and measures standardized with the business.
Dashboard delivery
Standardized dashboards delivered by department.
Training and adoption
Training sessions run so the platform was used rather than merely delivered.
What came of it
Each outcome carries the label that describes what kind of claim it is. We never present a target as a measured result — see our claims policy.
SAP, Salesforce and Excel data consolidated into one analytics platform.
Product-level performance, markdown and location sales analysis available from one place.
Integration was read-only and refreshes scheduled so daily operations were unaffected.
The capabilities behind this project
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