BI Reporting Solution for Regional Reporting and Business Support

Technology Used

SQL Server Integration Services (SSIS), Microsoft SQL Server, SQL Server Reporting Services (SSRS), SQL Server Analysis Services (SSAS), Microsoft Office, Dynamics AX 3.0, 4.0 & 2012, Power BI, Power Automate, Alteryx (to extract SAP data)

Team Size

4 Developers and 2 Testers

Project Duration

36 months and ongoing

Development of Regional Finance Solution by creating Multi-Dimensional Cubes and Power BI reports. Solution will be available to user groups based on authorization principles.

Customer Profile

GEA is a global equipment provider and one of the largest suppliers of processing technology for food, beverage, pharmaceutical and a wide range of other industries. The international technology group focuses on process technology and components for sophisticated production processes in various end-user markets. Their portfolio includes machinery and plants as well as advanced process technology, components, and comprehensive services.

Customer Requirements

Regional Finance Reporting:

  • Creation of Automated Reporting to leverage Central GEA BW (SAP PBW) data for Regional Meetings and provide support to Regional Finance access APR, CORE Data

Regional Business Support:

  • Creation of Data Models and Visualizations using Local ERP (SAP) and BW Data
  • Development of Analytics and KPI’s to drive business behavior
  • Assistance to local finance teams to prepare monthly financials and create visualizations to communicate financial results

Congruent’s Solution

  • Extracted data from SAP to SQL database and performed required transformations
  • Developed a Business Intelligence solution by utilizing data sourced from an SQL database
  • Business Intelligence solution – We provided SSAS cubes and Power BI visualizations
    • SSAS cubes – Developed multidimensional cubes to analyze data and Ad hoc reports
    • Power BI - Developed Visualizations and Data Models to create business solutions for commercial and operational teams
  • Row level security – Provided access to the solution based on authorization principles

Benefits

  • Streamlined the preparation process for regional business review meetings
  • Accelerated the communication of regional performance on key indicators such as Sales, OI, GP, WC, and EBITDA

Congruent’s Key Challenge

  • Performance issues resulting from creation of complex analytical measures in Power BI
    • Solved the issue by implementing analytical logic at SQL level and then pass final table to Power BI

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