The Challenge
A leading company referred to here as the client, sought to enhance its data visualization and analytics capabilities by transitioning from Domo Dashboards to Microsoft Power BI. The client’s primary objective was to replicate their existing dashboards in Power BI with a refreshed focus on their customer, “Brinker.” A significant challenge was the integration of Power BI with NetSuite via an ODBC connection, especially given the large volumes of data involved. The Customer table alone contained over 400,000 records, leading to prolonged data loading times. Additionally, the client required the dashboards to be developed within a tight deadline of a few days, posing a considerable challenge given the complexity of the task.
The Solution
Our consultancy agency stepped in to assist the client with their Power BI dashboard creation, addressing each challenge with strategic solutions:
Optimized Data Integration: Recognizing the limitations of the ODBC connection, especially with the Oracle database’s compatibility issues with Power BI, we recommended an alternative approach. We suggested leveraging NetSuite Analytics Warehouse, a cloud-based BI solution that could seamlessly integrate with Power BI, thus improving data loading times and overall dashboard performance.
Custom Dashboard Development: Drawing from the example attachments and specific requirements provided by the client, we meticulously crafted Power BI dashboards that mirrored the desired layout and functionality seen in their Domo Dashboards. This included replicating various charts and widgets focusing on Brinker, ensuring a familiar yet improved user experience.
Language and Filter Adjustments: Addressing the client’s request for language updates, we ensured all dashboard labels, including those on the Backorder dashboard, were presented in English. Although adding numerous filters was identified as a time-consuming task, we engaged in a detailed discussion with the client about the implications. We agreed to prioritize essential updates to meet the project’s tight deadline.
Summary Dashboard Creation: We proposed and implemented a summary tab to enhance the dashboard’s utility. This tab featured key charts from each dashboard section, carefully selected based on the client’s specifications. For charts lacking titles, we added descriptive titles such as “Open Orders by Product Category” to ensure clarity and usefulness in the summary view.
The Outcome
The successful implementation of the Power BI dashboards significantly improved the client’s data visualization and analysis capabilities. The transition from Domo to Power BI, coupled with the strategic use of NetSuite Analytics Warehouse, resulted in faster data loading times, enhanced dashboard performance, and more insightful data analytics tailored specifically to Brinker.
The project was delivered within the ambitious deadline set by the client, thanks to our team’s expertise and efficient project management. The client was particularly pleased with the custom solutions provided, including the language corrections and the highly functional summary dashboard, which offered a consolidated view of key metrics across all tabs.
Conclusion
This case study exemplifies our consultancy agency’s ability to navigate complex data integration challenges, deliver custom Power BI solutions, and meet the specific needs of our clients within tight deadlines. Our approach not only addresses immediate technical challenges but also ensures that the solutions we provide are scalable, efficient, and tailored to our clients’ strategic goals.