Sparity tackled integration and consolidation challenges faced by a prominent retail client. The successful initiation of Power BI integration seamlessly streamlined the reporting process with diverse sales data from various sources, and formats.
Client: Retail
Services: Power BI Integration
Year: 2023
Key Challenges
- Client faced Difficulty Integrating sales data from Salesforce, retail APIs, Excel, and other sources as they vary in data formats from different sources.
- Challenges in establishing API connections for real-time data retrieval from retail stores affect the consolidation of sales information across systems on time.
- Data lake consolidation needs to be improved by the complexity of normalization and transformation that arises from managing data inputs in several forms, especially Excel.
- The inability of the current application to ensure compatibility among many systems affects the accuracy and efficiency of sales data reports.
Table of Contents
Technologies
Solution
- Leveraged Azure Synapse for robust data storage, initiated ETL processes for efficient cleansing.
- Utilized Azure Data Lake to store diverse content, enhancing data management capabilities significantly.
- Sparity Initiated the process with mapping of data sources, including Salesforce, retail APIs, Excel, and other systems.
- Executed DAX functions for data standardization, ensuring uniformity and cleanliness across diverse sources.
- Established API connections with retail stores using Power BI’s native connectors for real-time data.
- Configured Power Query for real-time data retrieval, addressing potential issues through comprehensive error handling.
- Optimized the data lake consolidation process, by capitalizing Power BI’s dataflow capabilities effectively.
- Integrated DAX functions in Power BI to resolve Excel data challenges and ensure compatibility.
- Implemented Power Query for complex data transformations, linking diverse data sources accurately.
Benefits
- Improved product sales through streamlined Power BI integration, providing a comprehensive view of product performance.
- Optimize geo-based sales strategies with real-time insights, ensuring targeted and effective regional approaches.
- Enhanced portfolio segmentation efficiency, enabling strategies for diverse product segments.
- Improved agility in decision-making by incorporating retail-specific analytics enhances more informed strategic choices.
