Streamlining Retail Tax Data with Power BI
Client Challenges: Tax Rate Diversity: Managing tax rates for 5,000+ products with varying tax rates across 15 regions. Data Complexity: Data stored in 12 different formats, including CSVs, Excel files, and ERP system exports. Accuracy Issues: Ensuring accurate tax reporting amidst frequent tax rate changes. Manual Calculations: Time-consuming manual tax calculations leading to delays and […]
How to Use Report Bookmarks in Power BI to Enhance Storytelling and Share Insights
Introduction Power BI’s robust features allow users to create dynamic and interactive reports, but sometimes you want to go a step further. One of the most effective ways to do this is by using report bookmarks. This powerful feature lets you capture the current state of a report page—including filters, slicers, and visuals—so you can […]
Creating a Dataflow in Power BI: A Step-by-Step Guide
Introduction Dataflows are essential in Power BI, allowing users to centralize, clean, and transform data from various sources. A dataflow in Power BI acts as a collection of tables within a workspace, making it easier to manage large sets of data. It’s not just about storing data; dataflows play a vital role in data transformation […]
Automating Customer Relationship Management(CRM) for a Logistics Client
Client Challenges The client faced several challenges in their existing CRM processes: Manual ProcessesThe company’s CRM relied heavily on manual input, which was time-consuming and prone to errors. This resulted in delays in responding to customer inquiries and inconsistent service quality. Resource ConstraintsThe logistics company struggled with limited human resources, making it difficult to manage […]
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