Modernizing Legacy Systems Through Data Migration To Create Power BI Dashboards
About the Client
The client is an independent commercial equipment finance company that caters to small and mid-sized businesses across various industries. Specializing in construction, fleet transportation, waste management, and machine tool and fabrication sectors, they offer secured loans and leases tailored to meet the needs of businesses within these industries.
- Industry: Finance
- Headquartered: USA,Tableau
- Platforms: Power BI
- Team Size: 2 Developers
The Challenge
The client originally utilized Tableau for their dashboards but migrated to Power BI, citing its advancements and cost-saving benefits. This transition involved migrating five Tableau dashboards and one workbook to ensure seamless functionality aligned with the client’s evolving requirements.
The objective was to deliver Power BI dashboards that mirrored the functionality of the original ones, tailored to the client’s specific needs and preferences.
Our Solution
In their resource allocation strategy, the development team designated two resources for the Power BI and Tableau platforms to ensure a balanced distribution of expertise and effort based on their strengths and needs.
Streamlining Data Integration for BI Tools
They acquired detailed data connection information from the Tableau Developer, streamlining connections with various data sources for efficient Power BI and Tableau analysis.
Seamless Integration for Unified Insights
Additionally, they integrated calculations directly from Tableau to facilitate seamless analysis processes.
Technologies Used
Our software architects and engineers are experts in using the latest technologies.
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Power BI
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Tableau
Business Impact
by enhancing the applications with modern functionality.
Here’s how we did it
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Choosing the Right BI Tool
Power BI was the optimal choice because it was easy to use and cost-effective, aligning with the client's priorities for simplicity and budget efficiency.
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Seamless Migration to Power BI
The migration of five Tableau dashboards and one workbook into the robust Power BI platform ensured seamless integration and accessibility.
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Driving Insights Through Data Storytelling
Tableau's proficiency in advanced analytics and storytelling helped meet the client's requirements for sophisticated analysis and compelling data narratives, enhancing their decision-making process and communication of insights.
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