Complex Dashboards and Power BI
Visualizations for a Cloud LOS

Application modernization and enhancing user experience for a global logistics firm

Industry

Banking & Financial Services

Technologies

SQL Server, Microsoft Power BI, SSRS Report

Region

Europe

An industry leader in cloud based loan origination required complex dashboards and quick data visualization options to reduce overheads and speed up processes. Time was key and a solution which required fewer updates and intervention was the need.

Goal

A custom implementation for a complex dashboard using SQL Server and SSRS reports were causing overhead and required regular updates. In spite of this, the visualizations did not meet the required mark when they had to filter based on loans within a region or to interpret current business trends.

Method

Data extracted was also used with the in built tax functions; Q&A and row level security options were used to build the custom reports. Different data models were created to filter based on client requirements.

Results

iNatrix implemented a Microsoft Power BI solution where data from MS SQL Server was connected with power query and a data modeling relationship was created based on the client requirement.