Executive Summary
About Client
Bamboo Strategic Media is an innovative strategic marketing group that uses data to grow your business, for which Peritos supported them in Power BI Reporting. Their combination of experiences in business development, education, engineering, and media creation offers our clients a unique approach to analyzing their business needs and developing robust, innovative solutions.
https://www.bamboostrategicmedia.com/
Location: Gainesville, Florida
Project Background
Microsoft PowerBI is one of most used BI Visualization tool which comes with a lot of out of visualizations. This helps BI developers in creating reports and dashboard by integrating with data source of choice. Apart from out of box visualization, BI developers can also use visualization that are available over PowerBI marketplace, which satisfies the data analysis requirements.
Scope & Requirement
The scope here was to create custom Power BI visualizations reports for data analysis, which was asked by the client.
This helped client to configure icons, show visual elements on the UI. This includes:
- Showing Icons
- Ability to add more icons
- Make column data configurable
Here, you will also learn how we created a custom PowerBI visualization for the customer for their Power BI data analysis requirements. The document covers the technical details around the process we followed. We helped customer to publish this report in Power BI. Custom visualization developed and now can be controlled with highly configurable advance
UI
Implementation
Technology and Architecture
Technology
The migration was deployed with the below technological component
• For Azure Dataverse- The underlying technology used was Azure SQL Database
• For Azure Blob Storage- It supported the most popular development frameworks including Java, .NET, Python & Node.js
Security & Compliance:
- Tagging Policies
- Azure config for compliance checks
- NIST compliance
- Guardrails
- Security Hub
Backup and Recovery
Azure Backup provided a simple, secure, cost-effective, and cloud-based backup solution to protect the business or application-critical data stored in Azure Blob in two ways- Continuous backups & Periodic backups
Network Architecture
- Site to Site VPN Architecture using Transit Gateway
- Distributed Azure Network Firewall
- Monitoring with Cloud Watch and VPC flow logs.
Cost Optimization
- Alerts and notifications are configured in the Azure cost
Code Management, Deployment
- Cloudformation scripts for creating stacksets and scripts for generating Azure services was handed over to the client
Challenges
- Discovery the relevant examples in the community for advance configurations
- Integration of React with Power BI
- Advance custom UI development and management the persisted configurations
- Reverse engineering of the already built custom visualizations
- Debugging and running the already built examples as they are outdated
- Lack in the Power BI documentations
Project Completion
Duration
Deliverables
- To fulfil the client’s requirements, we provided the flexible and scalable solution with the help of Power BI custom visualizations.
- We used Power BI CLI tool to create the build the custom visualizations.
- We leveraged the power of React to for efficiently DOM manipulations.
- TypeScript played an important role for static code analysis to make code less error prone.
- Advance custom UI developed to manage the highly configurable system.
- React Native code base
- Power BI Visual icon set
- Power BI customized dashboard with Reporting capabilities of Power BI
- Custom Features like Vertical text, Icon Set configuration, Sort, filter, slicer and other default
options
Support
To fulfil the client’s requirements, we provided the flexible and scalable solution with the
help of Power BI custom visualizations.
• We used Power BI CLI tool to create the build the custom visualizations.
• We leveraged the power of React to for efficiently DOM manipulations.
• TypeScript played an important role for static code analysis to make code less error prone.
• Advance custom UI developed to manage the highly configurable system.
Testimonial
Evania Fernandes
building Manager
ultimate property group
Next Phase
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Executive Summary
About Client
Location: Denmark
Project Background
QuickBook is a leading software application for accounting and bookkeeping. One of our clients wanted to create Power BI reports for data analysis using data from Quick books application.
Scope & Requirement
In this case study we discuss:
- How we gathered client requirements and understood end-to-end flow of the entire process
- Set up the report in QuickBooks desktop version
- Integration between Power BI and QuickBooks
- Finally identifying the data that needs to be connected and syncing with Power BI to project reports
Implementation
Technology and Architecture
Technology
The migration was deployed with the below technological component
• For Azure Dataverse- The underlying technology used was Azure SQL Database
• For Azure Blob Storage- It supported the most popular development frameworks including Java, .NET, Python & Node.js
Security & Compliance:
- Tagging Policies
- Azure config for compliance checks
- NIST compliance
- Guardrails
- Security Hub
Backup and Recovery
Azure Backup provided a simple, secure, cost-effective, and cloud-based backup solution to protect the business or application-critical data stored in Azure Blob in two ways- Continuous backups & Periodic backups
Network Architecture
- Site to Site VPN Architecture using Transit Gateway
- Distributed Azure Network Firewall
- Monitoring with Cloud Watch and VPC flow logs.
Cost Optimization
- Alerts and notifications are configured in the Azure cost
Code Management, Deployment
- Cloudformation scripts for creating stacksets and scripts for generating Azure services was handed over to the client
Challenges
We encountered some issues as below:
- QODBC connection using the QuickBooks company’s file had certain limitations for instance if QuickBooks is closed, then Power BI connection didn’t work and throwing error if there’s any popup window is open in QuickBooks
- Finding the corresponding tables in QQube in accordance to QuickBooks was a time consuming task
- Ensuring this end-to-end integration did not hamper the data quality
Project Completion
Duration
Deliverables
We used the below solution components to integrate QuickBooks to Power BI for data analysis, report creation and publishing these reports so that people across the organization can access the reports remotely .
- Using QQube as the Middleware to provide data to PowerBI
- Schedule Data sync between QuickBooks and QQube
- PowerBI Gateway to refresh the data in report from On-Prem QQube
- Date/Time based filtering of the data
- Tree hierarchy based filters
Support
- For all Licenses we implement we provide monthly billing with 20 days credit Terms.
- We provide Value added services by sending reports to the client on the license usage and last activity date for each user to help them manage their license cost and to get visibility
Testimonial
Evania Fernandes
building Manager
ultimate property group
Next Phase
