Pedro is available for hire
Hire PedroPedro J M Fidalgo
Verified Expert in Engineering
Data Warehouse Developer
Lisbon, Portugal
Toptal member since August 15, 2016
Bio
Pedro is a data warehouse & BI pro over multi-terabyte based systems (Oracle, SQL Server, DataStage, SQL, PL/SQL, T-SQL, SSIS, MicroStrategy, & BusinessObjects). He's also an experienced database designer/developer (Relational 3NF or DWH Dimensions, Kimball). He has worked with various tech: RAD (VBA Access, C#, VB6, Excel, Java), report/dashboard, complex process automation, data analysis & enrichment, SQL tuning, and algorithms.
Portfolio
Institute of Informatics, Government of Portugal
Exadata, Oracle, Jakarta EE (Java EE or J2EE), Java...
Freelance Work
Oracle, SQL Server Integration Services (SSIS), Microsoft SQL Server, C#...
Derivative Path, Inc.
SQL, Microsoft SQL Server, SQL DML, Data Queries, SQL Performance...
Experience
- SQL - 24 years
- Data Analytics - 22 years
- Data Warehousing - 20 years
- Microsoft Access - 20 years
- ETL Implementation & Design - 20 years
- Visual Basic for Applications (VBA) - 20 years
- Oracle - 19 years
- SQL Server Integration Services (SSIS) - 9 years
Preferred Environment
ETL, Microsoft Excel, Microsoft Access, C#, Visual Basic for Applications (VBA), SQL, Oracle SQL, Data Warehousing, Data Warehouse Design, Databases, Excel Reporting, Database Modeling, SQL Server 2015, Microsoft SQL Server, Relational Database Design, ETL Pipelines
The most amazing...
...thing I created was a full 2 meter wide glider model from scratch when I was 13 years old; this is like programming, each piece in the correct position.
Work Experience
Software Developer | DWH Support
2013 - PRESENT
Institute of Informatics, Government of Portugal
- Refurbished and optimized a 63-hour-long ETL data mart chain to an IBM DataStage Parallel Server 9.1. Reduced the chain-critical path to 23 hours.
- Developed several PL/SQL Oracle packages regarding the Portuguese annual financial statement political measures. The measures are mostly related to a national wage declaration system that all companies must adopt.
- Implemented several new operations aimed at the national social security system. The operations were developed towards a fat Swing MVC client using Java and running business rules layer over Oracle Sun One application server.
- Optimized and developed several data analysis and ETL processes using VBA, C#, DataStage, SSIS, and PL/SQL, mostly over Oracle and SQL Server.
- Developed the full data migration process for two new national social security applications (household and income management). The process includes three full Oracle schemas divided into five new schemas.
- Built several Oracle and SQL Server PL/SQL and T-SQL data quality and migration processes that handle several million row-based datasets.
- Architected layoff benefits Oracle and PL/SQL processes related to the COVID-19 pandemic to support Portuguese companies and their employees.
Technologies: Exadata, Oracle, Jakarta EE (Java EE or J2EE), Java, Visual Basic for Applications (VBA), Bugzilla, Subversion (SVN), Transact-SQL (T-SQL), Microsoft SQL Server, PL/SQL, Business Intelligence (BI), Data Analytics, .NET 4, ETL, Datastage, Erwin, Data Warehousing, Data Warehouse Design, Query Composition, Performance Tuning, Query Optimization, Data Engineering, DB, Oracle 11g, Toad, SQL Performance, SQL Server Integration Services (SSIS), ETL Implementation & Design, TortoiseSVN, Database Architecture, Data Pipelines, Data Migration, Data Analysis, Data Extraction, SQL Server 2012, Databases, Excel Reporting, Excel 2016, Dashboards, Database Development, Database Modeling, SQL Server 2015, CSV, CSV Export, Relational Data Mapping, OLTP, OLAP, Excel Macros, Macros, Algorithms, Microsoft Word, PL/SQL Tuning, Optimization, Database Optimization, BI Reporting, Database Design, Data Modeling, Teamwork, Microsoft Power Apps, Power Query, Microsoft Power BI, CSV File Processing, Reporting, Data Cleaning, Excel 365, Spreadsheets, Complex SQL Queries, Excel Add-ins, Complex Data Analysis, SQL Server 2016, Business Analysis, Visual Basic, Data Reporting, Data Processing, SQL Stored Procedures, Relational Database Design, Automation, Power BI Desktop, ETL Pipelines, Power Query M, VB, Software Development, Spreadsheet Automation, Microsoft Word Add-on Development, Word VBA, Data Auditing, Data Enrichment, Pivot Tables, Data Management, Documentation
Programmer
1998 - PRESENT
Freelance Work
- Developed a high number of automation processes, databases, data analysis processes, and software applications for companies like Sperry Van Ness (Svn.com), Metanoia, Inc. (Metanoia-inc.com/index.html), Kingstone Insurance Company (Kingstoneinsurance.com), American Forest Management, Inc. (Americanforestmanagement.com), Quidel (Quidel.com), Telemedicine Clinic (Telemedicineclinic.com), Survalyzer (Survalyzer.ch/en), Branded (Brandedaustralia.com.au/default.asp), Univesity of Aukland (Auckland.ac.nz/en.html), iTrade USA (iTradeusa.com), BI-works (Bi-worx.com), Creative Dynamic, Inc. (Creativedynamicinc.com), ValYou More, Inc., FD4Cast (Fd4cast.com), CSU Industries (Csuindustries.com), Verdico Solutions (Verdicos.com/index.php), and IRISOS (Irisos.ch).
Technologies: Oracle, SQL Server Integration Services (SSIS), Microsoft SQL Server, C#, Transact-SQL (T-SQL), PL/SQL, SQL, Visual Basic for Applications (VBA), Business Intelligence (BI), Data Analytics, Data Visualization, Back-end, Query Composition, Performance Tuning, Query Optimization, Data Engineering, DB, Oracle 11g, SQL Performance, Visual Basic 6 (VB6), Microsoft Visual Studio, Microsoft Project, .NET, ETL Implementation & Design, Dimensional Modeling, Database Architecture, Microsoft Power BI, MySQL, Data Pipelines, PostgreSQL, Data Migration, Finance, Data Analysis, Data Extraction, SQL Server 2012, Databases, Excel Reporting, Excel 2016, Dashboards, Database Development, Database Modeling, SQL Server 2015, CSV, CSV Export, Relational Data Mapping, Monte Carlo Simulations, Financial Modeling, OLTP, OLAP, Excel Macros, Macros, Invoicing, Algorithms, Microsoft Word, PL/SQL Tuning, Optimization, Database Optimization, Azure, BI Reporting, SQL Server Data Tools (SSDT), Database Design, Python, Data Modeling, Architecture, Power Query, ETL, CSV File Processing, Reporting, Data Cleaning, Excel 365, Spreadsheets, Complex SQL Queries, MariaDB, Git, Excel Add-ins, Complex Data Analysis, SQL Server 2016, Business Analysis, Visual Basic, Data Reporting, Data Processing, SQL Stored Procedures, Data Warehousing, Relational Database Design, Automation, Power BI Desktop, ETL Pipelines, Power Query M, VB, Software Development, Spreadsheet Automation, Workbooks API, Microsoft Word Add-on Development, Word VBA, Dashboard Development, Data Auditing, Data Enrichment, Pivot Tables, Cash Flow Modeling, Cash Flow Forecasting, Excel Modeling, Forecasting, Microsoft Power Automate, Statistical Analysis, Data Management
SQL Server Developer
2023 - 2024
Derivative Path, Inc.
- Tuned and analyzed highly complex TSQL and SQL processes. Provided deep business logic analysis.
- Provided tuning related to SQL re-design, index and deep explain plan analysis.
- Improved queries to reduce execution time from minutes to a few seconds (5-10 seconds).
Technologies: SQL, Microsoft SQL Server, SQL DML, Data Queries, SQL Performance, Performance Tuning, Transact-SQL (T-SQL), Reporting, Data Cleaning, Complex SQL Queries, Data Reporting, Data Processing, SQL Stored Procedures, Data Warehousing, Relational Database Design, Automation, ETL Pipelines, Spreadsheet Automation, Dashboard Development
Developer
2022 - 2023
Kiser + Vogrin Design, LLC
- Developed a full automation process to parse outputs produced by an AutoCAD application. Once parsed, a set of standard management reports were produced so management decisions can be sustained and supported.
- Followed an agile approach on a constant back-and-forth requirement adjusting and version testing in the development process.
- Reduced the time spent in producing reports to a few seconds.
Technologies: Microsoft Excel, Excel VBA, Excel Reporting, Excel 2016, Database Development, Database Modeling, Excel Macros, Macros, Data Modeling, Reporting, Data Cleaning, Spreadsheets, Data Reporting, Data Processing, Relational Database Design, Automation, ETL Pipelines, VB, Spreadsheet Automation, Data Management
Information Manager
2001 - 2013
Institute of Informatics, Government of Portugal
- Participated in all phases of the development of the National Wage Declaration data mart project (requirements definition, data analysis, dimensional modeling, ETL development, metadata development, testing, report development). Built the main fact table that holds more than 3 billion records.
- Aided in all phases of the development of the National Identification and Qualification data mart project (requirements definition, data analysis, dimensional modeling, ETL development, metadata development, testing, report development).
- Worked in all phases of the development of the National Public Insurance data mart project (requirements definition, data analysis, dimensional modeling, ETL development, metadata development, testing, report development).
- Participated in all phases of the development of the Unemployment Benefits data mart project (requirements definition, data analysis, dimensional modeling, ETL development, metadata development, testing, report development).
- Helped in all phases of the development of other minor data mart projects (requirements definition, data analysis, dimensional modelling, ETL development, metadata development, testing, report development).
- Participated in all phases of the development of the Current Account data mart project (requirements definition, data analysis, dimensional modeling, ETL development, metadata development, testing, report development). Main partitioned fact table over than 3,5 billion records;
- Worked as a team player in the development of the anti-fraud platform system. Worked on the requirements definition, data sources analysis, ETL development, dimensional modeling, FICO business rules definition OOP development, Java multi-thread orchestrator development, metadata development, and report development.
- Developed a high-number of data analysis and data transformation processes using PL/SQL, IBM DataStage, VBA, C#, SSIS, T-SQL, and Access.
- Developed a high number of reports or reporting solutions using Microsoft Access, MicroStrategy, Business Objects, Excel, PowerPoint (including VBA).
- Built a large number of automation processes using mostly VBA combined with SQL, PL/SQL, T-SQL, C#, and SSIS.
- Refurbished several processes mostly tuning SQL and using more recent ETL tools or database features.
Technologies: SAP BusinessObjects (BO), Datastage, Erwin, MicroStrategy, Transact-SQL (T-SQL), Visual Basic for Applications (VBA), Microsoft SQL Server, Unix, PL/SQL, Oracle, Business Intelligence (BI), Data Analytics, Data Visualization, Query Composition, Performance Tuning, Query Optimization, Data Engineering, DB, Oracle 11g, Toad, SQL Performance, Microsoft Visual Studio, C#, Microsoft Project, .NET, ETL Implementation & Design, Dimensional Modeling, TortoiseSVN, Eclipse IDE, Database Architecture, Data Pipelines, Data Migration, Data Analysis, Data Extraction, SQL Server 2012, Databases, Excel Reporting, Excel 2016, Database Development, Database Modeling, SQL Server 2015, CSV, CSV Export, Relational Data Mapping, OLTP, OLAP, Excel Macros, Macros, Algorithms, Microsoft Word, PL/SQL Tuning, Optimization, Database Optimization, SQL Server Data Tools (SSDT), Database Design, Data Modeling, Microsoft Power BI, ETL, Reporting, Data Cleaning, Spreadsheets, Complex SQL Queries, Data Reporting, Data Processing, SQL Stored Procedures, Data Warehousing, Relational Database Design, Automation, ETL Pipelines, VB, Software Development, Spreadsheet Automation, Data Management
IT Manager
2000 - 2001
ParaRede Electronic Business Solutions — SA
- Developed MIS systems, ETL processes with VB6, and reports were created using BusinessObjects (desktop and web intelligence).
- Created the entire intranet database model;
- Worked on internal SAP project management regarding the MIS integration.
Technologies: SAP BusinessObjects (BO), Active Server Pages (ASP), Visual Basic 6 (VB6), Microsoft SQL Server, DB, SQL Performance, Transact-SQL (T-SQL), ETL Implementation & Design, Dimensional Modeling, Database Architecture, Data Pipelines, Databases, Excel Reporting, Excel 2016, Database Development, Database Modeling, SQL Server 2015, CSV, CSV Export, Relational Data Mapping, Excel Macros, Macros, BI Reporting, Database Design, Data Modeling, Teamwork, ETL, Reporting, Data Cleaning, Spreadsheets, Complex SQL Queries, Data Reporting, Data Processing, SQL Stored Procedures, Data Warehousing, Relational Database Design, Automation, ETL Pipelines, VB, Spreadsheet Automation
System Administrator | Programmer
1998 - 2000
General Electric Capital ITS
- Worked on SQL Server, Lotus Notes, and Windows Server administration.
- Developed process automation aimed at the financial department.
- Worked on EDI software development using Delphi 3 and SQL Server.
- Developed Microsoft Access databases.
Technologies: Windows Server 2000, Microsoft SQL Server, Novell NetWare, Microsoft Access, Delphi, Visual Basic, SQL Performance, Database Architecture, Databases, Excel Reporting, Excel 2016, Database Development, Database Modeling, SQL Server 2015, CSV, CSV Export, Relational Data Mapping, Excel Macros, Macros, Database Design, Data Modeling, Teamwork, Reporting, Spreadsheets, Data Processing, SQL Stored Procedures, Relational Database Design, Automation, ETL Pipelines, VB
Programmer
1997 - 1998
Euro Marketing
- Developed a call center database using Microsoft Access.
- Performed data analysis using Microsoft Excel, VBA, and SQL.
Technologies: Microsoft Excel, Visual Basic for Applications (VBA), Microsoft Access, SQL Performance, Databases, Excel Reporting, Database Development, Database Modeling, CSV, Excel Macros, Macros, Database Design, Data Modeling, Reporting, Data Processing, Relational Database Design, Automation, ETL Pipelines
Experience
Tolerance Management Engineering Software
https://tolerance360.tech/Developed a full Tolerance Engineering software solution using C#.NET over Excel engine. The solution works as a full Excel add-in and provides the following features:
• Support back-end database SQL Server and Azure;
• Multi-user solution, user profiles, and different permissions;
• Parts design management;
• Parts stack building, part dimension management, stack optimization using several methods like RSS;
• Parts dimension loading from Excel files or pure Excel ranges using an asynchronous ETL process;
• BOM management and hierarchy loading from Excel or worksheet ranges selection;
• Virtual parts creation, management and full virtual parts hierarchy relation creation (virtual parts inside virtual parts);
• Virtual dimensions;
• High level of data analysis reports related to Stacks, Virtual Parts, BOM, among others;
• Full preferences setting that even stores windows sizes and positioning by the user;
• Tasks workflow management;
• First Article Inspection management;
• Monte-Carlo simulation;
• Impact analysis simulation regarding parts: the software allows users to preview the impact a new part version will have on all existing stacks and virtual parts.
• Support back-end database SQL Server and Azure;
• Multi-user solution, user profiles, and different permissions;
• Parts design management;
• Parts stack building, part dimension management, stack optimization using several methods like RSS;
• Parts dimension loading from Excel files or pure Excel ranges using an asynchronous ETL process;
• BOM management and hierarchy loading from Excel or worksheet ranges selection;
• Virtual parts creation, management and full virtual parts hierarchy relation creation (virtual parts inside virtual parts);
• Virtual dimensions;
• High level of data analysis reports related to Stacks, Virtual Parts, BOM, among others;
• Full preferences setting that even stores windows sizes and positioning by the user;
• Tasks workflow management;
• First Article Inspection management;
• Monte-Carlo simulation;
• Impact analysis simulation regarding parts: the software allows users to preview the impact a new part version will have on all existing stacks and virtual parts.
Insurance Analytics Solution
For Kingstone company, I developed a full policies analytical processing tool that received a huge set of insure quote input CSV files regarding Rhode Island, New York, New Jersey, Connecticut, and Massachusetts. The full ETL automation process was fully developed using SQL Server SSIS making deep usage of C# script components—the ETL process uses a multi-thread queue engine developed using TSQL language. Users access a full reporting tool developed using Microsoft Access and VBA. The tool generates over 150 reports and analyses, automatically comparing Kingstone Insurance's position to that of the competitors on several metrics.
Full Inventory Management Solution
https://www.arcaindustries.com/Developed a full inventory management solution for the company Asset Recovery Company of America (ARCA). The solution was entirely developed using SQL Server in the back end (nowadays using AWS located instance). The front end was developed using Microsoft Access.
The multi-user solution manages over 5 million part numbers. It defines the required attributes depending on the part category and sub-categories, producing many reports and analyses and importing data from Excel files. It also manages users, automatically uploads parts images to One Drive, and generates the public URL using Office 365 API calls.
The multi-user solution manages over 5 million part numbers. It defines the required attributes depending on the part category and sub-categories, producing many reports and analyses and importing data from Excel files. It also manages users, automatically uploads parts images to One Drive, and generates the public URL using Office 365 API calls.
Production Management Solution
https://www.brandedaustralia.com.au/A full multi-user production management solution for an Australia-based company. It is a multi-user solution whose back end was developed using SQL Server Express. I was tasked with the entire database design, triggers, procedures, development, and actual maintenance of the rich desktop front-end developed using Microsoft Access.
The solution manages orders, production schedule, pricing, sales, and stocks. It assumed the development of a high set of reports, including a dynamic report that allows users to select required fields, their dimension, and positioning, among other parameters.
The solution manages orders, production schedule, pricing, sales, and stocks. It assumed the development of a high set of reports, including a dynamic report that allows users to select required fields, their dimension, and positioning, among other parameters.
Enquiry Database Solution
https://www.dgrv.coop/A solution developed for DGRV (the German Cooperative and Raiffeisen Confederation)—the national apex organization and top-level auditing confederation of the cooperative sector in Germany that is located in Mozambique.
I developed a full farmer inquiry database solution that consolidates answers to over 100 questions and produces several data analyses, statistics, and reports.
I developed a full farmer inquiry database solution that consolidates answers to over 100 questions and produces several data analyses, statistics, and reports.
Acute Pancreatitis Inquiry Database Solution
https://www.auckland.ac.nz/en.htmlI developed a full inquiry management solution for the University of Auckland to consolidate over 300 questions related to pancreatitis that were presented to patients.
The solution required loading the answers manually and once data was loaded, the solution I developed produced a high level of data analysis, descriptive statistics, and reports.
The solution required loading the answers manually and once data was loaded, the solution I developed produced a high level of data analysis, descriptive statistics, and reports.
Healthcare Professionals' Bonus Tool
I developed a full Oracle-based database for Mount Sinai hospitals to store, process, and analyze Mount Sinai professionals' performance.
The data is stored in Oracle, while users interact with it using a rich Microsoft Access desktop client.
The project required the development of complex ETL processes using Oracle external tables and a complete set of Oracle PLSQL packages to transform CSV and plain text files into properly normalized database tables.
Microsoft Access client allowed users to manage main database entities' data, trigger the ETL process, execute data analysis, and generate reports.
The data is stored in Oracle, while users interact with it using a rich Microsoft Access desktop client.
The project required the development of complex ETL processes using Oracle external tables and a complete set of Oracle PLSQL packages to transform CSV and plain text files into properly normalized database tables.
Microsoft Access client allowed users to manage main database entities' data, trigger the ETL process, execute data analysis, and generate reports.
Outlook Contacts Management ETL Process
https://www.franklinparkllc.com/Developed an ETL automated process to analyze, mark, and clean the full company Outlook and Exchange contacts list.
The process uses a properly developed SQL Server back-end database that imports all contacts from the Exchange instances. Once imported, several clean-up and validation processes run against each contact (e.g., checking the number of e-mail messages sent and received during a specific period), validating the e-mail addresses using proper web service providers. Once validated, the relevant contacts are marked to be deleted. The front-end Access solution allows IT administrators to validate them manually if required and automatically trigger the Exchange deletion process.
The process uses a properly developed SQL Server back-end database that imports all contacts from the Exchange instances. Once imported, several clean-up and validation processes run against each contact (e.g., checking the number of e-mail messages sent and received during a specific period), validating the e-mail addresses using proper web service providers. Once validated, the relevant contacts are marked to be deleted. The front-end Access solution allows IT administrators to validate them manually if required and automatically trigger the Exchange deletion process.
Interactive Dashboard Based on System Dynamics
For a Ph.D. graduation, I developed a full dynamic Excel-based simulation dashboard.
• The solution has an initial parameter settings window where the user defines all population generation parameters—the number of patients, the probability of several patient attributes like the rate of diabetes or obesity.
Users will be able to define the statistical parameters for each patient like random income value, using a log-normal distribution, each patient's age using a Gaussian distribution, slow-paced patient attributes use an exponential distribution. Population generation uses inverse statistical distribution random number generation and Monte Carlo logic approach.
• For the process workflow, users can define parameters like the minimum number of doctors, the number of weeks to simulate, evaluation exam cost, accommodation daily cost, average insurance coverage, maximum working hours per day, minimum and maximum session time, and much more.
Once triggered, the patients enter the system and they will follow the possible paths. Each patient path will be affected by the associated random attributes when the full simulation population is generated.
Once finished, a full set of descriptive statistics and charts is produced.
• The solution has an initial parameter settings window where the user defines all population generation parameters—the number of patients, the probability of several patient attributes like the rate of diabetes or obesity.
Users will be able to define the statistical parameters for each patient like random income value, using a log-normal distribution, each patient's age using a Gaussian distribution, slow-paced patient attributes use an exponential distribution. Population generation uses inverse statistical distribution random number generation and Monte Carlo logic approach.
• For the process workflow, users can define parameters like the minimum number of doctors, the number of weeks to simulate, evaluation exam cost, accommodation daily cost, average insurance coverage, maximum working hours per day, minimum and maximum session time, and much more.
Once triggered, the patients enter the system and they will follow the possible paths. Each patient path will be affected by the associated random attributes when the full simulation population is generated.
Once finished, a full set of descriptive statistics and charts is produced.
Microsoft Access VBA Development for a Work Order Scheduler Planner
For a Canada-based company.
The project required the development of a Microsoft Access-based tool that allows production management users to:
• Define the department's hour capacity during a specific interval period (e.g., 9 months from the current date).
• Load, using a full ETL, process the full list of orders and their details (including production steps).
• Define the expected number of resources available per week in each department.
• Trigger the forecast simulation process that uses a greedy algorithm that will start consuming the available capacity, always trying to satisfy the first incoming delivery date orders.
• The tool will produce several outcome reports that will allow management users to check and forecast if the actual installed capacity will be enough to satisfy the actual demand allowing management users to identify possible future production bottlenecks.
The project required the development of a Microsoft Access-based tool that allows production management users to:
• Define the department's hour capacity during a specific interval period (e.g., 9 months from the current date).
• Load, using a full ETL, process the full list of orders and their details (including production steps).
• Define the expected number of resources available per week in each department.
• Trigger the forecast simulation process that uses a greedy algorithm that will start consuming the available capacity, always trying to satisfy the first incoming delivery date orders.
• The tool will produce several outcome reports that will allow management users to check and forecast if the actual installed capacity will be enough to satisfy the actual demand allowing management users to identify possible future production bottlenecks.
Oracle to SQL Server conversion consulting of an healthcare software database
For a US-based client.
The project consisted of the full conversion of an entire Oracle database used as a healthcare back-end management software to a SQL Server-based one:
• The process required Oracle to SQL Server data types mapping.
• Indexes conversion.
• Oracle objects conversion to SQL Server compliant ones or Oracle replacement objects by SQL Server ones.
• All Oracle PL/SQL procedures and functions to T-SQL-based ones.
• The process tried to use ANSI SQL-based queries as much as possible as a future expansion to other databases was being considered.
• It required a full ETL data migration process from Oracle to SQL server.
The project consisted of the full conversion of an entire Oracle database used as a healthcare back-end management software to a SQL Server-based one:
• The process required Oracle to SQL Server data types mapping.
• Indexes conversion.
• Oracle objects conversion to SQL Server compliant ones or Oracle replacement objects by SQL Server ones.
• All Oracle PL/SQL procedures and functions to T-SQL-based ones.
• The process tried to use ANSI SQL-based queries as much as possible as a future expansion to other databases was being considered.
• It required a full ETL data migration process from Oracle to SQL server.
Quality Management Reports Automation
https://www.telemedicineclinic.com/I developed a full quality reports production automation process where it uses Excel and VBA automation processes. The following was achieved:
• Import base data for reports generation using an ETL process inside Excel.
• Define the charts and tables to be produced on the final Word-based set of reports.
Using a bookmarking naming logic approach, the configuration area allows users to define each of the tables and charts on the final report templates.
• Once triggered, the process generates the full quality management word file report for the selected country and office.
• Import base data for reports generation using an ETL process inside Excel.
• Define the charts and tables to be produced on the final Word-based set of reports.
Using a bookmarking naming logic approach, the configuration area allows users to define each of the tables and charts on the final report templates.
• Once triggered, the process generates the full quality management word file report for the selected country and office.
Excel Based Reporting Tool, Consolidating Monthly Inputs from 50 Markets
https://www.iqvia.com/Developed the project for IQVIA, the UK, that required the creation of a monthly reporting process comprising 4-5 dashboards, based on inputs from 50 markets (based on the same template across markets), including Access, Excel, and Powerpoint automation based tool was developed with the following features:
• Import of monthly inputs through VBA ETL processes to feed the back-end Access repository.
• Processing of monthly analysis (4-5 dashboards) based on pre-defined outputs.
• Processing of cumulated annual analysis (4-5 dashboards) based on pre-defined outputs.
• Linkage of outputs to pre-defined Powerpoint template to populate and update data in slides based on latest loaded data and selected analysis Market.
All report and dashboard refreshing processes were automated using VBA and SQL language.
• Import of monthly inputs through VBA ETL processes to feed the back-end Access repository.
• Processing of monthly analysis (4-5 dashboards) based on pre-defined outputs.
• Processing of cumulated annual analysis (4-5 dashboards) based on pre-defined outputs.
• Linkage of outputs to pre-defined Powerpoint template to populate and update data in slides based on latest loaded data and selected analysis Market.
All report and dashboard refreshing processes were automated using VBA and SQL language.
Prospero Suite - Custom Reporting Tool
https://www.finartis.com/I built a complete set of financial reports and refresh processes aimed at weekly and monthly top management analysis for a Finartis client.
The process uses complex PLSQL packages to process and consolidate data. It provides an Excel layout with custom-developed ribbons and windows that allow several users to connect and trigger any required reports.
The process uses complex PLSQL packages to process and consolidate data. It provides an Excel layout with custom-developed ribbons and windows that allow several users to connect and trigger any required reports.
SQL Server, Access, and Excel Reports Meeting Management Solution
https://cal-dsa.org/Developed a full multi-user solution using SQL Server and Microsoft Access, allowing the California Disability Services Association (CDSA) to perform a much more accurate annual meeting scheduling process.
The solution loads raw data using proper ETL processes. It also performs many data validations and feedback reports on the fly so overlapping periods, priorities, or other relevant details can be considered when assigning registrants to legislators.
The solution loads raw data using proper ETL processes. It also performs many data validations and feedback reports on the fly so overlapping periods, priorities, or other relevant details can be considered when assigning registrants to legislators.
Desktop Medical Insurance Services Application Development
Delivered the complete redesign of the solution used to manage the insurance-related billing process and patient master records. The application also enables users to produce required insurance reports and forms and manage physicians' master records, practices, and relations between patients and physicians.
Data Warehouse Solution
This project involved developing a full data warehouse back-end solution to manage the financial information of rented properties. I leveraged SQL Server 2022 and Microsoft Access. I developed a proper set of data management windows, reports, and report criteria selections to facilitate the client's decision-making.
Education
1996 - 2005
Master's Degree in Applied Mathematics
Technical University of Lisbon - ISEG - Lisbon, Portugal
1992 - 1996
Coursework Toward Master's Degree in Economics
Catholic University - Lisbon, Portugal
Skills
Libraries/APIs
Complex SQL Queries, Microsoft Word Add-on Development, Workbooks API
Tools
Microsoft Excel, Toad, Microsoft Access, Excel 2016, Power Query, Spreadsheets, Microsoft Visual Studio, Microsoft Project, Erwin, Microsoft PowerPoint, Microsoft Power BI, Microsoft Word, Microsoft Power Apps, SAP Crystal Reports, Power BI Desktop, CAD, Subversion (SVN), Bugzilla, Novell NetWare, TortoiseSVN, Eclipse IDE, Git
Languages
Visual Basic, Visual Basic 6 (VB6), Visual Basic for Applications (VBA), SQL, Excel VBA, VB, Word VBA, C#, C#.NET, Python, Power Query M, Transact-SQL (T-SQL), Active Server Pages (ASP), Delphi, Java, SQL DML
Frameworks
ADO.NET, .NET, .NET 4
Paradigms
ETL, ETL Implementation & Design, Dimensional Modeling, Database Design, Business Intelligence (BI), Database Development, OLAP, Automation, Object-oriented Programming (OOP), HIPAA Compliance
Platforms
Oracle, Microsoft Power Automate, Jakarta EE (Java EE or J2EE), Unix, Windows Server 2000, NetBeans, Azure
Storage
PL/SQL, Relational Databases, Oracle SQL, Oracle PL/SQL, Microsoft SQL Server, SQL Performance, Oracle 11g, SQL Server Integration Services (SSIS), Datastage, SQL Server Data Tools (SSDT), SQL Server 2019, SQL Server 2017, DB, Database Architecture, Data Pipelines, SQL Server 2012, Databases, Database Modeling, OLTP, SQL Server 2016, SQL Stored Procedures, MySQL, PostgreSQL, MariaDB, Exadata
Other
Data Warehousing, Data Warehouse Design, Microsoft Data Transformation Services (now SSIS), Analytics, Applied Mathematics, Simulations, Statistics, Mathematics, Optimization Algorithms, Access VBA, Data Analytics, Data Visualization, Back-end, Query Composition, Performance Tuning, Query Optimization, Data Engineering, Data Migration, Data Analysis, Data Extraction, Excel Reporting, SQL Server 2015, CSV, CSV Export, Relational Data Mapping, Excel Macros, Macros, Invoicing, Algorithms, PL/SQL Tuning, Optimization, Database Optimization, BI Reporting, Data Modeling, CSV File Processing, Reporting, Data Cleaning, Excel 365, Excel Add-ins, Complex Data Analysis, Business Analysis, Data Reporting, Data Processing, Relational Database Design, ETL Pipelines, Software Development, Spreadsheet Automation, Dashboard Development, Data Auditing, Data Enrichment, Pivot Tables, Data Management, SAP BusinessObjects (BO), Data Science, SSIS Custom Components, Economics, Finance, Dashboards, Monte Carlo Simulations, Architecture, Teamwork, Cash Flow Modeling, Cash Flow Forecasting, Excel Modeling, Forecasting, Statistical Analysis, Documentation, MicroStrategy, Financials, Financial Modeling, Data Queries, HIPAA Electronic Data Interchange (EDI), Billing, Full-stack
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