Tandi Dell

Created an automated reporting solution related to investment portfolios. Developed multiple sets of reports over a multi-dimensional cube and a data warehouse. Each set of reports needed to be branded dynamically (logos, colors, fonts, etc.) so that the same report could be used for different clients.

The solution included the following:
• Monthly fund performance reports generated in pdf format.
• Consolidated quarterly reports that leveraged off and incorporated the monthly reports by dynamically changing certain of their properties, also generated in PDF format.
• Automatically updating embedded charts and images in PowerPoint presentations using SSRS.
• Downloadable paginated reports for internal use within the company and for sharing with partners in a combination of Excel and PDF reports.

I was responsible for liaising with the business to determine the exact requirements for each new report set, developing the MDX and T-SQL queries used by the reports, and developing the reports themselves.
The automated reporting solution replaced a labor-intensive manual process and saved the company thousands of person-hours per month.

The client's ERP system was missing key functionality. In addition, the existing interface into their finance system was essentially manual, and the process to overcome the limitations was time-intensive, prone to errors, and resulted in high-level, aggregated transactions in the finance system.

During this project, I addressed the limitations by delivering the following:
• Developed a SQL module that delivered reinsurance functionality absent in the ERP system.
• Created automated integration between the ERP system, the reinsurance module, and the finance system. Business users could also execute the interface on-demand through a Power Flow App component.
• Created an operational data store used for reporting.
• Supplemented existing financial reports with additional SSRS paginated reports that could be downloaded for further analysis.

Created a set of SQL Integration Services (SSIS) packages using the KingswaySoft components to load data into Dynamics CRM. It was necessary to have full audit capability to identify such things as the number of source records, destination records, count of new records loaded, updated records, error records, and package execution time.

During this project, I worked closely with the team of CRM developers to ensure that the pipeline I developed delivered the expected data within the required timeframes.

The audit logs that were developed exceeded the expectations of the client. They were delighted with the fact that they could easily build their own reports on the data to address any queries raised by auditors.

Analysis of legacy reporting platforms in preparation for decommissioning the environments in favor of an Azure Databricks reporting and analytics environment. In this project, I was responsible for the following:

• Conducting workshops with business users to understand their report usage and critical report needs.
• Facilitating workshops with technical resources to understand the legacy environments and the proposed new reporting environment.
• Creating SQL scripts over the SSRS metadata to identify recently used SSRS reports and the databases and tables referenced by them.
• Building SQL scripts over an Azure Databricks database to identify usage stats on Power BI reports in both Premium and Pro capacity.
• Developing SQL scripts to identify cross-server and cross-database queries.