Tandi Dell

创建了一个与投资组合相关的自动报告解决方案. 在多维多维数据集和数据仓库上开发多组报告. 每一组报告都需要动态标记(徽标、颜色、字体等).)，以便同一份报告可以用于不同的客户端.

The solution included the following:
•每月基金业绩报告以pdf格式生成.
• Consolidated quarterly reports that leveraged off and incorporated the monthly reports by dynamically changing certain of their properties, also generated in PDF format.
•使用SSRS自动更新PowerPoint演示文稿中的嵌入式图表和图像.
• 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, 开发报表使用的MDX和T-SQL查询, 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.

客户的ERP系统缺少关键功能. In addition, 他们现有的金融系统接口基本上是手动的, 克服这些限制的过程非常耗时, prone to errors, and resulted in high-level, aggregated transactions in the finance system.

在这个项目中，我通过提供以下内容来解决局限性:
•开发SQL模块，提供ERP系统中缺少的再保险功能.
创建ERP系统之间的自动化集成, the reinsurance module, and the finance system. Business users could also execute the interface on-demand through a Power Flow App component.
•创建用于报表的操作数据存储.
• 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.

所开发的审计日志超出了客户的期望. 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. 在这个项目中，我主要负责以下工作:

• 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.
•开发SQL脚本来识别跨服务器和跨数据库查询.