An executive reporting solution that consolidated key program metrics into a single view, giving leadership timely visibility into performance, trends, and operational priorities.
Power BI
SQL
DAX
Power Automate
Business Problem
Leadership relied on static monthly slides, so decisions were made on data that was already out of date.
Solution
A governed executive dashboard with refreshed KPIs, drill through detail, and exception highlighting.
Requirements
Single executive view of program KPIs
Automated refresh from source systems
Drill through to operational detail
Mobile friendly layout for leadership
Architecture
SQL and SharePoint sources consolidated in a semantic model
Star schema with reusable DAX measures
Scheduled refresh and data quality alerts
Row level security by business unit
My Role
Interviewed executives to define the KPI set
Modeled the data and authored the measures
Designed the report layout and interaction model
Established refresh, governance, and access policies
Challenges
Reconciled conflicting KPI definitions across source systems and stakeholders
Optimized the data model and measures to maintain report performance as data volume increased
Lessons Learned
Aligned stakeholders on KPI definitions before building visuals, reducing rework later in development.
Focused executive reporting on a smaller set of actionable metrics rather than overcrowding dashboards with unnecessary detail.
Business Impact
Reduced time spent preparing recurring leadership reports through automated data refreshes.
Improved decision-making by giving leadership more timely access to program performance and trends.
Created a consistent, governed source for executive-level KPI reporting.
