Qlik Sense to Power BI Migration.
CLIENT SUCCESS STORY
Sector: Customer Insight & Marketing
Approach: Qlik Sense, Power BI, Migration
I N T R O D U C T I O N
The client wished to migrate an existing Qlik Sense dashboard into Power BI as part of a larger firmwide move into Azure Cloud Services. The Qlik Sense dashboard had functionality native to the Qlik Sense tool that needed to be replicated in Power BI. Additionally, the data modeling had to be recreated using Power BI’s Query Editor as the two tools handled the data differently.
The client was migrating their infrastructure to Azure and this project allowed the dashboard to fall inline with that larger strategy. It also enables them to leverage the capabilities of the Microsoft Power Platform to improve data quality and process efficiency.
The Qlik Sense dashboard was created to track the performance of the main marketing KPI’s based on the market insight data and group scorecard data from each business unit. This allowed them to review and analyse their final results versus predicted results for campaigns. The dashboard enabled them to drill into the data of individual campaigns to perform in-depth performance analysis.
C H A L L E N G E
The principal challenges were to replicate visualisations and analytics built using native Qlik Sense functionality, and to recreate the Qlik data model in Power Query M. These included:
• Loading data from multiple data sources in one data model so business users could access and do analysis on data in one place
• Maintaining the Self-Service functionality that Pomerol had built into the Qlik Sense report
• Restricting user’s access to only data from their business unit
• Distributing the report to over 100 business users across different business units
• Alternate dimensions and measures (user ability to configure dimensions and measures in a chart)
• Comparing results across different time periods
• The ability to view the data in different currencies
S O L U T I O N
Pomerol created a new report in Power BI tracking marketing spend and ROI against internal targets.
A new data model was designed to align with Power BI’s functionality and best practices.
Using the new data model Pomerol were able to replicate the dimension switching functionality of Qlik Sense.
A series of nested measures were created that allowed the business users to view the data by their chosen currency as well as other business defined metrics based on slicer selection in data islands.
Another series of nested measures allowed the user to select which measure was reflected in charts based on filter selections in data islands. Rules were built into the report to restrict data access by username so that the business could distribute the report to over 100 users with the correct security access applied.
R E S U L T
Up to 100 users now have access to Marketing KPIs so they can report on these figures and take decisions faster. Significantly improved KPI tracking and report delivery time.
A B O U T P O M E R O L
Pomerol Partners creates and delivers meaningful data-driven business solutions and services. We’ve been operating in Data Analytics and Intelligence Reporting for over 9 years and our Partners have a cumulative 100 years in global experience. In 2013, Pomerol spun out of Deutsche Bank after a range of successful BI projects were delivered saving the bank over $3m. Ever since then we’ve been partnering with our clients (executives, managers, analysts, etc.) across all business verticals to optimize the intersect between changing business demands, technological progress and sustainable business growth.
Our consultants have helped hundreds of organizations, of all sizes and in all industries worldwide, make money. How do we do this? Leveraging your data to increase revenue, automate processes, decrease costs and understand your insights. Pomerol delivers value that helps you grow and change with better data-driven decisions and solutions that empower you as an Elite Qlik Partner as well as a Gold Data Platform, Silver Data Analytics and Silver Cloud Platform Microsoft Partner. Our professional consultants, that reside in three countries (United States, United Kingdom and Portugal), are experts that will partner with you for the technical as well as business-oriented solutions. Working with the same team in all capacities ensures you always know where we stand with our work and commitment to you.
Pomerol offers a comprehensive range of Power BI training options. For those new to Power BI, Dashboard-in-a-Day will provide give you the knowledge and confidence to build your own dashboards. For those looking to take their Power BI skills to the next level our advanced DAX and M courses will teach you the fundamentals of these two languages and to how to use them to build complex solutions. We also offer bespoke training workshops that can be tailored to your specific training needs.DOWNLOAD FULL CASE STUDY PDF