Project Description

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Overview

A large multi-national oil and gas company looking to automate components of their month-end reporting process.

Business Challenge

The existing process required manually extracting information from numerous systems and then manipulating data into the correct reporting format.

This process was repeated for all assets/projects and then was consolidated into a separate report.

How Access Analytic Helped

We worked with the client’s finance team to clarify their reporting requirements and understand the nature of their data.

We used Power BI to create a data model allowing all key information to be accessible in one location. Connecting to this model, we developed a dashboard aligning to their month-end reporting requirements. Using slicers, the dashboard could display data at a consolidated level or be drilled down to a specific asset or project level.

The dashboard was published to PowerBI.com, allowing the data to automatically update on a specified schedule and required no manual intervention to produce the month-end report

Business Benefits

  • Less time in report development allowing more focus on analysing key data and trends.
  • Enhanced reporting, extending beyond the month-end requirements, that could be leveraged from other parts of the business.
  • Standardisation of reporting requirements providing greater transparency and error detection.
  • The centralised data model provides a consistent data source from which future dashboards and reports can be developed.