POOJA PATEL
Mona,NJ
Summary
Results-oriented and seasoned Tableau, SQL, and Python Developer with over a decade of hands-on expertise in transforming complex data into actionable insights. Proven track record of delivering end-to-end business intelligence solutions, optimizing database performance, and leveraging programming skills to drive data-driven decision-making. A strategic thinker with a keen eye for detail, adept at collaborating with cross-functional teams to meet organizational goals. Seeking to bring extensive experience and leadership to a dynamic role that values innovation, analytics, and effective data visualization. Proficient in creating and optimizing SQL queries, stored procedures, and database structures for efficiency and performance. Strong command of Python for data analysis, ETL processes, and automation, enhancing overall system functionality. Proven ability to collaborate effectively with diverse teams, translating business needs into technical solutions.
Overview
11
11
years of professional experience
Work History
Business Intelligence Consultant
Bank of America
04.2023 - Current
- Create interactive and visually appealing dashboards using Tableau to present complex data in a simple and understandable manner
- Utilize Tableau to analyze data sets, identify trends, patterns, and insights, and present findings to stakeholders
- Design, develop, and maintain Tableau dashboards to meet specific business requirements
- Integrate multiple data sources into Tableau to create unified datasets for reporting and analysis
- Identify and resolve performance issues, optimize Tableau workbooks, and improve dashboard efficiency
- Write complex SQL queries to extract, transform, and analyze data from various databases, ensuring data accuracy and integrity
- Optimize SQL queries and database performance to handle large-scale financial datasets efficiently
- Leverage Python for data manipulation, cleaning, and preprocessing tasks, utilizing libraries like Pandas and NumPy to handle financial data efficiently
- Automate processes and workflows using Python scripts to streamline data processing and reporting tasks
- Design and maintain MS Access databases, including table structures, relationships, and queries, to support financial data storage and retrieval
- Develop user-friendly interfaces and applications within MS Access for financial data entry, reporting, and analysis purposes
- Collaborate with data engineers to optimize data extraction and integration processes for reporting and analysis needs
- Collaborate with business stakeholders, providing insights and recommendations based on data analysis to drive strategic decisions
- Act as a subject matter expert, advising on best practices for utilizing Tableau, SQL, Python, and MS Access for business intelligence purposes
- Document data models, processes, and methodologies for BI solutions, ensuring transparency and knowledge sharing within the team
- Generate regular reports and presentations, communicating findings and insights derived from data analysis to key stakeholders.
Tableau/SQL Developer
Fidelity Investments
05.2020 - 04.2023
- Developing the interactive dashboards for the different Benefits intelligence Plans for different consulting companies and providing them data to analysis
- Data blending of the different data sources as SQL Server, Oracle and IBM DB2 for the developing the data sources to build the reports
- Modifying or updating the dashboards based on the business user
- Creating web data connector for extracting the data from the URL for building the dashboards
- Refreshing the tableau data extracts and running the schedules for the refresh schedules on the tableau server
- Adding the users, and user groups of users on the tableau server and maintain the dl for the developers and the testers
- Adding daily, weekly or monthly subscriptions for the business users for the compliance reports
- Analyzing the store procedures and the view tables and building the complex calculation on the tableau for the development of the report
- Unit testing and the regression testing of the reports and the data formats for the discrepancies of the data
- Creating the different project folders on the tableau server for the publishing dashboards for the different departments
- Working on downloading the Data based on applied filters and export all buttons
- Design and map data models to shift raw data into meaningful insights
- Utilize Power BI to build interactive and visually appealing dashboards and reports
- Working on migrating some tableau reports to Power BI Tools
- Consistently attended meetings with the Client subject matter experts to acquire functional business requirements in order to build SQL queries that would be used in dashboards to satisfy the business’s needs
- Extensive experience in Tableau Administration Tool, Tableau Interactive Dashboards, Tableau suite
- Provided support for Tableau developed objects and understand tool administration
- Used Python API, Extract and clean data in Python and then used tableau to build Visualization
- Understanding of TIBCO Virtualization tool.
SQL & Tableau Developer/Administrator
Con Edison
11.2016 - 05.2020
- Meeting with the business users and product owners for the requirement gathering and building the prototype based on the requirements
- Advance analysis of the data and building advance chart types for the visualization such as donut charts, YTD calculation, pareto charts
- Developing the interactive dashboards for the different KPI reports such as Meter Installation, Service Installation, Pending new business for the electric operation department
- Data blending of the different data sources as SQL Server, Oracle and IBM DB2 for the developing the data sources to build the reports
- Using tableau 10 for the data blending of the different data sources and developing a interactive reports
- Embed Google maps API in the tableau dashboards for more user interaction of the reports and tracking the vehicles for clusters
- Publishing the reports for the tableau development server and tableau testing server for the user acceptance of the report
- Using worksheet actions and dashboard actions to drill down of the different reports and URL actions for connecting the different reports through URL
- Using level of details calculation for the percent of total and KPI dashboards
- Developing the dashboards with the complex calculation, parameters and filters
- Modifying or updating the dashboards based on the business user
- Creating web data connector for extracting the data from the URL for building the dashboards
- Refreshing the tableau data extracts and running the schedules for the refresh schedules on the tableau server
- Adding the users, and user groups of users on the tableau server and maintain the dl for the developers and the testers
- Adding daily, weekly or monthly subscriptions for the business users for the compliance report
- Designed and maintained data models in Amazon Redshift, ensuring scalability and efficient utilization of cloud resources.
- Implemented ETL processes to load data into Amazon Redshift from various sources, enhancing data accuracy and reliability
- Conducted performance tuning and optimization of SQL queries in Amazon Redshift, resulting in a 20% reduction in query execution time
- Collaborated with data engineers to ensure seamless integration between Tableau and Amazon Redshift, enabling real-time data updates.
Tableau Developer/Administrator
DealerTrack Inc
10.2015 - 10.2016
- Agile methodology was used throughout the project and had daily scrum meeting and bi-weekly sprint planning and backlog meeting
- Build and developed reports based on the user stories given by the product manager and product owner and worked closely with the Business Analyst
- Working on the UI/UX and doing Ad-Hoc changes with Product owners and Product Managers
- Developed Interactive Data visualization based on the Lenders and Dealers using different types of calculations, Parameters, Filters
- Responsible for creation of Tableau workbooks, dashboards using stack bars, Pie charts, bar graphs, scattered plots, geographical maps, Gantt charts
- Held responsibility for integration points and the order in which these must be executed
- Built compelling, interactive dashboards in Tableau that answer key business questions
- Evaluated DataMart’s for the tableau visualization
- Created extracts from the data source and refresh extracts on the monthly data
- Used data blending, groups, sets, dual axis, and synchronized axis to enhance the data visualization
- Used dashboard actions for the drill down of various reports and URL action to connect to the tableau server
- Published reports from the tableau desktop to the tableau server and also managing the sites and projects on the tableau server
- Creating user filters on the reports and restrict the data and the visualization based on the user requirements
- Managed different server such as production server, Development Server and QA Server
- Created Proof of concepts for the different user in the tableau server
- Used JavaScript API for the deployment of the visualization in the HTML Page
- Created REST API in the HTML Page to get User Info
- Parse SAML for the Authentication and Authorization of the different users and also to establish SSL on the trusted tickets
- Ad-Hoc Analysis of the reports from the demo
- Managing reports and solving the UI/UX defects on the reports
- Regression testing and User Acceptance testing on the reports
- Managing the user and user groups on the tableau server
- Monitored VizQL server, Application Server and data server activity to track performance and system stability
- Ability to authoring on Tableau server by changing mark types and adding filters directly in a web browser
- Maintaining the sites and projects.
Tableau Developer/Administrator
Merrill Lynch
04.2014 - 09.2015
- Worked as Business Analyst and Analyzed specifications and identified source data needs to be moved to data warehouse, participated in the Design Team and user requirement gathering meetings
- Build and publish Tableau reports utilizing complex calculated fields, table calculations, filters, parameters
- Evaluated data models to design Tableau solutions
- Developed interactive data visualizations and developed automated processes for updating content used in standardized dashboards
- Created extracts, published data sources to tableau server, refreshed extract in Tableau server from Tableau Desktop
- Used different Mark types and Mark properties in views to provide better insights into large data sets
- Created External filter, internal filter and Context filter to improve performance
- Utilized Data Blending, groups, combine fields, calculated fields, and aggregated fields and spotlighting to compare and analyze data in different perspectives
- Created side by side bars, Scatter Plots, Stacked Bars, Heat Maps, Filled Maps and Symbol Maps according to deliverable specifications
- Consistently attended meetings with the Client subject matter experts to acquire functional business requirements in order to build SQL queries that would be used in dashboards to satisfy the business’s needs
- Extensive experience in Tableau Administration Tool, Tableau Interactive Dashboards, Tableau suite
- Provided support for Tableau developed objects and understand tool administration
- Used dimension on Page shelf for a detailed analysis of the view by members of the dimension
- Implemented parameters, quick filters and sets to display performance of different attributes
- Created Actions in Worksheets and Dashboards for interactivity and to compare data against different views
- Used Dashboards with interactive views, trends and drill downs
- Used commands in Tabcmd and Tabadmin utility tool for Tableau Server maintains and configurations
- Published Workbooks and Dashboards to the Tableau server
- Combined visualizations into Interactive Dashboards and publish them to the web
- Extracting Data from Salesforce CRM
- Developed Tableau visualizations to support ad-hoc analyses and interacted with Business users in understanding their requirements
- Developing canned reports for the developer specification such as Drill Down Reports, Prompted Reports, Ranking Reports, Interactive Reports
- Developing ad-hoc reports for users
- Extracting data from the different databases such as Oracle Hyperion and SQL Server.
Tableau Developer/Administrator
CISCO Systems INC.
09.2012 - 03.2014
- Worked with business stakeholders, application developers, production teams and across functional units to identify business needs and discuss solution options
- Agile methodology was used throughout the project, performed pivotal role in planning and developing as well as aligning with the assigned sprints
- Responsible for creating calculated fields, combine field, bins, sets, geo coding and hierarchies using Tableau Desktop
- Scheduled data refresh on Tableau Server for weekly and monthly increments based on business changes to ensure that the views and dashboards displayed the changed data accurately
- Involved in reviewing business requirements and analyzing data sources (Oracle and SQL Server) for design, development of reporting and analysis projects within Tableau Desktop
- Created views in Tableau Desktop that were published to internal team for review and further data analysis and customization using filters and actions
- Generated Dashboards with Quick filters, Parameters and sets to handle views more efficiently
- Published Workbooks by creating user filters so that only appropriate teams can view it
- Analyzed the source data and handled efficiently by modifying the data types
- Utilized context filters and used performance actions while handling huge volume of data
- Created tableau dashboards for measures with forecast and reference lines
- Generated tableau dashboards with combination charts for clear understanding
- Integrated data blending to blend related data from Oracle and SQL Server Databases
- Involved in creating a dual-axis bar chart with multiple measures
- Configured and Installed Tableau Server using three tier architectures
- Scheduled data refresh on Tableau Server for weekly and monthly increments based on business changes to ensure that the views and dashboards displayed the changed data accurately
- Created incremental refreshes for data sources on Tableau server
- Monitored VizQL server, Application Server and data server activity to track performance and system stability
- Ability to authoring on Tableau server by changing mark types and adding filters directly in a web browser
- Administered user, user groups, and scheduled instances for reports in Tableau
- Responsible for analyzing the business needs, identifying business problems and proposing technology and change management solution
- Developing canned reports for the developer specification
- Worked in Tableau environment to create dashboards like weekly, monthly, daily reports using tableau desktop & publish them to server.
Education
Master’s in computer information systems -
Kean University
Skills
- Business Intelligence: Tableau Desktop, Tableau Server, JIRA, GitHub, JavaScript, Oracle, Informatica, Toad, Maria DB, Snowflake, Power BI, Python
- Database Technology: Microsoft SQL Server 2012/2008-R2/2008/2005, OLAP, OLTP, Oracle 9g, Teradata, Microsoft Excel, Microsoft Access, Oracle Hyperion, RDBMS, Informatica, MariaDB, Snowflake
- Programming Language: T-SQL, PL-SQL, Python
- Data Modelling: Erwin Data Modeler v70/v4x, Microsoft Visual Studio 2010/2008/2005, Microsoft Office Visio
- Other Skills: Microsoft Office (MS Word/ Excel/PowerPoint), MS Project, Visual Basic 60, Windows 2008/2003/2000 Advanced Server, Windows NT/95/98/2000/XP/7, Ultra Edit Text Editor, Visual Safe Source 2005 (VSS)
- Business Intelligence Analysis
- Data Dashboard Design
- Predictive Analytics
- Data Integration
Timeline
Business Intelligence Consultant
Bank of America
04.2023 - Current
Tableau/SQL Developer
Fidelity Investments
05.2020 - 04.2023
SQL & Tableau Developer/Administrator
Con Edison
11.2016 - 05.2020
Tableau Developer/Administrator
DealerTrack Inc
10.2015 - 10.2016
Tableau Developer/Administrator
Merrill Lynch
04.2014 - 09.2015
Tableau Developer/Administrator
CISCO Systems INC.
09.2012 - 03.2014
Master’s in computer information systems -
Kean University
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