The objective of this project is to create a self-serving analytical portal where information is centralized and readily available. Understand the Credit Cards acquisition summary, approval rates, decline reason distribution tracker, personal and student business in the areas of originations, vintage performance, portfolio performance, P&L, customer Insights, demographic, sales & marketing, compliance, compliance, collections and operations. To have one source of the truth, which will raise confidence in their knowledge and understanding of the health of the business and allow them to make better decisions. Lastly, to provide new solutions to the analytic teams that are automated and can be replicated. Standardize trackers across portfolios, improve visualization and create standard quick filters. Simplification and reducing size of portfolio review reports. Sunset legacy reporting and move all reporting from excel into tableau, migrate all data into Hadoop, document all data, and have 1 version of the truth. Creating Meta data lineage graph across different products, portfolios and business groups.
Responsibilities: Understand the business requirements and ensure delivery excellence, prepare programming and technical design according to the project standards. Involved in data asset inventory to gather, analyze, and document business requirements, functional requirements and data specifications for APM retail lending analytics from sources like Hadoop, Teradata, SAE, SQL Server, Oracle etc. Analyzed data sources, constructed data decomposition diagrams, provided data flow diagrams, and documented the processes.
Built, published, and customized interactive Tableau reports and dashboards along with data refresh scheduling using Tableau Desktop and Tableau Server.
Created Tableau scorecards and dashboards using stacked bars, bar graphs, scatter plots, geographical maps, Gantt charts, and other visualizations.
Created an executive dashboard sourcing heterogeneous sources extracting 50 million records with decent performance. Used tableau URL Actions to navigate from the main dashboard to detail Reports.
Designed and developed various analytical reports from multiple data sources by blending data on a single worksheet in Tableau Desktop. Extensively used advance chart visualizations in tableau like dual Axis, box plots.
Worked extensively with advanced analysis Actions, Calculations, Parameters, Groups, Hierarchies and Table Calculations. Applied various types of filters like Data source filters, Quick filters and Context Filters. Extracted data from various sources and performed data blending.
Design advanced chart visualizations in tableau like dual Axis, box plots, bullet graphs, tree maps, bubble Charts, water fall charts, funnel charts, stack bars etc using various Tableau Desktop objects like Measures, Dimensions, Hierarchies, Extract, Filters, Table Calculation, Calculated fields, LODs and Parameters. Effectively using quick filers, hierarchy features, actions, sets, groups, aggregations, binning etc.
Developed Tableau data visualization using Cross tabs, Heat maps, Box and Whisker charts, Scatter Plots, Geographic Maps, Pie Charts, Donut Charts, Bar Charts, and Density Charts.
Developed various dashboards, reports utilizing Tableau Visualizations like Dual Axis, Bar Graphs, Scatter Plots, Pie-Charts, Bubble Charts, Tree Maps, Funnel Charts, Box Plots, making use of actions, filters as per the end user requirement in dashboards.
Utilized quick filters, action filters, parameter controls, achieved functionalities such as dynamic displaying title, commentary, and corresponding records, collapse and expand the table, sub-report linkage, dynamic tooltip displaying, etc. Using Tableau Desktop to analyze and obtain insights into large data sets using groups, bins, hierarchies, sorts, sets and filters.
Worked on Tableau integration with REST API, JavaScript API, and Web Data Connectors.
Worked on Tableau Prep builder for data preparation, data cleaning and to combine data from multiple sources using joins and unions with calculated fields. Used sort, filter, group, set functionalities extensively.
Developed custom dashboards using D3.js with advanced charts like Sankey, Node link, Chord etc. Designed interactive searchable collapsible tree for data lineage using D3.js, JSON and Restful API.
Created solution driven dashboards by developing different charts including Crosstab, Side by Side Bar Chart, Line/Area Charts and Histograms in Tableau Desktop.
Designed advanced tableau visualization charts like Dual axis, Bar graphs, Line charts, stacked bars, Gantt bar, and area chart, highlight tables, heat map, bar with measure dropdown with dynamic scales, labels, tool tips.
Designed one stop centralized dashboard for various PNC products like ILOC,HELOC,Credit Cards where in charts are driven by product dropdown selection, used regular expressions and level of detail functions to design dashboards with lowest level of aggregation.
Worked on Data Acquisition and data visualizations, using bar charts, line charts, combination charts, pivot tables, scatter plots, pie charts and packed bubbles and used multiple measures for comparison such as Individual Axis, Blended Axis, and Dual Axis and incorporated them into dashboards.
This project is to create Tableau dashboards, OBIEE Reports for various initiatives in STX pneumonic. Upgrading unix based tabular reports to interactive dashboards with drill down, navigational, and hierarchical capabilities using prompts, filters, variables letting users to view the data at different levels of grain and can slice and dice the metrics across various dimensional attributes. Build new dashboards for the analyst SQA process for SQA Comments Review, Internal Review, productivity tracking and cumulative scores on various alerts, cases worked upon. Develop Dashboard for KPIs such as Number cases by Scenarios, Cases with SAR filed, Number of Cases due in next 1 week. Build reports on Cases Aging, Alerts Counts till date, Bahamas Alerts, Suppressed alerts, Suspicious Activity Breakout Monthly dashboard, Cross group assignments etc. Developing Audit control dashboard for BBVA Data migration project.
Responsibilities: Understanding BI Architecture, participate in defining technical architecture and coding standards, translating functional designs to technical specifications such as program flow diagrams and translating technical specifications to program code. Involved in dashboard design and development writing tableau custom sql, pulling data from heterogeneous data sources using data blending. Built Tableau scorecards, dashboards using stack bars, bar graphs, scattered plots, Gantt charts using Show me functionality.
Developed extensive documentation on the design, development, implementation, daily loads, and process flow of the mappings and Guided team members, assisting with Knowledge Transfer to the end users.
Worked on Bar charts, line Charts, combo charts, and heat maps and incorporated them into dashboards.
Worked on Global, local, Context filters, used parameters to make dynamic dashboards, worked extensively with Date, String, and Logical Functions and Sorting, Building Groups.
Developed Audit Control reporting for complex BBA PNC Data Migration project with 100+ tables and millions of records. Designed user friendly interactive dashboard showing data migration status, table row counts by date picker at source and target with various join conditions for qualifying data. Value comparison on numeric fields.
Created extracts, published data sources to Tableau server, refreshed extract in server from Tableau Desktop.
Design advanced chart visualizations in tableau like dual Axis, box plots, bullet graphs, tree maps, bubble Charts, water fall charts, funnel charts, stack bars etc using various Tableau Desktop objects like Measures, Dimensions, Hierarchies, Extract, Filters, Table Calculation, Calculated fields, LODs and Parameters. Effectively using quick filers, hierarchy features, actions, sets, groups, aggregations, binning etc.
Developed Tableau data visualization using Cross tabs, Heat maps, Box and Whisker charts, Scatter Plots, Geographic Maps, Pie Charts, Donut Charts, Bar Charts, and Density Charts.
Developed various dashboards, reports utilizing Tableau Visualizations like Dual Axis, Bar Graphs, Scatter Plots, Pie-Charts, Bubble Charts, Tree Maps, Funnel Charts, Box Plots, making use of actions, filters as per the end user requirement in dashboards.
Utilized quick filters, action filters, parameter controls, achieved functionalities such as dynamic displaying title, commentary, and corresponding records, collapse and expand the table, sub-report linkage, dynamic tooltip displaying, etc. Using Tableau Desktop to analyze and obtain insights into large data sets using groups, bins, hierarchies, sorts, sets and filters.
Involved in Performance testing to evaluate the performance of Tableau dashboards.
Worked extensively with Advance analytics actions, calculations, LOD’s, Parameters, Trend Lines, Statistics and Table calculations.
Developed standard OBIEE reports and Interactive Dashboards. Used write back functionality, action links, master detail drill down, pivot table views, dashboard prompts (column prompts, variable prompts).
Involved in analysis of data issues from upstream and downstream applications associated with the OFSAA and its DataMart’s Analyze failed Data Quality Rules in the Production environment, addressing data-related issues based on data lineage and mapping requirements. Involved in requirement gathering, technical scoping, data mapping, data lineage, and data profiling discussions.
Designing pixel perfect BI Publisher reports using rtf template builder with xml tagging, extended SQL,xsl functions, variables, formulas, pivotal views, drill down, hyperlinks, sub templates, dynamic columns. Building BI publisher data models by writing physical queries using function calls, stored procedures, cursors, event triggers, views, parameters etc.
Leading a team of 4 individuals working offshore and coordinating for timely delivery of work items.
Maintain the product backlog, defects, and sprint retro in JIRA.
Involved in release management activities for migrating the dashboard to production.
Company Overview: LCEC is an electric distribution cooperative, serving customers throughout five counties in pristine, Southwest Florida.
This project is to build BI portal to bring data from different applications to a single platform to provide data analysis. LCEC currently has many systems like CC&B (customer care and billing), WMIS, TWACS, SCADA, Oracle EBS etc., used in their industry which do not communicate to each other and causing many manual export and manipulation to meet their reporting needs.
Tableau Dashboards are designed against their Revenue Assurance, Data Services, Billing Services, Revenue Recovery, Customer Care Center, builder team, Customer Information Services, Equity, Reg & Govt Relations, Meter Dept Reports, Field Supervisors, Work Requests, and System Operators. And OBIEE standard reports and dashboards are developed against subject areas like CCB (Customer Care Operations), FI (Finance and Accounting) and EO (Electric operations) Users can view data at aggregate and detail for budget vs. actual, work order estimates vs. actual capabilities, can generate finance month end closing reports. Do data analysis on Credit and Collections, Customer Accounting, Construction and Maintenance, Distribution Engineering, Electrical Services.
Understanding several data source systems involved and understanding the data model to avoid the data conflict and to provide improvements in the reporting system and recommend product enhancements.
Interacting with the functional designers. Analyze the data requirements & architect the STAR data model by identifying the appropriate dimensions & facts.
Gathered requirements and prepared impact analysis. Creation of corresponding TDD’s based on data mappings defined in the FDD’s.
Developed various dashboards, reports utilizing Tableau Visualizations like Dual Axis, Bar Graphs, Scatter Plots, Pie-Charts, Bubble Charts, Tree Maps, Funnel Charts, Box Plots, Waterfall Charts, Geographic Visualization and making use of actions, other local and global filters as per the requirements.
Utilized quick filters, action filters, parameter controls, achieved functionalities such as dynamic displaying title, commentary, and corresponding records, collapse and expand the table, sub-report linkage, dynamic tooltip displaying, etc. Using Tableau Desktop to analyze and obtain insights into large data sets using groups, bins, hierarchies, sorts, sets and filters.
Involved in Performance testing to evaluate the performance of Tableau dashboards.
Worked extensively with Advance analytics actions, calculations, LOD’s, Parameters, Trend Lines, Statistics and Table calculations.
Worked extensively on performance improvement of the long running queries using aggregate tables, application of database hints. Creation of Reports & Dashboards at BI Answers & Dashboards.
Building BI publisher data model writing physical queries using function calls, stored procedures, cursors, event triggers, views, parameters, list of values. Designed additional BIP data models writing logical queries using RPD subject areas.
Developed data models for a complex reporting needs using multiple data sets, data links, used event triggers and procedures to load data on temp tables to fine tune the long running reports.
Designed pixel perfect BIP reports using rtf template builder with xml tagging, extended SQL, xsl functions, variables, formulas, pivotal views, drill down, hyperlinks, xsl sub templates, dynamic columns.
Used grouping (left, above), nested grouping, sorting, looping, conditional content display, column formulas conditional subtotals, grand totals, running totals, excel template, cross tabs, document merging etc.
Used Schedule triggers, batch scheduling, bursting for report delivery and scheduling needs.
Developed and Optimized Stored Procedures, Views, and User-Defined Functions for the Application.
Created temp tables, implemented before triggers to improve performance for long running queries.
Used OBIEE Administration tool built physical, Business and Presentation layer of the repository Created Alias tables, configured repository with logical dimensional modeling using star schema.
Worked on multiple LTS, Fragmentation, time series functions like AGO, TODATE, PERIODROLLING.
Used static and dynamic repository variables, initialization blocks, session variables, row wise initialization.
Created different Hierarchies, Levels and implemented Business Logic by creating level-based measures in BMM Layer, created Ragged and Skip level Hierarchies, Parent Child Hierarchies as per the business scenarios.
Worked on data level and object level security providing access to different groups and users.
Designed Interactive dashboards with Action link, embedded content, dashboard pages, dashboard prompts (column prompt, variable prompt), presentation variables, request variables.
Performed data analysis for production tickets and provided support to the ETL Prod Support team.
Involved in migration and deployment activities, migrating objects between environments and to Production.
LCEC is an electric distribution cooperative, serving customers throughout five counties in pristine, Southwest Florida.
Environment: Tableau Desktop 9.1, Tableau Server 9.1, OBIEE 11.1.1.7, BI Publisher 11.1.1.7, Oracle 11g, ODI 11.1.1.7, SQL Server 2008, Crystal Reports
Sr BI Consultant
Wellington Management Company/Accenture
Marlborough, MA
06.2014 - 02.2016
Company Overview: Wellington Management Company serves as an investment adviser or sub-adviser for managing client portfolios. Wellington Management also provides assistance to official pricing agents of client accounts, usually custodian banks or accounting agents.
Vision of this project is to have one platform, Enterprise BI with one repository to provide single version of truth, The platform will provide dashboard, KPIs, Metrics, trends, office integration and workflow for end to end performance visibility of Trading BI across all segments of the global markets. Reports are built for Holdings, Distributions, Account Statistics, TopN, and Transactions. Account benchmark comparison (any entity to any entity whether account or benchmark) weighted average calculations (very complex logic for any BI tool). Single date entry Pool holdings drill down multiple catalogs in a single report are some of the complex reports and interactive dashboards built.
Responsibilities: Gathering requirements from Performance Analytical Users, identifying functional requirements and documenting them into a Business Requirement Document (BRD). Designing complex tableau report packages and story publishing them on the tableau server. Designed report that depicts top performers of the total client list in quadrant graph. Designed Status Requestor Dashboard that provides status of specific request from end client which provides them tracking ability of their ad-hoc report requests.
Worked extensively with Advance analysis Actions, Calculations, Parameters, Background images, Maps, Trend Lines, Statistics, and Log Axes. Groups, hierarchies, Sets to create detail level summary report and dashboard using KPI’s.
Developed various dashboards, reports utilizing Tableau Visualizations like Dual Axis, Bar Graphs, Scatter Plots, Pie-Charts, Bubble Charts, Tree Maps, Funnel Charts, Box Plots, Waterfall Charts, Geographic Visualization and making use of actions, other local and global filters as per the requirements.
Created various analytical reports and Automated Dashboards to help users to identify critical KPIs and facilitate strategic planning in the organization.
Migrated new visualizations, daily, weekly & monthly reports as per business need.
Actively involved in testing new/upgraded features like new Visualizations, Forecasting, Data Blending, Parallelized Dashboard, Hyperlink Objects, Color-coded etc.
Designed a report by blending 20 different data sources in a single report and controlling entire report with single selection.
Enhancement of existing reports to improve performance by modifying the sql code used in extraction of data Involved in design requirement meeting with clients and internal employees.
UAT testing of the reports developed along with Dev and SIT testing.
Development of Key Performance Indicators (KPI) dashboards that provides internal employee productivity of specific period. Designing excel based reports on tableau.
Developed story telling dashboards in Tableau Desktop and published them on to Tableau Server which allowed end users to understand the data on the fly with the usage of quick filters.
Scheduled data refresh on Tableau Server for weekly and monthly increments based on business change to ensure that the views and dashboards were displaying the changed data accurately.
Tested dashboards to ensure data was matching as per the business requirements and if there were any changes in underlying data.
Participated in meetings, reviews, and user group discussions as well as communicating with stakeholders and business groups. Training Internal employees with tableau desktop and tableau server knowledge.
Wellington Management Company serves as an investment adviser or sub-adviser for managing client portfolios. Wellington Management also provides assistance to official pricing agents of client accounts, usually custodian banks or accounting agents.
Environment: Tableau Desktop 9.1, Tableau Server 9.1, MS SQL Server 2012 R2, Win Server 2008/2012 R2, Active Directory, Data Extract (TDE), Google Analytics, API Data
Software Engineering Sr. Analyst
MARSH & MCLENNAN/Accenture
India
10.2013 - 06.2014
The project is about enhancements and support for RMB BI Reports for Marsh & McLennan. Accenture is required to support the ongoing use of the application and configure changes in the system as required by client business users daily. The business users will be raising tickets for any issues they come across in production environment. Following are roles and responsibilities as a part of production support team. RMB BI reporting is intended to self-service requests (ad-hoc requests) in addition to the prebuilt dashboards, developed on OBIEE using Informatica as ETL layer and RM&B, FAH (AR, GL, SAL) and OAP and GIDS as data sources. Have subject areas as Invoice& Billing, Revenues, Account Payables, General Ledger. Some of the major dashboards and reports are RMB Accounts, RMB AP Payments, RMB Invoice Lines, RMB Billable Charges Enhanced Commission, Financial Transactions, Revenue Reconciliation reports etc.
Roles and Responsibilities: Understanding the data model and analyzing the tickets/issues raised by the end users. Understanding the current BI architecture and functional understanding of source systems (Oracle AP, GL). Supporting the application for any production severity defects and providing the root cause analysis for the production bugs Working closely with the business users to understand the change request and their perception of presenting the report data. Making the required code fix in RPD/ Answers and deploying the fix in monthly releases. Building additional dashboards and reports as per the business requirements. Built BIP reports using Data model on top of OBIEE subject areas using logical queries, parameters. Designed BIP reports using RTF templates with xml tagging, formulas, variables, drill down reports. Worked on BI Publisher Batch job processing, document merging, bursting, scheduling. Troubleshooting the OBIEE issues, back tracking the data issues till ETL layer and OLTP systems. Monitoring the Informatica workflows and analyzing the issue for any failures.
Environment: OBIEE 11.1.1.5, Oracle 11g, BI Publisher, Informatica Power Center 8.6.1, Oracle EBS, Oracle RMB, Oracle FAH, SQL Developer, Windows XP
Software Engineering Sr. Analyst
US - Steel/Accenture
India
12.2012 - 10.2013
Objective of the project is to develop, build the BI Reports, customize the reports using OBIA Apps Vanila RPD in integration with EBS as the source, several modules involved are General Ledger, Commercial Analysis, AR,AP, Pricing, Production Orders, Pricing, Inventory Control etc. There are many existing reports and dashboards, need to make enhancements, defect fixing, and new developments as required and Post Production support and bug fixing.
Roles and Responsibilities: RPD development to accommodate the new data models, built Ad-hoc and standard Reports / Dashboards with different Analytics Views using in the OBIEE framework. Defect fixing, troubleshooting Post Production issues, Data issue Analysis and back tracing the issues till ETL layer & EBS (OLTP) systems. Implemented object level and data level security. Created connection pools, imported the physical tables and then creating aliases, defined joins. Developed the necessary star schemas in the BMM layer and modified them in order to accommodate the new business requirements. Created different Hierarchies, Levels and implemented Business Logic by creating level-based measures. Developed BI Publisher Data Models with physical and logical queries, Designed BI Publisher reports using RTF template builder and worked on scheduling.
Environment: OBIEE 11.1.1.5, OBIA 7.9.6, BI Publisher, BI Apps (Financial Analytics, Order Management) DAC, Informatica Power Center 8.6.1, TOAD, Oracle 11g, Windows XP
Software Engineering Sr. Analyst
Verizon ( VDSI ) / Accenture
India
07.2012 - 12.2012
Vision of CPM project is to have one platform, Corporate Performance Management System (CPM) with one repository to provide single version of truth,The platform will provide dashboard, KPIs, Metrics, trends, office integration and workflow for end to end performance visibility of Verizon.
Roles and Responsibilities: To bring value addition to the existing system in the OBIEE front making it as single platform for all CPM reporting needs. Worked on aggregate tables to improve query performance. Created Session & Repository Variables to achieve desired functionality, Worked on ibots/agents for BI server cache seeding and worked on cache purging management. Worked on new features of OBIEE 11g such as KPIS and Score cards, integration of OBIEE with ADF framework etc. Created additional Dashboards & Answers using OBIEE 11.1.5. Developed many Ad-hoc and standard Reports / Dashboards with different Analytics Views (Drill-Down / Dynamic, Pivot Table, Chart, Column Selector, Tabular with global and local Filters) using in the OBIEE framework. Worked on hierarchical columns master detail linking, presentation variables, Ragged and skip level hierarchies. Worked on very client specific data formatting changes on OBIEE frontend.
Environment: OBIEE 11.1.1.5, ODI 11g, Oracle 10g, TOAD, Catalog Manager, Oracle Essbase, TOAD, Red Hat Linux Server