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Data Preparation and Integration Module
This module focuses on preparing and integrating data into Power BI, ensuring data is clean, structured, and ready for analysis. It is especially useful for clients with raw, fragmented, or complex data sources.
General Purpose of the Module
To streamline the process of connecting, cleaning, and modeling data from multiple sources to ensure seamless integration into Power BI for analysis and visualization.
Service Packages
1. Basic Integration Package
Purpose: Provide a simple and quick setup for Power BI users with standard data sources.
Includes:
Connecting to flat files (e.g., Excel, CSV, or text files).
Setting up relationships between basic data tables.
Simple data transformations (e.g., filtering, renaming columns).
Target Audience: Small businesses or users with straightforward data needs.
2. Advanced Integration Package
Purpose: Offer support for complex and dynamic data sources.
Includes:
Connecting Power BI to multiple and advanced data sources (e.g., SQL Server, APIs, cloud-based systems like Azure or Google BigQuery).
Implementing real-time data streaming setups.
Merging and appending datasets from different sources.
Target Audience: Medium-sized businesses or organizations with multiple data systems.
3. Data Cleaning and Transformation Package
Purpose: Prepare raw and inconsistent data for accurate reporting and analysis.
Includes:
Removing duplicates and handling missing data.
Data normalization (e.g., standardizing date formats, currencies).
Creating calculated columns and measures using Power Query.
Resolving data inconsistencies and errors.
Target Audience: Businesses with unstructured or messy datasets.
4. Data Modeling and Relationships Package
Purpose: Design and optimize a robust data model tailored to business needs.
Includes:
Building star and snowflake schema models.
Defining table relationships and cardinality.
Optimizing data models for performance and scalability.
Creating reusable datasets for enterprise use.
Target Audience: Businesses with complex analytics requirements or a need for a well-structured data foundation.
5. Automation and Scheduling Package
Purpose: Automate data updates and ensure timely access to the latest information.
Includes:
Setting up scheduled refreshes for datasets.
Configuring Power BI Gateway for on-premise data sources.
Implementing notifications for data refresh failures.
Target Audience: Businesses needing real-time or frequently updated dashboards.
Technical Details
Supported Data Sources:
Flat files (Excel, CSV).
SQL databases (SQL Server, MySQL, PostgreSQL).
Cloud-based systems (Azure, AWS, Google BigQuery).
APIs and web services.
ERP and CRM systems (e.g., SAP, Salesforce, Dynamics 365).
Tools and Techniques:
Power Query for data cleaning and transformation.
DAX for calculated columns and measures.
Power BI Gateway for on-premises data access.
Dataflow creation for shared and reusable datasets.
Key Features
Seamless Integration: Enable clients to connect their data to Power BI efficiently and securely.
Data Cleaning Expertise: Ensure all data is accurate, consistent, and ready for analysis.
Optimization for Performance: Minimize data load times and improve dashboard responsiveness.
Customized Data Models: Tailored solutions to align with business processes and goals.
Workflow
Initial Assessment:
Understand the client’s data sources and reporting requirements.
Identify potential integration challenges (e.g., unsupported formats, API access).
Implementation Phase:
Connect and integrate data sources into Power BI.
Clean and transform the data for better usability.
Data Modeling:
Design and implement a data model optimized for reporting and analysis.
Testing and Delivery:
Validate data accuracy and test refresh schedules.
Deliver a fully functional data model ready for visualization.
Support and Training:
Provide training on maintaining the data integration setup.
Offer support for any post-deployment issues.
Service Pricing
Basic Integration Package: $300–$500
Advanced Integration Package: $800–$2,000
Data Cleaning and Transformation: $500–$1,500
Data Modeling and Relationships: $1,000–$2,500
Automation and Scheduling: $500–$1,000
Targeted Benefits
Reduce time spent on manual data preparation.
Ensure data quality and consistency.
Enable real-time or near-real-time reporting.
Provide scalable solutions for growing data needs.