A leading beverage brand, grappling with an inefficient Business Intelligence (BI) system, partnered with CloudIQ Technologies to revolutionize its data analytics capabilities. The brand faced critical challenges, including unreliable data, structural limitations in its data models, and performance bottlenecks within its Power BI dashboards. These issues hindered effective decision-making and operational efficiency.

Customer Challenges

The company encountered several pain points with the existing BI setup:

• The SQL table joins were inaccurate and required expert intervention to meet business requirements.

• The data model had structural limitations, leading to inefficiencies and inconsistencies in reporting.

• Power BI dashboards contained numerous unused or redundant DAX queries, impacting performance and ease of maintenance.

• The business required new Power BI visualizations, necessitating optimized and business-specific DAX queries.

Partner Solution

CloudIQ Technologies collaborated closely with the client to address the foundational issues and build a more reliable and scalable BI infrastructure.

1. SQL Optimization and Environment Isolation

CloudIQ analyzed and fixed SQL join issues based on VIP data requirements. A new non-production Azure Synapse environment was provisioned to allow the safe development and testing of query changes without affecting existing production reports.

2. Data Model Refinement

Based on client-provided specifications, CloudIQ made structural improvements to the data model. These changes were applied across Synapse SQL tables and reflected in Power BI’s Power Query layer to ensure consistency.

3. Power BI Optimization and Cleanup

Using tools like Measure Killer, CloudIQ identified and documented all unused DAX measures. This audit helped clean up the BI environment and created transparency for ongoing report development.

4. New Visualizations Using DAX

CloudIQ developed advanced DAX measures to support two key business use cases:

• Recommended Order Generation: Weekly distribution order quantities were projected based on future stock requirements for a defined period (e.g., 30 days).

• Forecast by Analogy: For new beverage flavors with limited historical sales data, projections were made using trends from similar existing products.

5. Data Integration from NetSuite

Data from a new vendor, NetSuite, was processed and integrated into the existing Power BI data flow, expanding the scope of reporting and analysis.

Data flow/connectivity with external vendors

Customer Benefits

The beverage company now benefits from a reliable, high-performing BI system tailored to its evolving business needs. Key improvements include:

• Accurate and efficient data joins for enhanced report integrity.

• A cleaner, more maintainable Power BI environment with optimized DAX queries.

• New visualizations that support data-driven decision-making for inventory planning and product launch strategies.

• Seamless integration of additional vendor data sources into the unified BI platform.

By tailoring the BI system to the brand's evolving business needs, CloudIQ Technologies has equipped them with a powerful tool to navigate market dynamics and sustain growth.

Products Used

Azure Synapse, SQL Server tables, and Spark Notebooks within Synapse, Power BI.