Power BI Financial Reports  Success Story 

Overview

About the Client

• Founded in 2005, Client helps companies transform their Quote-to-Cash process. They have enabled leading enterprise companies to achieve their most complex Q2C process automation goals, delivering CPQ, ecommerce and subscription billing solutions and integrating those solutions to ERP and other enterprise systems. 

• Client’s founders started their careers at a Global Systems Integrator and spent several years learning how to deliver large scale enterprise software implementations. They shared a vision to start a boutique implementation consulting firm that provided the quality of the Global SIs but at a better price point and with a more flexible approach. 

The challenge  

• Client wanted to create a financial statement for all of their salesforce reports. Which included quarterly and yearly sales and separate column for each entry. 

• The Client also wanted three separate tabs/pages one will have all the combined data and two pages with Salesforce and Oracle data, respectively. 

• As it was all financial data/reports with lot of calculations and complex logic the challenge was to maintain the accuracy with each change of report in salesforce. 

Our Solution  

To address the client’s need for an accurate, consolidated financial reporting system from Salesforce and Oracle, we implemented the following solution using Microsoft Power BI in Boomi. 

Data Integration: 

• Utilized Power BI’s Salesforce connector to extract structured quarterly and yearly sales data and added weekly sync 

• Integrated salesforce data via direct query and/or scheduled data imports using Power Query and custom transformations. 

Data Modeling & Accuracy Management: 

• Built robust data models with clearly defined relationships and calculated tables to manage complex financial logic. 

• Created custom measures and calculated columns using DAX (Data Analysis Expressions) for KPIs like: 

1. Target Plan 

2. FTP (Forecast to Plan) 

3. Actuals 

4. Proposed vs Delivered 

Data Refresh & Accuracy: 

• Configured scheduled refreshes and implemented change tracking logic to ensure each update in Salesforce data is accurately reflected in the reports. 

Technology & tools used 

Tools Used: 

1. Microsoft Power BI (Power Query, DAX, Power BI Service) 

2. Salesforce Connector for Power BI 

3. Excel (for validation & intermediate data checks) 

Results

The Impact and outcome 

• Improved Decision-Making: 

Leadership gained access to real-time financial insights, enabling faster and more informed strategic decisions across sales and finance departments. 

• Single Source of Truth: 

Created a centralized reporting platform combining Salesforce and Oracle data, eliminating manual data consolidation and inconsistencies. 

• Enhanced Accuracy & Transparency: 

Built-in validations and automated refresh schedules ensured data accuracy, even with frequent changes in Salesforce reports.