Integrating Operational and Budget Data to Enhance Reporting

Project Snapshot

  • Client: Northern Valley Packers
  • Industry: Horticulture and Fresh Produce
  • Engagement: Power BI enhancement, Tatou integration and executive reporting
  • Core Technologies: Microsoft Power BI, Power Query, Tatou REST API, Semantic Modelling, DAX
  • Duration: Two-week (80 hour) engagement

NV Packers engaged AGER BI to enhance its existing Power BI reporting platform by integrating operational data from the Tatou farm management system, incorporating budget data and improving the existing semantic model. The objective was to provide management with a more complete and reliable view of operational performance, labour costs and financial results through a consolidated reporting solution.

Delivered over a focused two-week (80-hour) engagement, the project combined operational and financial information into a single reporting platform while extending existing Power BI reports to support better operational and management decision-making.

Rather than replacing the existing reporting environment, AGER BI built upon the current investment by enhancing the semantic model, integrating new data sources and delivering additional reporting capability.

Overview

The Challenge

NV Packers already had an established Power BI reporting environment; however, important operational and financial information was stored across separate systems.

Operational picking and packing information was held within the Tatou farm management platform, while budget information existed separately from operational reporting. This limited management’s ability to analyse operational performance alongside financial outcomes.

The organisation required a solution that would:

  • Integrate Tatou operational data into the existing reporting platform.

  • Incorporate budget information for improved financial reporting.

  • Enhance the existing semantic model to support additional reporting requirements.

  • Improve report usability and performance.

  • Provide automated refresh capability through the Power BI Service.

Solution Delivered

AGER BI delivered a complete enhancement of the existing reporting solution by integrating new operational and financial data sources into the existing Power BI environment.

The engagement included:

  • Integration of Tatou operational data via the Tatou REST API.

  • Integration of budget data into the reporting model.

  • Enhancement of the existing Power BI semantic model.

  • Additional Power Query transformations and data modelling.

  • New DAX measures and business calculations.

  • Development of enhanced Power BI reports and dashboards.

  • Configuration of scheduled refreshes within the Power BI Service.

The result was a single reporting platform combining operational, financial and budget information.

Tatou API Integration

A key component of the engagement was integrating operational data from the Tatou farm management system.

AGER BI developed Power Query functions to retrieve data from the Tatou REST API, handling authentication, pagination and JSON transformation before loading the required information into the reporting model.

Relevant operational datasets were incorporated into the existing model and linked with existing business data to provide a richer analytical experience.

This removed the need for manual data preparation while ensuring operational information could be refreshed automatically.

Semantic Model Enhancement

Rather than creating a new reporting model, AGER BI enhanced the client’s existing semantic model.

This included:

  • Improving model structure.

  • Extending relationships between existing and new datasets.

  • Incorporating Tatou operational information.

  • Creating additional calculated measures.

  • Improving usability and maintainability.

Power BI Reporting

With the enhanced semantic model in place, AGER BI developed additional Power BI reports and dashboards to provide greater visibility into business performance.

The reports combined:

  • Operational performance.

  • Picking and packing activity.

  • Financial information.

  • Budget comparisons.

  • Existing organisational reporting.

The enhanced reporting environment enabled management to analyse operational performance alongside financial outcomes within a single reporting solution.

Deployment

The completed solution was published to the Power BI Service, enabling scheduled refreshes and providing users with access to up-to-date operational and financial information without manual intervention.

The engagement was completed within the planned two-week (80-hour) timeframe.

Business Outcomes

The completed solution delivered significant improvements to NV Packers’ reporting capability, including:

  • Integrated Tatou operational data into the existing reporting platform.

  • Combined operational, financial and budget information within a single semantic model.

  • Enhanced the existing Power BI reporting environment without requiring redevelopment.

  • Improved visibility into operational and financial performance.

  • Delivered additional Power BI reports supporting management decision-making.

  • Enabled automated data refresh through the Power BI Service.

  • Established a scalable reporting foundation for future enhancements.

Technologies Used

  • Microsoft Power BI

  • Power Query

  • Tatou REST API

  • Semantic Modelling

  • DAX

  • Microsoft Power BI Service

Why AGER BI?

NV Packers engaged AGER BI to enhance its existing reporting platform while preserving previous investments in Power BI.

Drawing on expertise in Microsoft data and analytics solutions, AGER BI successfully integrated new operational and financial data sources into an enhanced semantic model and delivered improved reporting within a focused two-week engagement.

The result was a modern, scalable reporting solution that provides management with a more complete view of operational and financial performance, supporting faster and more informed decision-making.