
Integrating Operational and Budget Data to Enhance Reporting
Project Snapshot
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:
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:
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:
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:
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:
Technologies Used
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.





