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Data Preparation and Presentation

Work with reliable data and focus on substantive analysis and decision-making

Data preparation and presentation is an area of our services that underpins nearly every topic described in the other areas. The solutions in this category include both components of comprehensive BI platform reporting plans and implementations, as well as individual solutions that support selected stages of the process. This overview follows the traditional reporting path from the perspective of our products and services. It also covers additional capabilities that often go beyond the standard scope of work but are essential to a specific project. In every scenario, we reduce the time required to prepare data so analysts can focus on interpreting it.

Alteryx Designer workflow that filters and geocodes Airbnb listing data

Do you work with sales data? Do you want to make better business decisions?
Request a free consultation about your analytics needs. We will identify areas for improvement and the right solutions.

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Data provides valuable direction regardless of company size

The report delivered to an end user can be just the tip of the iceberg compared with the extensive preparation that preceded its creation. Even a report based on several spreadsheets can be useful when the data is properly prepared.

We deliver both large, comprehensive projects and small implementations and consultations. The following project scenarios provide a broader view of our services in this area.

Example presentation of key metrics

Sales, margin, and product volume report by category and month

Tableau Prep workflow combining orders, returns, and sales quotas

Excel files are a good starting point for BI

This is an excellent time to begin building a data culture and working methods in the company. Most professionals have encountered a situation in which a report had to be built from spreadsheet files. For many, this is routine. In this scenario, we use Business Intelligence tools to:

  • Transform working tables into a structure suitable for analysis and reporting.
  • Clean and standardize data.
  • Combine data from multiple tables.
  • Combine Excel data with database data.
  • Build customized data models.
  • Create tailored reports and visualizations.

We perform all work as clearly described, repeatable processes that the client’s team can easily edit independently.

Do you have one sales system, but its built-in reports are insufficient or do not reflect reality?

Nearly every organization operating today has at least a basic sales system or a more extensive ERP platform. Each system uses a database that records information about company activities. In this scenario, we most often deliver:

  • Data profiling and cleaning—we remove errors caused by manual data entry, including inconsistent definitions, several names for the same product, or incorrect contact details.
  • Connections between system data and file-based tables, such as dictionaries or targets stored in Excel.
  • Reports for different areas based on these systems, such as sales reports, accounts receivable aging, warehouse reports, and sales team target-versus-actual views.
  • Automated, scheduled report refreshes. Tableau data source screen joining sales tables from an ERP database

Take a step toward becoming a data-driven organization. Make decisions based on data.

In a demanding business environment with increasingly complex systems that generate data, the need to interpret information correctly continues to grow. We address these requirements with BI platform implementation plans that offer flexibility in timing and cost. The scenarios cover the most important needs of a company that wants to make decisions based on data. Our broad range of services includes:

Alteryx and Snowflake workflow for predicting customer lifetime value

  • Acquiring data from every source in the company.
  • Extensive ETL processes that combine and model data from all types of sources.
  • Building databases as repositories for these assets and data models used in reporting.
  • Data monetization by distributing reports to external clients.
  • Building reports for any business area.
  • Distributing reports within the organization while preserving its structure and security protocols.
  • Acquiring and modeling market data from external providers, including for market-share reporting.
  • Creating predictive models for strategic management.

Every client’s needs are unique, and we are ready to address them

Our implementations can include additional components as well as standalone products that support reporting processes. Examples include:

  • Address geocoding. A company that wants to work with its address database on a map, display customers in a selected area, or use location data to optimize distribution needs additional information such as each customer’s latitude and longitude. We provide the required location data based on a list of addresses.
  • Custom data connections and Web Data Connectors. Popular Business Intelligence platforms provide ready-made components for connecting to most database technologies. We create custom connectors for less common systems.
  • Custom scripts. BI platforms cover most client needs, but some situations require additional scripts that extend their capabilities. One example is the automatic refresh of reports in Live mode so current data can be displayed on monitors in manufacturing facilities.

Alteryx Designer workflow for filtering, mapping, and sorting location data

Operational knowledge at a glance—on a phone, computer, or paper

When presenting results, we apply proven data visualization principles based on knowledge of human perception and color psychology. We also deliver custom work for special client requirements, such as static reports for management board meetings.

Explore applications ready for implementation in your company

Explore specific applications in which our solutions improve work with data. Since 1999, we have provided organizations with expertise and modern technologies so they can make sound business decisions based on data. We design data structures, conduct training and workshops, advise, develop software, and integrate Business Intelligence solutions. The full catalog of applications presents the available scenarios.

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