Visibility on assets under management

Visibility on assets under management

Project's goal Empowering a 25 sell-side stock broker team and allow the sales manager to identify clients' clusters for sales campaigns. Challenges A London based stock brokerage company promotes and sells listed securities to financial institutions. The management...

Getting OneDrive Files into Power BI Desktop

Getting OneDrive Files into Power BI Desktop

The other week I was working with a client whose data was stored somewhere in their OneDrive. No Problem, right? Sort of. We uploaded a very simple calendar table to OneDrive and tried tied to import it to...

Building a Beautiful Dashboard using Excel (part 3)

Building a Beautiful Dashboard using Excel (part 3)

When dealing with a client that has Excel 2010, 2013 or 2016, the Sensdat team builds and formats the dashboard with Excel of course, using Pivot Tables, slicers, hyperlinks and conditional formatting. This blog post is about visuals only,...