Power BI / Business Consultant

Qpact

India

Job Description

Power BI / Business Applications Reporting Consultant

Position Title

Power BI / Business Applications Reporting Consultant Department Information Technology Department

Role Type

Technical resource for reporting, analytics and business application data support Primary Systems Microsoft Dynamics 365 CRM, Power BI, Oracle/ERP, Power Platform, SharePoint, Excel, SQL/data sources, and other Company business systems

1. Role Purpose The resource will support Company's reporting, analytics and business application data requirements by developing Power BI dashboards and providing data/reporting support across Microsoft Dynamics 365 CRM, Oracle/ERP and other Company systems. The role is expected to go beyond dashboard development by understanding source systems, validating data, supporting integrations, coordinating with business users and ensuring reports are secure, accurate, timely and aligned with Company operational and management reporting needs.

2. Key Responsibilities Power BI Reporting and Analytics

Design, develop, publish and maintain Power BI dashboards, reports, KPI scorecards and executive-level analytics for management and business departments.
Build efficient semantic models, datasets, measures and calculations using Power Query, DAX and appropriate data modeling practices.
Configure scheduled refresh, gateway connections, workspace access, report sharing, subscriptions and deployment support in Power BI Service.
Implement row-level security, data access controls and report governance in coordination with Company IT and business owners.
Optimize report performance, data refresh timing, model size, and user experience across dashboards. Microsoft Dynamics 365 CRM and Power Platform
Work with Microsoft Dynamics 365 CRM data, Dataverse tables/entities, views, relationships and business process data for reporting and operational insights.
Support reporting requirements from CRM modules, including customer records, cases/requests, sales/service activities, workflows, approvals and other configured Company CRM processes.
Coordinate with CRM administrators, functional users and vendors to understand data structure, field mapping, business rules and reporting requirements.
Support Power Platform related reporting needs, including Power Apps, Power Automate workflow data, Power Pages portal data and Dataverse-based solutions where applicable.
Assist in validating CRM data quality, duplicate records, missing fields, incorrect mappings and report discrepancies. Prepared by Company IT Department | Updated JD for Power BI / Business Applications Reporting Resource Oracle / ERP and Other Company Systems
Extract, transform and report data from Oracle/ERP and other enterprise systems used by Company, subject to access approval and system owner coordination.
Develop SQL queries, views or agreed data extracts to support reporting, reconciliation and dashboard requirements.
Coordinate with system owners for Oracle/ERP, finance, procurement, HR, helpdesk, project management and other applications to understand data availability and integration constraints.
Support integration of multiple data sources into Power BI while maintaining data consistency, auditability and alignment with business definitions.
Assist in troubleshooting data refresh, connector, gateway, credential and source-system access issues. Business Analysis, Documentation, and Support
Gather reporting requirements from business departments and convert them into clear data models, dashboard layouts, KPIs and report specifications.
Prepare and maintain technical documentation including data dictionaries, source-to-report mapping, dashboard user guides, refresh schedules, and version history.
Conduct UAT support, validate report results with business users and document sign-off or pending issues.
Provide day-to-day support for dashboard issues, data discrepancies, access requests, enhancements and user guidance.
Coordinate with vendors and internal IT teams to resolve technical issues and maintain continuity of reporting services. Governance, Security, and Compliance
Follow Company policies for data confidentiality, access management, audit trails, data retention and secure handling of business information.
Ensure dashboards and datasets are aligned with approved data ownership, security roles, and least-privilege access principles.
Maintain proper change control for report changes, dataset changes, source modifications and production deployments.
Support audit and management reporting requirements by maintaining traceable calculations, approved definitions and documented assumptions.

3. Required Technical Skills Area Expected Capability Power BI Power BI Desktop, Power BI Service, Power Query, DAX, semantic models, scheduled refresh, gateways, RLS, workspace management, report optimization, and dashboard publishing. Microsoft Dynamics 365 CRM / Dataverse Understanding of CRM data model, Dataverse tables, relationships, forms/views, security roles, business processes, and CRM-based reporting. Oracle / ERP / SQL Ability to read and write SQL queries, understand Oracle/ERP data structures, extract data, validate records, and support reconciliation between source systems and reports. Data Integration Experience connecting multiple systems through approved connectors, APIs, database views, flat files, SharePoint/Excel, gateways, and scheduled data refresh mechanisms. Microsoft Ecosystem Working knowledge of Microsoft 365, SharePoint, Excel, Teams, Power Apps, Power Prepared by Company IT Department | Updated JD for Power BI / Business Applications Reporting Resource Automate, Azure/Entra ID concepts and enterprise access controls. Documentation & Support Requirement gathering, dashboard specification, data mapping, user guides, issue logs, UAT support, change tracking, and knowledge transfer.

4. Preferred Qualifications and Experience

Bachelor's degree in computer science, Information Systems, Engineering, Business Analytics, or a related discipline.
Minimum 5 years of hands-on experience in Power BI report development and business intelligence delivery.
Practical experience working with Microsoft Dynamics 365 CRM, Dataverse, Oracle/ERP, SQL databases, or enterprise business applications.
Experience in requirement gathering, stakeholder workshops, UAT coordination, data validation, and production support.
Experience in real estate, property management, facilities, finance, procurement, customer service, or enterprise operations reporting is an advantage.

5. Expected Deliverables

Approved Power BI dashboards and KPI reports for business, operational, and executive reporting.
Documented data models, source-to-report mappings, and calculation logic for key reports.
Validated and reconciled reporting outputs from Dynamics 365 CRM, Oracle/ERP, and other approved systems.
Power BI workspace/report administration support, including refresh monitoring and access management coordination.
UAT evidence, issue logs, change requests and dashboard release notes.
User support, knowledge transfer and dashboard usage guidance for business users.

6. Performance Expectations

Reports should be accurate, timely, well-designed, and aligned with approved business definitions.
Dashboards should be easy to use, management-ready, and supported by clear documentation.
Data discrepancies should be investigated with proper coordination between business users, system owners, and IT.
Changes should be controlled, documented, tested, and communicated before release to production.
The resource should proactively identify opportunities to automate manual reporting and improve data quality.

7. Working Relationship, The resource will work closely with Company IT, business departments, system owners, CRM/Oracle/ERP administrators, vendors, and management stakeholders. The resource is expected to support both technical delivery and business-facing coordination to ensure reporting outcomes are practical, reliable, and aligned with Company's enterprise environment.

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