Outcome signal
Public repo + Mar 2026 talk
Case Studies
Power BI case studies: performance, modernization, and semantic model engineering
Each case study is framed around the delivery constraint, what changed because of the work, and why it matters. Start with the problem closest to what you are dealing with, then scan the relevant examples.
Featured PBIP case Semantic Model Engineering
Power BI Automated Measure Testing with PBIP
Maintaining 10+ production Power BI datasets and reports alone made measure-level regressions easy to miss. Changes were reviewed manually, if at all, and confidence in deployment dropped as the models grew. The underlying issue: a `.pbix` opened and saved is a review black box — nothing compares the model before and after.
What changed
Reusable TMDL/PBIR inspection and DAX risk detection workflow for ongoing production maintenance
Why it matters
Recent workflow built from real production-maintenance needs, with public proof through a GitHub repo and a Mar 2026 speaking session.
PBIP TMDL PBIR Python AI-assisted tooling
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What are you trying to solve?
Choose the problem theme closest to your current challenge.
Performance
Performance tuning
Dashboards too slow for daily use, or datasets that do not scale.
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2 case studies
Governance
Data quality and governance visibility
Data quality invisible to stakeholders, or governance without shared evidence.
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1 case study
Modernization
Reporting modernization
Legacy reports to migrate, reporting architecture to establish, or dashboards to rebuild.
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3 case studies
Semantic model engineering
Semantic model engineering and validation
Models that need source control, validation, or structured review before deployment.
Browse
1 case study
AI-assisted BI
AI-assisted BI workflows
AI interest that needs honest scoping, a POC, or review-controlled guardrails.
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2 case studies
Performance
Performance tuning
Dashboards too slow for daily use, or datasets that do not scale.
Performance Tuning
Enterprise Data Platform Modernization
My role
Reporting-layer redesign, performance testing, and stakeholder communication
Constraint
Monolithic reporting structures plus a 30-user concurrency requirement for broader rollout
What changed
One analytics path reduced from 25M to under 100K rows; identified issues dropped from 43 to 2
Why this matters
Architecture-level performance work with rollout-readiness evidence, not just dashboard polish
performance-tuning data-model-redesign tableau
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Performance Tuning
Retail Dashboard Performance Tuning
My role
Dataset redesign and SQL optimization
Constraint
90-second dashboard load time across five departments
What changed
Load time dropped to 7 seconds through dataset and SQL logic changes
Why this matters
Measurable performance proof tied to daily operational use
performance-tuning dataset-redesign sql-optimization
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Governance
Data quality and governance visibility
Data quality invisible to stakeholders, or governance without shared evidence.
Modernization
Reporting modernization
Legacy reports to migrate, reporting architecture to establish, or dashboards to rebuild.
Reporting Modernization
Trading Analytics and Compliance Reporting
My role
Senior Power BI development across report design, modeling, DAX, and testing
Constraint
Multi-party CTRM rollout with complex data dependencies and near-real-time reporting expectations
What changed
A new CTRM platform gained a validated reporting layer for middle-office and finance users across exception, compliance, and P&L monitoring
Why this matters
Shows specialist reporting delivery in a complex multi-party environment, including data-validation discipline and stakeholder sign-off
reporting-modernization trading-analytics compliance-reporting
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Dashboard Design
Customer 360 Lead-Generation Dashboard
My role
Dashboard design, prototyping, and stakeholder walkthroughs
Constraint
Fragmented customer, product, and insurance data across systems
What changed
A cross-sell workflow moved from fragmented analysis to a single drillable customer 360 dashboard
Why this matters
Shows end-to-end dashboard design, data modeling, and adoption-focused iteration rather than a static build
dashboard-design customer-analytics lead-generation
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Reporting Modernization
Reporting Modernization: Cognos to Power BI Paginated Reports
My role
End-to-end migration delivery with multinational stakeholders
Constraint
10+ legacy Cognos reports with fragile maintenance model
What changed
Reports migrated to Power BI Paginated Reports with improved maintainability
Why this matters
Enterprise-scale migration, not a one-off conversion
report-migration paginated-reports cognos-modernization
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Semantic model engineering
Semantic model engineering and validation
Models that need source control, validation, or structured review before deployment.
AI-assisted BI
AI-assisted BI workflows
AI interest that needs honest scoping, a POC, or review-controlled guardrails.
AI-Assisted BI
Gen-AI Debt Collection POC
My role
Azure OpenAI POC development
Constraint
Manual, non-personalized messaging approach
What changed
Demonstrated feasibility of AI-assisted personalized messaging
Why this matters
Scoped clearly as a POC, not a scaled transformation
genai azure-openai poc
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AI-Assisted BI
AI-Assisted Control Tower Dashboard POC
My role
Visualization development, stakeholder validation, and POC documentation
Constraint
Multiple data domains and AI outputs had to be made usable for non-technical executives
What changed
A fragmented KPI view became a unified control-tower POC with AI-assisted anomaly visibility and handover materials
Why this matters
Shows AI-assisted BI delivered as a documented, stakeholder-validated POC rather than hype
ai-assisted executive-dashboard poc
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