{"id":23100,"date":"2025-05-16T07:30:22","date_gmt":"2025-05-16T07:30:22","guid":{"rendered":"https:\/\/getdevdone.com\/blog\/?p=23100"},"modified":"2025-06-03T15:19:03","modified_gmt":"2025-06-03T15:19:03","slug":"reporting-optimization-power-bi","status":"publish","type":"post","link":"https:\/\/getdevdone.com\/blog\/reporting-optimization-power-bi.html","title":{"rendered":"Scalable Power BI Transformation for Affiliate Management: From 5-Hour Reports to Instant Insights"},"content":{"rendered":"\n<p>When the established affiliate and partnership marketing agency faced mounting reporting delays in Power BI, they started seeking a vendor to come up with a solution. The GetDevDone team joined the project and helped streamline the client\u2019s reporting architecture, cutting down report generation from over 5 hours to minutes.&nbsp;<\/p>\n\n\n\n<p>As a result we\u2019ve achieved faster access to critical insights, reduced infrastructure costs, and a scalable system ready for growth.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Period of cooperation:<\/strong> May 2022 &#8211; ongoing<\/li>\n\n\n\n<li><strong>Expertise:<\/strong> Marketing, Advertising, Digital Marketing\u00a0<\/li>\n\n\n\n<li><strong>Headquarters:<\/strong> Boston, Massachusetts, United States<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Project highlights<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Data storing and management:<\/strong><br>Our team led the development and implementation of a forecasting system that aimed to enhance organizational decision-making.<\/li>\n\n\n\n<li><strong>Reporting performance:<\/strong> By eliminating excessive calculations and backend requests, we improved performance and reduced AWS costs.<\/li>\n\n\n\n<li><strong>Data optimization: <\/strong>We archived outdated data and split active datasets into smaller tables, lifted the AWS computing strain, sped up report generation, and prepared the business for future scaling.\u00a0<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Business challenge<\/h2>\n\n\n\n<p>When our client\u2019s base grew from thousands to several hundred thousand records, it became clear that their Power BI platform could not keep up.&nbsp; At the time, generating a single report in Power BI took more than five hours as the platform struggled with increased loads and large, unoptimized data files.<\/p>\n\n\n\n<p>Additionally, key metrics were buried alongside outdated information, overwhelming the system and hindering timely decision-making. Our client was seeking a solid solution to organize its data.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Technology solution<\/h2>\n\n\n\n<p>The client\u2019s goals were clear: optimize their BI environment to enable faster, more actionable insights. GetDevDone experts had to optimize data for an improved decision-making experience.<strong><br><\/strong>We started with a deep dive into the client\u2019s existing Power BI environment. Our team of two, a Power BI engineer and a PM, identified critical inefficiencies in data storage, report queries, and platform architecture.<\/p>\n\n\n\n<p><strong>Data Restructuring &amp; Performance Optimization<\/strong><strong><br><\/strong>We restructured oversized datasets by archiving rarely used data and breaking the remaining data into smaller, query-optimized tables. Through techniques like binning, clustering, and compression, we kept file sizes below 1GB and minimized AWS computing strain. Backend improvements included rewriting queries, applying indexes and partitions, and configuring single-direction relationships to avoid circular dependencies.<\/p>\n\n\n\n<p><strong>Forecasting System Integration<\/strong><strong><br><\/strong>The client wanted to do more than report on the past, they needed to plan the future. We built a forecasting module using historical data and AutoML models. These models now provide estimates on channel performance, marketing ROI, and profitability by partner type, all within the Power BI interface.<strong>Front-End &amp; UX Enhancements<\/strong><strong><br><\/strong>To improve user experience, we implemented streaming operations, preloaded visuals for dashboards, and removed redundant queries, reducing report loading time to under 10 minutes.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Tech Stack:<\/h2>\n\n\n\n<p>Power BI (DAX), AWS Redshift (SQL), PowerQuery (M)<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Business outcome<\/h2>\n\n\n\n<p>The Power BI transformation drove both immediate and strategic value:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Report Speed \u2013 Reduced generation time from 5 hours to under 10 minutes, empowering daily decision-making across marketing and finance.<\/li>\n\n\n\n<li>Cost Reduction \u2013 Optimized AWS compute and storage costs by minimizing data bloat and inefficient queries.<\/li>\n\n\n\n<li>Forecasting Capabilities \u2013 The forecasting module enables accurate projections of revenue by campaign, channel, and partner, used daily for ROI and budget decisions.<\/li>\n\n\n\n<li>Improved Scalability \u2013 The new data model supports hundreds of thousands of records with zero loss in performance.<\/li>\n\n\n\n<li>Usability Gains \u2013 Analytics and accounting teams now operate in a faster, cleaner, and more stable reporting environment.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">What\u2019s next?&nbsp;<\/h2>\n\n\n\n<p>After a strong start with solid results, the client has engaged our GetDevDone team for the next phase of their reporting transformation.&nbsp;<\/p>\n\n\n\n<p>We\u2019re working to apply the same performance improvements across the client\u2019s remaining Power BI reports and implement measures to futureproof the system for future expansions.<\/p>\n\n\n\n<p>Another upcoming initiative is redesigning the client\u2019s input data structure within AWS. By reworking ingestion pipelines and adapting Power BI to the new architecture, we aim to reduce technical overhead, enhance processing efficiency, and ensure long-term maintainability.<\/p>\n\n\n\n<p>As the client\u2019s operations and data demands evolve, our ongoing collaboration will focus on building a BI ecosystem that\u2019s not just fast and cost-effective but also- future-ready.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn how GetDevDone improved an Affiliate Management Agency\u2019s reporting efficiency to support faster and smarter decision-making.<\/p>\n","protected":false},"author":2,"featured_media":23102,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":""},"categories":[747,743],"tags":[795,855,778,832,840,834],"class_list":["post-23100","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai-solutions-development","category-case-study","tag-analytics-reporting","tag-architecture","tag-data-engineering","tag-data-pipelines","tag-enterprise","tag-machine-learning"],"acf":[],"aioseo_notices":[],"author_meta":{"display_name":"GetDevDone Team","author_link":"https:\/\/getdevdone.com\/blog\/author\/admin-p2h"},"featured_img":"https:\/\/s3.amazonaws.com\/newblog.psd2html.com\/wp-content\/uploads\/2025\/05\/16072720\/Intro-preview-1-300x300.png","coauthors":[],"tax_additional":{"categories":{"linked":["<a href=\"https:\/\/getdevdone.com\/blog\/category\/ai-solutions-development\" class=\"advgb-post-tax-term\">AI solutions development<\/a>","<a href=\"https:\/\/getdevdone.com\/blog\/category\/case-study\" class=\"advgb-post-tax-term\">Case study<\/a>"],"unlinked":["<span class=\"advgb-post-tax-term\">AI solutions development<\/span>","<span class=\"advgb-post-tax-term\">Case study<\/span>"]},"tags":{"linked":["<a href=\"https:\/\/getdevdone.com\/blog\/category\/case-study\" class=\"advgb-post-tax-term\">Analytics &amp; reporting<\/a>","<a href=\"https:\/\/getdevdone.com\/blog\/category\/case-study\" class=\"advgb-post-tax-term\">Architecture<\/a>","<a href=\"https:\/\/getdevdone.com\/blog\/category\/case-study\" class=\"advgb-post-tax-term\">Data engineering<\/a>","<a href=\"https:\/\/getdevdone.com\/blog\/category\/case-study\" class=\"advgb-post-tax-term\">Data pipelines<\/a>","<a href=\"https:\/\/getdevdone.com\/blog\/category\/case-study\" class=\"advgb-post-tax-term\">Enterprise<\/a>","<a href=\"https:\/\/getdevdone.com\/blog\/category\/case-study\" class=\"advgb-post-tax-term\">Machine learning<\/a>"],"unlinked":["<span class=\"advgb-post-tax-term\">Analytics &amp; reporting<\/span>","<span class=\"advgb-post-tax-term\">Architecture<\/span>","<span class=\"advgb-post-tax-term\">Data engineering<\/span>","<span class=\"advgb-post-tax-term\">Data pipelines<\/span>","<span class=\"advgb-post-tax-term\">Enterprise<\/span>","<span class=\"advgb-post-tax-term\">Machine learning<\/span>"]}},"comment_count":"0","relative_dates":{"created":"Posted 11 months ago","modified":"Updated 11 months ago"},"absolute_dates":{"created":"Posted on May 16, 2025","modified":"Updated on June 3, 2025"},"absolute_dates_time":{"created":"Posted on May 16, 2025 7:30 am","modified":"Updated on June 3, 2025 3:19 pm"},"featured_img_caption":"","series_order":"","featured_image_urls":{"thumbnail_723x315":"https:\/\/s3.amazonaws.com\/newblog.psd2html.com\/wp-content\/uploads\/2025\/05\/16072720\/Intro-preview-1-723x315.png","thumbnail_723x315-2x":"https:\/\/s3.amazonaws.com\/newblog.psd2html.com\/wp-content\/uploads\/2025\/05\/16072720\/Intro-preview-1-800x630.png","thumbnail_723x315-3x":"https:\/\/s3.amazonaws.com\/newblog.psd2html.com\/wp-content\/uploads\/2025\/05\/16072720\/Intro-preview-1.png","thumbnail_770x510":"https:\/\/s3.amazonaws.com\/newblog.psd2html.com\/wp-content\/uploads\/2025\/05\/16072720\/Intro-preview-1-770x510.png","thumbnail_770x510-2x":"https:\/\/s3.amazonaws.com\/newblog.psd2html.com\/wp-content\/uploads\/2025\/05\/16072720\/Intro-preview-1.png","thumbnail_770x510-3x":"https:\/\/s3.amazonaws.com\/newblog.psd2html.com\/wp-content\/uploads\/2025\/05\/16072720\/Intro-preview-1.png"},"featured_post_color":"#e88080","author_avatar":"https:\/\/secure.gravatar.com\/avatar\/c67d54df2c6849e5b7af3126c36fe55b10f9d6a14b227d14b35af6c027abb195?s=96&d=mm&r=g","author_position":null,"reading_time":"<span class=\"span-reading-time rt-reading-time\"><span class=\"rt-label rt-prefix\"><\/span> <span class=\"rt-time\"> 3<\/span> <span class=\"rt-label rt-postfix\">min read<\/span><\/span>","prev_post":{"slug":"saas-finance-tool-development","name":"Building SaaS product from scratch: Finance management tool"},"next_post":{"slug":"getdevdone-celebrates-20-years-a-new-chapter-for-a-proven-partner","name":"GetDevDone celebrates 20 years: a new chapter for a proven partner"},"related_posts":["ai-knowledge-assistant-for-the-agency-account-teams","the-vibe-coding-tax-a-payment-integration-broken-by-ai-restored-by-engineering","frontend-development-case-study"],"_links":{"self":[{"href":"https:\/\/getdevdone.com\/blog\/wp-json\/wp\/v2\/posts\/23100","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/getdevdone.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/getdevdone.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/getdevdone.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/getdevdone.com\/blog\/wp-json\/wp\/v2\/comments?post=23100"}],"version-history":[{"count":6,"href":"https:\/\/getdevdone.com\/blog\/wp-json\/wp\/v2\/posts\/23100\/revisions"}],"predecessor-version":[{"id":24742,"href":"https:\/\/getdevdone.com\/blog\/wp-json\/wp\/v2\/posts\/23100\/revisions\/24742"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/getdevdone.com\/blog\/wp-json\/wp\/v2\/media\/23102"}],"wp:attachment":[{"href":"https:\/\/getdevdone.com\/blog\/wp-json\/wp\/v2\/media?parent=23100"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/getdevdone.com\/blog\/wp-json\/wp\/v2\/categories?post=23100"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/getdevdone.com\/blog\/wp-json\/wp\/v2\/tags?post=23100"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}