A High-Volume Chemical Distribution Enterprise USA
How regional sales leaders went from waiting days for reports to getting any metric, any period, in a single click.
Sales leadership needed clear visibility into performance across regions, product managers, and sales teams - but the data lived inside Oracle ERP and required manual extraction every time someone needed a number. We connected Oracle ERP directly to a Power BI dashboard with automated daily refresh, role-based access, and flexible period comparison, giving every leader exactly the view they need without touching a spreadsheet.
Business Challenge:
Sales data was locked inside Oracle ERP with no direct reporting layer. Generating a regional performance view meant manually exporting data, formatting it in Excel, and distributing it, a process that took multiple people and multiple hours each reporting cycle. Leaders had no consistent, always-current view of their numbers.
Key Pain Points:
- Sales data accessible only through manual Oracle ERP exports
- No standardized view across regions, sales persons, or product managers
- Period comparison (monthly, quarterly, annual) required manual recalculation
- No role-based access control — reports were shared as flat files
- Zero visibility between reporting cycles
Solution:
We built an automated data pipeline that pulls from Oracle ERP into SharePoint on a daily schedule, feeds a Power BI semantic model with Row-Level Security applied per user role, and delivers a dashboard with four configurable period views. Each leader sees only the data relevant to their scope, and every metric updates automatically every 24 hours.
| Pipeline Stage | What Happens |
|---|---|
| Data Extraction | Oracle ERP data exported and landed in SharePoint on schedule |
| Data Model | Power BI semantic model built over SharePoint with relationships |
| Row-Level Security | Each user sees data scoped to their region or team |
| Dashboard Layer | Gross Sales, GP, and Quantity views with 1/3/6/12 month toggles |
| Refresh Schedule | Full pipeline refreshes automatically every 24 hours |
Technology Stack:
Power BI · Oracle ERP · SharePoint · Row-Level Security · Power Automate
Results:
- Any metric retrievable in one click, down from 2 to 3 minutes of manual effort
- 4 configurable period comparisons available instantly
- Dashboard refreshes automatically every 24 hours
- Role-based access eliminates the need to distribute flat files
- Adopted by regional sales leadership across multiple countries
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Stop waiting days for reports. Empower your leaders with one click access to every metric, every period.