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Financial Analytics Platform
Investment Portfolio Analytics Dashboard
Redesigned a Power BI data model from 37 denormalized tables to an 11-table star schema for multi-portfolio investment management
Client:Saudi Investment Management Firm
Type:Financial Analytics Platform
Confidential — NDAThe Challenge
An over-denormalized 37-table Power BI model made cross-portfolio analysis nearly impossible — adding a new portfolio required creating 7+ new tables.
The Solution
Redesigned as an 11-table star schema (4 fact tables + 7 dimensions) with simplified DAX measures that query across all portfolios in a single expression.
The Results
70% reduction in table count, dramatically simpler DAX measures, and new portfolios now added with a single row insert.
Tech Stack
Power BIDAXStar SchemaExcel Data ModelingSQL
Key Features
- Multi-portfolio AUM tracking
- P&L analysis
- Investment maturity profiling
- Benchmark comparison
- Sharia compliance flags