Data warehouse
We set up the DWH that stores and brings together the data needed for your reporting.
BI strategy · Data engineering · Tableau
Business Intelligence Implementation & Tableau Development Services
ERPixel connects ERP, CRM, finance, inventory, marketing and other data sources, builds a reliable analytical layer and turns agreed business metrics into management dashboards and reports.
Business questions → Data sources → DWH and ETL → BI platform → Dashboards → Decisions
What we deliver
A data warehouse, automated data exports and reports your team can use
Business intelligence implementation means we deploy a data warehouse (DWH), configure scripts that export data from your systems, build dashboards, reports, KPIs and metrics, and explain to your team how to use them.
Automated data exports
We configure export and transformation scripts to move data from your source systems into the warehouse on an agreed schedule.
Dashboards, reports and KPIs
We prepare data marts and build reports with the metrics, comparisons and visualizations your business needs.
Documentation and training
We document what each report does and how each KPI is calculated, then show your team how to read and work with the results.
Real projects and what the reporting makes possible
Three examples of connecting business systems to a shared analytical layer. Each shows the reporting problem, the implementation and the practical value for the people using it.
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Manufacturing: sales, inventory and marketing in one reporting environment
Challenge
The manufacturer needed reports for different business owners and departments, using ERP records together with Google Ads, Google Analytics and LinkedIn data.
What we delivered
ERPixel implemented a data warehouse and Tableau Server with dashboards for sales, pipeline analysis, lead conversion, pipeline win rate, inventory stock turnover, financial reporting and unit economics.
Business value
managers can examine sales and marketing alongside operational data in a centralized reporting environment. Sales owners can follow pipeline conversion, inventory owners can review stock turnover, and finance can use the financial dashboards rather than treating each source as a separate picture.
Multi-business holding: comparable reporting across separate systems
Challenge
The holding operated across retail and wholesale auto parts, vehicle services and financial insurance. Management needed a consolidated view of margins, profitability and operations across business units, while the data lived in SAP, Odoo, accounting software and Excel.
What we delivered
ERPixel built a PostgreSQL DWH and Java ETL services to extract, clean and standardize the data. Tableau dashboards covered financial performance, workforce indicators and inventory. Delivery was divided into twelve focused reporting workstreams so each area could be reviewed incrementally.
Business value
leadership can review business units through a unified reporting platform, compare revenue and profitability, and investigate workforce and stock indicators. Consolidation reduces the manual effort needed to compile and analyze information from separate systems.
Global device manufacturer: connect operational performance to marketing
Challenge
The manufacturer needed an analytical layer that could combine a complex Odoo environment with marketing and external data. Management needed to understand regional profitability, sales-channel performance and the relationship between marketing activity and eventual sales.
What we delivered
ERPixel connected operational ERP data to a separate data warehouse and Tableau analytics layer. The wider implementation brought together manufacturing, sales, service, finance and logistics data, with Google Ads, Google Analytics and LinkedIn integrations supporting marketing analysis.
Business value
management can analyze profitability across markets and channels, examine product performance and service costs, and connect recorded marketing interactions with subsequent purchases. Combining ERP and external data supports questions that the ERP alone cannot answer.
How we work
From an agreed reporting goal to documented business metrics
We agree what the business needs to see, build the technical foundation, develop the reports and explain how the numbers are calculated.
- 01
Agree the goal and reporting requirements
Together we define the reports and dashboards you need, the decisions they should support, which data to use and how often it must be updated. We agree the required metrics and how the finished reports will be checked.
Result: An agreed scope: reports, dashboards, source systems, refresh frequency and acceptance criteria.
- 02
Build the technical infrastructure
We configure data storage and the DWH, develop scripts to export and transform source data, set up the BI tool — Tableau or Microsoft Power BI — and prepare data marts for reporting. Data refresh follows the agreed schedule.
Result: A configured DWH, scheduled data exports, the BI platform and reporting data marts.
- 03
Develop and validate the reports
Using the prepared data marts, we build reports and dashboards, choose appropriate visualizations and show trends and changes against the previous period. We review the figures and presentation with your team and reconcile the results with the source data.
Result: Dashboards and reports with period comparisons, reviewed against source data with your team.
- 04
Document the logic and train the business
We document report functions, KPI definitions and calculation methods, including the components and rules behind each measure. We show business users how to interpret the reports, use filters and comparisons, and work with the dashboards.
Result: Report documentation, KPI definitions and calculation rules, plus training for business users.
Plan from the evidence
Need a BI implementation plan grounded in your systems and reporting needs?
Start by sending an example of a current report, the systems your data comes from, the KPIs you need and how often they should update. We will use these details to discuss your reporting goals, source-data readiness and the first implementation scope.
Confirmed Tableau expertise
Tableau capability from data preparation through server deployment
ERPixel uses Tableau as part of a governed BI solution rather than treating visualization as a substitute for reliable data.
- 01
Tableau Server
Architecture, installation, configuration, Tableau Services Manager, administration, user access, publishing and deployment.
- 02
Dashboards and reports
Business metrics, calculations, dimensions, filters, parameters and analytical navigation for management and operational users.
- 03
Tableau data preparation
Tableau Prep, extracts, cleaning, transformation and preparation of reusable analytical datasets.
- 04
Connected data sources
PostgreSQL, MySQL, MS SQL, Excel, Google Sheets, ERP and Odoo, DWH and external marketing platforms.
Tableau dashboards
Explore partner acquisition and sales pipeline reporting
Two Tableau dashboard examples showing reporting layouts, filters and analytical views. Sensitive values and identifying details are blurred in the original screenshots.
Data integration and governance
Make the reporting layer dependable across system boundaries
The BI software implementation must retain clear ownership and controls from source to published result.
Source ownership
Identify the authoritative system and owner for each field and business event.
Shared metric definitions
Document calculation rules, dimensions, exclusions and expected interpretation before scale-out.
Quality and reconciliation
Validate completeness, mappings, transformations and priority totals against agreed references.
Refresh reliability
Define schedules, dependencies, failure visibility and recovery responsibilities for data pipelines.
Access control
Publish information to the appropriate users and departments through a defined permission model.
Maintainable delivery
Keep data models, transformations and reporting logic understandable so the solution can continue to evolve.
Business intelligence use cases
Apply one analytical foundation across management and operations
The reporting portfolio should grow from validated questions and reusable data rather than disconnected dashboard requests.
Sales and pipeline analytics
Sales performance, pipeline analysis, conversion, win rate and forecasting-related reporting.
Financial reporting
Management reporting, revenue, margins, profitability, unit economics and financial dashboards.
Inventory and supply chain
Inventory levels, stock turnover, purchasing, warehouse and supply-chain indicators.
Manufacturing analytics
Manufacturing performance, inventory, purchasing and operational KPIs across the production model.
Marketing attribution
Combine ERP sales with Google Ads, Google Analytics, LinkedIn and other marketing-source data.
Executive dashboards
Consolidate approved measures across departments and systems for management review.
Why ERPixel
Combine business analysis, data engineering, ERP knowledge and Tableau
The implementation team can work on the layers that determine whether business users trust and adopt BI.
- 01
Business-process context
Translate operational and management questions into owned metrics and reporting requirements.
- 02
ERP and source-system knowledge
Understand how sales, finance, inventory, manufacturing and marketing data is created.
- 03
DWH and ETL engineering
Build the analytical model and pipelines required when direct reporting is not sufficient.
- 04
Tableau implementation
Deliver dashboards and reports together with Tableau Server configuration and access.
- 05
Validation with owners
Reconcile data and calculations with the teams responsible for the underlying business process.
- 06
Adoption and evolution
Train users and continue improving the analytical solution after initial deployment.
Related implemented services
Connect BI delivery to the systems and processes that produce the data
Explore related services for connecting source systems and automating the processes behind your reporting.
Tableau Development Services
Develop Tableau dashboards and reports with data preparation, KPI definitions, documentation and user training.
Tableau Development ServicesOdoo Integration
Connect Odoo with external operational systems and establish reliable data flows.
Odoo IntegrationBusiness Process Automation
Turn operating events and decisions into controlled cross-system workflows.
Business Process AutomationManufacturing Solutions
Connect production, inventory, procurement, finance and reporting around manufacturing operations.
Manufacturing SolutionsTerms behind the workflow
Use these definitions to clarify the business process and prepare questions about the work you need.
BI implementation FAQ
Questions to resolve before building the reporting estate
What is business intelligence implementation?
It is the coordinated design and delivery of requirements, source integration, data models, DWH or direct connections, ETL, a BI platform, dashboards, access, validation and user adoption. The objective is reliable decision support, not only visualization.
What are the main steps of a BI implementation?
We agree the reporting goals, source data and refresh frequency; build the DWH, export scripts, BI platform and data marts; develop and validate reports; then document KPI calculations and train business users.
How do you create a BI implementation roadmap?
The roadmap prioritizes business decisions and users, evaluates source readiness, defines target architecture and ownership, and sequences data, reporting, validation and adoption work into useful increments.
Do we need a data warehouse for business intelligence?
Not always. Direct connections can suit focused, well-structured sources. A DWH becomes useful when several systems, history, reusable transformations, performance, governance or consistent cross-functional metrics require a separate analytical layer.
Can ERPixel connect BI to our ERP, CRM and other systems?
Yes, subject to source access and technical assessment. Confirmed experience includes ERP and Odoo, SAP, accounting software, databases, spreadsheets and external marketing platforms.
Does ERPixel implement Tableau Server?
Yes. ERPixel has published experience implementing Tableau Server as a centralized analytics platform and can cover architecture, installation, configuration, administration, access, publishing and deployment.
Can ERPixel develop existing Tableau dashboards?
Yes. Work can include assessing existing datasets, calculations, report logic, performance, access and refresh processes before improving or extending the dashboards.
How do you validate BI reports and KPI calculations?
Definitions, source ownership and calculation rules are agreed first. Outputs are then reconciled with source records and existing references together with the business owners responsible for the measures.
Can ERPixel train analysts and business users?
Yes. Training can cover dashboard use, interpretation, filters and navigation for business users, plus relevant data-preparation and report-development practices for analysts.
Start with the decisions and data
Build a BI implementation roadmap for your reporting environment
Send us a current report or a description of the dashboard you need, your source systems, required KPIs and refresh frequency. In the initial discussion, we will clarify the reporting goal, available data and the scope to assess before proposing an implementation plan.