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Regional Reporting Sync

Power Automate / Power BI

Scheduled pull, transform, validate and refresh keeping the master reporting dataset current.

Reporting sync
01
Scheduled trigger
Daily 02:00 HKT
02
Pull records
11 entity lists
03
Transform & normalize
Field mapping
04
Validate
Completeness / duplicates
05
Update master dataset
Append + upsert
06
Refresh dataset
Power BI
07
Notify owners
Exception summary
Overview
A scheduled synchronisation that consolidates entity records into a master dataset and refreshes reporting.
Problem
Consolidation was manual, so reporting lagged the underlying data and drifted between owners.
System architecture
Scheduled trigger → pull entity records → transform → validate → upsert master dataset → refresh and notify.
Workflow
Run overnight → normalize fields → check completeness and duplicates → update dataset → refresh → send exception summary.
Tools
Power Automate / Power BI
Role
Built the sync flow, field mapping and validation checks, and defined the exception summary.
Impact
Reporting reflects current data each morning without manual consolidation.
Implementation notes
All interfaces shown are representative reconstructions using fictitious sample data. No internal names, documents or confidential metrics are published.