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Citrus Consulting Services is the Consulting and the Transformation Services arm of Redington Gulf.

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Balance Sheet Consolidation Platform Using Data Integration Tools and Power Bi

Customer Introduction

Dubai based Company having expertise in Trusted Information Sharing Network (TISN). The firm represents a new approach to fostering security and progress. They strive for absolute stability achieved through capacity building and independent change. Citrus Consulting Services Developed the Income and Balance Sheet Consolidation Platform Using Data Integration tools and Power Bi

Citrus Consulting Services Implements Balance Sheet Consolidation Platform Using Data Integration tools and Power Bi.

Challenge Overview

Customer manages associated companies Income and Balance sheets. Each company has its independent Income and Balance sheet. Consolidating Income statement and Balance sheet is quite tedious and manual work. Customer had challenge in consolidating each company Income and Balance sheet into Consolidated Income and Balance sheet.

While Consolidating the Income Statement and Balance Sheet, Individual companies Account payable and Account Receivables needs to be excluded while consolidating Final Numbers. That was tedious when performing group consolidation in manual way. Consolidated Income and Balance Sheet Should be refreshed with near real time data with Finance Accounting Platform Xero CRM.

Solution Overview

Proposed solution with Power BI, Direct query and streaming datasets will be integrated into Power BI for Operations and live reports. By using inbuilt DAX libraries of functions and operators, dynamic aggregations and custom metrics will be created based on KPI’s. Part of required datasets will be pushed into staging database for intense aggregation and custom metrics, custom aggregated datasets will be imported or directly queried by power BI for required KPI’s and Reports.


With PDI, pipelines will be created to load Xero data into staging Azure SQL Server and perform certain aggregation operations based on KPI and reports.

With PowerBI Desktop, Developer can connect Azure SQL dataset to create requested KPI’s and reports. Created reports will be pushed to Power BI service workspace to share it among authenticated users.

With Data gateway, connection will be established between published Reports and Database (Azure SQL server) to load latest data and refresh datasets based on scheduled timelines.

Project Timelines

Power BI integration kicks off with Understanding the business requirements and identify Xero data source and Defining type of connection (Direct or Import) based on the user requirements and performance (based on data quantity and quality). Using identified data source, data pipelines has to be setup in PDI with near real time data fetch and data refresh methodologies.

Development Phase ends after establishing reports and dashboard creation based on requirements and published into power bi service with security and grant controls based on organization hierarchy.

The series of unit, UAT testing has been conducted. Once all the requirement placed and with right permission, reports pushed into Production and all the phases ends with Project signoff.

Benefits Delivered to Customer

  • Eliminating the manual consolidation of Income and Balance sheet.
  • Setting up the High availability of Data pipelines.
  • Setting up the Azure Cloud Environment and Databases.
  • Robust Income and Balance Sheet Consolidation Platform.
  • Complete and successful Alpha, Beta and User Acceptance Testing of the entire infrastructure on Azure.
  • Power BI set up and Access Management.
  • Successful implementation and testing of failover and failback in the Disaster Recovery scenario.

Project Info