The Project

Perpetual’s wealth and asset management reporting was drawn from several source systems, with each report assembled on its own. Anchora consolidated those systems into a single data warehouse and built a reporting layer strong enough to support every dashboard on top of it, giving stakeholders one consistent set of numbers to work from instead of several competing versions.

The Ask

Reporting depended on data spread across multiple platforms with no shared aggregation layer.

• Reports were assembled separately, so figures did not always agree between them.
• Building a new view of the business meant starting the data preparation from scratch every time.
• There was no shared model stakeholders could treat as the single reference point for reporting.

Scope

Anchora consolidated the source systems into BigQuery and built a semantic model for reporting. The project included:

• Data engineering: Python notebook pipelines built to pull every source system into BigQuery on a schedule.
• Cloud data warehousing: Google BigQuery established as the single consolidated home for reporting data.
• Semantic modelling: an aggregation layer of tables already joined and aggregated, so Power BI queries them efficiently rather than working from raw data each time.
• Dashboard design: a Power BI dashboard suite designed around the decisions stakeholders actually need to make.
• Analytics & BI: scheduled refresh and documented metric definitions, so the model stays trustworthy as it grows.

Outcome

Stakeholders now read one set of numbers instead of reconciling competing reports. Because the aggregation happens upstream, dashboards load quickly, and new reporting views can be built on the existing model rather than requiring a new pipeline each time. The reporting cycle no longer depends on manual data assembly, freeing the team to spend their time on analysis rather than preparation.

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If your reporting is only as reliable as the last person who reconciled it, the problem usually sits in the data foundation rather than the dashboard. Anchora’s data team can assess your reporting architecture and show you what a shared, trustworthy model would look like for your business. Get in touch to start the conversation.