Brendan Phan Email & Phone Number

California, United States

San Francisco Bay Area

•Project lead for 1.5-year scope project, overseeing the design and deployment of a proof of concept and dashboard, while effectively managing team collaboration and communication.•Enhanced proof of concept dashboards by creating SQL views with a star schema, dimension tables, and implementing incremental refresh strategies to optimize production performance.•Developed object-level security for columns in Power BI, designing SQL views and row-level security (RLS) tailored for specific management needs.•Improved data processing performance by removing merges in Power Query and translating DAX calculations to M language, streamlining the ETL workflow.•Created a dynamic date table in Power Query that feeds into matrix visuals and paginated reports, enabling real-time date changes for management insights.•Authored complex SQL queries to feed Power BI dashboards, ensuring accurate integration of fact and dimension tables for comprehensive data analysis.•Constructed refresh automation through Dataflows and Power Automate for Power BI reports.•Applied Row Level Security in Power BI that limits data access through a Division, Region, and Role level. •Managed Offshore team by assigning them incident and enhancement tickets.•Presented at a user group meeting on Power BI advanced UI/UX techniques with addition to a blog post and videos.

• Individual and team contributor for developing the entire stack of 8 production Power BI Apps for Finance, C-level Executives, Accounting Ops, Senior Sales VPs, Global Sales, Global Marketing, and Onboarding teams. • Turned Dashboard mockups into powerful Power BI reports that are fully productionalized which leverage different navigation and interactivity techniques. UX features included interweaving buttons, bookmarks, what-if parameters, slicers (hidden and not), spotlighting, dashboard tiles, and report level measures.• Maintained the release process for all Power BI apps which included managing reports, paginated reports, datasets, dataflows, and dashboards within workspaces. Upkept versions, runbooks and data dictionaries in Sharepoint and/or Teams, as well as securing access with appropriate security groups.• Updated reports with real-time connections to Dynamics 365 CRM leveraging the new Dataverse connection with minimal impact to performance.• Maintained dataflows/datasets leveraging Redshift data warehouse in both Dev and Production workspaces.• Developed and trained users on paginated reports and excel reports for operational reporting using subscription and on-demand techniques.• Designed reports and datasets iteratively through regular meetings with stakeholders, analysts, and end users to create new dashboard layouts, enhancements, filter capabilities, and information elements to make reports as intuitive and user-friendly as possible.

San Francisco Bay Area

•Executed writing statements of work, mutual nondisclosure agreements, and scope of work. •Reviewed company and clients contracts within the company.•Monitored multiple ongoing projects.

•Multitasked in maintaining facility, delivering food, and table presentation. •Delivered strong verbal communication skills among employees and customers in a fast paced environment.•Provided support to employees to increase efficiency of the workplace and customer experience.