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Tableau Developer

Smithfield, Rhode Island, United States
February 21, 2019

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Prasad Annavarapu

Sr. Tableau Developer

Professional Summary


Smithfield, RI 02814- USA



Over 8+ years of experience in Software Design, Development, Integration, Implementation and Maintenance of Business Intelligence and Database Platforms.

Proficient in Installing, Configuring and Administration of Tableau Server and good understanding of Tableau architecture, design, development and end user experience

Good Experience in Extraction, Transformation and Loading (ETL) using Alteryx.

Expertise in designing reports using Financial Reporting studio, Web Analysis and Smart view and Tableau.

Expertise in the preparation of TestPlans, TestCases, Test Reports, Traceability Matrix.

Highly motivated team player with excellent Interpersonal and Customer Relational Skills, Proven Communication, Organizational, Analytical, Presentation Skills, and Leadership Qualities.

Involved in Trouble Shooting, Performance tuning and resolving issues within Tableau Server and Reports.

Experience in creating different visualizations using Bars, Lines and Pies, Maps, Scatter plots, Gantts, Bubbles, Histograms, Heat maps and Highlight tables.

Well versed with complete life cycle of Manual Testing process with both Agile and Waterfall methodologies.

Outstanding knowledge in writing complex SQL queries, stored procedures, database tuning, query optimization and resolving key performance issues.

Flexible, enthusiastic and project oriented team player with excellent communication skills with leadership abilities to develop creative solutions in challenging environments.

Social Profiles

Technical Skills:

Analytical Tools

Tableau10.X/9.X/8.X/7.X (Desktop, Server)




Data Integration Tools


Informatica Power Center

SQL Server DTS

SQL Tools

Rapid SQL


Teradata SQL Assistant





SQL Server





Amazon Redshift

Employment History

Tableau Developer at Fidelity Investments, Smithfield, RI

February 2017 – Till date

Participate in requirement gathering and analysis of Business needs and responsible for creation of Functional Specification Document.

Involved in complete SDLC

Analyze the functional design documents and BUR Documents.

Responsible for creation of Detail design documents for reports and universes.

Created Data Connections, published on Tableau Server for usage with Operational/Monitoring Dashboards

Designed and developed various analytical reports from multiple data sources by blending data on a single worksheet in Tableau Desktop.

Experience in publishing of various kinds of live, interactive data visualizations, dashboards, reports and workbooks from Tableau Desktop to Tableau servers.

Utilized advance features of Tableau software like to link data from different connections together on one dashboard and to filter data in multiple views at once.

Created Prompts, customized Calculations, Conditions and Filter (Local, Global) for various analytical reports and dashboards.

Create and modify Interactive Dashboards and Creating guided navigation links within Interactive Dashboards.

Worked in Tableau environment to create dashboards like weekly, monthly, daily reports using tableau desktop & publish them to server.

Build complex reports to be re-used by refreshing data that contained advanced calculations, parameters, action filters and table calculations.

Experience creating complex data visualizations and interactive dashboard for decision support systems using Bars, Lines, Pies, Donuts, Maps, and Scatter plots, Gantts, Bubbles, Histograms, Heat/ Highlight Maps, KPI Scorecards, Tree Maps

Proficient in Tableau data visualization tool to analyze and obtain insights into large datasets, create visually compelling and actionable interactive reports and dashboards.

Developed complicated Date Calculations like Rolling 12 MTD, Partial Calendar and Current Calendar for different MTD, QTD, YTD, 3 Months, and Previous Year Calculations

Experience in publishing Dashboards to Tableau Server and written custom sql queries as best practice, to build efficient data extract from MS SQL Server 2012

Extensive experience in various Tableau Desktop objects like Measures, Dimensions, Folder, Hierarchies, Extract, Filters, Table calculation, Calculated Fields, Sets, Context Filters,Clusters, Custom Territories, Actions,Groups, Parameters, Forecasting, Data blending, Reference Lines/Band/Distribution and Trend lines

Experience analyzing large data and creating visually compelling and actionable interactive reports and Dashboards using Tableau.

Scheduled data refresh on Tableau Server for weekly and monthly increments based on business change to ensure that the views and dashboards were displaying the changed data accurately.

Responsible for writing unit test cases and documented the unit test case results.

Defect analysis and supported QA team in testing the reports and universes and fixed the defects logged by QA team and responsible for changing the defect status in QC.

Participated in UAT reviews.

Support on existing report and universe design issues.

Environment: Tableau Desktop 2018.1, Tableau Server 2018.1, Oracle 11g, MS SQL Server 2016, Unix, MS Access, JIRA, Alteryx 11.7

Tableau Developer at Equifax, Bellevue, WA

June 2016 – December 2016

Involved in requirement gathering and analyzing business requirements from clients

Providing solutions on designing and developing of front-end BI applications and Visualization solutions for clients according to specifications.

Set Up permissions for Tableau Views and Dashboards. Created Users, groups and projects.

Created action filters, parameters and calculated sets and used URL's, Hyperlinks for preparing dashboards and worksheets in tableau.

Building, publishing customized interactive reports and dashboards using Tableau.

UI Tools




Visible Analyst

Lotus Notes



HP Quality Center


Scripting Languages










Scheduling Tools


Control M

Operating Systems


Windows 7/ MS 2016 Server


MBA in Finance – Karnataka University

Worked with Tableau administrator in managing Production, Test and Development environments including installation of patches, security administration and access controls in Tableau.

Created interactive dashboards and visualizations leveraging Tableau based on KPI definitions and dashboards design and built performance-optimized Tableau data extracts

Administered user, user groups, and scheduled instances for reports in Tableau.

Extensively used advance chart visualizations in Tableau to assist business users in solving complex problems

Developed key indicators and the appropriate tracking reports with graphical and written summations using summary and Annotations to assist in the quality improvement initiatives

Translating business requirements into report visualization, design documents.

Responsible for universe designing and hierarchy building for data analysis.

Developed metrics, attributes, filters, reports, dashboards and also created advanced chart types, visualizations and complex calculations to manipulate the data.

Developed Visualizations using Cross tables, Bar Charts, Pie Charts, Donuts Charts, Maps, Line Charts, Scatter Plots and Filters, Marking, Drill Down, Hierarchies and Coloring, Calculated Columns and Custom Expressions using Tableau.

Interacting with business heads and users to provide better solutions and explaining the capabilities of the BI, Tableau and HANA.

Worked on Executive Summary Dashboards, Client Risk Weight Dashboards, Client Profitability dashboards, Revenue and Cost Dashboards, Client Margin Analysis and responsible for end to end build of tableau reports.

Coordination with business and technical teams.

Used Data Blending, combine fields, calculated fields, and aggregated fields and spotlighting to compare and analyse data in different perspectives

Environment: Tableau Desktop 8.1, Tableau Server 8.1, MS Office Suite, Oracle, MS SQL Server 2000, JIRA, SQL Developer, Native SAP HANA, SAP HANA Studio

Tableau Developer at Southwestern Energy, Houston, TX

July 2015 – December 2015

Actively involved in business requirements gathering from end users and business analysts.

Created visualizations reports on sales quotas, attainments and performance on various categories to ascertain the overall sales effectives of each program.

Created complex calculation, used quick table calculation, parameters and sets in building views on dashboards.

Developed benchmark ticket price for each market to understand the quality of discounts offered.

Designed interactive dashboards in Tableau with effective data visualization by connecting to various data sources using data blending.

Responsible for analyzing functional Specs and preparing technical specifications per business needs.

Installed Tableau Server 8.0 in Dev, QA, UAT and Prod environments, upgraded Tableau 8.0 environment to Tableau 10.0

Defined and created procedures to install Tableau desktop in silent mode.

Worked on creation of users, groups, projects, workbooks and the appropriate permission sets for Tableau server logons and security checks.

Developed reports for different sales management hierarchies.

Created analytical reports and dashboards using filters, parameters, sets, bins and implemented visualizations with complex calculations to manipulate the data.

Experienced in Implemented Data blending to pull data from multiple data sources to compare ticket sales of a movie vs other comparative movies and Genre.

Developed a POC for User security and implemented on the dashboards to filter the data dynamically based on the user login

Worked on live and huge data for creating dashboards to achieve higher performance.

Created internal sales dashboards to compare the revenue and sales across WoW, MoM and QoQ for trend analysis.

Used joins and applied filters to limit the data sourced into report.

Created views using various axes like Individual Axes, Dual Axes.

Used Trend Lines, Reference Lines, box plots and Annotations to describe the data.

Created Data extracts for better performance and accessing data offline.

Used parameters and input controls to give users control over certain values.

Created incremental refreshes for data sources on Tableau server.

Work closely with DBA's and ETL teams to meet reporting requirements and improve performance.

Developed Custom Geo-coding for organizational territory alignment requirements.

Created and Published Tableau Dashboards into Tableau Server.

Write SQL queries for data validation and data integration where necessary

Evaluate live vs extracts connections based on data size and performance requirements.

Environment: Tableau Desktop 8.1/10.0, Tableau Server 8.1/10.0, MS SQL 2016, Oracle 11g, UNIX, MS Access, JIRA, Rally, SQL Developer, MS Excel

Tableau Developer at PNC Bank, Cleveland, OH

May 2014 – June 2015

Worked with Business team gathering the visualization requirements.

Developed parameter and dimension based reports, drill - down reports, drill - through, charts using Tableau Desktop

Built complex calculations in tableau to compute various decisions making metrics involved in the finance and planning applications.

Experience in designing and development of Tableau visualization solutions and Created Business requirement documents and plans for creating dashboards

Setting up the UAT &Production Tableau environment with administration team.

Created advance connections, join new tables, create/ manage extracts and monitor queries using SQL Assistant.

Created sets, data groups and used complex calculations for creating dashboard.

Created action filters, parameters and calculated sets for preparing dashboards and workbook/ landing page in Tableau

Building, publishing customized interactive reports and dashboards, report scheduling using Tableau server. Creating New Schedule's and checking the task's daily on the server.

Well versed with Tableau visualization best practices and procedures.

Migrated workbooks from Development to QA, UAT, & PROD Environments.

Shapes used as icons on the dashboard and perform specific actions on-click in the dashboards.

Interacted with the Business Users and Supervisors to get a better understanding of client business processes and to gather business requirements. Analyzed the Business requirements and site specifications to create Business Requirement Document (BRD) and Design Document (Functional and Technical).

Converted the User Requirements into Business Requirements, Functional Requirements and Technical Requirement. Also created Business Process Models from the requirement specifications.

Created Use Case specifications, Business flow diagrams, Activity/State diagram and Sequence diagram using MS Visio, so the developers and other stake holders can understand the business process according to their perspective with possible alternate scenarios.

Communicated extensively with the Financial Examiners and with different levels of management to identify requirements, use cases and to develop functional specifications.

Implemented RUP and followed iterative, Use Case driven process for requirement documentation and deployment.

Participated in meetings and Database Analysis with Developers, Project Managers and Quality Analysts to discuss business requirements, test planning, resource utilization, and defect tracking.

Assisted the PM in setting realistic project expectations and in evaluating the impact of changes on the organization and plans accordingly and conducted project related presentations.

Developed Data Flow Diagrams, illustrating the flow of data from the legacy systems into the Application database Tables, along with checkpoints for testing / verification.

Assured that all Artefacts are in compliance with Department’s SLC Policies and guidelines.

Environment: Tableau Desktop 8.1, Tableau Server 8.1, MS SQL 2016, Oracle 11g, UNIX, MS Access, JIRA, Rally, SQL Developer, MS Excel

Sr. Tableau BI Developer at MetLife, Tampa, FL

June 2013 – April 2014

Designed and developed application using business requirement document

Involved in sharing the tableau capabilities and help business users in understanding the Tableau functionalities in a best way.

Mentored business power users to create reports/dashboards using tableau desktop.

Developed key indicators and the appropriate tracking reports with graphical and written summations using summary and Annotations to assist in the quality improvement initiatives.

Used Data Blending, combine fields, calculated fields, and aggregated fields and spotlighting to compare and analyze data in different perspectives

Responsible to facilitate load testing and benchmarking the developed product with the set performance standards.

Use MS Excel, Word, Access, and Power Point to process data, create reports, analyze metrics, implement verification procedures, and fulfill client requests for information.

Involved in testing the database using complex SQL scripts and handled the performance issues effectively.

Gathered Business Requirements, Interacted with the Users, Project Manager and SMEs to get a better understanding of the Business Processes.

Translated the business needs into system requirements by communicating with the business on non-technical level and with the System Analyst on technical level.

Worked with users and coordinated with actuate developers to understand and capture data/reporting requirements.

Interacted with the stakeholders by interviewing them, by preparing questionnaire and getting feedback.

Collaborated with Enterprise Architecture, IT leadership and internal stakeholders.

Communicated Project Requirements, Business Issues, Solution and made recommendation.

Worked with Project team to determine technical and development impact of a project.

Responsible for defining the scope of the project, gathering business requirements, doing gap analysis and documenting them textually or within models

Gathering and documenting the requirements that are critical to the business mission and using those requirements to design application software.

Modeled use-case diagrams in Rational Rose to show end-user interaction with the personal information, loan information & property information modules.

Identified and developed quality management plans, test scenarios, and test scripts for user acceptance based on system requirements.

Used MS Visio for flow-charting, process model and architectural design of the application.

Documented business workflows textually as well as in UML diagrams according to Scrum for the stakeholder review.

Conducted JAD sessions to allow different stakeholders to communicate their perspectives with each other, resolve any issues and come to an agreement quickly.

Performed feasibility, adaptability study and risk analysis to identify the business critical areas from the user perspective.

Worked with Source system Subject Matter Expert (SME) to ensure that the extracts are properly mapped. Used SQL for data mapping and querying.

Developed data mapping procedures ETL - Data Extraction, Data Analysis and Loading process of collected data.

Designed and developed a business intelligence dashboard using MicroStrategy’s Web development tools, allowing executive management to view current and past performance sales trends, forecast sales, and to track existing customer sales.

Responsible for the design, development, testing and implementation of systems to load source data into Target databases using Informatica.

Actively tracking schedule, clear and crisp communications with key resources, stake holders and SMEs to keep everyone involved in the project on the same page, milestone tracking and avoiding scope creep issues

Environment: Tableau Desktop 8.1, Tableau Server 8.1, MS SQL 2016, Oracle 11g, UNIX, MS Access, JIRA, Rally, SQL Developer, MS Excel

Hyperion Planning / Essbase Developer at Ernst & Young LLP, India

November 2008 – October 2012

Worked with FPNA team on accounting statements like “Income Statement”, “Cash Flow” and Balance Sheet.

Worked in Asset Management for various Hedge fund Clients.

Prepared Various Templates calculating wash sales, Constructive Sales, Amortization of Depreciation

Assisted in implementing Hyperion Planning to reduce the budget closing cycle time.

Worked with Subject Matter experts to understand chart of accounts and designed the same in Hyperion Planning as per the reporting standards

Prepared financial statements using Hyperion Reporting Studio and made recommendations on how to enhance the reporting standards to the President and the Board of Directors,

Managed accounting closing including preparation of journal entries, balance sheet reconciliation, and collaboration with different areas of finance (Sales, Treasury, A/P, A/R, Logistics) and budgetary & forecasting planning and cost-management

Managed all finance functions including, but not limited to, AR, AP, treasury and GL so as to ensure full compliance to GAAP and all applicable federal, state, and local regulatory requirements

Set up detailed warehouse inventory valuation schedules and cost accounting

Worked with Sales Reps Commissions, Payroll and Benefits functions data sets to integrate the data to Hyperion Planning.

Handled quarterly and year-end audit requirements. Worked closely with external auditors & attorneys for International Transfer Pricing

Participated in corporate policy development as a member of the senior management team

Developed integrity-based relationship with vendors, clients, consultants, and financing partners

Created a planning application to fulfill their complex business requirements.

Created ASO cubes to track their day to day revenue from different entities.

Created HAL mapping to update the Hyperion Planning metadata.

Assisted in automating the entire metadata and data process for Hyperion Planning and Essbase Applications.

Created and edited Hyperion financial reports using Financial Reporting Studio.

Environment: Hyperion Essbase 9.3, Hyperion Planning 9.3, Hyperion Financial Reporting 9.3, HAL, Smart view, ODI, Web Analysis, Windows 2003/NT

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