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SQL, Excel and Challenges

The document discusses using SQL to extract data from databases and join tables to analyze large amounts of data in Excel. It provides an example of joining trade and account tables to analyze which types of trades were having currency issues. Managing stakeholders is identified as the biggest challenge, and two examples are given of effectively managing difficult stakeholders through alternative approaches.

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revola28
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17 views

SQL, Excel and Challenges

The document discusses using SQL to extract data from databases and join tables to analyze large amounts of data in Excel. It provides an example of joining trade and account tables to analyze which types of trades were having currency issues. Managing stakeholders is identified as the biggest challenge, and two examples are given of effectively managing difficult stakeholders through alternative approaches.

Uploaded by

revola28
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Excel and SQL:

In my career I have worked on oracle and sequel, both databases. I use sql to fetch data from
database and used in my business analysis part. We use to get lacs of data on a daily basis so we join
tables and extract the data in excel to perform the analysis as required.

I give one example from my current project, there are two tables, one is trade table and another is
account table. In trade table we get the information of the trades that are coming to our system and
in account table we get the information related to the accounts which positions are taken in the
market.

We use to get lacs of data on a daily basis, so last we got an issue that if the trade currency is not
populated due to some reason for any of the trades then system is reflecting the trade currency as
Account level currency and account level base currency is decided as per the Region. For example if
Region is Europe then account base currency is set as Euro. Europe region has multiple entities like
London, Greece, Italy, etc. If the trade currency is suppose USD and suppose while coming from
upstream, at the middle transformation layer if the trade currency got filtered out and coming as
null then we are seeing the wrong currency against such trade.

Now to do the analysis I have joined the trade table and account table and pull the trade in a spread
sheet and using the hlookup, vlookup and Pivot to see which kind of trades are facing this issue, then
I have observed the trades which are OTC in nature and the trades which are not settled having this
issue. Hence by using SQL and Excel, I am able to analyze the data, it requires extensive knowledge
of SQL and Excel.

Challenge:

I never see new thing as challenge, I always see the new things are opportunity to learn, it just how
we approach these new things by using our knowledge and experience.

I see managing stake holders is the biggest challenge because if we can manage humans we can
manage anything in the project.

Examples of managing difficult stakeholder:

1) In my last project, when I am doing analysis of European region, I have to analysis of Malta,
but the client is not coming for the client, always there is a no show from her side, I have
tried to reach out for some days but there is no success. First I have escalated to my
Manager and after that I have escalated to the senior management because of her no show
on the calls, the project is getting delayed. During the senior management call, we got to
know that the she is not coming on the calls because during the time when we are doing
requirement gathering, they are short of resources due to emergency leaves of employees
and resignations and also they are facing audits at that time. So it’s difficult for her to come
to the call. So I have adopted a questionnaire method to do the requirement gathering. I
have made a detailed questionnaire including all the questions which are going to complete
the requirement gathering for Malta and ask our client to provide the answers on those
questions and this way I have completed the requirement and delivered the project on time.
2) In my last project, once our client want to transfer the trade data from our system to SAP for
accounting purpose and for this client wants to build a separate module in the application
but our management is not ready to build a separate module in the application because as
per our management it disturbs the road map of the project.
Hence there is a deadlock situation rises. Since I am working as a BA in the project. I have
done rounds of discussion with clients and by breaking down the requirement in to granule
details what I have understood that actual requirement is to transfer data from our system
to SAP, and not to build the separate module. So we have introduced a free application
named as SOAP UI, in which we have invoked the web service and established the
connectivity between our system and SAP. So having this connectivity SOAP UI will transfer
the required trade data in XML from our system to SAP and at the same time provide the
acknowledgement from SAP to our system. In this way I have found the solution for the
client by providing solution which is almost free of cost for them.

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