Real EstateFeatured project
Tenancy Schedules Automation
Industrialization of rental reporting with Yardi Voyager and Power BI
Power BIPaginated ReportsYardi VoyagerETLPower AutomateSharePointMicrosoft FabricAzure SQLDataflow Gen 2
Context
The client wanted to industrialize the production of Tenancy Schedules for their investors, based on data extracted from Yardi Voyager. The goal: to obtain a compliant PDF/Excel/PPT format, filterable by date, country, company and asset, and automatically generated via Power BI.
Challenges to address
- xTime-consuming manual extractions from Yardi Voyager
- xNon-standardized investor report production
- xMultiple entities, countries and currencies to consolidate
- xNeed for secure access for external investors
Solutions implemented
- +Setup of ETL extractions in CSV format from Yardi Voyager with SFTP storage
- +Automation with Power Automate for copying, archiving and deleting extractions to SharePoint
- +Automation of SharePoint → Azure SQL → Power BI import via Dataflow Gen 2
- +Real estate data warehouse modeling: leases, units, rents, guarantees, options (25+ tables)
- +Occupancy period reconstruction with DAX
- +Deployment of paginated reports (Report Builder) following investor guidelines
- +Implementation of automated pipeline via Microsoft Fabric
- +Secure B2B access (Azure AD) for external investors
Results achieved
-90%
Reduction in rental statement production time
B2B Security
Secure cross-tenant access via Azure B2B
Standardization
Uniform rental export formats for all assets
24/7
Daily updates accessible at all times