Hands-on with creating solution driven dashboards by developing different chart types including Heat Maps, Geo Maps, Symbol Maps, Pie Charts, Bar Charts, Tree Maps, Gantts, Circle Views, Line Charts, Area Charts, Scatter Plots, Bullet Graphs, and Histograms in Tableau Desktop versions 6, 7, and 8.1.
1. ANKIT PATEL
Montville, NJ 07045
Email: ap.itanalyst@gmail.com
SUMMARY:
Experienced in Data Visualization, Data Analysis, Business Intelligence, IT Analysis/Design, and Client/Server
System Architecture.
Hands-on with creating solution driven dashboards by developing different chart types including Heat Maps, Geo
Maps, Symbol Maps, Pie Charts, Bar Charts, Tree Maps, Gantts, Circle Views, Line Charts, Area Charts, Scatter
Plots, Bullet Graphs, and Histograms in Tableau Desktop versions 6, 7, and 8.1.
Utilized all Tableau tools including Tableau Desktop, Tableau Server, Tableau Reader, and Tableau Public.
Build better dashboards using techniques for guided analytics, interactive dashboard design, and visual best
practices.
Produce attractive visuals/dashboards to convey the story inside the data.
Built and expanded reports available for both internal support and external customer reports, which included
increasing the scope of data extracted and utilization of reporting purposes.
Experienced in requirement gathering/analysis, design, development, testing, and production rollover of reporting and
analysis projects.
Experienced in troubleshooting and performance tuning of reports and resolving issues within Tableau Server and
Reports.
In depth knowledge of Software Development Life Cycle (SDLC).
Good understanding of accounting, financial management, retail, and financial service industry.
Experience in guiding the team to accomplish the goals set by management and play a vital role in supporting the
team from front and yet at the same time work under a supervisor.
Ability to work independently with no/limited supervision along with working in tighter schedules and a quick learner.
Excellent communication skills in both written and oral along with ability to tell a story through data.
TECHNICAL SKILLS:
BI/Visualization Tools: Tableau Desktop, Tableau Public
Modeling Tools: MS Visio
Programming: SQL, JavaScript, UNIX Shell, HTML, JAVA/J2EE, C, C++, Visual Basic
Utilities: MS Office Suite, MS SharePoint, MS Project, MS FrontPage, MS Money
Databases: Oracle 10g/11i, Oracle SQL Server, Sybase, MS SQL Server, MS Access, MS Excel, CSV
Platforms: Windows 8/2003/NT, Mac OS, DOS, UNIX, Linux, Ubuntu
Networking: TCP/IP, LAN/WAN Technologies
EXPERIENCE:
03/2013 – PRESENT HSBC
TABLEAU DEVELOPER
Project Details: HSBC Bank offers internet banking portals via their Mobile Banking App and services as well as online
banking, eStatements, and EasyView through our Personal Internet Banking division. The scope of the project was to
enhance the Mobile Banking App’s systematic processes which were associated with HSBC Personal Banking division.
Developed Tableau Dashboards for app usage data based on login time status, usage of pay bill capability, and transfer
money to get better understanding of future enhancements. Analyzed and visualized data in Tableau Desktop for data
validation.
Responsibilities:
Involved in end to end implementation and enhancements on Mobile Banking App data starting from requirement
gathering and dashboards development in Tableau Desktop.
Studied and analyzed similar applications and brainstormed with business team to gather effective requirements for
the system along with dashboard development.
Created numerous dashboards in Tableau Desktop based on the data collected from Mobile Banking App by
importing and blending data from MS Excel and CSV files along with Oracle SQL Server Databases.
Developed Geo/Area Maps to show details on which states are most connected using the App vs. the least states.
Created Bar Charts which is complied with data sets and added trend lines and forecasting on future usage of the
Mobile App.
Created Crosstab’s to display underlying data based on various graphs and charts created for further data analysis.
Developed Scatter Plots and Area Maps to show states utilizing the Mobile App most vs. least.
2. Complied interactive dashboards in Tableau Desktop and published them to Tableau Server which allowed story
telling behind the Mobile App usage with Quick Filters for on demand needed information with just a click of a button.
Developed and reviewed SQL queries with use of joins clauses (inner, left, right) in Tableau Desktop to validate static
and dynamic data for data validation.
Performed data analysis on daily, weekly, and monthly scheduled refresh of data based on that business or system
change that have happened to ensure that the developed dashboards are displaying accurate and up-to-date live
data and sent those into production after editing.
Participated in weekly meetings, reviews, and user group meeting as well as communicating with stakeholders and
business groups.
03/2011 – 02/2013 TD BANK
TABLEAU DEVELOPER
Project Details: The objective of the Simplified Call Center project was to deliver a front end user interface that will
connect to the TDBN Fidelity back end and deliver the Commerce Business best practices for Call Center Agents.
Collaborated with BI and combined various data streams to provide better analysis on request for proposals and budget
forecasting/reconciliation via Tableau Desktop.
Responsibilities:
Involved in reviewing requirements and data sources form MS Excel and MS Access for design, development, testing,
and production rollover of reporting and analysis projects within Tableau Desktop.
Used Tableau Desktop for blending databases and creating different interactive views and dashboards.
Created extract files for improving the performance. Used different Mark types and Mark properties in views to provide
better insights into large data sets. Created various types of charts to provide better visualization.
Using Tableau Desktop created Interactive reporting dashboards by combining multiple views.
Involved in troubleshooting and performance tuning of reports and resolving issues within Tableau Server and
Reports.
Created users, groups, and domains from Active Directory and created different License Levels for each user. Took
back-up of the Tableau Server on a regular basis by using Tabadmin commands and have also restored when there
was a system failure.
Review Vendors Status Reports with Project Team and created visualization for budget forecasting.
Responsible for RFP (Requests for Proposals) data visualization creation in Tableau Desktop.
Published views and dashboards in Tableau Server for auditor review.
Performed data analysis on daily, weekly, and monthly scheduled refresh of data based on that business or system
change that have happened to ensure that the developed dashboards are displaying accurate and up-to-date live
data and sent those into production after editing.
Participated in weekly meetings, reviews, and user group meeting as well as communicating with stakeholders and
business groups.
02/2008 – 02/2011 CIT GROUP, INC
BUSINESS/DATA ANALYST
PROJECT DETAILS: Reviewed and analyzed quarterly reports established by the risk-review team and provided
qualitative analysis directly to Chief Credit Officer and Credit Risk Management team.
Responsibilities:
Evaluated annual credit reviews for a portion of CIT Bank’s portfolio and recommended analyzed data to Credit
Committee for appropriate credit risk rating decisions.
Gathered and analyzed both legal and credit datasets, performed due diligence on deals, consulted with credit
associations and business representatives, and financial ratios for the preparation of credit reviews.
Translated clients’ needs into useable mapping and coding instructions and created functional requirements
document and mock ups for reporting.
Prepared Business Requirement Documents (BRD's) after the collection of Functional Requirements from System
Users that provided appropriate scope of work for technical team to develop prototype and overall system.
Designed and implemented basic SQL queries for testing and report/data validation.
Developed and maintained reporting using in MS Excel queries and SQL. Produce performance reports and
implement changes for improved credit reporting along with performing conditional formatting for data analysis.
Created Test Cases and Activity Diagrams, systems Flow Charts.
Reviewed request to determine basic characteristics, such as origin and report flow, mapping, format, frequency,
distribution, and purpose or function of report.
Worked closely with the Information management groups to develop, test, and validate systems and reports, attended
meetings with users and IT, documented business, technical, and systems requirements.
3. Conducted Functional Walkthroughs, User Acceptance Testing (UAT), and supervised the development of User
Manuals for customers.
Developed strategic partnerships with the Business units to develop a solid knowledge base of the Business line,
including the Business Plan, Products, and Process.
EDUCATION & CERTIFICATION:
County College Of Morris, Randolph, NJ
Major: Computer Science Minor: Web Development (Java, JavaScript, HTML, CSS)
Pursuing Tableau Desktop 8 Certification – Expected 06/2014
STATUS:
US Citizen
REFERENCES:
Available upon request