BI Book Planning performance overhaul
BI Book Planning is Greenstep's budgeting and forecasting tool inside Power BI. I rewrote how its planning grid renders, so a refresh only touches the rows and cells that changed.
- Budgets, rolling forecasts and scenarios in one place
- Figures stay current through 100+ system integrations
- Edit rights per section, one shared version for everyone
- Drill from a department P&L down to transactions
- Moved rendering to D3 enter / update / exit joins with keyed data binding and DOM reconciliation.
- Benchmarked the optimized branch against a baseline QA branch with Power BI Performance Analyzer exports and the Chrome DevTools profiler.
- Wrote up the results as a multi-page report across interaction and refresh scenarios.
- Audited pbiviz.json and capabilities.json against Microsoft AppSource certification requirements.