✦ PL-300 CERTIFIED · POWER BI DEVELOPER

Naveen Singh Rawat

Power BI Developer / Software Consultant

8+ Years IT Experience12+ Global Enterprise ClientsPL-300 Certified2 Custom Power BI Visuals (SDK)
Naveen Singh Rawat
8+ Years
12+ Clients
PL-300 ✓
About Me

Professional Summary

I'm a Power BI Developer with 8+ years in IT, including 4+ years focused full-time on business intelligence. I've delivered full-cycle BI solutions for 12+ global clients across Banking, Retail, Real Estate, and CRM — star-schema data models, complex DAX, and RLS-secured enterprise reports that leadership relies on, not just dashboards that look good in a demo. When the out-of-the-box visual gallery isn't enough, I build my own — I've shipped two custom Power BI visuals from scratch using the Visuals SDK, including a natural-language ChatBot visual embedded directly inside a report. Alongside my core Power BI work, I also design and deploy Microsoft Copilot Studio agents — including a production Chat and Voice/IVR deployment for a banking client — when a project calls for it. PL-300 certified, and most comfortable on projects where the data is messy, stakeholders disagree on what "accurate" means, and the deadline is real.

📍Dehradun, India
✉️pbi.naveenrawat@gmail.com
8+
Years of IT Experience
4+
Years BI & Copilot Focus
12+
Global Enterprise Clients
2
Custom Power BI Visuals Built
Expertise

Core Competencies

Two co-equal pillars: Power BI and Microsoft Copilot Studio — plus everything that connects them to real enterprise data.

📊

Power BI

Power BI DesktopPower BI ServiceReport BuilderPaginated ReportsPower BI Embedded — built and shipped to productionnot just self-taught.

Microsoft Copilot Studio

Chat AgentsVoice/IVR AgentsGenerative AI TopicsKnowledge Source groundingCopilot Service Admin CenterService Hub — configured and launched for a live banking contact centre.
🧮

DAX & Power Query (M)

Complex measurestime intelligencedynamic ranking and segmentationKPI designTabular Editor.
💻

Custom Visual Development

Power BI Visuals SDK — built a Time Intelligence Bar/Column visual and a natural-language ChatBot visual from a blank canvaseliminating third-party visual licence costs.
🗄️

Data Modelling

Star schemasnowflake schemafact/dimension designcomposite modelsRow-Level Security (RLS) — static and dynamic.
🔗

Data Sources & Integration

Microsoft Business CentralDataverseDynamics 365SQL ServerAzure SQLREST APIsZoho APIPower Automate.
🛠️

Supporting Tools

SharePointAzure AI ServicesExcel (Power Pivot)FigmaCanvaPython (basic)HTML/CSS.

Other Technology

Power AutomateMicrosoft Copilot StudioPython (Basic)SQL Server
Career Journey

Professional Experience

Power BI Developer / Software Consultant

Cynoteck Technology Solutions

📍 Dehradun, India (On-Site)

Mar 2022Present

Own Power BI reporting delivery end-to-end — from client workshop to production deployment — for enterprise clients across four industries.

  • Own end-to-end Power BI delivery for 12+ global enterprise clients, running every project from discovery workshop through production deployment.
  • Authored complex DAX models (time intelligence, dynamic segmentation, RLS) that cut report refresh cycles and opened self-service analytics to 5+ business units per engagement
  • Unified data from Business Central, Dataverse, SQL Server, REST APIs, and Zoho into single semantic models, retiring manual Excel reporting for 8+ client teams.
  • Enforced dynamic and static Row-Level Security across multi-user environments to protect sensitive financial and CRM data — zero governance exceptions raised in client audits.
  • Ran client requirement workshops that translated ambiguous asks into concrete KPIs and report architecture, delivered on Agile sprint cadences.
  • Built two Power BI visuals from scratch using the Visuals SDK — a Time Intelligence Bar/Column chart and a natural-language ChatBot visual — removing the need for paid third-party visual licences.
  • Between Power BI project cycles, also designed and launched Microsoft Copilot Chat and Voice/IVR agents via Copilot Studio for a banking client — including Service Admin Center and Service Hub configuration across 3 contact-centre deployments.

Digital Marketing Specialist

Tree Multisoft Solutions, Cynoteck Technology Solutions

📍 Dehradun, India (On-Site)

2018Mar 2022

Led paid media and digital marketing campaigns with data-driven optimisation.

  • Ran paid media campaigns (Google Ads, Meta) with monthly budgets up to INR 5L, reporting weekly performance data that directly shaped client strategy.
  • Grew client acquisition 30% YoY through data-driven audience segmentation and A/B testing across 10+ active accounts — the same analytical instinct now applied to BI.
  • Coordinated cross-functional teams of 4–6 people across concurrent multi-client projects, on deadline, every time.
Portfolio

Key Projects — Full Case Studies

Real client work across Banking, Retail, Real Estate, and CRM — each written up as a full case study: the situation, the challenge, the approach, and the measurable outcome.

Retail Industry — Enterprise BI Reporting Ecosystem
Retail

Retail Industry — Enterprise BI Reporting Ecosystem

Organisation-wide reporting overhaul replacing manual Excel reporting with a fully automated, role-secured BI ecosystem.

Power BI DesktopPower BI ServicePower Query (M)
Read Case Study
Real Estate (CRM) — Business Visibility Dashboard Suite
Real Estate

Real Estate (CRM) — Business Visibility Dashboard Suite

CRM-based reporting suites transforming fragmented Dataverse data into polished, decision-ready dashboards.

Power BI DesktopPower BI ServicePower Query (M)
Read Case Study
Real Estate CRM: Agent Performance & Activity Analytics Suite
Real Estate

Real Estate CRM: Agent Performance & Activity Analytics Suite

Power BI DesktopPower BI ServicePower Query (M)
Read Case Study
Healthcare Provider Report - One Report, Every Department's Truth
Healthcare

Healthcare Provider Report - One Report, Every Department's Truth

A 4-page Power BI report unifying revenue, patient demographics, doctor performance, and hospital operations.

Power BI DesktopPower BI ServicePower Query (M)
Read Case Study
Clinical Report - Every Patient, One Click Away
Healthcare

Clinical Report - Every Patient, One Click Away

Patient and doctor profile pages in Power BI, plus surgery monitoring and a full clinical billing summary.

Power BI DesktopPower BI ServicePower Query (M)
Read Case Study
Hospital Admission Analysis - Untangling Encounters, Admissions & Procedures
Healthcare

Hospital Admission Analysis - Untangling Encounters, Admissions & Procedures

Power BI report separating hospital encounters, admissions, readmissions, and procedures into clear, trusted KPIs.

Power BI DesktopPower BI ServicePower Query (M)
Read Case Study
MyGym Fitness Membership Analysis
Fitness & Wellness

MyGym Fitness Membership Analysis

A 7-page Power BI report tracking MyGym's membership types, pricing, locations, services, and usage patterns.

Power BI DesktopPower BI ServicePower Query (M)
Read Case Study
HR Analytics Report - Connecting the Dots Between Hires, Pay & Exits
Human Resources

HR Analytics Report - Connecting the Dots Between Hires, Pay & Exits

Power BI workforce report covering headcount, salary, hiring, terminations, payroll, and trend comparisons.

Power BI DesktopPower BI ServicePower Query (M)
Read Case Study
Company Marketing & Sales Performance Report
IT

Company Marketing & Sales Performance Report

Marketing-to-sales funnel in Power BI with a custom HTML funnel visual and advanced time-intelligence comparison.

Power BI DesktopPower BI ServicePower Query (M)
Read Case Study
Sport Injury Analysis Report
Sports Medicine

Sport Injury Analysis Report

Power BI injury report featuring a custom clickable body-map visual plus cause, treatment, and team analysis.

Power BI DesktopPower BI ServicePower Query (M)
Read Case Study
Marathon Report - Every Runner's Story, One Card Away
Sports

Marathon Report - Every Runner's Story, One Card Away

Interactive Power BI marathon report with clickable category KPIs and a shareable athlete performance card.

Power BI DesktopPower BI ServiceDAX
Read Case Study
Kenya Bank: Microsoft Copilot Chat & Voice Agent (IVR)
Banking

Kenya Bank: Microsoft Copilot Chat & Voice Agent (IVR)

A Kenyan bank's tier-1 customer support ran entirely through a legacy IVR menu tree and human chat agents. Customers waited on hold for routine account questions, the desk was closed outside business hours, and every simple balance check or transaction lookup consumed an agent's time that could have gone to complex cases.

Microsoft Copilot StudioPower AutomateAzure AI Services
Read Case Study
Axiom — Hierarchical Drill-Down Analytics Platform
Analytics

Axiom — Hierarchical Drill-Down Analytics Platform

Top-to-bottom drill-through analytics solution that reduced time-to-insight for business stakeholders.

Power BI DesktopPower BI Service
Read Case Study
Credentials

Certifications & Education

🏆 Certifications

🎖️

Microsoft Certified: Power BI Data Analyst Associate (PL-300)

Microsoft • 2025

🎓 Education

📚

Master of Business Administration (MBA, Distance)

Swami Vivekanand Subharti University

📚

Bachelor of Arts (B.A.)

D.A.V. PG College, Dehradun

📚

Diploma in Computer Science & Engineering

Government Polytechnic, Dehradun

Get In Touch

Let's Build Something Worth Reporting On

If you need a Power BI developer who can also stand up a Copilot agent — or the other way around — I'd like to hear what you're working on. I reply within a day.

📱

Phone

+91-789529***
📍

Location

Dehradun, India

💼

LinkedIn

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