SME Financial-Advisory Data Visualizations for Qlik
A leading Romanian retail bank
Overview
A library of embeddable financial-advisory chart and graph web components for the SME (“IMM”) segment of a leading Romanian retail bank, designed to render inside Qlik dashboards. It packages a set of themed visualizations covering everyday-banking and investment-advisory topics.
The Challenge
The bank’s SME advisory experience needed rich, branded, interactive visualizations that could be embedded within Qlik analytics surfaces, something the platform’s native charting could not deliver, while remaining consistent, testable, and easy to iterate on.
What We Built
A multi-part project combining a dist set of self-contained visualization bundles, a Svelte component workspace (_svelte, built with Vite), a Storybook workspace (_storybook) for previewing components in isolation, and a _notebooks data-prep area. The shipped visualizations span advisory themes including card acceptance (acceptarecarduri), current accounts (contcurent), salary agreements (conventie_salariala), activity and investment financing (finantare_activitate, finantarea_investitiilor), investment funds and plans (fonduri_de_investitii, planuri-de-investitii), voluntary pensions (pensiefacultativa), and currency transactions (tranzactiivalutare). Styling runs through a Sass/PostCSS build pipeline (build:css, autoprefixer, watch mode). A Jupyter notebook (localitati_csv_to_json) transforms reference CSV data (including an MCC code export) into JSON for the components, and a dedicated tests workspace uses Playwright for end-to-end verification.
Technologies & Approach
Svelte plus Vite was chosen to produce lightweight, self-contained components that embed cleanly into Qlik without a heavy framework runtime. Storybook supported isolated development and review of each visualization, while a Sass/PostCSS pipeline kept theming consistent. Python notebooks handled data shaping (CSV-to-JSON, MCC codes), and Playwright provided end-to-end test coverage of the rendered output.
Outcome / Impact
Delivered a maintainable catalog of branded, embeddable advisory visualizations spanning the SME product range, integrated into the bank’s Qlik analytics experience and supported by component tooling and automated tests across a multi-year engagement.
Capabilities Demonstrated
- Building embeddable visualization web components with Svelte and Vite
- Integrating custom visualizations into Qlik analytics dashboards
- Design-system/Storybook-driven component development
- Data preparation and transformation with Python/Jupyter notebooks
- Themed CSS build pipelines (Sass, PostCSS, autoprefixer)
- End-to-end testing with Playwright