Free Interactive Wizard · Applied Net 2026 Companion

Applied Data Lake: First Report in 60 Minutes

A guided, timed walk from zero to a working Power BI Book-of-Business report on your Applied Epic data lake. Personalized SQL, a ready-made Power Query script, and a sample mode if you don’t have credentials yet.

00:00/ 60:00

0/22 steps

Personalize your queries

Enter the Google Cloud project ID and dataset ID from your Applied Data Lake welcome materials. Everything below rewrites itself. Stored only in your browser — nothing is sent anywhere.

No credentials yet? Leave these blank and follow along in Sample Mode.

The Applied Data Lake is a nightly, read-only copy of your Applied Epic data in Google BigQuery. Epic is the office your team works in; the lake is the copy room — query it all day, production never notices.

Pick your first report: Book of BusinessIn-force policies by line of business, carrier, and premium. Meaningful to every owner, and the SQL below writes itself around it.
Meet the six tables you actually needClient (who), Policy (the folder), Line (the coverage — premium lives here), CdLineStatus, CdPolicyLineType, Company (the carrier). Epic has hundreds more; your first report needs six.
Start the 60-minute timer aboveThe whole point: one hour, one real report.

Sample Mode

no credentials required

This is the exact report the wizard builds — three KPI cards, premium by line of business, and book share by carrier — rendered here with synthetic data for a fictional agency. When your queries run, your numbers replace these.

Book of Business — Summit Insurance Group

synthetic sample data · what your report should look like

4,812

policies in force

$62.4M

written premium

1,940

active clients

Premium by line of business ($M)

Book share by carrier

Educational companion, independently built. This wizard accompanies an Applied Net 2026 education session and is not affiliated with or endorsed by Applied Systems. Applied Epic and Applied Data Lake are trademarks of Applied Systems, Inc. Confirm subscription details, pricing, and provisioning with your Applied representative. Queries use the standard Epic data-lake schema — verify results against Epic before relying on them.

Want the whole journey — dashboards, retention AI, and automation on your Applied Epic data — without building it yourself?

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