Power BI
From pulling the data to the dashboard the board opens on Monday morning. We build the whole path, not just the final screen.
Talk to a specialistThe dashboard is the tip. The work sits underneath it.
Most Power BI projects that reach us got stuck at the same point: someone pointed the tool straight at a spreadsheet, the file grew, refresh started taking twenty minutes and each department ended up keeping its own copy. The dashboard exists. The problem is that nobody trusts it.
A trustworthy dashboard depends on things that never show on screen: where the data comes from, how it is treated before it enters, how each metric was defined and who can see what. That whole path is what we build and it is why the result survives the first month.
From extraction to a published dashboard
Six steps. None optional when the goal is a number the board can defend in a meeting.
- Extraction and connection. ERP, CRM, relational database, API, SharePoint or spreadsheet. When the source sits on an internal server we configure the gateway and set the refresh window the operation can take without choking.
- Power Query transformation. Cleansing, deduplication, key standardisation and typing. What someone redoes by hand every Monday now happens on its own, before you open the file.
- Dimensional modelling. A star schema with fact and dimension tables, single-direction relationships and a proper calendar table. It is what makes the dashboard answer in seconds instead of dragging.
- DAX measures. Each indicator defined once, with the business rule recorded alongside it. The gap between the sales number and the board number disappears.
- Building the dashboards. One view per role board, management and operations and a mobile layout for whoever decides outside the office.
- Governed publishing. An organised workspace, row-level security by access profile, scheduled refresh and an access trail that meets data protection requirements.
What you are left with
Delivery does not end when the dashboard goes live. It ends when your team can evolve what we built without depending on us.
- The documented model. File, semantic model structure and the origin of every table.
- The metrics dictionary. The business rule of each indicator written in plain language, not only in DAX.
- Team training. To build new visuals on the existing model without breaking what already works.
- A maintenance plan. What to do when a source changes format or an indicator needs a new rule.
How we run it
We begin with an assessment of the sources and the quality of the data that is what reveals whether the project has two weeks or two months of cleaning ahead, and it is better to find out before signing. Then we design the architecture and present the scope for approval, before a single line of code. Implementation runs in short cycles: the first dashboard goes live quickly and becomes the visual and technical reference for every one after it.
How we measure results
Success indicators are agreed up front, and they are business indicators, not tool indicators. In our projects the most frequent are manual working hours given back to the team, lower operational loss and margin gained by portfolio segment.
We now have a far more robust, fast and visual view of each management area’s results.
Sales director national fuel distributor
About this service
Do we need to buy a Power BI licence?
To publish and share dashboards, yes: everyone who accesses needs a licence, or the company buys dedicated capacity when the number of readers justifies it. We assess which of the two is cheaper in your case before you sign with Microsoft the maths changes a lot depending on how many people only read the dashboard.
Our data sits on an internal server. Does it work?
It does. We install and configure the gateway that bridges your network and the cloud service, without exposing the database. It is the most common scenario in the manufacturing and logistics projects we run.
How often does the dashboard refresh?
It depends on the plan and the source. The standard plan allows a limited number of scheduled refreshes per day, and dedicated capacity raises that ceiling considerably. In practice we set the frequency by the decision the dashboard supports: a monthly closing indicator does not need the same window as a daily operations dashboard.
We already have a dashboard. Do you reuse it?
We assess before rebuilding. We audit the existing model, point out what is causing slowness or number divergence, and show what is worth keeping. Rebuilding from scratch is a cost decision, not a matter of technical pride.
Who maintains the dashboards afterwards?
Your team, with the documentation and training that are part of the delivery. If you would rather not build that structure in-house, we maintain it under an outsourcing contract.
Let’s look at your numbers together
A 30-minute conversation is usually enough to find where money is sitting idle in your operation.
We understand processes before recommending technology. Automation, data, artificial intelligence, and custom software for companies seeking efficiency, control, and scale.