REPORTING & DASHBOARDS
Power BI Consulting
Reporting your team opens on purpose, whether we're building it from scratch or fixing what's already there.
Sound familiar?
Plenty of charts, no decisions
There are numbers on the screen every Monday, but nobody looks up and says, okay, we need to do something about that.
Nobody owns it
It got switched on because it came with the licenses. Somebody built a handful of reports, then moved to a different role. Now there are forty workspaces, no naming convention, and two different revenue figures depending on which one you open.
Finance still exports to Excel
Usually that means the data model doesn't count things the way the business does, so finance rebuilds it in a spreadsheet where they trust the math.
It stops refreshing and nobody notices
A gateway times out, or a password expires, or somebody renames a file in SharePoint, and the whole thing quietly stops updating until a number looks wrong in a meeting three weeks later and somebody finally asks.
What we do
New builds, from the first conversation about what you need to see through to a team that knows how to run it
Data and semantic models built so the numbers reconcile and keep reconciling
Dashboards designed around the decisions your team needs to make
Row-level security, so people see their own numbers and only their own
Refresh, gateway and workspace setup that stops failing silently
Cleanup when your Power BI setup grew without a plan: naming, ownership, and retiring reports nobody opens
Documentation and training, so your team can extend it without calling us
We work in Power BI Desktop and Service. We’ll connect to whatever you’ve got, whether that’s SQL Server, Dataverse, Snowflake, BigQuery, Salesforce, SharePoint, or the folder of spreadsheets that has to keep working while everything else moves.
Case study
The National Transportation Institute
NTI surveys driver pay and benefits across the country, aggregates it, and sells it to trucking companies who use it to keep their pay packages competitive. The data is the product, and it’s so good that customers come back for more cities every year.
What they wanted was a better way to deliver it. Orders were fulfilled by hand, with someone at NTI compiling a spreadsheet of the cities that customer had bought.
We built them a Power BI product on top of it. An HR leader picks their variables, things like truck type, route type, pay type and years of experience, and sees straight away how their own pay compares against city, state and national benchmarks. Subscriptions control access, so each customer gets the cities and reports they’ve paid for and can add more whenever they want.
NTI now sells access per city, per report, with separate dashboards for private fleet, dedicated fleet and technicians. It's the same data they always had. Now customers can buy it and use it without waiting on anyone.
Want to try one before we talk? We built a live Power BI report on public CDC data that you can click through on the Our Work page.
How a project works
Free working session
You show us what you have and where it's falling short, and we talk through how we'd handle it. No obligation.
Proposal
If it makes sense to keep going, we send a proposal with the scope and timeline. You can choose a fixed price for a defined project, or hourly if you'd rather have us as a fractional part of your team. Most first projects take three to four weeks.
Build and handoff
We check in with you along the way, so there are no surprises at the end. Then we document everything and train your team, so you can run it without us. Plenty of clients call us back for the next project, but they don't have to.
Questions we get asked
Do we need a data warehouse first?
Often no. Power BI connects natively to a long list of systems, including SQL Server, Dataverse, Snowflake, BigQuery, Salesforce and SharePoint, so if your data sits in one or two places we can usually go straight at it. A warehouse becomes worth it when you’re combining several systems, when refreshes start dragging, or when two teams keep producing different totals for the same quarter. We’ll tell you which of those you’re in. We won’t sell you a warehouse you don’t need yet.
We already have Power BI reports. Can you fix those instead of starting over?
Usually, and it’s cheaper. We’ll look at what’s there first. Sometimes the model is sound and the presentation is the whole problem, which is a quick job. Sometimes the model has issues that will keep producing wrong numbers no matter what you put on top of it, and starting over is faster. You’ll know which before you commit to anything.
Power BI or Tableau?
They do the same job. If you’re already a Microsoft shop, Power BI is the shorter path and the cheaper license. Tableau gives us more room when design is doing real work. We build in both, neither one pays us, so you’ll get a straight answer.
Who owns it when you’re done?
You do. Files, documentation, workspace, all of it. We hand over and train your team, and nothing is built in a way that requires us to come back.
How long does this take?
Most first projects run three to four weeks. A single focused dashboard is quicker. Cleaning up a Power BI setup that's been neglected for two years takes longer. Either way, you'll have the scope and the cost before we start.
Bring us what you've got.
Reports nobody opens, or just an idea of what you want to see. Book a free working session and we'll talk through it.