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Power BI reporting and business intelligence

A useful report answers a management question clearly. We connect the relevant sources, agree on how each metric is calculated and build views your team can use every day.

What you get

Sales, finance, inventory and HR reporting; branch, product and manager comparisons; plan-versus-actual views; period comparisons; scheduled refresh; role-based access; documentation and team handover.

Report structure

An executive summary for key measures, operational pages for each team and detailed tables for users who need to investigate a result. The layout follows your workflow and brand rather than a generic template.

Tools

Power BI, Microsoft Fabric, DAX, Power Query and TMDL. Licensing and capacity choices are reviewed against your user count, data volume and refresh requirements.

Existing reports

We can review slow or inconsistent Power BI reports, check the model and refresh process, and recommend whether to optimise or rebuild them.

FAQ

Common questions

Do we need a Power BI licence?

Yes, Microsoft licensing is separate from Bex services. We can help identify the appropriate licence for your users and setup.

Can you improve existing reports?

Yes. We review the data model, measures, refresh process and usage before recommending changes.

Start with the business question.

Tell us what you need to measure and where the data lives. We will review the request and outline a practical next step.