When the numbers live in five systems and the monthly pack takes three people a week to assemble, the problem isn't Excel skill. It's that nothing is joined up. We build the model that joins it — and then keeps itself current.
Power BI is a real commitment. Plenty of businesses are better served by a well-built spreadsheet, and we'll tell you if that's you.
The dashboard is the visible part. Most of the value is in the model underneath it.
SQL, your ERP or CRM, Excel files on SharePoint, CSV drops, APIs. We pull them in with Power Query and handle the joins nobody wants to think about.
A proper star schema with a date table, clean relationships and DAX measures that agree with each other. This is the part that makes everything after it easy.
Built to be read, not admired. Headline first, drill-through underneath, and a phone layout for the people who only ever look on the way to a meeting.
Gateway configured, refresh scheduled, failures alert someone. Nobody should have to remember to update a dashboard.
Row-level security so a regional manager opens the same report and sees only their region. One report, many audiences, no leaks.
Documented measures, a walkthrough with whoever will own it, and training if you want to make changes yourselves rather than ring us.
The typical starting point: finance exports from the ERP, sales pulls from the CRM, ops keeps a spreadsheet, and somebody reconciles them by hand every month. Every system is right; the totals still don't match.
A model fixes that by defining each measure once. "Revenue" means one thing, everywhere, forever.
The model stays in your tenant and the measures are documented. If your team can handle Excel Essentials, they can maintain a Power BI report.
