Define the question
Identify the decision, audience, reporting period and action each measure should support.
AUTOMATION & SYSTEMS
Power BI reporting built around the decisions
Define the measures, reconcile the source data and agree who owns the report. Then build dashboards that help your team answer recurring business questions.
Request a systems quoteWhen this helps
Reporting depends on manual spreadsheet consolidation, inconsistent definitions or dashboards whose figures are difficult to explain.
THE DETAIL THAT MATTERS
A dashboard can look right and still be wrong.
Matching a total is only one check. Filters, date definitions, relationships and denominators can change what a measure means. We document the logic and reconcile it against the source before deciding how to display it.
- 01Sources
- 02Model
- 03Measures
- 04Reconciliation
- 05Report
What the work involves
Agree metric definitions
Document sources, calculation rules, exclusions, owners and how totals should reconcile.
Build the model and report
Review relationships, filtering, access and the context in which figures are displayed.
Plan refresh and ownership
Test the agreed refresh route and permissions. Identify who responds to failures and who maintains definitions after handover.
What you receive
Deliverables are agreed in your quote.
- A Power BI report and data model in the agreed format.
- Measure definitions and source mappings.
- Reconciliation checks and known data limitations.
- Refresh, access and maintenance guidance.
WHAT THE WORK LOOKS LIKE
Decisions you can follow.
A report begins with a question and an agreed definition. This example shows what needs to be specified before selecting a chart.
ILLUSTRATIVE EXAMPLE
This is an example of the format, not a client project. Your quote specifies the documents and outputs included in your handover.
REPORTING / MEASURE SPECIFICATIONExample 02
- Question
- How many requests remain unresolved at the reporting date?
- Definition
- Count distinct request IDs received by that date without a completed or cancelled status.
- Check
- Reconcile the count to the source register and review duplicate IDs.
- Owner
- Agree who maintains status definitions and investigates discrepancies.
What to prepare for an enquiry
Outline the process, current tools, users and intended result.
Please leave out sensitive records. File sharing is agreed after the initial review.
QUESTIONS
Questions about this service
Do I need clean source data first?
Not necessarily, but its quality must be assessed. We identify preparation work and agree who will resolve it before relying on the report.
Can Power BI replace every spreadsheet?
Not necessarily. Spreadsheets can remain useful inputs or working tools. The right reporting approach depends on the purpose, source data, workflow and ownership.
How is refresh handled?
We review source access, hosting, gateway needs and licensing where applicable. The scope identifies the refresh schedule and who handles a failed update.
How do you check that figures reconcile?
We compare agreed totals and measures against source records, investigate differences and test filters and reporting periods. The handover records definitions and limitations.
NEXT STEP
Discuss this process.
We’ll review your brief and confirm the scope and fee.