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ServicesPower BI Dashboards

Service 06

Power BI Dashboards

For when your reporting has outgrown a workbook.

Who this is for. Organisations where several people need the same view, the data volume has outgrown Excel, or the refresh has to happen without somebody opening a file.

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See it in a case study: FMCG · online channels

The problem

What usually brings people here.

  • The workbook is too large to open quickly.
  • Five people keep five copies and none of them agree.
  • You need the report on a phone, or shared outside the finance team.
  • The refresh has to be scheduled, not remembered.

What we need from you

  • Your current reporting and the data sources behind it
  • Who needs access, and whether they are inside or outside your tenant
  • Your Microsoft 365 / Fabric licensing position
  • Refresh frequency and who owns the credentials

What you get back

  • A Power BI report: data model, measures, report pages and filters
  • Documented measures, so the definitions outlive the build
  • A refresh and access design, written down
  • A training session for the people who will use it

How it runs

The work, step by step.

  1. Assessment first — we will tell you if Excel is still the right answer.
  2. Data modelling and measure definition, agreed with you before the visuals.
  3. Report build and validation against source.
  4. Sharing, access and refresh setup, then training and handover.

On top of this sits the five-stage engagement process that every project follows — including what usually goes wrong at each stage.

The boundary

Included, and not included.

Both lists are published at the same weight, deliberately. A boundary you discover during delivery is a boundary you were not told about.

Included

  • Discovery and Excel-versus-Power-BI assessment
  • Data model and DAX measures
  • Report pages, filters and drill-through
  • Refresh, sharing and access documentation
  • User training and handover

Not included

  • Licences. Power BI Pro, Premium Per User or Fabric capacity are bought by you, directly from Microsoft.
  • Tenant administration, security-group changes or gateway infrastructure on your network
  • Any claim of Microsoft partnership or certification. We build Power BI reports; we are not a Microsoft partner and do not present ourselves as one.
  • Embedding into your own application — that needs a separate licensing and security design
When we would tell you not to buy this.
  • One person reads the report and the data fits in a workbook. Excel is cheaper to own and nobody needs a licence.
  • The data sources are not yet stable or accessible to a scheduled refresh.

Packages

How this is usually bought.

Interactive Dashboard

Best for Sales, stock, finance or leadership visibility that several people share.

An Excel or Power BI dashboard, with the KPI definitions and refresh written down.

Included

  • Dashboard in Excel or Power BI, at an agreed page count
  • Filters, drill-downs and period comparison
  • KPI definition document
  • Refresh, sharing and access guide
  • A handover walkthrough

Not included

  • Power BI licences — bought by you, directly from Microsoft
  • Tenant administration or gateway infrastructure on your network
  • Embedding into your own application
  • Preparing the data each period

Date Given in writing with your quote, within one working day of seeing a sample.

Scope details
Revisions
Two rounds against the agreed page and KPI list. Adding a KPI after sign-off is a change request.
Timeline assumes
Assumes stable, accessible sources. If the refresh depends on a system we have not confirmed we can reach, that confirmation happens before the estimate stands.
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Compare every package in full

Where this lands

Sectors with documented work behind them.

Online Channels

Brands and sellers trading across marketplaces and quick-commerce platforms at once — where every platform issues its own purchase orders, fills them partially, reports offtake in its own format, and none of it adds up to one number until somebody makes it.

FAQs

Power BI Dashboards — the questions we get asked.

Answers here match the full FAQ page; this is the subset relevant to this service.

What affects the price, and why are no prices published?

What moves it: how much data there is, how clean it is, how many separate sources it comes from, and whether the report has to refresh every period. We quote a fixed figure after seeing one sample file, in writing, and it does not change unless the scope does.

How long does it take?

Send a sample and you get a written quote with a delivery date within one working day. The date depends on the data, so we give it after seeing a sample rather than guessing before. Each package lists what its timeline assumes.

When should we use Excel, and when Power BI?

Stay in Excel while one or two people read the report, the data fits comfortably in a workbook, and the refresh can be someone opening a file. Move to Power BI when several people need the same view, the workbook has become slow, the report has to work on a phone, or the refresh has to be scheduled rather than remembered. We assess this before we quote and will tell you to stay in Excel when that is the honest answer — it costs you less and needs no licence.

Read every question

Need a Power BI dashboard?

Send one representative sample — the messy one, not the tidy one — and you will get a scoped quote with the exclusions written in.

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