Discovery
Understand the people, the problem and the intended outcome. Surface the questions still open.
A Power BI report should make sense in its business context. We start with indicators, sources and user questions, then build visualisations and refresh rules.
Let’s discuss your ideaPower BI is Microsoft’s platform for connecting, modelling and presenting data in reports. Publishing and access depend on configuration and licensing.
It can bring metrics from different sources into a shared analysis experience. Models and definitions matter as much as charts.
Management covers sources, refresh and report permissions. Metrics are checked against original data, and source changes may require model adjustments.
We begin with the decision, the definition of each indicator and the available data. We connect relevant sources and make calculation rules, refresh schedules and data limitations visible. People reading the report can understand what they see and what needs investigation.
We agree what belongs in the project, what implementation involves and what is better left for a later stage.
Understand the people, the problem and the intended outcome. Surface the questions still open.
Choose the first useful version, dependencies and the milestones for evaluating progress.
Put workflows in front of you before they become features that are expensive to change.
Build in stages you can see, test and discuss.
Check usage scenarios, accessibility and the application’s sensitive points.
Prepare the environment, content, access and agreed administration steps.
Prioritise improvements and agree the support that fits the product.
We identify the decisions it needs to support and define each metric, source and update frequency. Results are checked against source data before operational use.
We assess formats, APIs, shared identifiers and access rights. Explicit rules handle duplicates, missing values and differences in update frequency.