Business Intelligence Services
Power BI Consulting & Dashboard Services
A report is only as useful as the model and definitions behind it. Macrofix helps you prepare source data, build Power BI semantic models and DAX measures, and deliver reports that answer agreed business questions. We plan audience access, refresh behavior and operating handover alongside the visuals, so the reporting environment can be maintained after rollout.
Discuss Your Power BI Reporting Project
Build Reports on a Model Your Team Can Explain
We begin with your reporting decisions, source systems and current Power BI estate. Finance may need reconciled revenue and overdue balances; operations may need exceptions by site or product; sales may need pipeline movement by period. The scope identifies the users, metrics, sources and report journeys included before development starts.
For a platform-neutral selection exercise, explore our business intelligence consulting. Wider data pipelines and AI work sit within Data & AI services. Power BI reporting is not automatically a full Microsoft Fabric implementation.
Power BI Delivery From Data Preparation to Rollout
Choose a focused assessment, semantic-model and report rollout, existing-report redesign or scoped reporting transition. Deliverables can include Power Query preparation, model relationships, DAX measures, report pages, sharing arrangements, refresh validation and team handover. The proposal identifies the sources, content, audience and acceptance evidence; subscriptions and ongoing platform operation are separate unless stated.
Power BI Assessment and Deployment Planning
We review existing Power BI Desktop files, published reports, semantic models, workspaces and reporting dependencies. Deployment planning considers the audience, available licenses, capacity, source connectivity and administrative ownership. Existing models and reports may be reused or consolidated where appropriate. Fabric services, embedded delivery and advanced capabilities are assessed as separate requirements rather than assumed features of every engagement.
- Report, model and workspace inventory
- Audience, licenses and capacity assessment
- Source, gateway and deployment dependencies
- Prioritized reuse, redesign or rollout plan
Power Query, Semantic Models and DAX
We scope Power Query transformations and define tables, keys, relationships and data grain before building calculations. DAX measures make the included metric rules explicit, with relevant date and filter behavior tested. Microsoft’s semantic-model guidance provides a reference for fact and dimension design. Upstream warehouse or preparation work is identified where the source estate requires it, rather than hidden inside a report estimate.
- Power Query preparation rules in scope
- Tables, keys, grain and relationship design
- DAX measure and metric definition inventory
- Date, filter and reconciliation test cases
Report and Dashboard Development
We design report pages around what users need to compare, investigate and act on. Visuals, slicers, drill paths and navigation are reviewed in prototypes before the wider report portfolio is developed. Reports expose useful metric definitions and freshness context. Relevant desktop, mobile or embedded layouts are included only when agreed, with interaction and accessibility considerations reviewed for the intended audience.
- Purposeful report pages and comparisons
- Slicers, drill paths and navigation in scope
- Definitions and refresh context for users
- Review of agreed desktop or mobile journeys
Workspaces, Sharing and Audience Access
We plan workspace roles, content publication, sharing routes and the permitted audience with your administrators. Where row-level security is required, model roles and identity behavior are designed and tested. Microsoft’s RLS guidance explains that workspace-role context matters; elevated workspace roles are not restricted like viewers. Access testing reviews the actual delivery arrangement rather than treating a model rule as a blanket security guarantee.
Refresh, Performance Review and Handover
We assess import, DirectQuery and relevant connection options against source support, decision timing and workload. Refresh planning reviews credentials, supported gateway arrangements, schedules and failure ownership using Microsoft’s data-refresh guidance. Tests check agreed refresh behavior and report responsiveness in the intended environment. Handover documents the model, measures, reports and operating dependencies; instant updates or guaranteed performance are not assumed.
Agree Your Power BI Delivery Blueprint
Your blueprint identifies sources, preparation rules, model and measure scope, report pages, audience roles and acceptance checks. It distinguishes Power BI delivery from source remediation, warehouse development, Fabric capacity, gateway operation and recurring administration. Licensing, refresh capacity and sharing entitlements are confirmed during discovery before the deployment approach is committed.
- Approved sources and preparation requirements
- Semantic model and DAX measure scope
- Report content and audience inventory
- Workspace, sharing and access arrangements
- Refresh, gateway and capacity dependencies
- Acceptance, handover and support boundaries
Assign Model, Access and Refresh Ownership
Business owners approve metric definitions and reconciliation expectations. Model owners maintain calculations and relationships; source owners approve permitted data use and manage upstream changes. Administrators approve audience access, while operating owners respond to failed refreshes and capacity issues. We record these roles and the change route so responsibilities do not disappear when the reports are published.
- Business owners approve metric definitions.
- Model and source owners manage data and calculation changes.
- Administrators approve sharing and audience access.
- Operators own refresh failures and escalation.
Our Power BI Consulting Process
We deliver through a representative reporting use case before expanding the portfolio. Assessment establishes source and deployment readiness; design defines preparation, models and calculations; prototypes test the report journey. Validation covers values, access, refresh and interaction behavior before controlled publication, user walkthroughs and operating handover.
- Assess reports, sources and deployment readiness.
- Agree preparation, model and measure definitions.
- Develop representative reports and user journeys.
- Validate values, access, refresh and responsiveness.
- Publish with user walkthroughs and operating handover.
Validate the Model, Report and Audience Experience
Acceptance reviews the published reporting experience, not just a Desktop file. We compare agreed measures and filters with reference evidence, test intended audience access and review refresh and response expectations. Relevant device journeys and failure visibility are included in the test plan. Remaining source limitations, dependencies and operating responsibilities are recorded before release.
- Agreed measures and filters reconcile with evidence
- Audience access passes the scoped tests
- Relevant report interactions and layouts reviewed
- Refresh and response expectations tested
- Model owners, dependencies and open issues recorded
Power BI Consulting FAQs
The agreed scope can include reporting assessment, Power Query preparation, semantic modeling, DAX measures, report development, sharing and access design, refresh validation, performance review and handover. We identify the sources, models, reports and users covered. Wider data engineering, Fabric capacity and recurring support are not automatically included.
This can be scoped where approved source access and supported connections are available. We agree identifiers, data grain, preparation rules, metrics and refresh timing across the included systems. Connector availability, authentication, licensing and source quality are assessed rather than assuming every system or edition is ready to connect.
No. Audience and workspace-role context matter, and elevated workspace roles are not restricted in the same way as viewers. We design the required model roles with your administrators and test the intended sharing arrangement and identities. RLS is part of an access design, not a standalone security or compliance certification.
Only when source capabilities, connection mode, capacity and architecture support the required timing. We assess import, DirectQuery and relevant options against the decision window and workload. Schedules, gateways, credential ownership and failure handling are agreed; every report is not promised instant updates.
Not automatically. Power BI reporting may use your existing models and deployment arrangements without a wider Fabric program. Warehouse, lakehouse, pipelines, capacity or other Fabric services are evaluated and scoped separately where needed. Available licenses and entitlements must be confirmed before committing to the design.
Tests review agreed preparation rules, relationships, DAX measures, totals and filters against reference evidence. We also test relevant audience access, report interactions, refresh and operating behavior in the intended deployment. Acceptance records discrepancies, limitations and owners rather than treating a visually complete report as proof that every source value is correct.
Plan Your Power BI Consulting Engagement
Tell us which reporting decisions need attention, where the data lives and which Power BI models or reports you already operate. Include the audience, refresh expectations and known calculation or access issues. We will shape a consulting or delivery engagement with defined outputs, validation evidence and operating handover.