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Data & AI / Overview
DIGITAL CLOUD / Data & AI

Power BI

Turn disconnected reporting into a shared view of performance. Define data models, useful measures and access rules for reliable dashboards.

Plan your solution
01
Power BI

Understanding the solution

Power BI reporting works best when everyone uses the same definitions. Digital Cloud helps shape a semantic model around your decisions, connecting sources such as Excel, SQL Server and Business Central. We agree calculation rules, reporting periods and responsible owners before developing the first report.

Power BI connects data to interactive reports and dashboards. Data preparation and a shared semantic model help teams calculate measures consistently. Access rules, scheduled refresh and a controlled publishing process are part of making those reports useful beyond an individual spreadsheet. Useful analytics depends on consistent definitions and reliable source data. Connecting platforms is only part of the work: ownership, quality, access and reconciliation determine whether people can trust the result.

Capabilities and scope

A reusable semantic model

Separate facts and dimensions, define relationships and create DAX measures. Validate totals and filter behaviour with the business team so multiple reports can reuse consistent calculations.

Refresh that fits the source

Compare Import and DirectQuery against freshness and source workload. Plan credentials, gateways where required, refresh schedules and a clear route for investigating failed refreshes.

Controlled distribution

Design workspace roles, app audiences and row-level security where needed. Check the licensing and capacity conditions for authors and readers before choosing how reports will be shared.

A practical example

A sales team compares orders, invoiced revenue and returns by month, with regional managers seeing the appropriate records and finance validating the totals.

What your project can deliver

  • A documented model with agreed measures and sample reconciliation checks.
  • An interactive report with filters and a defined audience.
  • A refresh and publishing guide naming operational owners.

The final deliverables, licensing and responsibilities are agreed for your environment before implementation.

02

Requirements and considerations

List sources, reports, decision makers and data-quality concerns. Agree refresh needs, access rules, capacity and validation checks before moving a prototype into routine use.

Power BI

Project priorities

  1. Shared measures

  2. Data models

  3. Report permissions

We begin with a conversation about the task, the people involved and the systems already in place. Together we identify what a useful result would look like and which dependencies need attention first. The agreed proposal sets the delivery boundaries, responsibilities and acceptance criteria.

Your engagement

How Digital Cloud can help

Scope and outcomes
Project phaseWhat happens
01Define the designTranslate the requirements into a practical design. Confirm product choices, interfaces, permissions and the responsibilities needed to operate the solution.
02Deliver in stagesConfigure or implement the agreed scope, test representative workflows and resolve material issues. Plan user communication and any controlled transition from existing systems.
03Prepare for ongoing operationConfirm acceptance, document the relevant configuration and prepare the people responsible for daily use. Define maintenance and support arrangements before handover.
Scope and outcomes
Power BI

Questions before you start

Does a published report update automatically?

Only when its connection and refresh arrangements support this. We configure and test the selected approach and make the latest successful update visible to readers.

What determines the cost and schedule?

The starting environment, integrations, user groups and agreed outputs determine the effort. We confirm scope and commercial terms before work begins. Software licenses, infrastructure consumption and ongoing support may be separate items.

What will we receive?

The proposal identifies the deliverables: these may include findings, a prioritized roadmap, a tested configuration, a prototype, documentation or training. We agree what is included and how completion will be assessed.

Can this work with our existing systems?

We review the actual applications, data sources and access requirements before recommending an integration. Dependencies and compatibility limits are recorded so the delivery plan reflects your environment.

What happens after the initial work?

You can use the findings to guide your own team or discuss a follow-on phase. Any maintenance, monitoring or support includes separately agreed service hours, responsibilities and response targets.

Product documentationMicrosoft Learn ↗