Power BI & reporting
Power BI reports straight from your systems
We pull the data automatically from your ERP, CRM, HR and expense systems, bring it together in one database and build the Power BI reports on top. Nobody has to export files and paste them together in Excel any more.
What we work with
- Power BI
Azure
PostgreSQL
Python
Business Central
What it often looks like before
The monthly report takes days
Someone exports from several systems, merges everything in Excel and sends out the report when the month is long over.
Everyone has different numbers
Sales, accounting and management each work from their own lists. The meeting is then about which number is right.
Only one person can build the report
When they are on holiday or off sick, there isn't one.
From data source to report
- Define the metrics
- Which figure is needed, how is it calculated, and who gets to see it? We settle that with you first.
- Data integration
- Interfaces fetch the data from your systems automatically and write it, with history, into a central database. If a run fails, it shows up in the error log.
- One data model
- Every metric is defined once and is the same in all reports. Plan and actual figures sit side by side.
- Reports
- For the steering committee, project leads and staff utilisation, for P&L and liquidity. Across several entities and currencies too, and directly in Excel if you prefer.
- Source systems
- For example Business Central, weclapp, HubSpot, Personio, Rydoo, Excel and SQL databases.
- Operation and handover
- The platform runs on Azure. We roll out updates in a way that lets us roll them back. You get documentation your team can use to extend the reports themselves.
From practice · Power BI
Controlling platform for a consulting firm
Starting point
ERP, CRM, HR and expense data lived in separate tools. Plan-versus-actual comparisons were produced by hand, and deviations were noticed late.
Solution
Interfaces on Azure, a central database and a Power BI model with project, project-lead and employee views, plus a steering-committee report for a foreign subsidiary.
- Five source systems in one data foundation
- Synchronised automatically several times a day
- Three steering levels: steering committee, project leads, staff
- Two entities and currencies in one reporting
How the first report comes about
- Step 1
Collect the questions
Which decisions do you make regularly, and which numbers are you missing for them?
- Step 2
Check the data
We look at your sources and tell you which metrics can be calculated from them and which can't.
- Step 3
First report
You get a first version with your own data and tell us what is missing.
- Step 4
Extend
After that, more reports, departments and users are added.
What clients ask beforehand
Do we need Business Central for this?
No. Power BI reads from many sources, including Excel files and other ERP systems. For Business Central there is a ready-made connection from Microsoft.
Which licences are required?
Usually one Power BI Pro licence for each person who views or creates reports. You can get the licences through us.
Can we adjust the reports ourselves later?
Yes. We document the data model and show your team how to add its own analyses.
Tell us what it is about.
- 30 minutes on TeamsFree. You don't need to prepare anything.
- What it is aboutYou describe what you are planning or what isn't working.
- AfterwardsWe tell you whether we can help and what the first step would be.