Power BI and reporting

Reports readybefore the meeting.

Power BI dashboards for owners, finance heads and operations, fed directly from Business Central, Tally exports, Excel and your other systems, so the MIS is no longer rebuilt by hand every week.

Talk to us What you get

What changes.

The difference between compiling reports and simply opening them.

01MIS without the late nightsReports refresh on a schedule instead of being rebuilt in Excel.

02One version of the numbersSales, finance and operations read from the same data model.

03Group view in one placeSeveral companies and branches consolidated, then drill down to the invoice.

04On phone and laptopThe same dashboards on the move, with access by role.

05Questions answered fasterFilter, slice and drill instead of asking for a new report.

What you get

From scattered data to dashboards people use.

A reporting setup your team can trust and extend.

Reporting needs reviewWhich decisions need which numbers, and who uses them.

Data modelA clean model over Business Central and your other sources.

Owner and CFO dashboardsSales, margin, cash, receivables, payables and stock.

Operations dashboardsProduction, purchasing, inventory and service KPIs.

Security by roleEach person sees only what they should.

Scheduled refreshData updated automatically, with checks when it fails.

Fixes for existing reportsSlow or unreliable Power BI files rebuilt properly.

TrainingHow to read, filter and build on the dashboards.

How it works.

Short phases, starting with the reports that matter most, so value shows up in weeks rather than at the end.

01UnderstandDecisions, users and data sources listed.
02DesignData model and dashboard layouts agreed.
03BuildDashboards built and shown to users in rounds.
04Check the numbersTotals reconciled with your books.
05Roll out and supportTraining, refresh monitoring and changes.

Who it is for.

Owners who wait days for the MIS
Finance heads consolidating several companies
Teams whose reports live in Excel
Companies with Power BI files that nobody trusts

Tools we use

Power BIBusiness CentralExcelSQLMicrosoft FabricSharePoint

We also supply Power BI Pro and Premium Per User licences, sized to who builds and who only views reports.

Questions, answered.

If yours is not here, ask us. We reply the same business day.

Do we need Business Central to use Power BI?

No. Power BI can read from Excel, Tally exports, databases and many cloud apps. Business Central simply makes the data cleaner.

We already have Power BI reports. Can you improve them?

Yes. We review the data model and the reports, fix what is slow or wrong, and rebuild where that is quicker.

Who needs a Power BI licence?

Usually the people who create and share reports need Power BI Pro; viewers' needs depend on how reports are shared. We work it out per user.

Can the numbers match our books exactly?

That is part of the work: we reconcile dashboard totals with your ledgers before rollout.

Related services.

Most projects combine two or three of these.

ERPDynamics 365 Business Central AutomationExcel automation AutomationPower Automate and Power Apps

Get your numbers on time.

Show us the report you wait for most. We will tell you how to have it ready every morning.

Schedule a call +91 85100 02475