Dashboard Review
Review existing reports for structure, clarity, usability and alignment with reporting requirements.
POWER BI CONSULTING
Improve Your Power BI. Get More From Your Data.
Improve existing Power BI dashboards, reporting models and analytics workflows with practical consulting focused on data structure, usability, calculations, reporting clarity and business requirements.
Discuss Your Power BI
01
Review
Assess existing dashboards, models and reporting structure.
02
Simplify
Reduce unnecessary reporting complexity where practical.
03
Improve
Refine models, calculations, visuals and user experience.
04
Align
Connect reporting more closely with business requirements.
01
Overview
IMPROVE WHAT YOU ALREADY HAVE
Your Power BI environment may not need to start again.
Many organizations already use Power BI but reach a point where dashboards become difficult to maintain, calculations become inconsistent, reporting becomes cluttered or the underlying data model no longer fits evolving business requirements.
Incodiv Tech provides Power BI consulting and existing dashboard improvement services to review what is already in place and identify practical opportunities for improvement.
Depending on the existing solution, this can include dashboard structure, data preparation, data modeling, DAX measures, Power Query, SQL reporting sources, KPI definitions, usability and reporting workflows.
02
Capabilities
POWER BI CONSULTING CAPABILITIES
Review, improve and extend your existing reporting environment.
Dashboard Improvement
Refine existing report pages, visual hierarchy, navigation and information presentation.
Data Model Review
Assess tables, relationships, dimensions and reporting-model structure.
DAX Review
Review selected DAX measures and calculations for clarity, consistency and business logic.
Power Query Review
Review existing data transformation steps and identify opportunities to simplify preparation.
Data Source Review
Assess suitable Excel, SQL, SharePoint, Dataverse, API and application data sources.
KPI Review
Review KPI definitions, calculations and presentation against business requirements.
Performance Review
Investigate practical areas affecting report responsiveness and model efficiency.
Refresh Review
Review data-refresh architecture, dependencies and suitable connection approaches.
Visual Improvement
Improve visual consistency, readability and dashboard information hierarchy.
Reporting Architecture
Review how data sources, preparation, models and reports work together.
Power BI Guidance
Provide practical guidance around reporting structure, development and improvement.
03
Business Challenges
WHEN POWER BI BECOMES HARDER TO MANAGE
Existing dashboards can grow beyond their original design.
01
Too Many Report Pages
Reports may expand over time until users struggle to find the information that matters.
02
Inconsistent KPIs
Similar measures may use different calculations across dashboards and business teams.
03
Complex Data Models
Tables and relationships may have grown without a clear reporting structure.
04
Repeated Manual Preparation
Users may still spend significant time preparing files before reports can be updated.
05
Difficult Dashboard Navigation
Users may need to move through too many visuals or pages to answer common questions.
06
Reporting No Longer Fits the Business
Existing dashboards may not reflect newer processes, KPIs, systems or management requirements.
04
Consulting Model
REVIEW BEFORE REBUILDING
Understand the existing solution before deciding what should change.
01
Review
Understand the current Power BI solution.
02
Assess
Identify practical reporting issues.
03
Prioritize
Determine which improvements matter most.
04
Improve
Implement agreed reporting changes.
05
Validate
Review calculations, data and usability.
05
Dashboard Review
REVIEW THE REPORTING EXPERIENCE
Is your dashboard helping users answer the right questions?
Dashboard improvement is not simply about changing colors or charts. A useful review considers what information users need, how they navigate the report and whether the visual hierarchy supports those requirements.
01
Information Hierarchy
Is important information easy to identify?
02
Visual Selection
Are charts appropriate for the information shown?
03
Page Structure
Are report pages focused and logically organized?
04
Navigation
Can users move through reporting efficiently?
05
Filters
Are relevant filters available and understandable?
06
Business Context
Does the dashboard support actual reporting decisions?
06
Data Model
LOOK BEHIND THE DASHBOARD
A clearer dashboard often starts with a clearer data model.
We can review suitable Power BI models to understand how reporting tables, dimensions, relationships and measures have been structured.
SOURCES
Excel
SQL
Applications
PREPARATION
Power Query
Cleaning
Transformation
MODEL
Relationships
Dimensions
Measures
REPORT
KPIs
Visuals
Analysis
07
DAX Review
REVIEW CALCULATION LOGIC
Make important measures easier to understand and maintain.
DAX measures can become difficult to manage as reporting requirements expand. We can review selected calculations for consistency, readability and alignment with agreed business definitions.
01
Measure Definitions
Review what each measure is intended to represent.
02
Calculation Logic
Review selected formulas against agreed reporting rules.
03
Repeated Logic
Identify unnecessary duplication where practical.
04
Naming
Improve measure naming and reporting organization.
05
Time Analysis
Review relevant period-based calculations where required.
06
KPI Calculations
Align suitable measures with defined KPI requirements.
08
Power Query
REVIEW DATA PREPARATION
Simplify how suitable data reaches the reporting model.
01
Connect
Review existing source connections.
02
Clean
Review data-cleaning steps.
03
Transform
Assess transformation logic.
04
Combine
Review merges and appended datasets.
05
Load
Prepare suitable reporting data.
09
Performance
REPORT RESPONSIVENESS
Investigate practical factors affecting report performance.
Power BI report responsiveness can be affected by multiple factors. Where suitable, an improvement review can consider the data model, volume, relationships, calculations, visuals, transformations and source architecture.
Model Size
Review whether unnecessary data is being loaded.
Relationships
Review relevant table relationships.
Measures
Review selected calculation complexity.
Visuals
Review report-page visual complexity.
Transformations
Review suitable data-preparation steps.
Sources
Consider the underlying data-source architecture.
Performance depends on the complete reporting environment, including data volume, source systems, model design, queries, capacity, network, refresh architecture and licensing. A review can identify potential improvements but does not imply a guaranteed performance result.
10
KPI Review
MAKE REPORTING BUSINESS-RELEVANT
Review whether dashboard KPIs still match business requirements.
01
Definition
What does the KPI actually represent?
02
Source
Where does the underlying information come from?
03
Calculation
How is the reported value calculated?
04
Context
Which dimensions and periods matter?
05
Target
Is there a suitable target or benchmark?
06
Audience
Who needs the KPI and for what purpose?
11
Dashboard UX
CLEARER REPORTING EXPERIENCE
Reduce visual noise and focus attention.
BEFORE
Reporting Complexity
- Too many visuals
- Repeated KPIs
- Unclear hierarchy
- Difficult navigation
- Inconsistent formatting
IMPROVEMENT DIRECTION
Focused Reporting
- Relevant visuals
- Focused KPIs
- Clear hierarchy
- Structured navigation
- Consistent presentation
12
Data Sources
REVIEW CONNECTED DATA
Work with suitable sources behind your Power BI reporting.
Excel
CSV
SQL Server
MySQL
SharePoint
Dataverse
ERP
CRM
POS
REST APIs
Microsoft 365
Business Apps
13
Connectivity
REVIEW HOW DATA REACHES POWER BI
Understand the reporting data flow end to end.
01
Source
Business systems and data.
02
Connection
Suitable connectivity approach.
03
Model
Prepared reporting structure.
04
Report
Power BI reporting experience.
Available refresh and connectivity options depend on the source systems, Power BI architecture, gateway requirements, environment, permissions, capacity and licensing.
14
Architecture
THINK BEYOND THE VISUALS
Review the complete analytics architecture.
BUSINESS SYSTEMS
ERP / CRM
SQL / Excel
Business Apps
DATA PREPARATION
Power Query
SQL
Integration
DATA MODEL
Dimensions
Relationships
Measures
POWER BI
Dashboards
KPIs
Analysis
15
Use Cases
WHEN TO REVIEW YOUR POWER BI
Consulting can help at different stages of your reporting journey.
01
Existing Dashboard Is Difficult to Use
Simplify reporting structure and improve navigation.
02
Reports Have Grown Too Large
Review page structure, visuals and reporting scope.
03
KPIs Do Not Match
Review definitions and calculation consistency.
04
New Data Sources Are Needed
Assess how suitable new sources can fit reporting.
05
Manual Work Is Still High
Review repeated preparation and reporting steps.
06
Business Requirements Changed
Adapt reporting to newer processes and priorities.
16
Technology
DATA & MICROSOFT TECHNOLOGY
Technology across reporting, data and business applications.
Power BI
Power Query
DAX
SQL Server
T-SQL
MySQL
Excel
CSV
SharePoint
Dataverse
Power Platform
Microsoft 365
REST APIs
Business Applications
17
Our Process
PRACTICAL POWER BI IMPROVEMENT
Review first. Improve what matters.
01
Discover
Understand current reports, users and business needs.
02
Review
Assess dashboards, models, calculations and data flow.
03
Prioritize
Identify practical improvements based on business value.
04
Improve
Implement agreed dashboard and reporting changes.
05
Validate
Review data, calculations and reporting behavior.
06
Refine
Make suitable final usability improvements.
18
Why Incodiv
BUSINESS + DATA + TECHNOLOGY
Power BI consulting with the wider business system in mind.
Incodiv Tech works across Power BI, SQL, Power Platform, SharePoint, Dataverse, custom software and business systems. This helps us review reporting in the context of the applications, processes and data behind the dashboard.
01
Power BI dashboard development
02
Power Query & data preparation
03
DAX & reporting calculations
04
SQL & database reporting
05
Microsoft Power Platform experience
06
Business application understanding
19
Related Services
COMPLETE YOUR ANALYTICS ENVIRONMENT
Connect Power BI consulting with the right data services.
20
FAQ
COMMON QUESTIONS
Power BI consulting and dashboard improvement.
Can you improve an existing Power BI dashboard? +
Yes. We can review suitable existing Power BI reports and identify improvements across dashboard structure, visuals, calculations, data models and reporting usability.
Do we need to rebuild our Power BI reports? +
Not necessarily. The existing solution should first be reviewed. In some cases targeted improvements may be more suitable than rebuilding the entire reporting environment.
Can you review our DAX measures? +
Yes. Selected DAX measures can be reviewed for calculation logic, readability, consistency and alignment with agreed business requirements.
Can you review Power Query transformations? +
Yes. We can review suitable Power Query transformations, including cleaning, filtering, merging, appending and other preparation steps.
Can you improve a slow Power BI report? +
We can investigate factors that may affect report performance and identify practical improvement opportunities. Actual performance depends on the complete architecture and environment, so specific speed improvements cannot be guaranteed in advance.
Can you connect additional data sources? +
Where supported and suitable access is available, additional sources such as SQL, Excel, SharePoint, Dataverse, APIs and business applications can be assessed for integration.
Can you redesign the visual layout? +
Yes. Existing reports can be reviewed for visual hierarchy, page organization, navigation, KPI placement, readability and overall reporting consistency.
Can you help with Power BI refresh issues? +
We can review suitable refresh architecture and dependencies. Resolution depends on the source, connection type, gateway, environment, permissions, licensing and the specific technical issue.
Do you also build new Power BI dashboards? +
Yes. Incodiv Tech also provides complete Power BI dashboard development, data preparation, SQL reporting and business intelligence solutions.
GET MORE FROM YOUR POWER BI
Improve the dashboards your business already uses.
Share your existing Power BI reporting challenges and let’s explore practical ways to improve the data, model, calculations and dashboard experience.
Discuss Your Power BI