Power BI reports and models
A proper star-schema data model underneath, not a flat table with visuals stacked on it.
United States · New York City · Power BI & BI
New York teams often reach for Power BI when the real problem is that three departments define revenue differently. BI makes disagreement faster and more visible; it does not resolve it. We say so before the licence spend, which sometimes ends the project.
Abhishek
Abhishek Singh
Akhilesh
Prahalad
ShaktiA remote team of Excel and spreadsheet specialists. You work directly with the person building your file, from the first question to the final handover. More about us.
A typical job here
Most of these run 15–30 hours. The estimate is written down before anything starts, and exceeding it needs your agreement rather than an invoice note.
| Assess whether reporting should move off Excel, and build the data model if so | 15–30 hours |
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Why New York City specifically
Clients for this are typically in Midtown, the Financial District, Long Island City and Downtown Brooklyn, across investment and asset management, commercial real estate, media, and professional services firms billing by the hour. Deal models, portfolio packs and month-end consolidations that have to survive review.
For the wider picture of what we see in this market — the recurring problems, the source systems, how the time difference plays out — the New York City guide covers it properly rather than repeating it on every service page.
15–30 hours is typical here. You get a number in writing before we start.
Unlocked files, documentation, recorded handover.
Full guide
This page covers one service. The city guide covers the whole picture, including the problems we see most in this market.
Excel experts in New York CityScope
Two of the things this covers most often for New York City clients. The power bi & bi page sets out the full scope and method.
A proper star-schema data model underneath, not a flat table with visuals stacked on it.
Measures written and commented so the next person can modify them without reverse-engineering.
The data model is where BI projects succeed or fail. Visuals are the easy part.
Who refreshes it, who owns the model, and what happens when a source changes.
Need to check a feature before hiring? Read Microsoft’s official Excel help and learning for formulas, PivotTables, importing data and troubleshooting.
Questions
Answers for this service in this market, including the ones that might cost us the job.
Ask us something elseRarely. Investor packs need narrative, footnotes and one-off adjustments that BI tools handle badly. Operational and portfolio monitoring reporting is a better fit. Most New York clients end up with both, split along that line.
Yes. Inherited reports usually need the data model examined before anything else — most performance and accuracy problems originate there rather than in the visuals.
Yes. We sign client NDAs as a matter of course and we can work on an anonymised or scrubbed copy if the data is sensitive. For a first conversation you often do not need to send anything — a screen recording of the problem or a description of the tab structure is usually enough for us to scope the work.
Related
Most projects touch more than one of these. We scope them together rather than selling them separately.
Same service elsewhere
Start with the problem
Send the workbook or describe the problem. An hours estimate back within a day, at no cost and no obligation.
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