Power BI Consulting and
Dashboard Development
for Clearer Business Decisions
Turn disconnected data from AFAS, Exact Online, Dynamics, SAP and
Microsoft 365 into reliable, secure insights. FlexiSolutions helps
Dutch and European organisations improve reporting, implement proper
governance, optimise licensing costs and build Power BI solutions
their teams can actually manage.
From custom dashboard development and data modelling to Row-Level
Security, licensing advice and Microsoft Fabric readiness, we focus on
what your business needs to understand, measure and improve:
make your data work harder.
Dashboards that answer the questions your business is actually
asking
Operational KPIs
One view
Connected sources
ERP · CRM · M365
The reporting problem
Why do so many organisations struggle to trust their Power BI
reporting?
Your organisation may already have valuable information in
spreadsheets, ERP systems, CRM platforms, Microsoft 365 applications
and other business tools. The challenge is bringing that information
together in a way that helps people understand what is happening and
decide what to do next.
When reporting relies on separate files, manual updates and
inconsistent calculations, getting a reliable picture of performance
can become unnecessarily difficult. Teams may spend more time
preparing reports than analysing the information inside them. In
practice, the issues we see most often are:
Different teams using different definitions for the same
KPI.
Reports showing the wrong people the wrong data, or far too
much of it.
Unclear licensing and unexpected costs as usage grows.
Dashboards that only the original developer understands.
No clear path from a good idea to a trusted, production-ready
solution.
Microsoft Power BI can help address these challenges by bringing
data into interactive reports and dashboards that support business
analysis and decision-making.
FlexiSolutions approaches Power BI as part of a wider business
improvement process. We look beyond charts and visual design to
understand the business questions your reports need to answer, the
data behind those questions and how people will use the resulting
insights.
Less manual reporting
Reduce time spent compiling files and reconciling figures by hand.
One version of the truth
Consistent definitions and calculations so figures can be trusted.
Clearer decisions
Information people can access, understand and act on with
confidence.
The objective is simple: make business information easier to access,
understand and act on.
Our Power BI services
Power BI Services Designed Around Your Business
Whether you need a new reporting solution, improvements to existing
dashboards or help getting more value from your data, our Power BI
services can be tailored to your requirements.
01
Power BI Consulting and Requirements Analysis
A useful dashboard starts with understanding the decisions it needs to
support.
We work with you to identify reporting challenges, clarify business
requirements, review available data sources and determine which
performance indicators matter most. This helps establish a clear
direction before development begins.
Our consulting approach can cover
Business reporting requirements and objectives
KPI definition and reporting priorities
Review of existing dashboards and reports
Data source and reporting requirements
Dashboard scope and information architecture
Recommendations for improving reporting processes
The result is a clearer understanding of what your Power BI solution
needs to deliver and how it should support your business.
02
Custom Power BI Dashboard Development
Different teams need different views of business performance. An
executive may need a high-level overview, while an operations manager
may need detailed information about orders, costs, service levels or
process performance.
We develop Power BI dashboards around the information people need to
see and the decisions they need to make.
Depending on your requirements, dashboards may include
Executive and management dashboards
Financial and performance reporting
Sales and commercial performance analysis
Operational and supply chain reporting
KPI tracking and trend analysis
Department-specific dashboards
Interactive filtering, drill-downs and comparisons
We focus on making reports understandable and useful, helping users
move from an overview of performance to the details behind a
particular result.
03
Power BI Data Modelling and Transformation
Reliable reporting depends on reliable data structures.
When data comes from different sources, it may contain inconsistent
formats, duplicated records, missing values or relationships that make
reporting difficult. A well-designed data model helps organise this
information so reports can produce meaningful and consistent results.
Our data modelling and transformation work can include
Data preparation and transformation using Power Query
Structuring tables and defining relationships
Designing models around business reporting requirements
Establishing reusable measures and calculations
Reviewing data consistency and reporting logic
Improving model structure for maintainability and
performance
The aim is to create a stronger foundation for reporting, rather than
building dashboards on top of data that has not been properly
understood.
04
DAX Measures and Business Calculations
Power BI uses Data Analysis Expressions (DAX) to create calculations,
measures and business logic within reports and semantic models.
When reporting requirements become more complex, the quality of these
calculations matters. Incorrect or inconsistent measures can lead to
misleading comparisons and reduce confidence in reported figures.
Support with DAX may include
KPI and performance measure development
Time-based comparisons and trend calculations
Financial and operational calculations
Review of existing DAX measures
Troubleshooting unexpected report results
Improving calculation consistency across reports
We help align reporting logic with the definitions your business uses,
so stakeholders can interpret the figures with greater confidence.
05
Power BI Data Integration
Business information rarely lives in one place. Reporting may depend
on information from Microsoft 365, Dynamics 365, ERP platforms, CRM
systems, databases, spreadsheets and other sources.
Power BI can connect to a range of data sources, but the appropriate
connection and refresh approach depends on your systems, data
architecture, access requirements and reporting needs.
This may include
Connecting supported business data sources
Combining information from multiple systems
Preparing data for consistent reporting
Reviewing refresh requirements and dependencies
Working with existing integration and data engineering
solutions
Identifying data gaps that affect reporting quality
Where more extensive API development, data pipelines or enterprise
integration are required, these can be addressed through our separate
API & Data Engineering services.
06
Report Improvement and Performance Optimisation
A report that once worked well may become harder to maintain as data
volumes, calculations and reporting requirements grow.
Slow reports, confusing layouts, inconsistent numbers and unnecessary
complexity can affect the usefulness of an otherwise valuable
reporting solution.
We review existing Power BI reports for
Dashboard layout and visual clarity
Data model and relationship structure
DAX calculations and measures
Report loading and interaction performance
Data refresh configuration and dependencies
Consistency of KPIs and reporting definitions
We focus on identifying practical improvements rather than assuming
every reporting issue requires a complete rebuild.
07
Power BI Support and Troubleshooting
When reporting problems arise, teams need to understand what is
causing them and how to resolve them without creating additional
issues.
FlexiSolutions can help investigate Power BI reporting challenges,
review existing solutions and identify appropriate next steps.
Support requirements may include
Reports displaying unexpected values
Problems with measures or calculations
Data refresh or connection issues
Changes to reporting requirements
Dashboard improvements and maintenance
Recommendations for reporting architecture and usability
The scope of support can be agreed around your existing environment
and the specific issue you need to address.
08
Power BI Reporting for Operational Excellence
Reporting becomes more valuable when it supports improvements in the
way a business operates.
Operations teams may need a clearer view of process performance,
supply chain teams may need to monitor delivery and inventory
indicators, and management may need to compare financial and
operational results. We connect reporting requirements to the business
processes behind them.
Depending on available data and agreed requirements
Monitoring operational KPIs
Reviewing trends and performance changes
Identifying exceptions that need attention
Comparing performance across periods or units
Improving visibility across business functions
Supporting continuous improvement initiatives
Power BI does not replace good processes or sound management
decisions. It helps make the information behind those decisions more
accessible and useful.
Use cases
Power BI Solutions for Different Business Needs
Reporting requirements differ by function. We shape the dashboard, data
model and calculations around the decisions each team needs to make.
Executive and Management Reporting
Give decision-makers a clearer overview of performance using relevant
KPIs, financial indicators and operational measures. Executive
reporting brings key information into one view, reducing the need to
compare multiple disconnected reports.
Financial Reporting and Analysis
Bring financial information into structured reports that support
analysis of revenue, costs, budgets and other agreed financial
measures. The reporting model should reflect your financial
definitions, data sources and governance requirements.
Sales and Commercial Reporting
Understand sales performance, customer trends, pipeline indicators and
commercial results using reports designed around your business model
and available data.
Operations and Supply Chain Reporting
Create visibility into relevant operational measures such as order
volumes, delivery performance, inventory indicators, service levels
and process performance where these data points are available.
Microsoft 365 and Business System Reporting
Make better use of information stored across supported business
systems. Depending on the environment, Power BI can connect reporting
to sources such as Excel, SharePoint, SQL databases, Dynamics 365 and
other compatible data platforms.
The right solution depends on your business objectives, available
data, licensing, security requirements and existing technology
environment. Where a report depends on systems that aren't yet
connected, see our
system integration services
or
ERP & business applications
services.
Beyond the dashboard
The questions that decide whether Power BI succeeds
A dashboard is the visible part. The factors that determine whether
reporting is trusted and sustainable long term are usually the ones
discussed least: governance, licensing, handover and how the data
actually gets there.
How do you keep the right people seeing the right data?
Inconsistent access and unclear ownership erode trust in reports
faster than almost anything else. If two departments define "revenue"
differently, the numbers get questioned, and the dashboard quietly
gets abandoned.
Row-Level Security (RLS)
so people only see the rows they are entitled to, by region,
department or customer group, without duplicating reports.
Workspace governance with
clear ownership, naming and lifecycle, so reports do not multiply
into chaos.
Consistent KPI definitions
agreed once and reused, so a number means the same thing
everywhere.
GDPR-aware reporting:
knowing where personal data flows, and controlling it at the model
level.
How do you choose the right Power BI licensing model?
Licensing is where good reporting quietly gets expensive. The right
answer depends on your people and workloads, not on a product tier
that sounds most impressive. We help you weigh the realistic options:
Power BI Pro: per-user
licensing, the standard fit when people author and consume reports
within ordinary sharing needs.
Premium Per User:
per-user premium features where only some people need paginated
reports, larger models or more frequent refresh.
Microsoft Fabric capacity: organisation-level capacity that becomes attractive when you
also need data engineering, warehousing or scalable analytics, not
just reporting.
The trade-offs sit in your sharing model, refresh frequency, model
size, reporting types and whether you have wider data workloads.
Microsoft has been aligning premium capabilities toward Fabric
capacities, so the decision is increasingly "Power BI on its own"
versus "Power BI within Fabric."
We review your actual usage and growth plans, recommend a setup that
fits, and explain what you are buying.
Will your team be able to manage this without us?
A reporting solution that only its author understands is a liability,
not an asset. Our delivery is built around leaving you capable:
Documentation of the data
model, measures, refresh logic and assumptions.
Handover sessions walking
your team through how and why the solution works.
Practical training on
maintaining and extending reports.
Ongoing support when you
want it, not because you are locked in.
Can Power BI connect to the systems we already run?
Usually the bigger question is not "can it connect?" but "will the
data be reliable?" Our integration capability covers the systems Dutch
organisations most often work with:
How we connect depends on the source system, the refresh requirement
and the quality of the data. A native connector may be enough, or a
proper data pipeline may be the right answer.
Microsoft Fabric is the right conversation when reporting is no longer
your only data need. It brings data engineering, data science and
analytics onto one platform with shared capacity.
For some organisations that is a clear win. For others, well-built
Power BI on existing sources is simpler and cheaper. We treat Fabric
as part of a data strategy rather than a technology project, helping
you judge whether it earns its place, and when. That might mean better
data pipelines before more dashboards, or capacity that also serves
other workloads.
This thinking sits alongside our
Architecture & Solution Design
work, where technology choices follow business requirements.
How can you de-risk the decision before committing?
You do not have to fund a full programme to find out whether an
approach works. A scoped proof of concept takes one meaningful slice,
whether a data model, a security approach, a performance problem or
the user experience, and proves it against your real data.
It gives stakeholders evidence rather than slides, and it either
de-risks the rollout or tells you to change course early, while
changing course is still inexpensive.
A practical first step when requirements, data quality or performance
are still uncertain.
A successful Power BI solution involves more than building a visually
appealing dashboard. It requires a clear understanding of the business,
reliable data, suitable reporting design and a practical approach to
delivery.
1
Understand the Business Requirement
We begin by understanding the reporting problem, the decisions the
information needs to support and the people who will use the
reports. We identify priorities, clarify KPIs and establish the
scope of the work.
2
Review the Data and Existing Environment
We assess the relevant data sources, existing reports, data
quality considerations and technical dependencies. This helps
identify constraints and determine what is required to create a
reliable reporting solution.
3
Design the Reporting Solution
We plan the data model, calculations, dashboard structure and
reporting experience around the agreed requirements. Where
appropriate, we also consider access, security, refresh processes
and ongoing maintenance.
4
Develop and Validate
We build or improve the agreed Power BI solution, then validate
calculations, data relationships and report behaviour against the
requirements. Feedback helps ensure the reporting is
understandable and relevant to its intended users.
5
Deploy, Govern and Hand Over
We prepare the solution for its intended environment, agree the
appropriate governance and access model, and confirm the licensing
setup fits how the reports will actually be used. Documentation,
training and handover are agreed up front, so your team is left
able to maintain and extend the solution with confidence.
Delivery & collaboration
Requirements, data and dashboard design reviewed together,
before a single visual is built.
Agreed scope
Clear requirements before build
Iterative feedback
Report validated with users
Why FlexiSolutions
Why Choose FlexiSolutions for Power BI?
We combine Microsoft Power BI delivery with a wider focus on business
processes, data foundations and operational performance.
Start With the Business Problem
We focus on the business questions behind the reporting
requirement before deciding how the technology should be used.
Connect Reporting to Operational Performance
We consider how data and reporting can support process visibility,
operational excellence and better-informed decisions.
Build Around Your Requirements
Reporting solutions should reflect your systems, KPIs, users and
business processes rather than forcing every organisation into the
same dashboard template.
Consider the Full Data Picture
Useful reporting depends on the quality, structure and
availability of the underlying information. We consider data
sources and reporting requirements together.
Work Within Your Existing Environment
Where appropriate, we assess existing reports, systems and data
connections before recommending changes. Not every reporting
challenge requires starting again.
Support Long-Term Use
Maintainability, understandable calculations and clear reporting
definitions matter beyond the initial delivery. We consider how
the solution can be managed and improved over time.
Connected services
Where does Power BI connect to your wider technology landscape?
Power BI is most effective when it fits into the wider way your
organisation manages information and work. FlexiSolutions also supports
complementary services that may be relevant to your requirements.
These services are related but distinct.
Power BI focuses on reporting, visualisation and analysis;
integration and automation services address the movement of data and
execution of business processes. You may also find our article on the
benefits of Power BI for better decision-making
useful.
FAQ
Frequently Asked Questions About Power BI Consulting
Common questions about Power BI consulting, dashboard development, data
modelling and support.
Power BI consulting helps organisations plan, develop, improve and
maintain reporting solutions using Microsoft Power BI. This can
include requirements analysis, dashboard development, data modelling,
DAX calculations, data connections, performance optimisation and
support.
FlexiSolutions' Power BI service offering covers consulting, custom
dashboard development, data modelling and transformation, DAX
measures, data integration, report optimisation and troubleshooting.
The exact scope of each engagement depends on your business
requirements and existing environment.
Yes. Dashboard development can be tailored to your reporting
objectives, users, data sources and KPIs. The process begins by
understanding the business questions the dashboard needs to answer.
Power BI supports connections to a variety of data sources, including
spreadsheets, databases and supported business applications. The
available options depend on the source system, connector, permissions,
licensing and technical environment.
Existing reports can be reviewed for issues involving usability, data
models, calculations, performance and reporting consistency. The
recommended improvements depend on the specific problem and how the
report has been built.
Support can be scoped around issues such as unexpected calculations,
data connection problems, refresh failures and report performance. The
cause needs to be assessed before a solution can be recommended.
Power BI can support operational reporting when the required data is
available and the KPIs are clearly defined. Examples include
performance trends, order volumes, service indicators and other
operational measures relevant to the organisation.
Not necessarily. The first step is to review your current reporting
setup, requirements and constraints. Depending on the situation,
improving an existing solution may be more appropriate than replacing
it.
The cost depends on the scope of work, number of data sources,
complexity of the data model, dashboard requirements and integration
needs. A requirements discussion helps establish a more realistic
scope and estimate.
Start by describing your reporting challenge, the systems you
currently use and what you need to understand from your data.
FlexiSolutions can then assess the requirement and discuss suitable
next steps.
Row-Level Security (RLS) restricts which rows a user sees based on
their identity. If you share reports across departments, regions or
customer groups, or handle personal data, it is usually worth
implementing at the data model level rather than building duplicate
reports. This also connects to our
Governance & Security services.
We review your users, sharing model, refresh needs and growth plans,
then recommend an appropriate fit across Power BI Pro, Premium Per
User or Microsoft Fabric capacity. The aim is the right setup for how
your organisation actually works, not simply the highest tier.
Yes. Our integration capability covers AFAS, Exact Online, SAP and
Dynamics 365 alongside Microsoft 365 and Dataverse. Depending on the
source system and your data quality, we can connect directly or build
a data pipeline where more robust refresh and transformation are
needed.
Yes. Documentation, handover sessions and practical training are
standard parts of delivery so your team can maintain and extend the
solution. Ongoing support is available if you want it, but it is not a
requirement. See our
Support & Maintenance service.
A short, scoped project that validates a specific approach, whether
data model, security, performance or user experience, before a full
rollout. It is useful when requirements, data quality or performance
are still uncertain.
Microsoft Fabric is a unified platform for data engineering, data
science and analytics that includes Power BI. We help you decide
whether and when moving parts of your Power BI estate onto Fabric
capacity makes practical and financial sense.
Let's get started
Let's Make Your Business Data More Useful
If your team spends too much time preparing reports, struggles to
reconcile information across systems or lacks a clear view of
business performance, it may be time to review your reporting
approach.
FlexiSolutions can help you assess your requirements and explore how
Power BI dashboards, data modelling and reporting improvements could
support your business.
Tell us what you want to measure, which systems hold your data and
where your current reporting falls short. We can use that
information to understand your needs and discuss the next steps.