Microsoft Power BIBring sales, service, finance and operational measures into reporting your teams can use. We build Power BI models and reports around shared definitions, trusted data and the decisions behind each dashboard.
A useful report starts with a reliable model and clear definitions before visual design.
Connect supported sources and prepare refresh or DirectQuery approaches appropriate to the workload.
Define relationships, calculations and business measures in a reusable analytical model.
Build visuals, filters and drill-through pages around the questions the audience needs to answer.
Distribute reports to the intended audience with the appropriate workspace, app and licence setup.
Apply role and row-level controls where required and test them against the actual sharing or embedding model.
Present reporting within a portal or custom application using an appropriate embedding architecture.
Choose a useful role for AI, then define the information, access and review needed for that role.
Use supported Copilot report-authoring assistance with a prepared semantic model. Review the visuals, calculations and interpretation.
Use the report Copilot experience to explore permitted analytical context. Check the answer against the model and source data.
Evaluate the documented standalone and app-scoped Copilot previews separately. Paid supported capacity, region and tenant settings are required; a Pro licence alone is insufficient.
Combine the agreed product configuration with the systems and development that make the complete experience work.
Connect payments, refunds and renewal outcomes in a model agreed with finance and commercial owners.
Discuss Payment & Subscription PerformanceLet signed-in portal users explore only the information they are authorised to see.
Discuss Embedded Customer & Partner AnalyticsHelp staff move from an identified exception to an owned task or workflow without losing the business context.
Discuss a Reviewed Follow-Up from a ReportChoose an example to see the work, decision, handover and completion point.
Follow the work through the decision, handover and confirmed result.
Bring payment-provider, invoice and subscription records into the analytical model.
Define receipts, refunds, outstanding value and renewal completion.
Check transactions and aggregates against finance-owned references.
Share the report and monitor refresh, access and unresolved exceptions.
Measures to Agree
Transactions matched to the intended finance records.
Overdue amounts using the agreed finance definition.
Time since the successful source and model updates.
Confirmed renewals in the operational source.
Follow the work through the decision, handover and confirmed result.
Determine the authenticated user and authorised customer or partner scope.
Use the appropriate secure embedding model and token handling.
Enforce the tested role or row-level rules in the model.
Track permitted use, report performance and access exceptions.
Measures to Agree
Isolation tests passing for the intended customer scopes.
Authorised users using the embedded report.
Measured report loading against the agreed target.
Currentness of the customer-visible model.
Follow the work through the decision, handover and confirmed result.
A user selects an item requiring action in the report.
Confirm access and retrieve the current operational record.
Start the agreed task or approval in the business system.
Bring the completed operational outcome back into the next data refresh.
Measures to Agree
Created actions reaching the confirmed result.
Time unresolved items remain outstanding.
Time from selected exception to completed correction.
Repeated requests prevented or resolved.
Use the application that owns each record and make the handover between systems explicit.
Agree the business outcome, prepare the foundation and validate the complete experience before expanding it.
Choose the first process, its owner, completion criteria and baseline measures.
Measure definitions, source quality, model ownership, refresh, audience permissions and capacity need to be agreed.
Configure or develop the agreed experience, permissions and system handovers.
Check realistic data, permissions, exceptions and confirmed outcomes. Prepare the team for a controlled launch.
Review source-confirmed results, operational issues and adoption before extending the next use case.
The starting point depends on the process and the systems you already use.
Copilot requires the documented supported paid capacity, region and tenant settings, as well as the relevant access. We check the prerequisites for the exact report, authoring or standalone experience rather than assuming a user licence enables it.
Start with a specific task and the evidence needed to evaluate it. We check current feature status, environment prerequisites, data quality, permissions and cost. Preview capabilities are assessed separately from the agreed production scope.
The examples describe configured or custom solutions. The feature cards explain the product or delivery foundation; each use case and process identifies the connections, development and related services it needs.
Measure definitions, source quality, model ownership, refresh, audience permissions and capacity need to be agreed. We also agree ownership, acceptance criteria, operating responsibility and the first measurable outcome.
Explore the applications, data platforms, and development capabilities that can support your requirements.
Browse practical use cases for payments, subscriptions, portals, approvals, customer communications, and connected operations.
Tell us where customers or teams lose time, context or a clear next action. We’ll help identify a practical starting point for Microsoft Power BI.