Before building a dashboard: seven questions for your team
Start your reporting project with a shared brief. Agree on the decision, the data and the validation before choosing charts.
Read the guideNotes on better reporting.
Practical guides to planning Power BI reports, working with data and keeping your reporting reliable.
8 articles
From Excel to Power BI: when is it time to make the move?
If monthly reporting starts with collecting files, look at the process first. Here is a practical way to decide what belongs in Power BI and what can stay in Excel.
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What belongs on the first page of a sales dashboard?
More charts do not always make a report clearer. Start with a few agreed measures and give the team a way to move from the headline number to the products behind it.
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Power BI refresh: what to check before a report goes live
Opening a report does not tell you whether its data is current. Check the source, access, schedule and ownership so the team knows which data it is looking at.
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AI and Power BI: practical uses for ChatGPT and Claude
ChatGPT and Claude can assist with data checks, DAX calculations and Power Query logic. Four practical examples show how to use them alongside Power BI and verify the results.
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Why should your company implement Power BI?
Consistent metrics, less repetitive reporting and a clearer view of your business. What Power BI can change, and how DataStudio helps you put it to work.
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What should an inventory report show before you place an order?
Stock on hand is only part of the picture. Before ordering, review available stock, sales pace, inbound deliveries and lead times together.
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Can you trust your report? Five checks before the meeting
A matching total is a useful start, not a complete check. Review the period, source, detail, filters and exceptions with a repeatable routine.
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Tell us what you need to understand, where your data lives and who will use the report. We’ll use that to discuss the scope and a sensible next step.
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