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.
4 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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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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