What our Power BI consulting covers
- ✓ Data modelling from Xero, MYOB, QuickBooks, Excel and bank feeds
- ✓ DAX measures for margin, variance, cash flow and KPI tracking
- ✓ Financial dashboards for management and board reporting
- ✓ Scheduled data refreshes so figures are always current
- ✓ Workspace setup, security roles and report embedding
- ✓ Team training so your staff can maintain and extend reports
How we build your Power BI dashboard
1
Understand your metrics
We identify the KPIs and reports your business actually reviews.
2
Model the data
We connect and model data from your accounting system and other sources.
3
Build the dashboard
DAX measures, visuals and drill-downs are built around how you make decisions.
4
Train and hand over
We train your team and set up scheduled refreshes so it stays current without you.
Who this is for
SMEs wanting a single source of financial truth
Not-for-profits reporting to boards and funders
Accounting firms building dashboards for clients
Frequently asked questions
Do you do Power BI consulting outside Melbourne? ▼
Yes — we are based in Melbourne and deliver Power BI projects for businesses across Australia remotely, with the same hands-on process.
Can you build a Power BI financial dashboard from scratch? ▼
Yes — data modelling, DAX, dashboards, refresh schedules, workspace setup and team training, or we can embed Power BI inside your existing portal.
What data sources can you connect? ▼
Xero, MYOB, QuickBooks, Excel, bank feeds, CRMs and custom APIs.