Our Process
Every business is different. Our process is designed to understand your reporting needs, build a tailored Power BI solution and support your organisation long after delivery.
STEP 01
Discovery & Consultation
We begin with a conversation about your business, current reporting process and the challenges you are facing. This gives us a clear understanding of what you need, what success looks like and whether Power BI is the right solution.
- Current reporting challenges
- Key business goals
- Important KPIs
- Users and decision-makers
- Desired outcomes
A relaxed, no-obligation discussion to understand your needs and explain the options available.
STEP 02
Data Review
We review the data you already use, including spreadsheets, databases and existing reporting systems. This helps us understand the quality, structure and accessibility of your data before development begins.
- Excel spreadsheets
- CSV Files
- SQL Databases
- SharePoint files
- Existing Power BI reports
- Other business systems
We also identify any data-quality issues, duplicated work or opportunities to automate manual reporting tasks.
STEP 03
Dashboard Planning & Design
Before we build anything, we agree on the information the dashboard needs to show and how users will interact with it. This avoids unnecessary development and ensures the final dashboard is focused on real business needs.
- Agree the key performance indicators
- Plan the page structure
- Choose suitable charts
- Design filters and drill-downs
- Apply your branding
- Confirm user requirements
Where useful, we can share an early layout or wireframe so you can review the proposed design before full development begins.
STEP 04
Development & Testing
Once the design is agreed, we build the dashboard, connect the required data sources and create the calculations needed to support your reporting.
- Data modelling
- Power Query transformations
- DAX measures
- Interactive charts and filters
- Automated refresh setup
- Mobile and desktop layouts
The dashboard is tested carefully to make sure figures are accurate, filters work correctly and the final output is reliable before delivery.
STEP 05
Delivery, Training & Handover
Once the dashboard is ready, we guide you through the finished solution and make sure your team understands how to use it confidently.
- Live dashboard walkthrough
- User training
- Supporting documentation
- Guidance on filters and reports
- Advice on Power BI access
- Final checks and feedback
We aim to leave you with a solution that feels clear, practical and easy to use rather than something that depends on technical knowledge.
What You Receive
- Finished Power BI dashboard
- Training session
- User guidance
- Handover support
STEP 06
Ongoing Support & Improvement
Your reporting needs may change as your business grows. We can continue to support the dashboard after delivery and make improvements when new data, KPIs or requirements are introduced.
- Add new pages or visuals
- Connect additional data sources
- Update KPIs
- Improve automation
- Resolve issues
- Provide refresher training
Support can be provided as required or through an ongoing monthly arrangement, depending on what suits your business.
Built to Grow With You
Discuss Your Reporting Process
Data Drive Scotland
Helping Scottish businesses transform data into clear insights through Power BI dashboards, reporting automation and business intelligence.
- hello@datadrivescotland.com
- Based in Scotland
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Our Services
- Power BI Dashboards
- Reporting Automation
- Data Analysis
- Business Intelligence
Contact
Have a reporting or dashboard question? Tell us what you are working with and we’ll point you in the right direction.
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