Power BI Consultancy | Reporting Trust for UK SMEs explains practical Digital Adaption support for UK SMEs, with a focus on data quality, ERP migration readiness, reporting trust, automation or delivery where it fits the page.
Power BI Consultancy explains practical Digital Adaption support for UK SMEs, with a focus on data quality, ERP migration readiness, reporting trust, automation or delivery where it fits the page.
Turn messy Power BI files into trusted, performant dashboards. Fix broken YTD, eliminate manual reporting, and build data models that scale.
Power BI is deceptively simple. Connect a data source, drag some fields, and you've got a dashboard. But building something that works well at scale—something your team trusts and can maintain—is a different challenge.
I work with businesses who've hit that wall. The finance team has three different versions of the truth. Sales dashboards take forever to load. YTD calculations are wrong for your fiscal year. And you're dependent on one person who understands the DAX.
Digital Adaption fixes these problems. I bring proper data modelling, robust DAX, and governance to Power BI—so you get dashboards that perform, measures you can trust, and a solution your team can extend without calling me every month.
These issues show up in almost every Power BI engagement I take on.
Finance reports one profit margin, operations reports another. Sales figures don't match the ERP. No one knows which dashboard to trust, and meetings get derailed arguing about numbers.
Weeks spent copying and pasting data into Excel. Month-end close means pulling figures from multiple systems and reconciling by hand. By the time the report is ready, the insights are stale.
YTD shows calendar year instead of fiscal year. Month names sort alphabetically instead of chronologically. Comparing this April to last April returns the wrong period.
Reports take 30+ seconds to load. Visuals refresh every time you click a slicer. Large datasets bring the browser to a crawl. Users give up and go back to Excel.
A focused review for SMEs whose Power BI dashboards are slow, disputed, hard to maintain or disconnected from ERP and finance reality.
Review the PBIX, measures, model, date logic, refresh rules and the reports people no longer trust.
Compare Power BI totals with ERP, finance or source exports so the issue is provable.
Separate quick report repairs from model rebuilds, data-quality issues and governance decisions.
A complete Power BI solution designed for your business—not a generic template.
Star-schema models with proper relationships, calculated columns for business logic, and dimensions that support your reporting needs—including fiscal calendars and custom hierarchies.
Clean, intuitive reports designed around your decisions—not what's easy to build. Drill-through capabilities, slicers that work together, and mobile-optimized layouts.
Robust calculations that handle edge cases. Time intelligence that respects your fiscal year. Measures that are documented, tested, and reusable across your report suite.
Documentation so your team understands what they're looking at. Naming conventions for measures and tables. Training so you can maintain and extend what we build together.
I review your existing Power BI files, data sources, and reporting requirements. We identify quick wins and structural issues.
2We build a proper data model—star schema, relationships, fiscal calendar, and calculated tables for business logic.
3I write robust DAX measures for your KPIs, including YTD, YoY, and variance calculations that work with your fiscal year.
4We build dashboards that prioritise clarity—right visuals, right filters, right drill-through actions for your workflows.
5We reconcile against source systems, test edge cases, and get stakeholder sign-off before deployment.
Start by tracing the measure back through the model, source fields, transformations, date table and finance control total before rebuilding visuals.
Hire a consultant when the model is slow, measures are disputed, the fiscal calendar is wrong, or the business is exporting to Excel because it does not trust the dashboard.
Yes. If the issue appeared after go-live, start with post ERP go-live reporting rescue rather than a visual redesign.
Specific Power BI problems I solve for UK businesses every week.
These issues are so common that I've written detailed guides on how to fix them:
Fiscal Year in Power BI Sort Months Chronologically Fiscal YTD CalculationsMost Power BI problems stem from the same structural issues. I can audit your current setup and give you a clear roadmap to fix it—or we can build it right from scratch.
Book a Power BI Audit Free 30-Minute Consultation Start with a 30-minute data risk call