Model audit
Relationships, date tables, fiscal logic, measures, filters and performance risks checked against the decisions the report supports.
Power BI consultant UK
Power BI Consultant UK
Quick answer: Digital Adaption helps UK SMEs fix Power BI reports that do not match ERP, finance or operational reality by reviewing the data model, DAX, fiscal calendar, source fields and reconciliation checks.
Use this page when the dashboard exists but the business does not trust it, or when Power BI needs to become the reporting layer for ERP, finance, sales or operations data.
Productised offer: Power BI Reporting Trust Review
A focused review of the reports, measures, data model and source extracts that decide whether leadership can trust the dashboard.
Reconciliation checks
Power BI totals compared with ERP, finance reports or source exports so disputed numbers can be traced rather than guessed.
Fix roadmap
A prioritised backlog covering quick fixes, structural model changes, governance, handover notes and the reports to rebuild first.
Evidence produced
Each engagement creates usable evidence for decisions, sign-off and vendor control rather than a generic advisory report.
Measure inventory
Key DAX measures, definitions, dependencies and known risks documented in a way finance and operations can validate.
Source-to-report map
A clear route from source field to visual, including transformation logic, refresh rules and reconciliation checkpoints.
Trust backlog
Ranked defects and decisions, separated into immediate fixes, model rebuild work and data ownership issues.
Methodology
The review uses PBIX files, source extracts, ERP reports, finance control totals, fiscal calendar rules, user complaints and meeting pack examples to identify why a report is slow, wrong or not trusted.
Trace the number
Start with the KPI people challenge and trace it back through the model, DAX, source fields and refresh process.
Fix the structure
Separate visual issues from model, relationship, date table, filter and source-data issues.
Handover cleanly
Document definitions, owners and maintenance notes so the model is not dependent on one person.
FAQs
Can you fix an existing Power BI model?
Yes. Most work starts with an existing model that is slow, hard to maintain or producing numbers that do not reconcile.
Do you only build dashboards?
No. The priority is reporting trust: source data, definitions, fiscal logic, reconciliation and the model behind the dashboard.
Can this connect to ERP reporting?
Yes. This is especially useful when Power BI is reporting from ERP exports, SQL tables, APIs or finance-system data.
Need a Power BI consultant in the UK?
Start with the report the business argues about most, then trace the issue back to the model, source data and definitions.
Book a Power BI reporting review