Phoenix - Your AI AssistantProvide a Power BI/Excel consultation for dashboard reporting
Delivery in
2 days
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What you get with this Offer
Book a one-to-one 60-minute Microsoft Power BI consultation to resolve reporting challenges, review your dashboard approach, and identify the most suitable solution for your business requirements.
During the consultation, I will assess your current setup, answer technical and business questions, and provide practical recommendations that you can implement internally or use as the scope for a future Power BI project.
I can advise on:
• Power BI dashboard planning and KPI selection
• Dashboard design and data visualisation
• DAX formulas and calculation issues
• Power Query and data transformation
• Data modelling and table relationships
• Report performance optimisation
• Excel, SQL, SharePoint and Salesforce connections
• Power BI Service publishing and sharing
• Scheduled refresh and gateway configuration
• Row-level security and incremental refresh
• Microsoft Fabric and Power BI integration
• Financial, retail, healthcare, HR and operational reporting
• Troubleshooting existing Power BI reports
• Planning an end-to-end business intelligence solution
You will receive a one-to-one video consultation, review of your reporting requirements, diagnosis of the issue, answers to technical and business questions, a recommended solution, prioritised next steps, and a concise written Power BI Consultation Summary and Action Plan covering findings, implementation steps, dependencies, and indicative project scope.
Before the meeting, I will review the supplied information and prepare the main discussion points. During the meeting, we will diagnose the current setup and discuss the recommended solution. After the meeting, I will provide the written summary within 2 days.
I am a Microsoft Certified Power BI Data Analyst, Microsoft Certified Excel Specialist and FCCA, with experience delivering more than 50 interactive dashboards for UK and international businesses.
Scope limitation: This is an advisory consultation. It does not include complete dashboard development, extensive DAX development, major data cleansing, system configuration, gateway installation, or implementation of the recommended solution. Straightforward formulas or configuration guidance may be discussed. Substantial work can be arranged under a separate PeoplePerHour project.
During the consultation, I will assess your current setup, answer technical and business questions, and provide practical recommendations that you can implement internally or use as the scope for a future Power BI project.
I can advise on:
• Power BI dashboard planning and KPI selection
• Dashboard design and data visualisation
• DAX formulas and calculation issues
• Power Query and data transformation
• Data modelling and table relationships
• Report performance optimisation
• Excel, SQL, SharePoint and Salesforce connections
• Power BI Service publishing and sharing
• Scheduled refresh and gateway configuration
• Row-level security and incremental refresh
• Microsoft Fabric and Power BI integration
• Financial, retail, healthcare, HR and operational reporting
• Troubleshooting existing Power BI reports
• Planning an end-to-end business intelligence solution
You will receive a one-to-one video consultation, review of your reporting requirements, diagnosis of the issue, answers to technical and business questions, a recommended solution, prioritised next steps, and a concise written Power BI Consultation Summary and Action Plan covering findings, implementation steps, dependencies, and indicative project scope.
Before the meeting, I will review the supplied information and prepare the main discussion points. During the meeting, we will diagnose the current setup and discuss the recommended solution. After the meeting, I will provide the written summary within 2 days.
I am a Microsoft Certified Power BI Data Analyst, Microsoft Certified Excel Specialist and FCCA, with experience delivering more than 50 interactive dashboards for UK and international businesses.
Scope limitation: This is an advisory consultation. It does not include complete dashboard development, extensive DAX development, major data cleansing, system configuration, gateway installation, or implementation of the recommended solution. Straightforward formulas or configuration guidance may be discussed. Substantial work can be arranged under a separate PeoplePerHour project.
What the Freelancer needs to start the work
Please provide before the consultation:
1. A brief description of your Power BI problem or objective.
2. The main questions you want answered.
3. Screenshots of the dashboard, error message, or current report.
4. An anonymised PBIX, Excel, or sample data file where relevant.
5. Details of data sources and the current refresh process.
6. Relevant Power BI licence, workspace, and gateway details.
7. Any solutions or troubleshooting steps already attempted.
8. The outcome you want to achieve.
Remove or anonymise confidential, personal, and commercially sensitive information before uploading files.