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Analysis & Intelligence

Data That
Answers Itself.

Power BI dashboards that surface the one thing that matters before the meeting starts. Built on clean ETL pipelines, precise DAX, and the IBCS reporting standard — so every chart communicates clearly, not decoratively.

Executive Dashboard · Q3 FY2026
Margin
34.7%
▼ –1.8pp
Revenue
$12.4M
▲ +0.8%
Cash
$2.1M
▲ On plan
Regional revenue vs budget ($k) · Q1–Q3
EMEA
UK
APAC
Amer
GCC
Budget
Actual
Margin compression — IT cost variance is the primary driver. Q4 action required.
Built to cater to your reporting standard — not ours.

Every dashboard is designed to match the reporting convention your organisation or audience expects — whether that is a formal international standard, a corporate branding framework, or a bespoke visual language. We work to the standard that serves your stakeholders, not a default template.

IBCS
International Business Communication Standards
Unified notation for actuals, budgets, and forecasts — semantic consistency across all reports
CBS
Corporate Branding Standards
Dashboards built to your organisation's brand guidelines — colors, fonts, logo placement, and layout rules
DSI
Data Storytelling Insights
Insight-first visual hierarchy — pre-attentive attributes, focus attention, context-before-conclusion
FDF
Fintelli Design Framework
Fintelli.Pro's own reporting convention — minimalist, executive-ready, IBCS-informed with practical flexibility
FAST
FAST Standard
Flexible, Appropriate, Structured, Transparent — applied to reporting model design and data architecture decisions
Service Areas

Five capability areas across the full BI stack.

From raw data extract to board presentation — the full pipeline, or specific layers depending on where your current setup breaks down.

Power BI Dashboard Design

Executive and operational dashboards built in Power BI — layout, page design, interaction model, and data visualisation choices made deliberately against the IBCS standard. Not templates; purpose-built for your specific reporting questions.

Power BI DesktopPower BI ServiceIBCS layoutSlicers & bookmarks
Advanced DAX

Measures written to calculate what the business actually needs — rolling averages, period-over-period variance, cumulative totals, dynamic segmentation, and budget vs actual with time intelligence — without breaking when filters change.

Time intelligenceCalculate & FilterVariablesIterator functionsWhat-if parameters
ETL Pipeline Design

The data pipeline from source system to Power BI model — Power Query transformations, data source connections (SAP BW via OData, Xero API, Excel, SQL), incremental refresh configuration, and gateway management for scheduled auto-refresh.

Power Query / MSAP BW · ODataXero APIIncremental refreshData gateway
Data Model Architecture

Star schema design, relationship management, calculated tables, and data type normalisation — the structural foundation that determines whether your DAX is fast and accurate or slow and wrong. Built once, maintained cleanly.

Star schemaFact & dimension tablesRelationshipsCalculated columns
Executive Reporting & Board Packs

Monthly and quarterly management reporting packs — designed for printing or presentation, following IBCS layout conventions, with automated refresh from source data. The pack updates itself; the analyst reviews and presents.

IBCS layoutPDF export readyAuto-refreshBoard format
What Good DAX Looks Like

The measure that does the work correctly.

Rolling 12-month revenue with correct time intelligence — the type of measure that requires both DAX expertise and a properly structured data model to work reliably across all filter contexts.

DAX Measure — Revenue Rolling 12 Months Time Intelligence
-- Rolling 12-month revenue: works correctly with any slicer selection
Revenue R12M =
VAR LastDate = MAX ( Dates[Date] )
VAR StartDate = EDATE ( LastDate, -12 )
RETURN
    CALCULATE (
        [Revenue Actual],
        DATESBETWEEN ( Dates[Date], StartDate + 1, LastDate )
    )
Why this approach
Using VAR captures the current filter context at evaluation time, preventing the common bug where rolling calculations ignore slicer selections. DATESBETWEEN with explicit start/end dates is more predictable than DATESINPERIOD — the calculation is readable, testable, and behaves correctly when date filters, cross-report filters, or what-if parameters are applied.
Data Pipeline Architecture

From source system to executive screen.

Every BI engagement is built on a properly designed data pipeline — so refresh is reliable, transformations are documented, and the model performs at scale.

ETL Pipeline — Typical Finance BI Architecture
🗄️
Source
SAP BW · Xero · Excel · SQL Server · SharePoint
⚙️
Transform
Power Query / M — cleanse, shape, merge, standardise
Model
Star schema — fact tables, dimension tables, relationships
📊
Measure
DAX — KPIs, variances, time intelligence, ratios
🖥️
Present
Power BI dashboards — IBCS layout, auto-refresh, board packs
What You Walk Away With

A BI solution your team owns and trusts.

Not a dashboard. An intelligence layer your team updates, extends, and presents with confidence.

Engagement Types

Three scopes. One quality standard.

Scoped from a diagnostic call — no proposal issued without clarity on the source data, the audience, and the reporting question being answered.

Targeted
Single Dashboard Build

One executive or operational dashboard — data model, DAX measures, IBCS-compliant layout, and auto-refresh configuration. Built to answer a specific reporting question.

Data source audit & model design
Power Query ETL pipeline
DAX measure library
IBCS-compliant dashboard layout
Auto-refresh setup + documentation
Recommended
Full BI Stack Build

Complete BI infrastructure — multiple dashboards (executive, operational, departmental), shared semantic model, and a documented architecture your team can extend independently.

All Single Dashboard inclusions
Shared semantic model design
Multi-report architecture
Row-level security configuration
Power BI workspace governance setup
Extended team training (2 sessions)
30-day post-delivery support
Existing Setup
BI Audit & Optimisation

An existing Power BI environment reviewed — slow measures identified and rewritten, data model restructured, layout brought to IBCS standard, and documentation created for what was previously undocumented.

Full model & measure audit
Performance optimisation
DAX rewrite where needed
IBCS layout improvement
Documentation of all changes

Data that answers questions before they are asked.

A free 30-minute discovery call to scope your reporting infrastructure and identify where the current setup is failing.

hello@fintelli.pro · EU & GCC