Power BI is easy to start and hard to get right. Anyone can connect a spreadsheet and drag a few charts onto a page. The problems show up later: reports that take a minute to load, DAX measures nobody can explain, numbers that don't match finance, refreshes that fail overnight, and twenty versions of the "same" report scattered across workspaces.
Our Power BI consulting and development services fix that — or prevent it from the start. We plan your Power BI setup, prepare and model your data, write clean DAX, design reports people actually use, and configure security, refresh, and sharing so it keeps working as your business grows.
Whether you need a first dashboard built in days, a slow report fixed, or a full Power BI rollout across the company, you work with people who build Power BI solutions every day.
What are Power BI consulting services? Power BI consulting services help organizations plan, build, and run Microsoft Power BI — the business intelligence tool in Microsoft Fabric. Consultants define the reporting needs, connect and model the data, write DAX measures, design dashboards, set up row-level security, refresh schedules, and workspaces, and train teams. Power BI development services focus on building the reports, data models, and integrations themselves.
Power BI Consulting at a Glance
Question | Answer |
|---|---|
What it is | Planning, building, fixing, and supporting Microsoft Power BI reports and data models |
Core deliverables | Semantic model, DAX measures, Power Query transformations, reports and dashboards, security, refresh, documentation, training |
Data sources | Excel, SQL Server, Azure, SharePoint, Dynamics 365, Salesforce, Google Analytics, APIs, and most databases |
Typical timeline | A starter dashboard in about a week; larger multi-report rollouts in phases over several weeks |
Engagement models | Starter dashboard package, Power BI project, report fix or optimization, monthly Power BI support |
Also covered | Power BI Embedded, migration from Excel, Tableau, Qlik, or SSRS |
Signs You Need a Power BI Consultant
Reports are slow to open or filter. Usually a data model or DAX problem, not a hardware one.
Refreshes fail or take hours. Often caused by inefficient Power Query steps, missing incremental refresh, or gateway issues.
Numbers don't match other reports. Measures are defined differently in different files, or relationships are set up incorrectly.
Nobody understands the DAX. Complex measures written by someone who has since left.
Report sprawl. Many copies of similar reports, each slightly different, with no single trusted version.
Sensitive data is visible to the wrong people. Row-level security and workspace permissions weren't planned.
You're still running the business from Excel. You've bought Power BI licenses but reports are still built by hand.
Our Power BI Services
Power BI strategy and roadmap
We assess your data sources, users, and licensing, then plan workspaces, shared datasets, governance, and a rollout order that delivers value quickly.
Report and dashboard development
We design and build reports around the decisions your team makes — clear headline KPIs, trends, and drill-downs — following consistent layout, color, and naming standards. For dashboards across several tools, see our general dashboard services.
Data modeling and DAX
We build star-schema semantic models with proper relationships, then write clear, efficient DAX measures for time intelligence, year-over-year comparisons, running totals, and custom KPIs — documented so your team can maintain them.
Power Query and data preparation
We clean and shape data in Power Query, push heavy transformations back to the source database or a data warehouse where it makes sense, and set up incremental refresh for large tables.
Data source integration
We connect Power BI to Excel, SharePoint, SQL Server, Azure SQL, Dynamics 365, Salesforce, Google Analytics, REST APIs, and more, including on-premises data gateway setup. For complex multi-system sources, we build pipelines through our data integration service.
Performance optimization
We diagnose slow reports with Performance Analyzer and DAX Studio, then fix the root cause — model design, measure logic, visual count, or query folding — so reports load fast.
Security, governance, and sharing
We set up row-level security, workspace roles, deployment pipelines, and sharing through apps, so the right people see the right data and changes are tested before they reach users.
Power BI Embedded
We embed Power BI reports into your web app, product, or client portal, so your customers see their own data with your branding.
Migration to Power BI
We migrate reports from Excel, Tableau, Qlik, SSRS, or Crystal Reports, rebuilding logic properly in Power BI and validating every number against the old reports.
Training and support
We train report viewers, report builders, and admins, and offer monthly support for new reports, fixes, refresh failures, and access requests.
Power BI Packages
Package | What's included | Best for |
|---|---|---|
Starter | One dashboard on one data source, up to a handful of report pages, core KPI measures, publishing and sharing setup | Small teams and first Power BI projects |
Growth | Multiple data sources, a shared semantic model, several reports, row-level security, scheduled refresh, training | Growing businesses standardizing their reporting |
Custom | Enterprise rollout, Power BI Embedded, migration, governance, and deployment pipelines | Larger organizations and complex requirements |
Every package is scoped and priced upfront after a short call, so you know the exact cost before work starts.
Power BI vs Tableau
Power BI | Tableau | |
|---|---|---|
Best fit | Organizations on Microsoft 365, Azure, and Dynamics | Analyst-heavy teams that want flexible visual exploration |
Data modeling | Strong built-in modeling with DAX | Relies more on prepared data sources and calculated fields |
Learning curve | Familiar for Excel users | Intuitive for visual analysis; advanced features take practice |
Platform | Part of Microsoft Fabric | Part of Salesforce |
Codersarts page | This page |
How It Works
Step 1: Requirements call
We learn who will use the reports, which decisions they support, and where the data comes from. Share an existing report if you have one.
Step 2: Data access and review
We connect to your sources, check data quality, and flag anything that would make numbers unreliable.
Step 3: Model and measures
We build the semantic model and core DAX measures, and validate totals against your current numbers.
Step 4: Report design
We agree a layout with you, then build the report pages, filters, and drill-throughs.
Step 5: Publish and secure
We publish to your Power BI tenant, set up workspaces, refresh schedules, row-level security, and sharing.
Step 6: Train and hand over
You get the .pbix files, documentation of every measure and source, and a training session for your team.
What You Get
Published Power BI reports in your own tenant, owned by you
A documented semantic model with clean relationships and measures
Scheduled refresh and gateway configuration where needed
Row-level security and workspace setup
Source .pbix files and documentation
A training session for viewers and report builders
Who This Is For
Small businesses and startups | Finance and operations teams | Companies on Microsoft 365 | Teams with existing Power BI problems |
|---|---|---|---|
Want their first real dashboard without hiring a full-time BI developer | Need faster month-end, margin, and operations reporting | Already pay for Power BI licenses but don't get value from them | Need slow, broken, or confusing reports fixed |
Why Work With Codersarts
Power BI problems are rarely about the charts. They're about the data model underneath, the DAX behind each number, and how the whole setup is governed. Our team works across database design, data pipelines, and Power BI, so we fix problems at the right layer instead of patching visuals.
We document every measure, validate numbers against your existing reports, and build in your tenant so you own everything. If Power BI isn't the right fit for a use case, we'll say so.
Frequently Asked Questions
What does a Power BI consultant do?
A Power BI consultant plans your reporting setup, connects and models your data, writes DAX measures, designs reports, configures security and refresh, and trains your team. Many also fix slow or broken reports and migrate reports from other tools.
How much do Power BI consulting services cost?
A starter dashboard on one data source is a small fixed-price package. Multi-source models, security, embedding, or migration are scoped after a short call. Every engagement is priced upfront, so there are no surprises.
How long does it take to build a Power BI dashboard?
A dashboard on a single, clean data source can be ready in about a week. Dashboards that combine several sources or need data cleanup first take longer, and are delivered in stages so you see progress early.
Do we need Power BI Pro or Premium licenses?
To share reports with colleagues, users generally need Power BI Pro or Premium Per User licenses, or the content must sit in a Fabric or Premium capacity. Licensing options change over time, so we recommend the most cost-effective setup for your number of viewers and builders during the requirements call.
Can you fix our slow Power BI report?
Yes. We profile the report, identify whether the problem is the data model, DAX, Power Query, or visuals, and fix the root cause. Many slow reports become dramatically faster with model and measure changes alone.
Can you connect Power BI to our database or SaaS tools?
Yes. Power BI connects to most databases, Excel and SharePoint files, Azure services, Dynamics 365, Salesforce, and many SaaS tools. Where there's no built-in connector, we use APIs or build a pipeline into a database Power BI can read. Need queries written for a SQL source? See SQL query services.
Can you migrate our reports from Tableau or Excel to Power BI?
Yes. We inventory your current reports, rebuild them in Power BI with a proper data model, and validate every number against the originals before switching over.
Can you embed Power BI in our app?
Yes. With Power BI Embedded, reports appear inside your web app or client portal, with each customer seeing only their own data through row-level security.
Do you offer ongoing Power BI support?
Yes. Monthly support covers new reports and measures, fixes, refresh failures, access management, and performance tuning as your data grows.
Related Data Services
Business Intelligence — the wider BI strategy, KPI framework, and tool choice
ETL / ELT Development — pipelines that keep Power BI data fresh and clean
Data Engineering — the data foundation under reliable reporting
Data Visualization — clear visual reports and data storytelling
Ready to Get More From Power BI?
Send us a short description of what you need — or a screenshot of the report that's causing trouble. We'll tell you what it would take to build, fix, or improve it.
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