By Neave
All case studiesDashboards & BI

Power BI / dashboard automation concept

A refreshed reporting dashboard that removed a manual monthly data pull.

Power BIPower QueryExcel

The challenge

Leadership relied on a static monthly report that took a day to compile by hand, meaning decisions were often made on data that was already a few weeks old.

The solution

The underlying data sources were connected directly into a Power BI dashboard with scheduled refreshes, so the same information leadership used to wait a month for was available in near real time.

The outcome

Removed a monthly manual data pull and gave leadership a live view instead of a static report.

What I learned

Dashboards fail when nobody trusts the numbers. Getting the data model right — and clearly labelling what each figure meant — mattered more than any visual polish.

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