We connect your ERP, CRM, spreadsheets and SharePoint into a single semantic model in Power BI, with scheduled refresh and role-based access.
These scenarios have a solution, and it does not require expensive BI or a multi-year project.
Reports built by hand in Excel every week, a process that eats up time and breaks whenever a formula changes.
Each department has its own version of the numbers, and meetings start with a debate over which figure is right.
Decisions made with last week's numbers, because the report depends on someone consolidating the spreadsheet.
Managers who depend on IT to extract any report outside the standard.
The data lives in the ERP, the CRM and spreadsheets, but no one can cross-reference it.
KPIs defined on paper that are never tracked because there is no accessible visualization.
We integrate your data sources (SQL Server, Excel, ERP, CRM, SharePoint and APIs) into a single semantic model in Power BI. We publish the reports to the Power BI Service with scheduled refresh and row-level security (RLS), so each person sees only the data that applies to them.
We use Power Query for transformation and cleansing, DAX for business calculations and dataflows to reuse the same preparation across several reports. Every department sees the same KPI figure, in the browser or on the phone.
A manager who opens the dashboard before the meeting leaves with answers, not questions. That is the starting point for a data culture.
From scattered data to dashboards in production in just a few weeks.
We identify which indicators truly support decisions, not just what is easy to show.
We map the sources, document key columns and configure the connections in Power Query.
We build the star schema, define DAX measures and ensure consistency across reports.
Dashboards developed and validated with business users before publishing.
Publishing to the Power BI Service, scheduled refresh (with an on-premises data gateway when the source runs on your own server) and training for autonomy.
Illustrative scenarios to guide the assessment, not projects delivered by Yottaflow.
Scenario
Each store emailed its sales spreadsheet. Consolidating them for the director took 3 days and arrived with typing errors.
Solution
A Power BI dashboard connected to each store's POS through the on-premises data gateway, with scheduled refreshes throughout the day, store ranking, mix analysis and stockout alerts.
Scenario
The default report took 2 days to consolidate, and risk analysis by segment was done by hand every week.
Solution
A data model integrated with the credit system and Excel, with a panel of arrears by days overdue, risk segmentation and the portfolio's historical evolution.
Scenario
Plant efficiency indicators were calculated at the end of the shift, in a spreadsheet, with no structured history for root-cause analysis.
Solution
Data collection per production line, with an OEE dashboard, stoppages by cause and trends by shift and by operator.
We start with the KPIs that support your meetings, not with what is technically possible to show.
Star schemas with correct DAX, instead of quick reports that choke on volume or produce wrong numbers.
We eliminate inconsistency across departments with a single semantic model shared by all of them.
We deliver with technical documentation and training so your team can build derived reports without depending on us.
What it costs: Power BI projects start with the Assessment or go straight to Implementation. See plans and price ranges
Book a free discovery call. In 30 minutes we map your data sources and the highest-impact KPIs.