Service Schedule

Dashboard architecture and system audits

Fixed-scope reporting engagements delivering auditable production models in Excel, Power BI, and Tableau.

Implementation Cycle

Four-stage execution framework

01
02
03
04

Raw data audit

Model refactoring

Executive wireframing

Technical handover

Cataloging existing data sources, identifying schema anomalies, and mapping calculation dependencies across workbooks.

Rebuilding relationships, optimizing measure logic, and establishing stable tabular architecture in Power BI or Tableau.

Designing distraction-free report layouts tailored directly to specific operational decision workflows.

Documenting measure definitions, training internal teams on maintenance, and archiving version-controlled source files.

Technical Standards

Platform engineering specifications

Power BI
Tableau
Excel

DAX optimization

Extract stability

Workbook automation

Refactoring slow iterator functions, establishing proper date tables, and minimizing vertipaq memory footprint.

Flattening complex custom SQL queries, optimizing LOD expressions, and structuring incremental refresh schedules.

Replacing volatile formulas with robust Power Query transformations and clean tabular data models.