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Plain-English guides on Power BI, KPI reporting, data clean-up, and reporting automation — written for SME owners and operations teams, not data scientists.
Topics we cover
Power BI dashboards
Builds, layouts, and KPI design
Tableau visualisation
Charts, views, and sharing
Data clean-up
Excel and SQL source preparation
KPI strategy
What to measure and how
Reporting automation
Eliminating manual monthly work
All articles · 4 posts
If your month-end close takes more than half a day, your spreadsheets have more than three people editing them, or your numbers don't agree across departments — it's time to move on. Here's what to look for and what to do next.
Both are excellent tools but they suit different setups. We compare cost, learning curve, data connectivity, and sharing options — from the perspective of a UK SME that doesn't have an IT department.
A KPI dashboard is not a report with charts. It's a decision-making tool. This guide explains how to define the right KPIs for your business, how to structure a single-page dashboard, and what makes one actually useful.
Most dashboard problems start with the data, not the design. Before you open Power BI or Tableau, your source files need consistent field names, no blank rows, standardised date formats, and a single row per record. Here's how to get there.
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