DAX that others can read
Measures written and commented so the next person can modify them without reverse-engineering.
United States · Miami · Power BI & BI
BI is usually premature for a twelve-property portfolio — the data volume does not justify the maintenance. It starts to make sense past roughly thirty reporting units, or when lenders want a self-serve view.
Abhishek
Abhishek Singh
Akhilesh
Prahalad
ShaktiA remote team of Excel and spreadsheet specialists. You work directly with the person building your file, from the first question to the final handover. More about us.
A typical job here
Usually 12–22 hours at our standard rate. You get that estimate in writing first, and we stop and ask before going past it.
| Assess whether portfolio reporting justifies a BI layer | 12–22 hours |
|---|
Why Miami specifically
Clients for this are typically in Brickell, Doral, Wynwood and Coral Gables, across trade and logistics across Latin America, private real estate and construction, hospitality, import-export, and a growing cluster of finance and crypto firms. Multi-currency trade, property portfolios and hospitality reporting across borders.
For the wider picture of what we see in this market — the recurring problems, the source systems, how the time difference plays out — the Miami guide covers it properly rather than repeating it on every service page.
12–22 hours is typical here. You get a number in writing before we start.
Unlocked files, documentation, recorded handover.
Full guide
This page covers one service. The city guide covers the whole picture, including the problems we see most in this market.
Excel experts in MiamiScope
Two of the things this covers most often for Miami clients. The power bi & bi page sets out the full scope and method.
Measures written and commented so the next person can modify them without reverse-engineering.
What moves, what stays, in what order, and what it costs to maintain afterwards.
Who refreshes it, who owns the model, and what happens when a source changes.
The data model is where BI projects succeed or fail. Visuals are the easy part.
Need to check a feature before hiring? Read Microsoft’s official Excel help and learning for formulas, PivotTables, importing data and troubleshooting.
Questions
Answers for this service in this market, including the ones that might cost us the job.
Ask us something elseNot necessarily. A well-built refreshable Excel or Sheets report, shared read-only, satisfies most investor requests at a fraction of the cost. We would build the BI layer only if you expect the portfolio to grow substantially.
Yes. Inherited reports usually need the data model examined before anything else — most performance and accuracy problems originate there rather than in the visuals.
Our working language is English, and all documentation and handover material is written in English. Several clients maintain Spanish-language input templates for their own teams while keeping the reporting layer in English — we are happy to build it that way, but we cannot deliver the engagement itself in Spanish.
Related
Most projects touch more than one of these. We scope them together rather than selling them separately.
Same service elsewhere
Start with the problem
Send the workbook or describe the problem. An hours estimate back within a day, at no cost and no obligation.
Post your projectA short introduction
A short introduction to our Excel and spreadsheet work.
The short introductory video shows spreadsheet tables and dashboards, a person working on a laptop, and a message inviting viewers to post their project.