Power BI reports and models
A proper star-schema data model underneath, not a flat table with visuals stacked on it.
United States · San Jose · Power BI & BI
Hire a Power BI consultant in San Jose.
Most South Bay companies already have a warehouse, so the BI question is narrower than usual: what stays in Excel. Our answer is normally scenario work and the board presentation layer, with everything recurring moving to the warehouse.
Abhishek
Abhishek Singh
Akhilesh
Prahalad
Shakti
Meet the specialists behind your project.
A 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.
- FreeScoping & estimate
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A typical job here
Design the Excel-to-BI split and build the data model.
Typically 18–32 hours. Unusual cases land outside that, and we say so in the estimate rather than discovering it halfway through.
| Design the Excel-to-BI split and build the data model | 18–32 hours |
|---|
SERVICE AREASan Jose, California
TYPICAL HOURS18–32 hours
ESTIMATE TURNAROUNDWithin one working day
Why San Jose specifically
Where this work comes from.
Clients for this are typically in North San Jose, Santa Clara, Sunnyvale and Downtown San Jose, across B2B SaaS, semiconductor and hardware operations, enterprise software, and venture-backed companies preparing for a funding round or an audit. SaaS metrics, board decks and the spreadsheet that has outgrown itself.
For the wider picture of what we see in this market — the recurring problems, the source systems, how the time difference plays out — the San Jose guide covers it properly rather than repeating it on every service page.
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Estimate first
18–32 hours is typical here. You get a number in writing before we start.
Then the work
Unlocked files, documentation, recorded handover.
Full guide
Everything we do in San Jose.
This page covers one service. The city guide covers the whole picture, including the problems we see most in this market.
Excel experts in San JoseScope
What a power bi consultant does for you.
Two of the things this covers most often for San Jose clients. The power bi & bi page sets out the full scope and method.
Excel-to-BI transition planning
What moves, what stays, in what order, and what it costs to maintain afterwards.
- 01
Build the reports
Against agreed definitions, with the measure logic documented.
- 02
Model the data
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
Power BI consultant in San Jose — questions.
Answers for this service in this market, including the ones that might cost us the job.
Ask us something elseWe have Snowflake. Why would anything stay in a spreadsheet?
Because changing an assumption and immediately seeing the effect is something BI tools are bad at, and that is most of what a finance team does. The split we recommend is warehouse for recurring aggregation, Excel for judgement.
Can you work with our existing Power BI reports?
Yes. Inherited reports usually need the data model examined before anything else — most performance and accuracy problems originate there rather than in the visuals.
Should we be doing this in Excel or in the warehouse?
Often the warehouse, and we will say so even though it makes the engagement smaller. Excel is the right home for scenario modelling, board presentation layers and anything where a human needs to change an assumption and see the effect. Recurring high-volume aggregation belongs in SQL. Most companies we see have the split backwards.
Related
Other specialists for San Jose.
Most projects touch more than one of these. We scope them together rather than selling them separately.
Same service elsewhere
Power BI consultant in other cities.
Start with the problem
Need a power bi consultant in San Jose?
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
See how we work before you get in touch.
A short introduction to our Excel and spreadsheet work.
What this video shows
The short introductory video shows spreadsheet tables and dashboards, a person working on a laptop, and a message inviting viewers to post their project.