PROJECTS / NEW ZEALAND
Power BI consultant
Auckland.
Looking for a Power BI consultant in Auckland? Work with an Auckland-based data partner to replace disconnected exports with reports your team can use to decide what happens next.
Book a free discovery call ↗- One business problem. An agreed project scope.
- Connected information. Checked calculations.
- Documented delivery. A practical handover.
ILLUSTRATIVE IMAGE · NOT CLIENT STAFF OR PREMISES
A USEFUL FIRST CONVERSATION
Bring sales, stock and finance into the same conversation.
Tell us what is hard to see today. In a free 30-minute discovery call, we’ll discuss your question, the systems involved and whether there is a practical first project.
Venture Medical needed a clearer view of customers and stock. We connected existing Cin7 information to Power BI so the owner could identify growing and declining customers, products that stopped selling and stock risk.
Read the project story ↗Read the documented project for the business context and what was delivered.
Let’s scope your project.
Share your goal and the systems you use. We’ll discuss a useful next step before proposing any work.
Prefer email? contact@excelinbi.com
START WITH THE BUSINESS QUESTION
When sales look healthy but cash is tied up in stock
A distributor may have sales in Cin7, invoices in Xero and purchasing plans in Excel. A useful first project connects customer demand, available stock and agreed margin calculations, so a sales result can be investigated alongside its operational impact.
- Which customers have reduced their orders?
- Which products sell but tie up too much working capital?
- Do sales and finance agree on the reporting period?
EXPLORE WHAT WE CAN BUILD
Follow the question.
Interactive concept with sample data. Connections, business rules and refresh schedules are agreed for each project.
WHAT YOU CAN HIRE US TO DELIVER
Sales & customer reporting
Compare customers, products and periods without rebuilding exports.
Stock & margin dashboards
Bring stock movement and agreed cost calculations into one view.
Connected finance reporting
Reconcile the measures in your report against the source records.
A focused project can cover a new dashboard, an improved semantic model or a reliable refresh process. Power BI licences, source-system subscriptions and ongoing support are scoped separately.
WHY EXCEL IN BI?
A project built around your decisions.
Business rules first
Agree what the numbers mean before designing the final dashboard. A useful measure should support a real decision.
Checks before handover
Validate agreed records and calculations against source information, with acceptance examples your team can review.
A clear finish
Agree deliverables, scope and costs before implementation, then document how the finished solution works.
Auckland project delivery
Based in Auckland, serving businesses across New Zealand and Australia. The discovery call and project reviews can run online; meeting arrangements are agreed when scoping.
From first call to delivery
Confirm sources, access and the expected outcome.
Set deliverables, costs and acceptance checks.
Review the result together and document the solution.
BEFORE WE BEGIN
A little clarity.
Can you connect Cin7 and Xero to Power BI?
We can scope a reporting connection using the access and data available in your systems. We first confirm your Cin7 product, Xero permissions, reporting rules and refresh needs; connector and licence costs are agreed separately.
What do we need to start?
Bring one report or business question, the systems involved and a few examples of the result you expect. We use the discovery call to decide whether there is a useful project to scope.
How much does a project cost?
Cost depends on source access, data quality, calculations, security and the deliverables. We propose an agreed scope and costs before work begins; there is no universal dashboard price.
Will we own the finished solution?
We agree where the solution runs, who can access it, the deliverables and the handover at the start. Documentation and acceptance checks are included in the scoped delivery.
ONE PRACTICAL FIRST PROJECT
Bring one report.
Let’s make it useful.
Tell us what you want to improve. We’ll help define the next step.
Request your discovery call ↗