Make better decisions with dynamic data

With help from Power BI

Dynamic reporting with Power BI and Ad Esse Consulting

Getting an accurate picture of your performance is a challenge. Are you using the right metrics? Are you looking at the latest results? Can you use this information to make informed decisions and to improve your performance?

We find that the answer is often “no”. Having the right information available whilst also moving away from static reporting (usually monthly) to dynamic reporting, ensures you have the insights you need to problem solve and make decisions at your finger tips.

One way to do this is by using Power BI. Below, we outline three stages needed to achieve your insight goals. 

“The goal is to turn data into information and information into insight”

Carly Fiorina, Former CEO at Hewlett-Packard

1. Find the right metrics

Ensuring you have the right measures in place is crucial for providing clarity about your performance. We often find that organisations focus their performance on arbitrary targets, which can drive the wrong behaviours.

Take a look at our measures guide on our Knowledge Hub, or watch a recording of our last webinar covering how to design effective measures.

2. Gather your data sources

Now that you’ve designed the right metrics you need to consider how you’re going to gather your data effectively. Who is responsible for collecting data and reporting? Is your approach standardised, clearly communicated, and who is accountable for enforcing this? Is all of your data clean, correct & complete, and in one accessible place?

Our Project & Implementation Managers (PIMs) can take on tasks to help you gather data effectively. We use Power BI to visualise data in one place and pull dynamic reports for problem solving & decision making.

3. Set up dynamic performance dashboards and reports using Power BI

Power Business Intelligence (BI) is a software platform developed by Microsoft. It enables you to connect different sources of data and visualise them in one place. You can find out more here.

Our PIMs use Power BI with our clients because it easily connects your data in one place, ultimately giving you full transparency of your performance. Visualising your data on dashboards enables you to make informed decisions and to continuously improve your performance.

Watch Kieran Cresswell’s top tip for implementing Power BI in the video below.

“I’d recommend the Ad Esse Implementation Manager to anyone who needs expert resources, that will hit the ground running, to coordinate and deliver projects at pace.”

Annemarie Roberts, Operations Director at Golding Homes

If you need support to define your metrics, capacity to optimise your data set, or expertise in implementing Power BI effectively, then get in touch. Use our contact page or email

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