{"id":17,"date":"2021-07-15T10:02:20","date_gmt":"2021-07-15T07:02:20","guid":{"rendered":"http:\/\/cobit-solutions.com\/en\/?page_id=17"},"modified":"2026-04-22T09:56:22","modified_gmt":"2026-04-22T09:56:22","slug":"blog","status":"publish","type":"page","link":"https:\/\/cobit-solutions.com\/en\/blog\/","title":{"rendered":"Power BI Blog"},"content":{"rendered":"\t\t
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Power BI Consulting Process<\/h2>\n <\/div>\n <\/div>\n \t \n
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1<\/div>\n

Initial Consultation<\/h3><\/div>\n

Start with a 30-minute virtual session with a Power BI consultant. During this conversation we review your goals, discuss reporting challenges, and identify the most valuable visualization opportunities for your data.<\/p><\/div>\n <\/div>\n <\/div>\n

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2<\/div>\n

Project Proposal<\/h3><\/div>\n

Our team analyzes your data sources, existing infrastructure, and reporting requirements. Within three business days we prepare a clear proposal that outlines the scope of work, recommended solution, development stages, and estimated timeline.<\/p><\/div>\n <\/div>\n <\/div>\n

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3<\/div>\n
Implementation Start<\/h3><\/div>\n

After approval, development begins. We configure the environment, establish data connections, and start building analytical models and dashboards tailored to your business needs.<\/p><\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/section>\n \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Power BI's Interactive Features: How to Make Dashboards User-Friendly<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Static reports quickly lose their value when users can’t interact with the data. This video shows you what to do to ensure your dashboard<\/strong> isn’t just a visualization but becomes a practical tool for analysis.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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What does a report that\u2019s actually used in real-world work look like? Ideally, it\u2019s an interface where you can ask questions of the data and get answers right away. This video breaks down the key interactive features of Power BI that help you build exactly these kinds of dashboards\u2014with logic, navigation, and a clear user experience.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Let’s see how to use standard Power BI tools to make a report manageable and convenient. A dashboard consists of separate pages that are responsible for different aspects of the analysis. This allows you to quickly navigate the data and move from the big picture to the details without overloading the interface.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Click here to read the entire text... <\/div><\/span>\n\t\t\t\t\t\t\t\t\t<\/summary>\n\t\t\t\t
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The presented dashboard consists of 7 pages<\/strong><\/h3>\t\t\t\t\t\t\t\t<\/div>\n\t\t
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  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tProfit and Loss<\/strong>\u2014a page for a comprehensive analysis of financial results with a breakdown of income and expenses, which allows you to assess margin, dynamics of indicators, and factors affecting profit.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tSales<\/strong>\u2014a detailed analysis of revenue with the ability to segment by products, regions, or channels, which helps to identify key revenue drivers and changes in demand.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tExpenses<\/strong>\u2014a structured overview of expenses with a breakdown by categories and periods, which allows you to control the expense part and find points for optimization.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t
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    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tCash flow<\/strong>\u2014a page for tracking cash flows with a division into receipts and payments, which allows you to control liquidity and plan financial obligations.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tOutput<\/strong>\u2014a detailed level of data with the ability to view individual records, which is used to check calculations and point-by-point analysis of indicators.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tAccounts receivable<\/strong> is a page for analyzing customer debt broken down by due dates, amounts, and counterparties, which helps control the timeliness of payments and the risks of delays. <\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tAccounts payable<\/strong> is an overview of liabilities to suppliers, broken down by due dates and amounts, which allows you to plan payments and manage your financial burden.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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      The transition between pages is implemented through an interactive menu. Each menu item activates a corresponding viewing scenario, which allows you to quickly switch between analysis blocks.\u00a0<\/span>Additionally, filters and other tools<\/b> are used to help tailor the report to a specific user question:<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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      • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tSlicer<\/strong>\u2014used to select the analysis period. Select months, year, or a custom range to instantly update all indicators and compare, for example, seasonal results.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
      • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tTooltip<\/strong>\u2014displays exact values \u200b\u200band explanations. Hover over the graph to see details without opening additional pages.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
      • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tFocus mode<\/strong>\u2014expands the visual to the full screen. Use it to conveniently work with the chart and access filters and drill-down in one place.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
      • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tDrill-down<\/strong>\u2014allows you to go from the general to the detailed level. Switch from annual data to monthly or weekly data to analyze dynamics in more depth.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
      • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tFilters (global and local filters)<\/strong>\u2014used to control data selection. The global filter changes the entire page, and the local filter changes only individual visuals, which allows you to analyze segments without losing context.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
      • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tMulti-select<\/strong>\u2014allows you to select multiple items at once. Hold down the Ctrl key to compare, for example, multiple departments or segments.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t
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        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tExport to Excel<\/strong>\u2014provides access to the underlying data. Click the appropriate option on a visual to get a table for detailed offline analysis.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tCross-filtering<\/strong>\u2014synchronizes all visuals on the page. Select an item (for example, a customer or category), and all charts instantly update based on the selected segment.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tHierarchy<\/strong>\u2014allows you to analyze data at different levels. Expand or collapse levels (organization \u2192 department \u2192 customer) to explore metrics with the required granularity.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tForecasting is used for scenario modeling<\/strong>. Change values \u200b\u200b(for example, sales or cost) to see how this will affect future results.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tNavigation buttons (back button\/navigation)<\/strong> let you move between dashboard pages. Click the button to return to the main page or go to another section.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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          Interactivity in Power BI isn\u2019t about \u201cflashy effects.\u201d It\u2019s about control over data, faster decision-making, and convenience for those who work with reports every day. If a dashboard doesn\u2019t help you ask questions and find answers, it isn\u2019t doing its job. <\/span>Watch the video to see how these tools work in practice, and use them in your reports.<\/b><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

          Power BI Consulting Process 1 Initial Consultation Start with a 30-minute virtual session with a Power BI consultant. During this conversation we review your […]<\/p>\n","protected":false},"author":1,"featured_media":23367,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-blog.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-17","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"\nPower BI Blog<\/title>\n<meta name=\"description\" content=\"Get insights on how to dive into Power BI in our blog. Tips, tricks, comparisons, our own experience and our clients' stories.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Power BI Blog\" \/>\n<meta property=\"og:description\" content=\"Get insights on how to dive into Power BI in Cobit Solutions blog. 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