Power BI & Reporting

Dashboards people trust, built on data that holds up.

Power BI dashboards and reports your team actually uses. Leaf builds on a solid data model so your numbers are fast, accurate, and trusted.

Power BI & Reporting

Most Power BI projects don't fail because of the visuals. They fail because the data underneath is messy, the measures don't match, and nobody is sure which report is the real one.


We build Power BI the way we build everything: data first. A clean semantic model, clear definitions, and dashboards designed around the decisions your people make every day.

Sound familiar?

  • You have dozens of reports and no one knows which ones are current.
  • Dashboards are slow, or break when the data refreshes.
  • Leadership still asks for the Excel version.
  • Every new report request goes to the same overloaded analyst.
  • You bought Power BI licenses, but adoption never took off.

What we do

Dashboards and reports

Executive scorecards, operational dashboards, and financial reporting designed for how each audience works, on desktop and mobile.

Semantic models and DAX

We build reusable data models with well-defined measures, so "revenue" means the same thing in every report.

Report cleanup and rescue

We audit your existing Power BI environment, consolidate duplicates, fix slow reports, and retire what nobody uses.

Financial and ERP reporting

We connect Power BI to Sage Intacct, Dynamics 365, Dynamics GP (sunsetting), and other systems we already know well, so finance gets answers without waiting on month-end exports.

Governance and security

Workspaces, row-level security, deployment pipelines, and refresh monitoring set up so reporting scales safely.

Training and adoption

Hands-on training for report consumers and builders, so your team can answer its own questions.

THE LEAF APPROACH

How we put Data Over Design into practice 

We use a consistent, strategic approach for each project we tackle — and it starts with your data, not a wireframe. 

  1. Define. We start with the decisions and KPIs, not the charts.
  2. Model. We build the semantic model and validate every number against your source systems.
  3. Design. We create focused dashboards and test them with the people who will use them.
  4. Adopt. We train, document, and support your team so reporting keeps improving after launch.

What you get

•      Reports that load fast and refresh reliably

•      One definition for every key metric

•      Less time building spreadsheets, more time acting on them

•      Self-service reporting for business users, within guardrails

Why Leaf

We're a Microsoft Power Platform partner that also implements the financial and business systems your reports pull from. We understand the numbers behind the dashboard, which is why our reports hold up in the boardroom.

FAQ

We already have Power BI. Can you help with what we've built?

Yes. Many engagements start with a review of your current reports and models, then a plan to fix, consolidate, or rebuild.

Do we need a data warehouse first?

Not always. Smaller datasets can connect directly. As sources grow, a warehouse or Fabric lakehouse keeps reports fast and consistent. We'll recommend what fits.

Can Power BI connect to our accounting system?

In most cases, yes, including Sage Intacct, Dynamics 365, and Dynamics GP.

What about Copilot in Power BI?

Copilot can summarize reports and answer questions in plain language, but it's only as good as the model behind it. We build models that are ready for it.

Get reports your team actually uses.

Tell us what decisions you're trying to make. We'll show you what the right dashboard looks like.