Portfolio area 06

Power BI Reporting

A Power BI report can look polished and still leave people unsure about the exception that matters or the action that should follow.

These reports cover assurance, operations, finance and workforce planning. Each one starts with a different review question and pairs the visual report with the records, measures and checks used to explain it.

4 examples in this area

How the work is checked

From source files to a reviewable output.

The report views bring measures, exceptions and owner actions together while retaining the source and checking context behind the figures.

01SourcePart of this work
02PreparePart of this work
03DefinePart of this work
04CheckPart of this work
05ReviewPart of this work
06HandoverPart of this work

Examples in this area

Choose an example to look through.

Each page shows the finished view, the work behind it, the checks applied and the limits of what is shown.

Risk, Control and Evidence Review overview showing assurance readiness, control maturity, evidence gaps and owner actions

Assurance review overview

Risk, Control & Evidence Review

What is difficult now: Assurance reporting weakens when risks, controls, evidence gaps, reviewer queries and owner actions sit in separate logs.
What the work helps decide: Which risks, controls, evidence gaps or owners need attention before governance review?

Assurance
Compliance
Risk

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Operational Flow and Bottleneck Review overview showing service stages, SLA pressure, capacity strain and recovery action

Operational review overview

Operational Flow & Bottleneck Review

What is difficult now: Operational reports separate queue size, SLA performance and capacity, obscuring where work is stuck and pressure is building.
What the work helps decide: Where is work stuck, which stage is creating SLA pressure and what recovery action should be prioritised?

Operations
SLA control
Capacity

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Finance Scenario and Intervention Review overview showing forecast movement, margin pressure, variance drivers and intervention notes

Finance review overview

Finance Scenario & Intervention Review

What is difficult now: Finance reports separate revenue, cost and margin, making it harder to see what changed, why it matters and which response needs review.
What the work helps decide: What changed in the forecast, which margin or cost drivers matter, and which response should be reviewed next?

Finance
Forecasting
Margin pressure

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Capacity, Talent Risk and Planning Review overview showing role family coverage, capacity gaps, pipeline pressure and owner actions

Capacity planning overview

Capacity, Talent Risk & Planning Review

What is difficult now: Workforce reports show headcount without explaining exposed capacity, role family pressure, attrition risk or pipeline constraints.
What the work helps decide: Where is capacity exposed, which teams or skills are under pressure and what workforce action should be reviewed?

Workforce
Capacity planning
Talent risk

View this example

How this could help

The right starting point depends on the current report.

Power BI is considered after the reporting question, definitions, source checks and maintenance needs are understood.

Relevant services

A clearer report or model, with measure notes, source checks, refresh notes and documentation.

Power BI / Excel Improvement
Reporting & Analytics Diagnostic
Measures & Documentation Pack

Start a conversation

Discuss a Power BI reporting review.

Start with the review question, measures and exceptions the current report needs to make easier to understand and act on.

Contact Quanta Meridian