Power BI Desktop & Cloud

Professional File Audit

Embrace the Unknown

Why Professional Audits Are Invaluable

Is your organisation harnessing the true power of its data? Are you confident that your Microsoft Power BI reports and models are optimised for maximum efficiency and accuracy? It’s time to consider a Power BI file audit— a comprehensive evaluation that will revolutionise the way you leverage your data.

In the vast landscape of data use, it’s easy for organisations to find themselves unaware of untapped potential and hidden pitfalls. Oftentimes, we don’t know what we don’t know. That’s precisely where the true value of a professional Power BI file audit comes into play.

By entrusting your Power BI ecosystem to experienced auditors, you open the doors to a wealth of expertise and insights that may have otherwise remained undiscovered. The Data Bear team has a deep understanding of industry best practices, emerging trends, and advanced techniques that can uncover valuable opportunities for your organisation.

Power BI Audit: Power BI Desktop

Length: 2 Days (14 hours)

Power BI Desktop Audit: £960

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  • Visualisation and User Experience Assessment

  • Semantic Model Design Evaluation

  • DAX Calculation Review

  • Power Query Optimisation

  • Report Performance Evaluation

  • Data Sources Structure Review

  • Implementation Guidance

  • Security Roles (RLS) Evaluation

  • Optimising the Design

  • Report Functionality Checks

  • UI & UX Assessment

  • Data Queries & Transformation Assessment

At its core, a Power BI audit is a meticulous examination conducted by experts in the field. Their objective is to assess your Power BI model, scrutinize the implementation of best practices in Power Query, DAX, and modelling, and identify areas for improvement.

Power BI Audit: Cloud Service Audit

Length: 2 Days (14 hours)

Power BI Cloud Service Audit: £960

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  • General Tenant Settings Review

  • Power BI Gateways and Data Sources Setup Review

  • Power BI Workspaces Structure and Management Review

  • Power BI Artefacts Sharing Model Review

  • Optimisation and Governance Recommendations

  • Licenses Usage Review (Optional)

  • Implementation Guidance

  • Security Roles (RLS) Evaluation

  • Optimising Power BI Landscape Usage and Governance

  • Identify Stalled, Duplicated and Unused Data Sources

  • Review use of Dashboards & Power BI Consumer Apps

  • Provide Templates for Change Management Documentation

Our Power BI Cloud Service Auditing is your essential resource for maintaining the highest standards of security, compliance, performance, and cost-efficiency in your Power BI deployments. Our auditing services are designed to provide you with a clear, comprehensive understanding of your Power BI cloud environment, providing you with the insights needed to optimise your operations and leverage your data with confidence.

Power BI Audit Bundle: Power BI Desktop & Cloud Service Audit

Length: 4 Days (14 hours)

Power BI Desktop File Audit: (£960) £768

Power BI Cloud Service Audit: (£960) £768

TOTAL: (£1,920) £1,536

Expert Evaluation

The Process of Conducting a Power BI File Audit

At its core, a Power BI file audit is a meticulous examination of an earmarked Power BI Desktop file conducted by our consultants. Their objective is to assess your Power BI model, scrutinise the implementation of best practices in Power Query, DAX, and modelling, and identify areas for improvement. By thoroughly analysing your Power BI model and reports, this audit empowers your organisation to with confidence that the solution is efficient, accurate and follows best practice.

What can you expect from a Power BI file audit? First, our experienced team will meticulously review your Power BI model, ensuring that every aspect adheres to industry-leading standards.

In the audit we cover the intricacies of Power Query to the nuances of DAX calculations and model design, and overall report design.

Power BI Cloud Audit

Transforming Audit Recommendations into Action

Our Power BI Cloud Service Auditing is your essential resource for maintaining the highest standards of security, compliance, performance, and cost-efficiency in your Power BI deployments. Our auditing services are designed to provide you with a clear, comprehensive understanding of your Power BI environment, providing you with the insights needed to optimise your operations and leverage your data with confidence.

Receive a detailed report summarising our findings, including actionable insights and recommendations for improving your Power BI environment. This report serves as a valuable tool for strategic planning, change management and continuous improvement.

Power Query Optimisation:
  • Evaluating and enhancing the efficiency of data extraction, transformation, and loading processes.
DAX Calculation Review:
  • Analysing and fine-tuning the Data Analysis Expressions (DAX) formulas for accurate and optimised calculations.
Model Design Analysis:
  • Assessing the structure and relationships within the Power BI model to ensure data integrity and efficient data navigation.
Report Performance Evaluation:
  • Identifying bottlenecks and areas of improvement to enhance the speed and responsiveness of Power BI reports.
Data Source Validation:
  • Verifying the reliability, accuracy, and consistency of the data sources used in the Power BI model.
Security and Access Control Audit:
  • Reviewing the security measures in place, including user access rights, role-based permissions, and data protection protocols.
Visualisation and User Experience Assessment:
  • Evaluating the effectiveness and usability of the visualisations, dashboards, and user interface design.
Documentation and Data Governance:
  • Examining the documentation practices and data governance policies to ensure compliance, consistency, and transparency.
Performance Optimisation Recommendations:
  • Providing a detailed list of actionable recommendations to improve the overall performance and efficiency of the Power BI solution.
Implementation Support:
  • Assisting with the implementation of recommended changes and providing guidance to ensure a smooth transition and adoption of the improvements.

Unlocking the Value

How a Power BI File Audit Benefits Your Organisation

The beauty of a professional audit lies in its ability to provide an unbiased perspective. Since auditors are not involved in day-to-day operations, they bring a fresh and objective viewpoint to the table. This allows them to identify blind spots, challenge existing assumptions, and offer innovative recommendations.

Furthermore, audits instill a sense of confidence and trust in your data. By engaging professionals to conduct a comprehensive evaluation, you can be assured that any potential risks or vulnerabilities will be addressed proactively. This proactive approach minimises the chances of encountering data-related setbacks and empowers your organisation to rely on accurate, actionable insights with utmost certainty.