Microsoft Power BI
We visualize KPIs and exception/risk signals so people and AI Agents can judge from the same data.
Since 2019, we've implemented Power BI across a wide range of industries — public sector, manufacturing, distribution, gaming, and finance. Today's Power BI has evolved beyond a visualization tool into the analytics layer on top of the Fabric data platform.
Over the past two years, Power BI has changed at a structural level. Reviewing it based on past experience will lead you astray.
Over the Past Two Years, Power BI Has Changed at a Structural Level
Reviewing it based on old materials or past experience will lead you astray. Here are four changes you must check before adopting it.
Your Choice of Storage Mode Determines Performance and Cost
The three modes aren't ranked by superiority — the right choice depends on data volume, freshness requirements, and source environment. Deciding this at the design stage matters most.
| Category | Import | DirectQuery | Direct Lake |
|---|---|---|---|
| How It Works | Copies data into the model and queries it in memory | Queries the source system directly at query time | Reads OneLake's Delta Parquet files directly |
| Query Performance | Fastest | Depends on source performance; degrades at scale | Performance close to Import |
| Data Freshness | Depends on refresh schedule | Real-time | Source updates reflected instantly |
| Refresh Overhead | Yes — larger volumes require refresh window management | None | None |
| Best For | Small-to-medium data, scheduled reporting | When real-time is essential and data is small | Large-scale data, Fabric-based data platform operations |
| Prerequisites | Few constraints | Must account for source system load | Requires Fabric capacity and OneLake data structure |
From IT-Built Reports to Reports Business Users Build Themselves
Power BI's core value remains self-service. The goal of implementation is to break the cycle of requesting IT and waiting every time requirements change.
Foundation and Governance
Responsible for data mart design, managing certified semantic models, and establishing permission and security policies. Freed from producing repetitive reports.
Reports Business Users Build Themselves
Business users who know the work define metrics and modify or extend reports. Power user development determines implementation success.
Viewing and Decision-Making
Check the metrics you need on PC, mobile, or Teams. View data within your workflow, without opening a separate tool.
Analysis by Conversation — With Conditions
You ask questions like "Which regions saw declining sales versus last quarter?" without opening a report. But it isn't a feature you can simply switch on.
Capacity Requirement
Requires Fabric F64 or higher capacity, or a Premium Per User (PPU) license.
Tenant Settings
A tenant administrator must enable the Copilot feature in the admin portal before users can access it.
Security Settings
In regulated environments, row-level security (RLS) must be configured before enabling Copilot.
Consultants Who Know ERP Design Your Metrics
This is what sets us apart from firms that only handle BI tools. When people who understand inventory, cost, receipts/issues, and closing structures define the metrics, reports actually get used for real business decisions.
See It Right Inside the ERP Screen
Role-based Power BI reports are embedded directly into D365 F&O workspaces. Users check the status right in their work screen, without switching to a separate tool.
Company-Wide Data, One View
The Dataverse connector integrates ERP data, and Azure Synapse Link is used to view performance by customer, product, and supplier — all on a single screen.
One Set of Metrics for People and AI
A well-prepared semantic model serves as both a dashboard for people and the basis for AI Agent judgment — sharing exception and risk signals on the same standard.
Implementation Experience Across Every Industry
From public sector to manufacturing, distribution, gaming, telecom, and finance — we've implemented BI in environments with very different data characteristics.
Trained 250+ Power Users
To overcome the speed and adaptability limits of their existing BI tool, they chose to develop power users. We consulted on the full scope of storyboard production and metric design.
Unifying Legacy Data and Excel Into One System
They had been manually processing Oracle-based legacy data along with a constant stream of unstructured Excel files to produce executive reports. We built a data mart and provided ongoing power user training.
Per-Game Profitability and Cash Flow Forecasting
We standardized and designed the legacy data and built a data mart to implement management reports covering per-game profitability analysis and estimates, and cash flow forecasting.
Nationwide Channel POS Integration and Demand Forecasting
Sales and inventory by business unit and distribution channel were aggregated manually in Excel for weekly global reports. We integrated tens of millions of aggregated data points across channels, marts, and convenience stores, and implemented demand forecasting as well.
Nationwide Store Performance Management Dashboard
We applied in-memory-based Tabular modeling to manage store-level P&L and dealer incentive metrics. Power users were enabled to directly update and deploy the frequently changing incentive policies.
Inventory Reduction and Cost Analysis
We connected ERP with Power BI to track all inventory in real time and analyze lead times, running inventory, logistics, and accounting consulting together from a BI perspective.
Beyond Report Production — We Design the Data Foundation
Metric & Storyboard Design
We start from the screen executives want to see and work backward to define the data and processes needed.
Data Mart & Modeling
Data standardization and semantic model design, including Tabular modeling and DAX optimization.
Fabric & Cloud Integration
We design OneLake data structures, apply Direct Lake, and extend data through Synapse Link.
Power User Training
Hands-on training using the client's actual data enables internal staff to extend the system themselves.
Solutions Worth Exploring Together
Dynamics 365 F&O
A cloud ERP that integrates finance, SCM, production, and projects — the core platform that serves as the execution foundation for Agentic AI.
Learn MoreCopilot Studio
Design task-oriented agents in natural language and deploy them to Teams and web channels. Connects directly to ERP via MCP.
Learn MorePower Automate
Automate approvals, notifications, repetitive tasks, and system integration to connect AI's judgment to actual business workflows.
Learn MorePower Apps
Quickly build field-focused business apps with low-code and extend them to mobile and portals.
Learn MoreWhich Metrics Should We Make Visible First?
We'll jointly assess the screen executives want to see and your current data state to define the implementation scope.

SOLUTION · ANALYTICS