BUSINESS INTELLIGENCE
Automated reports and KPIs: goodbye to manual Excel
We automate the generation and sending of your reports and KPIs so that you stop spending hours setting up Excel and always have up-to-date data.
What is Automated reports and KPIs?
Every month (or week) someone on your team spends hours putting together the same report: downloading data, copying it into Excel, balancing figures, formatting, and sending it. It's repetitive, time-consuming, and error-prone work that automation eliminates.
We automate the entire cycle: we connect the sources, calculate the KPIs, generate the report in the format you need (Power BI, PDF, Excel) and automatically send it by email or publish it where your team consults it. With scheduled updating and alerts when an indicator goes out of schedule.
The result is time recovered, reports that are always on time and without manual errors, and a team that spends its time analyzing the data instead of assembling it.
FEATURES
Features of Automated reports and KPIs
Paginated reports (Power BI)
Perfectly printable reports, ideal for listings, invoices, and regulatory documents.
Automatic subscriptions
Scheduled sending of reports by email or Teams with the periodicity you define (daily, weekly, monthly).
Threshold alerts
Automatic notifications when a KPI exceeds or falls below a value defined by you.
KPIs calculated with DAX
Customized measures that calculate complex indicators (margins, ratios, cumulative, comparative).
Historical and comparative
Display of time, year-over-year, month-over-month and comparisons between periods.
Distribution by Teams/SharePoint
Automatically publish reports to Teams channels or SharePoint sites for immediate access.
Export to PDF and Excel
Automatic generation of reports in PDF or Excel format for those who need downloadable files.
Row-Level Security
Each recipient sees only the data in their scope (region, department, customer) according to the configured permissions.
TECHNOLOGIES
- Python
- Microsoft SQL Server
- Microsoft Azure
- Power BI
- Microsoft Fabric
FREQUENTLY ASKED QUESTIONS
Frequently asked questions about Automated reports and KPIs
Dashboards and dashboards with Power BI
Design and development of interactive dashboards with Power BI: we connect your data sources, model the information and create clear dashboards with the KPIs that move your business.
Learn more →Data Integration and Modeling (ETL/ELT)
Extract, transform, and load data from your sources into a clean, consistent model. ETL/ELT with Azure Data Factory, Microsoft Fabric and open-source tools.
Learn more →Data warehouse and data architecture
Design and deploy data warehouses and modern data architectures with Microsoft Fabric, Azure Synapse, and SQL Server to centralize your insights and feed your analytics.
Learn more →Predictive and advanced analytics
Forecasting models with Python, machine learning, and Power BI to anticipate trends, demand, risk, and behaviors based on your historical data.
Learn more →Migration from Excel to Business Intelligence
We turn your Excel sheets into a professional BI environment with Power BI: automation, consistent data model, permissions, and removal of runaway versions.
Learn more →Power BI embedded in your apps
Integration of Power BI dashboards within your web applications, customer portals, and SaaS platforms with Power BI Embedded and per-tenant security.
Learn more →Data governance and quality
We define ownership, semantic governance, quality rules and access policies so that your data is reliable, traceable and has a clear owner.
Learn more →Power BI and data culture training
Hands-on in-company training in Power BI, DAX, data modeling, and data culture for your team to gain autonomy and make decisions based on reliable information.
Learn more →