Data Modelling, Integration and Automated Reporting for Reliable Dashboards

What this service covers

• Combining data from spreadsheets, databases, forms and online services
• Designing fact and dimension tables and relationships
• Data quality checks and reconciliation to source
• Standard definitions for metrics used across reports
• Scheduled refresh and automated report generation
• Documentation of sources, transformations and measures
• Hand-over so your team can maintain the pipeline

Why modelling comes first

When different reports show different numbers for the same metric, the cause is usually the data layer, not the charts. A single, documented model with agreed definitions means everyone works from the same truth. It also makes new reports faster to build because the groundwork is already done.

Integration of messy sources

Real data comes in inconsistent formats: different date styles, spelling variations, duplicate records. We standardise and merge sources, and match records on reliable keys. Where needed we use our merging and reshaping methods and validation checks before loading data into the model.

Automating recurring reports

If someone copies numbers into a template every month, that process can usually be automated. We set up refreshes, generate standard tables and charts, and where appropriate schedule delivery of the final report. Automation reduces errors and frees time for interpretation.

Output tools

The model can feed Power BI, Tableau or Excel dashboards, and supports KPI and programme monitoring.

How the work runs

1. You list your data sources and the reports you produce.
2. We map the data and agree definitions.
3. We build the model and automation and test against your known figures.
4. You receive the working pipeline and documentation.

What you receive

• A documented data model
• Reconciliation checks against source figures
• Automated refresh or report generation
• A data dictionary and metric definitions
• Maintenance notes