All Services

From back-end infrastructure to personal productivity, Ergo has the knowledge and experience to match technology to all our client requirements. Our strength is understanding your business. The end goal is always the same, to make businesses more agile and competitive.

More About Our Services
Managed Services

Focus on your core business and leave ICT operations and management to the experts. From 24/7 service desk support to managing hybrid clouds, Ergo have the depth and experience to meet the most demanding service level requirements and ensure continuous improvement. 

More About Managed Services

Highlighted Services

Managed People

Competition for talented technology professionals is huge, which is why we make hiring more personal, taking time to match the right people to the right roles. Our technical experience and recruiting know-how help find the perfect fit for both parties.  

More About Managed People

Highlighted Services

Consultancy Services

Speed of change demands a new generation of digital investments that will drive business enablement and profitability. We support IT leaders, wherever they are on their digital transformation journeys, with our digital assessment methodology. 

More About Consultancy Services

Highlighted Services

Print and Document Solutions

Our goal is to deliver the best possible print and document service for you, leveraging the latest technologies and innovation to ensure the performance of your print environment is optimised to maximise employee productivity.  We take out costs, add efficiencies, wrap it in end-to-end security and make print integral to digital transformation. 

More About Print and Document Solutions

Highlighted Services

Cloud

Agility is key to business success and the cloud is where to get it. We offer a wide range of cloud services – public, private, hybrid – and provide the best of both worlds by integrating or migrating legacy systems to streamline the way your IT is consumed. 

More About Cloud

Highlighted Services

Digital Enablement

Ergo provides a clear roadmap for digital transformation with practical steps to make businesses more agile and customer-centric

More About Digital Enablement

Highlighted Services

Mobility and Collaboration

Ergo has provided many of Ireland’s largest organisations with an ecosystem of mobile applications and collaboration services that drive productivity without compromising on security

More About Mobility and Collaboration

Highlighted Services

Software Licensing

Businesses struggle to manage software assets and don’t always get the best value. We can help streamline your software purchasing, simplify deployments and maximise your investments. 

More About Software Licensing

Highlighted Services

Security, Risk and Compliance

Risks around cyber security and data protection are an ever-increasing challenge for businesses. We provide security lifecycle management, from perimeter testing and threat analysis to mitigating the impact of a breach. 

More About Security, Risk and Compliance

Highlighted Services

Microsoft Technology Specialisations

With the largest team of Microsoft IT professionals in Ireland – including two Most Valuable Professionals our expertise spans a comprehensive portfolio of products/services

More About Microsoft Technology Specialisations

Type your query and press the "Search now" button

Power BI: 6 Steps to building reports that really work

Power BI: 6 Steps to building reports that really work

Read The Article
Power BI: 6 Steps to building reports that really work
Return to Blog

Power BI: 6 Steps to building reports that really work

In an era of Big Data, analytical strategic decision making is becoming pivotal for success. Managers at every level are expected to be able to substantiate their decisions based on historical or predictive analytics. However, with many companies having a number of diverse sources of information available to them, how do you know where to start?

The first thing to remember is: building reports is like telling a story.

So, as with any good story, you should always consider the 5 W’s (and the 1 H!)

  1. What is the purpose of the report?

    Before building any report, you must first identify what story you are trying to tell.
    For example, if you are measuring the performance of a team, you must first identify what success looks like for this team. Tell this story through your reporting. If someone cannot look at the report and clearly understand the story you are telling, it is too complicated and will become obsolete.
     
  2.  Who will consume the report?

    One of the most common pitfalls when building reports is limiting the scope of who will read your story. Often, we build reports for a particular consumer in mind, but then forget that they will then likely share this with other people.

    When building out your story, keep it clear and concise. Your initial consumer may implicitly understand the context, but when retold to another user, this context can be lost. One of the biggest time wasters in organisations is the “back and forth” in an attempt to understand report context and the story.
     
  3.  Why is this report required?

    Far too regularly, people are tasked with building a report that they will then blindly spend hours of their day gathering information for before sending it back to the original requester. Before creating any report, stop and consider if this question can be answered in another way.

    Many times, they are looking for one number that can be simply accessed from the source system in 2 minutes, or a system view will provide them with the list of information they require. Not every report needs to be an epic opus, sometimes they are as simple as one line.
     
  4. When is the report required?

    This question is twofold; firstly, how regularly does the user require the information? Secondly, how quickly do they need the information? If the request is for a single use, I would revert to the previous section and provide the one-line story. However, if this is something that will be reviewed regularly, then it is advisable to take the time to build out the full story.

    This links into the second consideration, a common pitfall is not managing expectations when committing to providing these stories. As with any good story, dynamic reliable reports take time. Even if it is considered a high priority and time is tight, you should always take time to validate your information. Nobody wants to read a story riddled with typos.
     
  5. Where is this report available?

    Once you have identified what story you are going to tell you must consider how others will access this information. As everyone is expected to use these reports they must be shared in a collaborative manner. Nobody wants to be the only person in a company that can tell a story. You want to empower others to share this story easily with others.
     
  6. How do you get started?

    Now that you have considered these key questions, knowing how to get started is the next essential step. Although my first piece of advice for this was to tell your reports like a story, you will unfortunately find out that it is rarely as simple as putting a pen to paper.

    Lets apply our W’s to a simple common scenario - a sales manager reporting on the performance of their team:

    What?
    Sales managers will be routinely asked how the sales team are performing. But what is success? Is it deals won? Is it orders placed? Is it a strong pipeline? All of the above?

    Who?
    Once we have agreed what success looks like for this team, you next need to ask yourself who cares about this? Is it just senior management? Will they be using these numbers with customers or other key stakeholders?

    Why?
    If we are looking at sales, why do we need a report at all? Is this information not available in the system that they track this information in? Or is this information tracked across several systems?

    When?
    How up to date are these numbers expected to be? Are sales working day-to-day or week-to-week? Many organisations can manage deals in one system and actual orders in another. Will multiple data sources be required?

    Where?
    If your sales team work across different systems, where do you go to see this single view of performance?

    How?
    If this sales team were capturing their deals in a CRM system, such as Dynamics CRM, but then the actual orders are being transacted through another ERP system, you would  need to use a third system to tell this story. Excel has been the weapon of choice for many years, however it can be limited in its processing power, especially when querying many rows of data from multiple systems.

    This is where Power BI offers the casual user far superior processing, even on their local machine. Using desktop designer reports, designers can connect to multiple data sources to clean, transform, explore and visualise this story. They can then simply publish it to their web portal and easily share it with any users in their organisation. Furthermore, this sales manager can then embed the report back into the Dynamics CRM system, facilitating easy collaboration and transparency.

    In summary

    As I said before, we are in the age of Big Data. The reports you use must tell a clear, full story. But getting started can be tricky. There can be doubt. That’s why it is recommended to partner with an expert to ease the transition, one who will identify where your company can gain optimal advantage through the use of analytics. Ergo are equipped to do just that. A Microsoft certified expert in Power BI, we have the personnel and resources needed to design, implement and showcase a customised, transformational solution to fit your business need.

    Leveraging your data opens up the opportunity for your business to design and create result driven plans, which leads to tangible outcomes and real benefits. Poorly used data or reports will only complicate your work environment, creating confusion and spreading doubt throughout your management and teams. The question is not if you should start using data and reporting in your day to day routine, but actually, can you afford not to?


    Want to learn more about how Power BI can transform your business? Get more information here.

News and Blog Posts

Is the future of Managed Print SaaS?
David Carthy
23 September 2018 • Posted By David Carthy Technical Solutions Manager

Is the future of Managed Print SaaS?

The traditional Managed Print Service revolved around optimising devices; paper audit trails through pull print solutions while incorporating an on-premise...

Read now
Go with the Flow: 6 simple steps to implement a Microsoft Flow workflow for Dynamics 365
Juandre Germishuys
20 September 2018 • Posted By Juandre Germishuys Senior Software Developer

Go with the Flow: 6 simple steps to implement a Microsoft Flow workflow for Dynamics 365

In an ever-changing world of automation and end user enablement, Microsoft seem to just keep churning out more and more...

Read now
Services in the Sky: Changing Clouds in a Shifting Landscape
News 05 September 2018

Services in the Sky: Changing Clouds in a Shifting Landscape

Read Now
Managed Print Services: A Journey into Detail
News 04 September 2018

Managed Print Services: A Journey into Detail

Read Now
Ergo and Micromail Scoop Two Partner of the Year Awards at Microsoft Inspire
News 20 July 2018

Ergo and Micromail Scoop Two Partner of the Year Awards at Microsoft Inspire

Read Now

Subscribe to Our Blog

Scroll to Top