Ideas to put to work
Answers from your reporting without waiting for the analyst.
Questions answered from your datasets
Ask Sofia in Microsoft Teams and she queries the right Power BI dataset and answers with the figures behind it.
Commentary for the monthly pack
Sofia queries the month's figures and drafts the written commentary in Word, so readers see why the numbers moved.
Pipeline data added nightly
Sofia reads HubSpot deals each night and adds rows to a Power BI dataset, so the pipeline dashboard stays current.
Client workspace set up on signing
When an engagement starts, Sofia creates the client's workspace and dashboard and adds the engagement team, with your approval.
Refreshes before the board meeting
Sofia refreshes the board datasets ahead of the meeting and tells you if anything failed to update.
What Sofia can do with Microsoft Power BI
Sofia reads and keeps current
- Workspaces
- Datasets
Sofia does, with your approval where you want it
- Refresh a dataset
- Query a dataset
- Add rows to a dataset
- Update a dataset's refresh schedule
- Create a workspace
- Add a user to a workspace
- Create a dashboard
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Microsoft TeamsMicrosoft's chat, channels and meetings hub
- Microsoft WordWord processor for letters, reports and contracts
- HubSpotCRM and marketing platform for growing businesses
- AmplitudeProduct analytics for tracking user behaviour and engagement
BaserowNo-code database for building shared tables and apps
Google AnalyticsWebsite and app traffic analytics
MakeNo-code workflow automation across business apps
MetabaseBusiness intelligence and dashboards
Let Sofia answer from your Power BI data
Score your firm in three minutes, or talk to our team.