Forms & spreadsheet tools
Design intake forms, trackers, and working templates with consistent fields, useful layouts, and validation rules that help reduce missing or inconsistent inputs.
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Data & Business Intelligence
Good information starts
with good structure.
Support with collecting, cleaning, organizing, and presenting your data—from a practical intake form to a Power BI dashboard and the data structure behind it.
Forms & spreadsheetsPower BIData cleanupData models & architecture
Power BI dashboards & reports
Translate business questions into report layouts, KPI views, and interactive dashboards. Scope data preparation, modeling, measures, and refresh requirements around your reporting needs.
Data cleaning & organization
Standardize formats and naming, review duplicates, organize datasets, and flag missing or inconsistent records so the next analysis starts on a clearer footing.
Data design & architecture planning
Define entities, fields, relationships, source-to-report flows, and a proposed structure for storing and using information. Document assumptions and implementation considerations.
Data quality & reporting definitions
Set out validation checks, calculation definitions, and data dictionaries so your team understands what the data means and how report figures are produced.
Templates & handover documentation
Prepare reusable reporting templates, field guides, and working notes to make routine updates and ongoing use easier for your team.
Potential deliverables
Useful beyond
the first version.
- Forms, trackers, or spreadsheet templates
- Cleaned datasets & a data quality issue log
- Power BI report or dashboard files
- Data model diagrams & field definitions
- Refresh notes & a practical handover guide
Deliverables are selected for the agreed project, rather than bundled into every engagement.
Illustrative project · not a client case studyFrom scattered exports
From scattered exports
to a reporting view.
A team has monthly spreadsheets with different field names and inconsistent categories. An engagement could cover a consistent input template, cleanup rules, an agreed data model, and a Power BI view of the measures the team needs.
INPUT Existing files & business questions
DESIGN Consistent fields, rules & relationships
OUTPUT Report views & supporting documentation
Scoping & pricing
Quoted around your data.
The estimate depends on the number of sources, data condition, report complexity, and the deliverables you need. Software compatibility, licenses, access, and refresh or sharing arrangements are confirmed during scoping.
Project-based quotes.
Send a short overview of your current files or reports and the outcome you want. I’ll help define a practical scope and estimate before work begins.
Let’s talk about your next project
Make the next step
a clearer one.
Email a brief overview of the work you need help with, and we can discuss scope, timing, and pricing.