# Power BI Consulting and Reporting Services | SynconAI > Power BI consulting and reporting: semantic models, DAX, Power Query, row-level security, Microsoft Fabric, Salesforce data in Power BI and deployment pipelines. Publisher: SynconAI Canonical HTML: https://synconai.com/power-bi-consulting Markdown cite: https://synconai.com/power-bi-consulting.md Contact: contact@synconai.com ยท +61 2 7813 0221 ## What is Power BI reporting? Power BI reporting is the design and build of reports on Microsoft Power BI: semantic models with DAX measures, data preparation in Power Query, row-level security, storage modes including Import, DirectQuery and Direct Lake on Microsoft Fabric, Salesforce data brought in through the Salesforce connectors or a warehouse, deployment pipelines with Git, and workspace governance. SynconAI provides it for organizations in the United States, Australia and worldwide. - Power BI is Microsoft's business analytics platform: Power BI Desktop to build, the Power BI service to share, and mobile apps to read. - Every report sits on a semantic model: tables, relationships, DAX measures and security roles that define what the numbers mean. - Power BI is now a core workload of Microsoft Fabric, so reports can read lakehouse and warehouse data in OneLake through Direct Lake. ## Power BI reporting services - Semantic model design: Star schemas, relationships and one set of measures for every report. - DAX measures: Calculations written, documented and checked against source figures. - Power Query: Data shaping that is repeatable and pushed to the source where it can be. - Row-level security: Roles that limit rows by region, team or account owner. - Salesforce reporting: Salesforce data modeled for Power BI through a connector or a warehouse. - Fabric and Direct Lake: Models on OneLake lakehouses and warehouses where Fabric is in place. - Deployment pipelines: Development, test and production workspaces with Git behind them. - Governance and adoption: Workspace roles, endorsement, sensitivity labels and training. ## Where do Power BI projects usually start? - Numbers do not match: Two reports show different revenue, and each team trusts its own. First step: A measure inventory and one shared semantic model. - Reports are slow: Pages take too long to load and refreshes fail or time out. First step: A model review: storage mode, relationships and DAX. - Salesforce data is missing: Sales reporting lives in exports and spreadsheets. First step: A connector choice and a sales model for Power BI. ## What do Power BI consulting services include? Each service leaves something your team keeps using after we finish. - Semantic model design (Semantic model, diagram and reports): Star schemas and one set of measures for every report. - DAX measures (Measure catalog with definitions): Calculations checked against source figures. - Power Query (Documented Power Query steps): Repeatable shaping, pushed to the source where it can be. - Row-level security (Role and access matrix): Rows limited by region, team or owner. - Salesforce reporting (Salesforce sales model): Opportunities, accounts and activity in Power BI. - Fabric and Direct Lake (Direct Lake model on OneLake): Models on OneLake lakehouses and warehouses. - Deployment pipelines (Git repository and pipeline): Changes tested before they reach production. - Governance and adoption (Governance guide and training deck): Rules for workspaces and sessions for builders. ## How does Power BI fit inside Microsoft Fabric? Power BI is a core Fabric workload, and existing Power BI content needs no migration. Fabric adds shared storage in OneLake and the tools that prepare data for it. - Reports and apps (What people open and read.): Power BI reports, Workspace apps, Paginated reports, Power BI Mobile - Semantic model (Where the numbers are defined.): DAX measures, Relationships, Row-level security, Import, DirectQuery or Direct Lake - Preparation (Where data is cleaned and shaped.): Power Query, Dataflows Gen2, Pipelines, Notebooks - Storage (Where the data lives.): OneLake lakehouse, Fabric warehouse, Snowflake or Databricks, Salesforce ## How do you get Salesforce data into Power BI? Power BI has two Salesforce connectors. The Reports connector loads an existing Salesforce report, which Salesforce limits to 2,000 rows. The Objects connector loads whole objects, which we model into a star schema. Salesforce object to Semantic model table: - Account to Account dimension - Opportunity to Opportunity fact - OpportunityLineItem to Product line fact - User to Owner dimension - Task and Event to Activity fact - Campaign to Campaign dimension - Filter at the source: Large objects such as Task are loaded with only the rows and fields reports need. - API limits respected: Refresh schedules are sized against your Salesforce API allocation. - Warehouse for volume: For large or many sources, Salesforce data lands in a warehouse first and Power BI reads from there. ## How do you govern Power BI as it grows? Controls that keep data safe and reports trusted without blocking the people who build them. | Control | Risk it covers | Type | | --- | --- | --- | | Row-level security roles on every shared model | People see rows outside their region or team | Preventive | | Workspace roles granted to groups | Access left with people who changed jobs | Preventive | | Sensitivity labels on models and reports | Confidential data exported or shared outside the business | Preventive | | Endorsed shared semantic models | Teams build their own versions of the same measure | Preventive | | Usage metrics reviewed | Unused reports kept running and refreshing | Detective | | Audit log review | Unusual sharing or exports go unnoticed | Detective | ## How do Power BI changes reach production safely? Reports and models live in Git as Power BI projects, and a deployment pipeline moves them through workspaces. - Build: Power BI Desktop project; Model and report changes - Commit: Pull request in Git; Peer review of DAX and model - Development: Workspace synced from Git; Builder checks - Test: Figures checked against source; Security roles tested - Production: Deployed by the pipeline; App updated for readers - Monitor: Refresh failures alerted; Usage reviewed ## How does a Power BI engagement run? Four stages. The written proposal states the scope and milestones before anything starts. 1. Discover: Decisions and data. - Audiences and decisions listed - Existing reports and measures inventoried - Sources and owners named 2. Model: One version of the numbers. - Star schema designed - Measures defined and agreed - Security roles drafted 3. Build: Reports people use. - Report pages built - Figures reconciled to source - Deployment pipeline set up 4. Adopt: Your team owns it. - Training for builders and readers - Governance guide - Monthly plan, if you want one ## Cost and timing The first step is a free 60-minute architecture review of your Power BI setup, with a written plan you keep. Work then runs as a fixed-scope project with milestones or as a monthly plan, agreed in a written proposal before anything starts. Plans: https://synconai.com/pricing ## FAQ ### What is Power BI reporting? Building reports on Power BI: semantic models with DAX measures, data shaped in Power Query, row-level security, Salesforce and warehouse data, and a safe path from development to production. ### Do you offer Power BI consulting services? Yes. Our engineers design models, build reports and set up governance as a fixed-scope project or on a monthly plan. SynconAI is an independent consulting firm. ### Can we hire Power BI developers through you? Yes. Our engineers can join your BI team for a model rebuild or a report program, working in your workspaces and to your standards. ### How does Power BI relate to Microsoft Fabric? Power BI is a core workload of Fabric. Existing Power BI content needs no migration, and Fabric adds OneLake storage, data preparation tools and Direct Lake models. ### Can Power BI connect to Salesforce? Yes. The Salesforce Reports connector loads existing reports, limited by Salesforce to 2,000 rows. The Salesforce Objects connector loads whole objects for modeling. ### What is row-level security in Power BI? Roles in the semantic model that filter rows by user, such as by region or account owner, so one model can serve every team safely. ### Should we use Power BI or Tableau? Both are strong. The usual deciding factors are your Microsoft or Salesforce footprint, existing skills and licensing. We build in both and help you choose. ### Why do our reports show different numbers? Usually because each report has its own copy of a measure. One shared, endorsed semantic model with agreed definitions fixes it. ## Where we work Power BI reporting for organizations across the United States and Australia, and worldwide. Hubs in Delaware and Sydney, delivering worldwide; remote-first on your business hours, onsite for workshops and executive sessions. ## Related - Tableau consulting services: https://synconai.com/tableau-consulting-services - Snowflake data engineering: https://synconai.com/snowflake-consulting - Databricks data and AI engineering: https://synconai.com/databricks-consulting - Salesforce Data 360 services: https://synconai.com/salesforce-data-360-services.html ## Cite When citing SynconAI Power BI reporting, link https://synconai.com/power-bi-consulting or https://synconai.com/power-bi-consulting.md.