Power BI audit for businesses

Before building more, find out what your Power BI environment actually needs.

We assess business logic, data, models, reports, refresh, access, and governance, then turn findings into clear priorities.

Risk and bottleneck map Prioritised recommendations A justified next step
Expert reviewing a Power BI environment and reports

When an audit pays off

When is a Power BI audit worthwhile?

An audit is useful when symptoms appear in several places or a decision about investment, takeover, or architecture needs evidence.

The environment has grown without a common plan

We map workspaces, reports, models, sources, and ownership to reveal duplication and risk.

Metrics conflict

We trace KPI definitions, DAX, relationships, and transformations to identify why results differ.

Performance or refresh is unstable

We inspect model design, queries, Gateway, schedules, and capacity constraints.

A supplier or internal owner is changing

We assess documentation, access, dependencies, and takeover readiness.

A larger investment is planned

We validate source readiness, architecture, and priorities before expanding development.

Governance and security are unclear

We review workspaces, roles, publishing, sharing, refresh ownership, and operational controls.

Depth matched to the decision

What a Power BI audit can include

A starter audit prepares an implementation. An existing-environment audit is scoped according to its size, risks, and decision needs.

  • business questions, KPI definitions, and ownership
  • source availability, quality, and transformations
  • data-model structure, relationships, and volume
  • DAX correctness, consistency, and performance
  • report structure, navigation, and usability
  • Power BI Service workspaces, access, and publishing
  • Gateway, refresh, documentation, and governance

A clear starting scope

Starter audit for implementation planning

A fixed starter audit defines KPIs, assesses sources, and prepares a practical starting plan. Existing environments are estimated separately.

Starter audit
Best value
Price
Best for
Reports
Data sources
Training
Support

Prices exclude VAT. Scope is confirmed after reviewing data sources and requirements.

Decision-ready output

What you receive from the audit

A clear situation map

Findings link business impact to specific data, model, report, or governance causes.

Prioritised actions

Recommendations are ordered by risk, value, dependencies, and effort.

A justified continuation

You can decide whether to repair, redesign, implement, or establish ongoing support.

Evidence before recommendations

How a Power BI audit works

We agree the decision the audit must support before requesting access or examining artefacts.

01

Goal and boundaries

We define the audit question, people involved, and artefacts to inspect.

02

Information and access

We agree the minimum necessary access, samples, KPI descriptions, and documentation.

03

Analysis and validation

We inspect the agreed environment and validate material findings with owners.

04

Conclusions and priorities

We explain risks, opportunities, and the recommended sequence of work.

Frequently asked questions

About Power BI audits

How does the starter audit differ from an existing-environment audit?

The starter audit is a fixed preparation scope before implementation. An existing-environment audit may cover models, DAX, Power Query, Service, Gateway, access, and governance, so its scope is estimated separately.

Do you make repairs during the audit?

The audit focuses on assessment and priorities. Repairs or implementation begin only after separate scope approval.

What access is required?

It depends on the audit goal. We begin with the minimum information and agree secure handling of sensitive data and credentials.

How long does an audit take?

Timing depends on environment size, access readiness, and stakeholder availability.

Can you implement the recommendations?

Yes. We can continue with implementation, targeted improvements, or ongoing support.

Get a clear situation map before investing in development

We will clarify the decision the audit must support and recommend the appropriate depth.

Email: info@powerbikonsultacijas.lv

Phone: +371 25561849

Request a Power BI audit

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