Where is the real bottleneck?
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Power BI Health Check
Is your Power BI environment becoming slower, harder to maintain or more complex than it should be?
A focused review designed to identify what is creating friction, what matters most and what should be fixed first.
DOES THIS SOUND FAMILIAR?
Start with what is actually happening.
Power BI solutions rarely become difficult overnight. Complexity usually arrives one reasonable decision at a time.
- Reports feel slower than they used to.
- Refreshes take too long or fail unpredictably.
- The semantic model has grown without clear ownership.
- DAX measures are difficult to understand or reuse.
- Nobody is sure which tables, columns or measures are still necessary.
- Power Query transformations have become difficult to maintain.
- Relationships or filter directions create unexpected results.
- Fixing one issue seems to create another.
WHAT WE NEED TO ANSWER
Good work starts with better questions.
What should be fixed first?
What can be simplified safely?
Which improvements are likely to make a meaningful difference?
What should be left alone?
WHAT I REVIEW
The scope follows the problem.
I do not force every engagement through the same checklist. These are the areas that may matter; the agreed scope determines how deep we go.
Semantic model structure, grain and relationships
DAX structure, repeated logic and expensive patterns
VertiPaq behaviour, cardinality and model size
Power Query structure and query folding
Refresh design, dependencies and scheduling
Report-layer performance and usability
Ownership, documentation and maintainability
WHAT YOU GET
Something you can use after the conversation ends.
The output should help you make a decision, change a practice or move the work forward. It should not exist simply to prove that work happened.
Health Check Summary
A concise explanation of what I found and why it matters.
Prioritised Findings
Critical, important and improvement-level findings — not a flat list of everything that could be changed.
Quick Wins
Changes that can usually be implemented relatively quickly and have a visible impact.
Improvement Roadmap
What I would address now, later — and not at all.
Review Session
A live walkthrough where we discuss recommendations, assumptions and trade-offs.
HOW IT WORKS
Enough structure to make the work clear. Not so much process that the process becomes the work.
Context
We start with a short conversation about what is happening, what matters and what has already been tried.
Review
I analyse the relevant parts of the solution or operating model at the depth agreed for the engagement.
Prioritise
I organise observations around impact, risk and usefulness — not around how many issues I can find.
Walkthrough
We go through the findings together, challenge assumptions and discuss trade-offs.
Next step
You decide what happens next: implement internally, continue together or stop because the focused engagement was enough.
YOUR TIME COMMITMENT
I keep the client-side time demand deliberately light. A focused assessment usually needs a kickoff conversation, access or materials, and a final review session. We agree the exact involvement before we start.
A GOOD FIT WHEN
This is likely to help if...
- The solution has grown over time.
- Several people have contributed to the model or report.
- Performance or refresh behaviour is becoming a concern.
- You inherited a model somebody else built.
- You want an independent second opinion before investing more effort.
IT MAY NOT BE THE RIGHT FIT IF
- You need a complete Power BI solution built from scratch.
- You already know exactly what needs to be fixed and only need implementation capacity.
- You are looking for a formal compliance or security audit.
If the problem is real but the format is wrong, that is useful to know early. I would rather redirect the conversation than force the challenge into the wrong service.
POWER BI HEALTH CHECK
Find the real problem before investing in the solution.
Bring me the problem, not a polished brief. A few sentences about what is happening and what you would like to change are enough to start.
Tell me what's happeningPREFER TO WRITE?
Send me a message.
You do not need a polished brief. Whether the topic is Power BI, Fabric, AI, team training, mentoring, coaching or simply a challenge that needs untangling, leave a few details and we can start from there.
SIGNALMESSAGECONVERSATION