Evidence-backed pains from real Microsoft 365 work before we decide whether they need a briefing, course, or blueprint.
Excel-strong analysts are asked to build a first Power BI report before they know the workflow. They need a safe sequence from sample data to one finished report before production issues arise.
Problem Research
Accidental BI owners evaluate Microsoft Fabric, Power BI, and Power Query while undocumented Excel files continue running monthly reports. Each new capability announcement lands on top of implicit logic that only the original creator understands. Training courses teach
Problem Research
Department power users spend every Monday refreshing Excel files, exporting PDFs, and emailing seven managers. No automation or version history exists, so each run is manual and prior versions are hard to retrieve.
Problem Research
Finance analysts inherit Power Query reports with vague step names and unknown data sources. Without documentation, each refresh risks breakage and month-end close requires hours of reverse-engineering to explain numbers to leadership.
Problem Research
Reporting leads lose trust when Power BI totals differ from Excel. Undocumented spreadsheet edits create mismatches that require hours of manual reconciliation each month-end close.
Problem Research
Business analysts receive weekly exports from multiple departments. When column headers and file structures change without notice, manual merges consume hours that should go to analysis. The root issue is missing cross-team data contracts.