Power BI Report Support, So the Numbers Stay Current
Your managers open a Power BI report and trust what it says. That only holds while the refresh runs, the gateway stays online, the credentials are valid and the right people have access. Ceifa looks after all of that as part of managed IT: we monitor refreshes, fix what fails, keep access in step with your staff list and handle small report changes through our helpdesk.
Your Point of Contact
Clod Feijao makes sure your reports stay worth opening.
Clod is Partner and Director of Client Success at Ceifa. For clients whose managers run on Power BI, he is the person who checks that support is doing its job: refreshes are healthy, tickets are closed properly, and the monthly report says something useful about the reports your business depends on.
When a request is bigger than a support fix, such as a new dashboard or a rebuilt data model, Clod is also the one who brings in Regroove, our sister consultancy, scopes the work with you and makes sure the finished report comes back to Ceifa to be supported.
What We Look After in Your Power BI Tenant
Most Power BI problems are not design problems. They are refreshes, gateways, credentials, access and licences, the same day to day upkeep we already do for the rest of your IT.
Gateways and Credentials That Keep Working
Reports that pull from on-premises SQL Server, file shares or older line-of-business systems depend on a data gateway and a set of stored credentials. We keep the gateway patched and online, and update credentials when passwords change or a service account is replaced, so the data keeps flowing.
When the Numbers Look Wrong, We Trace Them
A manager says the totals do not match the finance system. We work back from the visual to the dataset to the source, find where the numbers part ways, and either fix it or tell you plainly what changed upstream and who needs to sort it out.
Refresh Failures Fixed, Not Discovered
A failed scheduled refresh does not break the report. It just quietly shows old numbers. We watch refresh history on the datasets you depend on, pick up failures as helpdesk tickets and get them refreshing again, so nobody presents last week as this week.
Access That Follows Your Staff List
Workspace roles, app audiences and row-level security groups drift as people join, change roles and leave. We tie Power BI access to the same onboarding and offboarding process as the rest of your IT, so the right people see the right data and former staff see nothing.
Helpdesk Support for the People Reading Reports
Report users call the same helpdesk as for everything else. A licence prompt in the mobile app, a report that will not load in Teams, a missing workspace: we sort it out and keep track of who holds a Pro or Premium Per User licence and who actually needs one.
Small Changes On Request, Reviewed Monthly
Adding a filter, a column or a simple measure, or retiring a page nobody opens, is handled on request. Refresh results and changes appear in your monthly report. New dashboards and new data models are built with Regroove, our sister consultancy, then supported by us.
How Power BI Support Starts and Runs
The first weeks are about finding out what you have and fixing what is already broken. After that it is steady monitoring, quick fixes and a monthly look at how your reports are holding up.
Step 01
Report Inventory
We list your workspaces, reports, datasets and apps, who owns each one and who uses it, and mark the handful that leadership would notice first if they went stale.
Step 02
Refresh and Gateway Check
We review refresh history, schedules, data gateways and stored credentials, and fix anything already failing before we take responsibility for it.
Step 03
Ownership and Access Tidy-Up
Datasets owned by former staff are taken over, workspace roles are matched to current job roles, and sharing with people outside the organization is reviewed.
Step 04
Monitoring in Place
Refreshes on the reports that matter are watched. A failure becomes a ticket with our helpdesk, and critical issues get a response within 30 minutes during business hours.
Step 05
Fixes and Changes on Request
Report users and owners raise problems and small change requests through the helpdesk, the same way they would for a laptop or a mailbox.
Step 06
Monthly Review
Your monthly report covers refresh results, fixes, access changes and licence notes, plus anything that would be better handled as a larger piece of work.
When the fault sits upstream of the report
Plenty of Power BI tickets end at a database, a nightly export or a spreadsheet that feeds the dataset. When the report is fine and the pipeline is not, our SQL, ETL, and data integration services pick up from there, so you are not left passing the problem between providers.
Power BI Support Questions
Have a Power BI Report Nobody Quite Trusts Anymore?
Tell us which reports your business leans on and what has gone wrong with them lately. In a free call we will explain how Ceifa would keep them refreshing, accurate and properly shared as part of your managed IT.
Burnaby Head Office: 3999 Henning Dr #402, Burnaby, BC V5C 6P7 | Victoria Office: 300-848 Courtney Street, Victoria, BC V8W 1C4