The report is fed by a weekend file
Finance drops an extract into a folder and hopes the model picked it up. A Fabric table on a named schedule replaces that file for the figures in scope, and the report shows when it last succeeded.
Solution
A Microsoft Fabric foundation so reporting and AI share numbers you can trust, with a refresh you can see and a handoff your team can run.
Contact UsContact us for a Free Assessment. We'll follow up within 2 business days. See a sample Free Assessment.
A Microsoft Fabric lakehouse implementation gives reporting and AI one set of figures to share, with a refresh finance can see. OneLake is the location. The outcome is a number that matches the system you trust, not a new place to store unused files.
We connect the systems you have, choose a lakehouse or a warehouse for the workload, and hand your team a short guide. Power BI reports can sit on the same capacity. They are not a separate project unless the report itself is the dispute.
Finance drops an extract into a folder and hopes the model picked it up. A Fabric table on a named schedule replaces that file for the figures in scope, and the report shows when it last succeeded.
An assistant summarizing revenue from a spreadsheet will not match the pack. If an assistant is in scope at all, it should read the same approved figures, and a person still checks anything that would change a decision.
Shortcuts exist so data can stay in place. We copy when finance needs a checked, prepared figure. We do not duplicate the ledger just to say it lives in OneLake.
If anyone can publish beside the close table, the official figure is ambiguous. Workspaces separate draft and published. Tenant-wide rules are a different engagement: Fabric tenant governance.
Hypothetical example. A weekly revenue file is saved to a SharePoint folder and modeled in Power BI. In this hypothetical, two files named 'final' exist for the same week. The Fabric slice replaces that folder for revenue only, keeps one table, and shows the file name and time it replaced for the first month so finance can see the cutover.
You leave with prepared figures in Fabric, a refresh you can see, a check against the source, and a handover your analysts can operate.
Chosen for the job and explained without a platform lecture. Finance and revenue tables come first. Other subjects are listed as later.
The ledger, CRM, billing system, or the file you are explicitly retiring, on a schedule the meeting already has.
Totals compared to the source for the figures in scope. The report or a status view shows the last success. A miss is a known state, not a surprise in the meeting.
What to rerun, who may change a definition, and when to call for help. Managed Data Services can take the watch if you want that later.
A Free Assessment starts from the file or report that is late or disputed and asks whether Fabric is the right home. We name the first table, the source it must match, and whether you need a lakehouse project or only a better Power BI model.
Bring the file from the last meeting. We follow up within 2 business days.
No. Use this when the shared figures themselves are the problem. If the model and the measures are the problem, Power BI consulting is the shorter path.
We choose based on the workload and explain the choice. Transaction-style history and a modeled finance mart are not the same need. You will know which one you are getting.
Not in this engagement. Publish rules for the workspace in scope are included. Tenant-wide governance is separate and should stay separate.
No. We use the capacity on your agreement. We do not quote or resell it.
Describe the outcome you want. The next step is a Free Assessment.
Contact Us