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Delivered with a partnerPower BITrainingCanada · US · Europe · Gulf

Power BI: data models, reports and training

Delivered by The Power BI Coach, a specialist practice in Canada, under partnership with IT Partner. Discovery, design, build and training — including the official Microsoft PL-300 course — with the licensing and the relationship held by us. The division of labour is stated on every quote.

Rate$185 per hour

Report development2–4 weeks

Training3–5 days · PL-300 or custom

DeliveredRemote worldwide · on-site in Canada

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01 — Overview

What this engagement is

Power BI work on this site is delivered by The Power BI Coach, a specialist practice in Canada, under a partnership with IT Partner. They build the models and reports and run the training; we hold the Power BI licensing and the relationship, and the arrangement is stated on every quote. This is the first service in our delivered-with-partners group, and the model is deliberate: we would rather name a specialist than pretend the skill is in-house.

What they do is the whole Power BI lifecycle: connecting the sources, shaping the data in Power Query, building the semantic model and the DAX, designing the reports, securing them with row-level access, and training the people who will maintain them. Training includes the official instructor-led Microsoft PL-300 Power BI Data Analyst course as well as programmes built around your own data.

What it is not: a data-warehouse project, a Fabric or Synapse build, or an AI programme. Where a Power BI engagement uncovers one of those, you hear it during discovery.

02 — Outcomes

What you get out of it

01Reports that answer the questions the business actually asks, built on a model someone can explain

02Data flowing in from the systems you have — SQL, Azure, on-premises warehouses, Salesforce, Google Analytics and others — on a scheduled refresh, without manual exports

03A semantic model that loads fast on large datasets, with relationships and measures documented

04Row-level security and role-based access so a regional manager sees a region and the board sees everything

05A team that can maintain and extend the reports after handover, because they were trained on their own data

06Power BI Pro or Premium licences right-sized to how many people build versus how many only read

03 — Deliverables

What you receive

✓Discovery notes: the questions each report has to answer, the sources, the KPIs and their definitions, and success criteria agreed before design.

✓Solution design: source-to-model mapping, refresh strategy, security model, and a mock-up of the reports validated with you before build.

✓Semantic model with documented relationships, calculated columns and DAX measures.

✓Reports and dashboards — interactive, drill-down where it earns its place, with the visual conventions written down so the next report matches.

✓Embedded analytics where needed: fully interactive reports incorporated into your own applications, so you are not building visualisations from the ground up.

✓Security and governance configuration: role-based access, row-level security, data masking where sensitive fields require it, and a sharing model that keeps reports inside the organisation.

✓Training, either the official Microsoft PL-300 course or a programme from beginner to advanced built on your data: Power Query, modelling and DAX, report design, secure publishing, performance on large datasets.

✓Handover documentation a different analyst could maintain from.

04 — Plan

How the work unfolds

Timings are the partner’s standard delivery; your quote states the schedule for your scope.

Week 1

Discovery

Business objectives, the questions to answer, the sources, and current reporting. KPIs defined and success criteria written down. This is where scope is decided and where most Power BI projects go wrong when it is skipped.

Week 1–2

Design

Solution architecture across every source, refresh and security model, governance decisions, and a report mock-up you validate before anything is built.

Weeks 2–4

Build

Power Query transformations, the semantic model and DAX, the reports. Standard delivery is two to four weeks depending on the number of reports and the state of the sources.

Alongside build

Training

Three to five business days, online or on site, on your own data. PL-300 as the official track, or a custom programme.

After go-live

Optimisation and support

Performance tuning on real usage, and support with a one-hour response in business hours, eight hours outside.

05 — Before we start

What we need from you

→Access to the source systems, or someone who has it

→A named owner for each report who can say what a number means and whether it is right

→KPI definitions, or the willingness to agree them in the first week — most disagreements about reports are disagreements about definitions

→Power BI Pro licences for everyone who will build or edit; Premium only where capacity or paginated reports require it. We supply and right-size these

→For training: the participants, their current level, and whether the official PL-300 track or a custom programme fits

06 — Working together

Who does what

Three parties, so the split is written down.

IT Partner

Hold the Power BI licensing and invoice in your currency
Scope the engagement with you and the partner and issue one fixed quote
Remain your single point of contact and escalation
Right-size Pro versus Premium as usage becomes clear

The Power BI Coach

Run discovery, design, build and training
Deliver the semantic model, reports and documentation
Provide support at the stated response times
Advise on embedded analytics, R or Python integration, and advanced visuals where they earn their place

Your team

Provide source access and a report owner per report
Agree KPI definitions in week one
Validate the mock-up before build
Send the right people to training
Own the reports after handover

07 — Scope

What is not included

×Data warehouse, Fabric or Synapse build. Surfaced in discovery if needed; scoped separately.

×Source-system changes. If a report needs a field the ERP does not hold, that is the ERP vendor’s work.

×A compliance certification. The security configuration can be aligned to GDPR or HIPAA requirements; certification of your environment is a separate exercise with your auditors.

×Round-the-clock support. Response is one hour in business hours and eight outside them.

08 — Fine print

Limitations and technical notes

!Delivered by a partner, and said so. The engineers on the project are The Power BI Coach’s. IT Partner is the contracting and licensing party and the escalation point.

!$185 per hour, quoted as a fixed price per project once discovery has established scope; training priced per session.

!Standard delivery two to four weeks for report development, three to five business days for training. Source data quality is the variable that moves both.

!Power BI Pro is per user who builds or shares; Premium is per capacity. Most organisations need far fewer Pro licences than they first assume, which is why we right-size after the first month.

!Row-level security is a model design decision, not a setting applied afterwards. It is decided in week one.

!Remote delivery for clients in Canada, the United States, Europe and the Gulf; on-site in Canada. Training can be online or in person. Working hours are Eastern; European and Gulf clients get afternoon and evening overlap, which suits report reviews and training better than it suits urgent support.

09 — Questions

Asked on almost every first call

Who actually does the Power BI work?

The Power BI Coach, a specialist practice in Canada, under partnership with IT Partner. IT Partner holds the licensing, issues the quote and stays the point of contact. This is stated on every quote.

Do you offer the official Microsoft PL-300 course?

Yes. Training includes the official instructor-led Microsoft PL-300 Power BI Data Analyst course, as well as customisable programmes from beginner to advanced built on your own data.

Can Power BI reports be embedded in our own application?

Yes. Embedded analytics incorporates fully interactive reports into your applications, so you are not building visualisations from the ground up. It is scoped as part of the design phase.

What does it cost?

$185 per hour, quoted as a fixed price per project once discovery has set the scope. Training is priced per session. Power BI licences are supplied separately by IT Partner, right-sized to builders versus readers.

How long does a report development project take?

Two to four weeks as a standard, depending on the number of reports and the state of the source data. Training runs three to five business days.

Which data sources can be connected?

SQL databases, Azure services, on-premises data warehouses, and third-party applications such as Salesforce and Google Analytics, among others, with scheduled refresh so reports stay current without manual exports.

Where do you deliver Power BI work?

Remotely for clients in Canada, the United States, Europe and the Gulf; on-site in Canada. The partner works Eastern hours, so European and Gulf clients get afternoon and evening overlap. US clients are contracted through our headquarters at o365hq.com; everyone else through the entity for their country.

Is our data secure in Power BI?

The configuration includes role-based access, row-level security, and data masking for sensitive fields, with sharing kept inside the organisation. It can be aligned to GDPR or HIPAA requirements; certification of your environment is a separate exercise.