Monthly Presentation Automation in Power BI


In today’s fast-paced business environment, one of our clients in the banking industry faced significant inefficiencies and inaccuracies with its monthly management presentations.

These presentations required collecting data from various sectors, entering it into Excel documents, applying complex formulas, and generating visualizations.

This manual process was time-consuming, taking several days each month, and was prone to errors due to manual data entry and formula application.

The static nature of Excel documents further delayed access to the latest data, hindering real-time decision-making.


To overcome these challenges, we helped the bank to implement Power BI, a business analytics tool offering interactive visualizations and real-time data integration.

The new automated process involved:

  • Data Integration: Seamlessly importing data from multiple sources into Power BI.
  • Data Transformation: Using Power Query to clean and prepare data for analysis.
  • DAX Formulas: Replacing Excel formulas with DAX for efficient and accurate calculations.
  • Visualization: Creating interactive reports that dynamically update with new data.
  • Validation and Testing: Ensuring accuracy and reliability through thorough testing.

Business Value

The transition to Power BI delivered substantial business value:

  • Increased Efficiency: Reduced preparation time for monthly presentations from days to hours. 
  • Enhanced Accuracy: Automated calculations and data integration minimized errors. 
  • Consistent Reporting: Standardized data handling and formula application improved report consistency. 
  • Real-time Insights: Management gained access to the latest data and insights anytime. 
  • Resource Optimization: Freed up employees to focus on strategic tasks rather than repetitive manual work. 

By implementing Power BI reporting and automating its monthly presentations, we helped our client to significantly improve its operational efficiency, accuracy, and decision-making capabilities.

If you would like to learn more about this transformative solution, please download the full case study for a detailed look at the implementation process and results.