Power BI development is the work of connecting your business systems to Power BI, modeling that data so the numbers are consistent, and building reports on top of it. Most of the effort goes into the two invisible layers: the integrations that pull data out of accounting, CRM and ERP systems on a schedule, and the semantic model that defines what each measure actually means. The dashboards are the last step, not the project.
That is also why implementations fail. A report built directly on raw exports works until a source changes or two people define revenue differently. Building the model first is what makes the reporting hold up. Where several systems have to be joined, or history kept beyond what the source retains, the model usually sits on a managed data warehouse rather than directly on the sources.
We build complete Power BI environments. Every engagement is scoped to your data landscape - these are the core capabilities we deliver.

A dashboard is only worth building if it changes a decision, so we design around the decisions your team makes weekly rather than around whatever data happens to exist. Executive KPIs, sales, operations and finance, with drill-down from any figure to the transactions behind it.

Your data is pulled out of each system on a schedule and landed in one place, so nobody exports anything by hand again. We build the pipelines, handle authentication and paging, and keep them running when a source API changes underneath you.

The semantic model is the reason two people asking the same question get the same answer. It defines each measure once - net revenue, margin, churn - so every report inherits that definition instead of each one calculating it slightly differently.

Governance decides who sees what. With row-level security a regional manager opens the same report as the board and sees only their own region, so you stop maintaining a separate file per audience and stop emailing spreadsheets around.
Bring your data sources. We will tell you what is realistic before you commit to anything.


A Power BI reporting stack for a Nordic B2B SaaS company whose platform runs digital loyalty programs for convenience and fuel retail chains across Europe and the US. Two connected reports share one calendar and one currency logic: the first makes recurring revenue trustworthy on any given day, not just at month-end; the second turns hand-tracked KPIs into a live board across six departments, actual against target. Not prettier dashboards - one version of the numbers the whole business can trust.
A Power BI semantic model built by Codnity Data for CCLM SIA - the company behind DigiMart, a Baltic e-commerce and wholesale operator selling Samsung, Bosch, Philips, Xiaomi, Heinner and other appliance brands across Latvia, Lithuania and the Nordics. The model pulls live data from their Moneo accounting system via API, replaces a stack of spreadsheet exports, and gives the team one place to look at sales, gross profit, purchases, unpaid invoices and stock availability - including a custom "Provision of Goods" engine that tracks how many days each SKU sat with no stock.
Book a strategy call and receive a comprehensive assessment of your current data architecture - before any commitment.

A ClickUp × Power BI integration is a persistent, API-driven pipeline that turns ClickUp tasks, statuses, time entries, sprints, and custom fields into live Power BI dashboards. Replaces manual exports with automated daily refresh. Surfaces cycle time, utilisation, and project profitability.
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AI gets your numbers wrong when it has to guess what a number means. Point it at raw tables and it invents a definition of revenue on the spot. Point it at a modeled warehouse, where revenue is defined once, and it reads the same figure your dashboard shows. The fix is modeling, not a better model.
Read article →Connecting your accounting system (Xero, QuickBooks, Moneo) to Power BI replaces manual monthly reporting with automated, continuously refreshed dashboards. Finance teams gain a live P&L, real-time cash position, and drill-through access to underlying transactions - without manual exports. The critical component is the semantic model, which maps the chart of accounts to how leadership reads the business.
Read article →Everything you need to know before starting a Power BI engagement with Codnity Data.