Start with your report.
Your existing report, representative data and main questions become a defined scope and set of KPIs.
EXCEL TO POWER BI · REPORT AUTOMATION
Clarity,
on repeat.
MetricVale automates one recurring Excel reporting process in Power BI for UK SMEs. Clear KPIs, reconciled numbers and a routine your team can repeat.
£1,495 fixed project10 working days planned
01 The MetricVale Shift
One repeatable process.
Built for UK operations & service businessesExcel / Power Query / Power BI / Microsoft 365
01 / THE METRICVALE SHIFTKeep the data.
Keep the data.
Change the routine.
YOUR SOURCEXLSX
The weekly workbook
| Day | Workload | Completed |
|---|---|---|
| Mon | 95 | 76 |
| Tue | 104 | 91 |
| Wed | 106 | 83 |
| Thu | 112 | 97 |
| Fri | 99 | 81 |
The data you already have.
THE WORK BETWEEN
01
Copy the latest files
02
Clean the same columns
03
Recalculate the KPIs
04
Rebuild the report
Four manual steps. Every reporting cycle.
THE ANSWER
Completion rate83%428 completed / 516 workload
428Completed
88Open workload
The answer is useful. The routine repeats.
Illustrative workflow and synthetic data. Actual refresh depends on your source environment.
Showing the weekly routineYour team has
better things
to repeat.
The copying, cleaning and checking are familiar. They take time every week or month, even when the questions have barely changed.
We build one reporting model around your agreed sources and KPIs, so the next cycle follows a defined routine. Start with the report your team keeps rebuilding.
ExcelPower QueryPower BIMicrosoft 365
02 / ONE-REPORT AUTOMATIONA fixed-scope reporting build.
One report.
A proper finish.
£1,495Fixed project fee
Check your project50% to start. 50% on completion.
Scope and delivery plan agreed first.
03
Structured sources
Up to three files or tables. One recurring reporting process.
03
Power BI pages
Management, operational or commercial views, shaped around the questions you need to answer.
~10
Core KPIs
Defined once and reconciled back to the source before handover.
10
Working days
Planned delivery from an agreed start, with representative data and access in place.
Also included
Power Query + data model + DAX · Scheduled refresh where supported · One revision · 45-minute handover · One-page runbook · 14-day defect fixes
Read the full Excel to Power BI service scope and refresh requirements
Where the fixed package stops
APIs, ERP integrations, Fabric or data warehouses, real-time reporting, large migrations, complex row-level security, embedded portals, custom software and source-system repairs are outside this package. Microsoft licences are separate.
03 / THE BUILD & HANDOVEREvery number
Every number
has a way back.
The report is the visible part. The model, reconciliation and runbook make it repeatable.
Make the model.
Power Query prepares the sources. The reporting model and DAX measures turn them into consistent answers.
Check the numbers.
Match the results back to the source, review the report together and include one revision.
Leave a clear routine.
A 45-minute walkthrough and one-page runbook, followed by a 14-day defect-fix period.
We confirm source access, licence requirements and refresh support before the build. Feedback or access delays can affect the planned delivery date.
04 / YOUR REPORTNo files. No sign-in. Four answers.
Let’s start
with yours.
Check whether your reporting process fits the £1,495 package. Then draft an enquiry or save your project brief.
Prefer to email directly? hello@metricvale.co.uk
This check runs in your browser. Nothing is sent automatically and no source data is uploaded.
YOUR PROJECT FIT
Your next step
Draft an enquiry with your answers, add a little context about your report and send it to MetricVale. Keep confidential data out of the initial email.
Opens your email app with a draft for you to review and send. Attachments are not added automatically. If it doesn’t open, email hello@metricvale.co.uk and attach your downloaded brief.
05 / BEFORE YOU STARTThe practical
The practical
questions.
Scope, refresh, licences and what happens next.
01What is report automation?+
Report automation replaces repeated copying, cleaning and calculating with a reusable data preparation process and reporting model. We use Power Query and Power BI to turn one recurring Excel-based report into a repeatable process.
02How much does Excel to Power BI report automation cost?+
Our One-Report Automation package has a fixed project fee of £1,495. It covers one reporting process, up to three structured source files or tables, up to three report pages and around ten core KPIs. We confirm the scope before work starts. Payment is 50% to start and 50% on completion.
03Can my Power BI report refresh automatically?+
Scheduled refresh is included where your source environment supports it. We check the source location, credentials, licences and any gateway requirements before agreeing the scope. Automation still depends on source files being available and updated consistently.
04How long does the project take?+
The planned delivery window is ten working days, with scope, representative source data and access agreed before work starts. We confirm the start date and delivery plan together. Client feedback or access delays can affect the schedule.
05What do I need to start?+
Your current report, a representative source file, your main reporting questions and KPI definitions. Start with anonymised samples; agree a suitable transfer method before sharing business data. You don’t need to upload anything to use the fit check.
06Do I need a Power BI licence?+
Your publishing, sharing and refresh requirements determine the licences needed. We check these during scoping; Microsoft licences are separate from the reporting build. See Microsoft’s report-sharing guidance for the current requirements.
07What happens after handover?+
The package includes a 45-minute handover, a one-page runbook and a 14-day defect-fix period after delivery. New sources, extra report pages, ongoing maintenance and changes to the agreed requirements need a separate scope.