EXCEL TO POWER BI · REPORT AUTOMATION

Automate your
Excel reporting
with Power BI.

Q: How much does Excel to Power BI report automation cost?

MetricVale's 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. Scope is confirmed before work starts.

Q: Can my Power BI report refresh automatically?

Scheduled refresh is included where the source environment supports it. The source location, credentials, licences and any gateway requirements are checked before scope is agreed.

MetricVale turns one recurring Excel report into a Power BI report for UK small businesses. We check the totals against your source files and show your team how to refresh it.

Start an enquiry Explore the demo

£1,495 fixed project10 working days planned

01 The MetricVale Shift

MV / 01Many reporting steps.
One repeatable process.

Built for UK operations & service businessesExcel / Power Query / Power BI / Microsoft 365

01 / THE METRICVALE SHIFT

Keep the data.
Change the routine.

YOUR SOURCEXLSX

The weekly workbook

Illustrative source data for one working week
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

Copy the latest files

Clean the same columns

Recalculate the KPIs

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 manual reporting

BUILT FOR A FAMILIAR PROBLEM

Your 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.

Tools we useExcelPower QueryPower BIMicrosoft 365

REPORTING DEMO / FICTIONAL DATA

See the report.
Follow the decisions.

From two source files to a useful reporting routine.

Explore Northstar Field Services, a fictional business with 4,200 jobs. See revenue against an illustrative plan, service-target gaps and the overdue work needing attention.

The example combines a jobs export with a reference workbook. Source checks reconcile 4,326 received rows to 4,200 unique jobs after removing 126 identical repeats.

Explore the interactive demo →Watch the 75-second guide

This is an interactive browser preview of the example reporting model. All businesses, records, quotes and targets are fictional. Client reports are delivered in Power BI.

Northstar demo executive overview showing £1.10m in completed-job revenue, 37.3% gross margin, 86.5% SLA and £80k of overdue quoted work; fictional data — Executive overview. Follow the headline numbers to a team or an individual job.

A 75-SECOND WALKTHROUGH

Sources. Performance. The next action.

Try the filters yourself →

Read the walkthrough transcript

Start with the sources. A jobs CSV and one workbook feed the model. Identical repeats are removed and source totals are reconciled.
Read the executive view. Compare completed-job revenue with the illustrative plan, then review margin, SLA and overdue quoted work.
Choose a period. The September filter recalculates the selected job cohort. Dates refer to scheduled jobs at the fixed snapshot.
Find the team behind the result. Delivery performance compares workload, completion, SLA and first-time fix. Targets are fictional assumptions.
Open the action queue. Isolate overdue jobs and open a record to see its customer, engineer, due date and quoted value.
Turn insight into follow-up. Export the filtered records. Quoted open work is not earned revenue.
Bring us your report. The £1,495 package covers one agreed reporting process. Start with the four-question enquiry; scope, access and licences are confirmed first.

Fictional Northstar delivery performance report with completion, first-time-fix, SLA, weekly workload and engineer performance — **Delivery performance**Compare service outcomes and follow up with the assigned team.

Fictional Northstar overdue action queue showing job IDs, owners, due dates and quoted values — **Records & exceptions**Move from a KPI to the jobs behind it, then export the action list.

BRING US THE REPORT YOU KEEP REBUILDING

One reporting process. £1,495 fixed scope.

Up to three structured sources, three Power BI pages and around ten agreed core KPIs. Scope and delivery plan are confirmed before work starts; Microsoft licences are separate.

Start my project-fit enquiry →Read the scope and price

02 / ONE-REPORT AUTOMATIONA fixed-scope reporting build.

One report.
A proper finish.

£1,495Fixed project fee

Start an enquiry

50% to start. 50% on completion.
Scope and delivery plan agreed first.

Structured sources

Up to three files or tables. One recurring reporting process.

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.

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

Outside this packageReal-time reporting and API or ERP integrations are outside this package. Microsoft licences are separate.

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 & HANDOVER

Every number
has a way back.

The report is the visible part. The model, reconciliation and runbook make it repeatable.

01 / AGREE

Start with your report.

Your existing report, representative data and main questions become a defined scope and set of KPIs.

02 / BUILD

Make the model.

Power Query prepares the sources. The reporting model and DAX measures turn them into consistent answers.

03 / RECONCILE

Check the numbers.

Match the results back to the source, review the report together and include one revision.

04 / HAND OVER

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 / START YOUR ENQUIRYFour questions. Review the summary. Send the email.

Start your
enquiry.

Answer four questions about your recurring report. Review the initial scope guidance for the £1,495 package, then send us an enquiry email.

Answer four questionsChoose an option in each dropdown. “I’m not sure yet” is fine.
Review your enquirySelect “Review my enquiry” to see the initial scope guidance.
Open and send the emailSelect “Open enquiry email”, review the draft in your email app and press Send.

Prefer to email directly? hello@metricvale.co.uk

This check runs in your browser. Nothing is sent automatically and no source data is uploaded.

05 / COMMON QUESTIONS

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.