Microsoft Fabric & Power BI consulting

Each investor sees their numbers. Only theirs.

I build secure Power BI portals for portfolio companies, so every investor, owner, and partner logs into a live view of exactly what they're cleared to see. No more emailing spreadsheets and praying the right tab is hidden.

portfolio_returns.pbix · live
RLS 
Signed in as
Property Fund Occupancy NOI (TTM)
▲ filtered at the data layer
What I build

Four ways teams put me to work

Most engagements start with one of these and grow from there. All of it runs on the Microsoft data stack you may already own.

01

Investor & stakeholder portals

Each investor signs in to only their slice, enforced in the data model, not hidden in the report. Permissions change, the view changes with them. No manual gatekeeping.

  • row-level security
  • object-level security
  • audit-ready
02

Fabric & Power BI builds

Semantic models, DAX, and reports built so the numbers reconcile and the 6am refresh just runs, and so the next developer can actually pick it up.

  • Direct Lake
  • DAX
  • XMLA
03

Data pipelines & architecture

Pipelines that take messy source exports and land them clean, governed, and report-ready, built on Fabric or Databricks to suit what you already run.

  • medallion
  • PySpark
  • SQL Server
04

BI rescue & tune-ups

Inherited a slow report nobody trusts? I make it fast, make it correct, and document it, so it stops being one person's secret.

  • optimization
  • governance
  • handoff
Who you're hiring

Fifteen years making data presentable to people who sign the checks

I sit comfortably on both sides of the table, fluent in the engineering and plain-spoken with the business. That's usually the gap that kills BI projects.

15+
years in data & analytics
8
years building data engineering pipelines
RLS
security-first BI is the specialty
Enterprise experience across healthcare · manufacturing · technology  |  Microsoft certified · Fabric · Power BI · Azure
How it goes

A simple path from kickoff to live

No 80-page statement of work to start. We scope tight, ship something real, then expand.

STEP 01

Scope call

30 minutes to understand your data, your stakeholders, and what "done" looks like. You leave with a clear recommendation.

STEP 02

First working build

A real, secured dashboard on your actual data within the first couple of weeks, so we react to something live instead of a slide deck.

STEP 03

Harden & hand off

Security tested, refresh automated, documented. It keeps running whether or not I'm in the room.

Still reporting to investors by spreadsheet?

Tell me what you're working with and who needs to see it. If I can help, I'll tell you how. If I can't, I'll tell you that straight.

Book a 30-minute call