Power BI · DAX · SQL

Power BI for Property Portfolio Analytics

Portfolio and insurance teams live in spreadsheets when Power BI models lack owned metrics and trusted SQL sources. We build DAX measures, dashboard layers, and refresh rules so exposure, occupancy, and capital metrics match the definitions leadership already uses in underwriting meetings.

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What we build in Power BI

Engagements focus on models analysts can maintain—star schemas documented, DAX calculations explained, and executive views separated from operational detail.

Metric dictionary with owners, SQL sources, and calculation notes
Executive summaries for portfolio exposure, pipeline, or operational KPIs
Exception views when refresh jobs fail or datasets drift from validation rules

SQL and Fabric as upstream sources

Dashboards fail when upstream exports are unstable. We pair Power BI work with SQL validation and Fabric pipeline recommendations when manual prep still feeds your models.

Validated SQL datasets with 500K+ row hygiene patterns
Fabric loads scheduled after portfolio close or model refresh windows
Clear handoff docs between analysts, pipeline owners, and report consumers

DAX for underwriting and operations metrics

We implement measures leadership already names in meetings—trend, concentration, and capital-style KPIs—without hiding logic inside opaque calculated columns.

Time intelligence aligned to your fiscal and reporting calendar
Role-based views for executives, analysts, and field supervisors
Test cases for DAX measures before production promotion

Measurable outcomes

Clients measure fewer Monday reconciliation hours and faster answers when leadership asks what changed in the portfolio.

Single executive dashboard refreshed on a defined SLA
Reduced duplicate KPI definitions across spreadsheets and BI
Analyst playbook for adding metrics without breaking production models

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