Customization of Power BI and Excel Templates
Transform your data into solid decisions without starting from scratch. With our customizable Power BI and Excel templates, your team starts from a professional foundation already built and adapts it exactly to what they need.
What is a Power BI template?
A Power BI template is a .PBIX file that contains the complete structure of a report: pages, visualizations, data model, DAX measures, and queries… but without including your actual data.
At ConsultBI, we provide templates that serve as a standardized starting point for new reports: you only have to connect your data sources and adjust those elements that you want to adapt.
In this way, instead of designing a dashboard from scratch, you can take advantage of an already proven structure and invest your time solely in customizing what adds value to your business.
Why customize an existing template?
Professional Power BI Templates Ready to Customize
These templates include report structures, DAX calculations, navigation, and design already prepared to be used in business environments. We can adapt them to your operations, add new analyses, connect your systems, and apply your brand.
Select the template that best fits your needs and we will transform it into your definitive dashboard adapted to your company.
Our Working Process
1
Consulting-Initial Meeting
2
Structure-Content Review
3
Customization and Integration
We connect the template to your real sources (Excel, SQL, ERP, CRM…) and apply your visual identity throughout the report: colors, logo, typography, and graphic format.
4
Validation and Testing
We test the dashboard with real data, verify calculations, filters, and navigation, and review each page with you. We incorporate the necessary adjustments before the final delivery.
5
Delivery, Training, and Support
We deliver the .PBIX file ready to use and, if you wish, we publish it in your Power BI Service space. We include a training session and options for periodic and evolutionary maintenance.
¿Listos para impulsar vuestro negocio con datos?
Si estáis listos para dar el siguiente paso hacia la toma de decisiones basada en datos, podemos ayudaros.
Contactad con nosotros o solicitad un presupuesto personalizado si ya tenéis claro qué es lo que vuestro negocio necesita.
¡Contadnos qué objetivos queréis alcanzar con vuestros datos y nos pondremos manos a la obra!
Frequently Asked Questions about Power BI Template Customization
What exactly does the Power BI template customization service include?
+Our service includes the complete adaptation of a predefined template to the reality of your company.
- · We connect the template to your real data sources (Excel, SQL, ERP, CRM, etc.).
- · We adjust DAX measures, KPIs, and filters so that they reflect your business criteria.
- · We configure the data model so that it is stable, coherent, and easy to maintain.
- · We leave the dashboard ready to use, with clear navigation for your team.
Can we choose any template available on your website?
+Yes. You can choose any of the templates published in the digital store or one that you have already purchased previously.
If you are not sure which one fits best, we will help you select the most appropriate option according to:
- · The business area to analyze (finance, sales, stock, HR, etc.).
- · The origin of your data and the level of detail required.
- · The type of dashboards you need for management and operational teams.
How long does it take to customize a Power BI template?
+The usual term is between 1 and 2 weeks, depending on:
- · The complexity of the data model and the number of tables to integrate.
- · The quality and structure of the source data.
- · The number of adjustments requested (new pages, specific KPIs, advanced filters, etc.).
Before starting the project, we always give you a clear estimate of times.
What advantages does customizing a template have compared to creating a dashboard from scratch?
+The main advantage is that you start from an already proven base, which reduces times, costs, and risks.
- · You accelerate the project because a large part of the design and DAX measures are already built.
- · You take advantage of an optimized data model, with fewer possibilities of structural errors.
- · You can focus on customizing what really makes a difference: KPIs, filters, and user experience.
It is the ideal option when you want fast results with a high level of technical quality.
Can we connect the template with our own systems or databases?
+Yes. Power BI allows you to connect to most business systems and we take care of all the integration.
- · Databases SQL Server, MySQL, PostgreSQL, or Oracle.
- · Files Excel, CSV, and Google Sheets.
- · ERP and CRM systems common in SMEs and industry.
- · Any origin accessible through API or web services.
We configure the connections and update processes so that your data reaches the dashboard automatically.
Can you apply the visual design and colors of our brand?
+Of course. We adapt the report to reflect your corporate identity in all visual elements.
- · Palette of corporate colors.
- · Inclusion of logo and own graphic resources.
- · Adjustment of fonts, card styles, and graphic format.
In this way, the dashboard is integrated with your presentations, documents, and other reporting materials.
Do we need technical knowledge to use the final report?
+No. The objective is for your team to be able to use the dashboard in their day-to-day without depending on technical profiles.
- · We deliver the report fully configured and ready to use.
- · We include a training session to show how to navigate, filter, and export the information.
- · You can count on us for specific questions or future evolutions.
What file format will we receive at the end of the project?
+At the end of the project you will receive:
- · The .PBIX file fully customized and ready to continue evolving it internally.
- · The configured connections to your data sources, documented so that you know how they work.
- · If you request it, the publication of the report in Power BI Service so that your team can access it from the cloud.