Source and KPI inventory
We identify what data exists in the organisation, where it is stored and what metrics each area needs to make decisions. We prioritise together with the client.
Distributor of Power BI
Microsoft Power BI
Microsoft Power BI is Microsoft's business intelligence and data analytics platform, enabling the creation of interactive dashboards, reports and data models connected to any data source in your company. At Summum Sistemas we distribute Power BI and handle the design, implementation and maintenance of your BI solutions, so your decisions are based on real, up-to-date data.
Microsoft Power BI is the most widely used business intelligence tool in the Microsoft ecosystem. It connects multiple data sources — ERP, CRM, Excel, relational databases, cloud services — into a unified model, and builds interactive reports and dashboards on top of it that any user can explore without technical knowledge.
Its native integration with Microsoft 365 makes reports easy to share and publish: directly from Teams, SharePoint or the Power BI cloud service. The DAX modelling layer allows complex measures and KPIs to be built that accurately reflect the business logic of each organisation.
At Summum Sistemas we handle the technical and analytical side: we connect Power BI to your data sources, build the semantic model, design dashboards tailored to each area of the organisation and train users to explore data independently. The result: actionable information instead of raw data nobody knows how to interpret.
The Microsoft Power BI process.
The process · four stagesData modelling
We build the semantic model in Power BI: table relationships, hierarchies, DAX measures and Power Query transformations so data arrives clean and consistent.
Dashboard design
We design reports and dashboards tailored to each profile: management, operations, sales, finance. Clear visualisations with the metrics that matter and no noise.
Publication, training and support
We publish reports in the Power BI service or Microsoft 365 environment, train key users and provide support to evolve reports as needs change.
What is included
What Microsoft Power BI includes.
The operational detail: what we deliver as part of the work and what we keep alive afterwards.
-
Connection to your data sources
We connect Power BI to your ERP, CRM, Excel, relational databases, cloud services and any other source with data relevant to your business.
-
Semantic modelling and DAX
We build the data model with the correct relationships, hierarchies and measures so KPIs accurately reflect your organisation's business logic.
-
Area-specific dashboards
We design specific dashboards for management, sales, operations and finance, with the visualisations and level of detail each profile needs.
-
Microsoft 365 integration
We publish reports in Teams, SharePoint or the Power BI service so they are accessible where your team already works, with no additional tools.
-
Automatic data refresh
We configure scheduled automatic refreshes so dashboards always show up-to-date data without manual intervention.
-
Training and autonomy
We train key users to create their own reports and explore data independently, reducing dependence on the technical team.
Summum cluster
How it connects with its sisters.
Power BI data gains meaning when combined with solid data governance, system integrations and a clear analytical strategy. Grupo Summum accompanies you at every layer of that architecture.
consultoría
Summum consultoría
We establish governance, definitions and sources of truth before building dashboards, so the data is reliable.
View service → iaSummum ia
We combine Power BI with intelligent search capabilities over documents and unstructured data for more comprehensive analysis.
View service → sistemasSummum sistemas
Comprehensive data strategy and architecture: warehouse, ETL and visualisation layer with the most appropriate tools for each case.
View service →Frequently asked questions about Microsoft Power BI.
Does Summum Sistemas distribute Microsoft Power BI?
Yes. At Summum Sistemas we distribute Power BI and handle the design, implementation and maintenance of your business intelligence solutions. Our goal is for your teams to make decisions based on reliable, up-to-date data.
What data sources can Power BI connect to?
Power BI can connect to a wide variety of sources: relational databases, ERPs, CRMs, Excel files, cloud services, APIs and data streaming services. We handle configuring and maintaining those connections.
Do I need technical knowledge to use Power BI reports?
No. The reports we build are designed so any user can explore data with filters, slicers and drill-down without technical knowledge. We also train key users so they can create their own analyses.
How is the data kept up to date in the dashboards?
We configure scheduled automatic refreshes so dashboards always reflect the most recent data from your systems. The frequency depends on the connection type and the Power BI plan subscribed.