The GK Horizons Power BI Health Check scans your Power BI environment to provide visibility across workspaces, datasets, reports, dataflows, and users. It identifies refresh failures, data load issues, and reporting usage patterns, helping organisations quickly diagnose issues and improve reporting reliability.
Why Organisations Review their Power BI Reporting
Many organisations rely on Power BI for financial and operational reporting. As reporting environments grow, it can become increasingly difficult to understand how reporting is structured, where issues may be occurring, and how Power BI is being used across the organisation.
Power BI provides a range of administrative tools and views, but the information required to diagnose reporting problems is often spread across multiple areas of the platform. Identifying refresh failures, understanding dataset dependencies, or determining which reports are actively used can require navigating multiple workspaces and admin screens. Common issues include:
- Refresh failures across datasets and dataflows
- Slow or unreliable dashboards
- Complex reporting environments that are difficult to maintain
- Limited visibility across workspaces and report usage
- Difficulty identifying the root cause of reporting issues
The Power BI Health Check provides a structured diagnostic view of your Power BI environment to identify and resolve these issues.
What the Power BI Health Check Analyses
The Power BI Health Check focuses on how Power BI reporting supports financial and operational reporting across your organisation.
Power BI Data Models
Dashboards and Reporting Structure
Data Sources and Integration
Visibility into underlying datasets, measures, and relationships supporting reporting across your Power BI environment.
Understanding how dashboards and reports are structured across workspaces and how they support finance and operational reporting.
Review of how Power BI connects to ERP systems, planning platforms, operational systems, and data warehouses.
Performance and Refresh Monitoring
Reporting Alignment with Finance Processes
Identification of refresh failures, data load issues, and structural problems affecting reporting reliability.
Understanding how reporting supports financial monitoring, variance analysis, and leadership reporting.
What the Health Check Detects
The Power BI Health Check surfaces key operational insights across your Power BI environment to help identify reporting issues and improve reporting reliability.
Refresh & Data Load Monitoring
Detect refresh failures and data load errors across datasets and dataflows.
Workspace Visibility
Understand how datasets, reports, and dataflows are structured across Power BI workspaces.
Usage & Adoption Insight
Identify report usage across users and workspaces.
Error Diagnosis
Drill through to the root cause of refresh or load errors to enable faster resolution.
What You Receive
The Power BI Health Check provides a clear assessment of your reporting environment and practical recommendations to improve reporting capability.
Assessment Summary
A structured overview of your current Power BI reporting environment, highlighting strengths, risks, and areas that may be limiting reporting performance.
Key Findings
Identification of reporting issues such as model complexity, performance challenges, reporting inconsistencies, or gaps in financial and operational reporting.
Practical Recommendations
Clear recommendations to simplify reporting models, improve dashboard performance, strengthen reporting structure, and support finance teams with more reliable reporting.
Next Steps
Guidance on the next steps to improve reporting capability, whether through optimisation, model redesign, or improvements to reporting architecture.
Start the Power BI Health Check
The GK Horizons Power BI Health Check scans your Power BI tenant to identify refresh errors, data load issues, and reporting usage across workspaces, datasets, reports, and users.
Error reports identify the root cause of issues and allow users to drill through to where errors occur, enabling faster resolution.
Complete the form to start.
Who This Health Check Is For
The Power BI Health Check is typically useful for:
- Finance teams responsible for reporting and performance visibility
- Organisations without a dedicated Power BI team
- Organisations with complex or difficult-to-maintain Power BI models
- Organisations seeking clearer financial and operational reporting
What Happens After You Submit
Initial Conversation
A short discussion to understand your Power BI reporting environment, data sources, and reporting objectives.
Scope Confirmation
Agreement on the focus areas for the review, such as reporting models, dashboards, data integration, and reporting performance.
Health Check Review
Assessment of your Power BI reporting models, dashboards, and data structure to identify opportunities to improve reporting reliability and performance visibility.
Findings Discussion
Walkthrough of key observations and practical recommendations to strengthen your Power BI reporting capability.
The process is collaborative, structured, and designed to minimise disruption.
Why GK Horizons
GK Horizons approaches Power BI from a finance and planning perspective. We work with organisations to improve how Power BI reporting supports financial performance monitoring, planning processes, and leadership decision-making.
Our experience across planning systems, ERP platforms, and reporting environments allows us to review Power BI reporting in the context of broader finance processes.
Frequently Asked Questions
An independent review of your planning environment, including budgeting, forecasting and FP&A processes, to identify improvement opportunities.
Yes. The review focuses on planning performance and decision support, not promoting a specific platform.
We review a wide range of enterprise planning environments, including integrated planning platforms and spreadsheet-based processes.
The timeline varies depending on scope, but most reviews are completed well within a few weeks.
No. The process is structured to minimise disruption and work around existing finance schedules.
No. The health check provides independent insights and practical recommendations without obligation.
