Power BI and Data Readiness
Five Questions to Ask Before Connecting CentralReach Data to Power BI
Access, licensing, structure, definitions, and refresh expectations decide whether a live implementation is realistic.
First: what warehouse or approved data access actually exists today, and who owns it? Second: what Power BI licensing is in place, and does it support the refresh cadence being discussed?
Third: which tables and fields carry authorizations, appointments, service activity, and billing, and how complete are they? Fourth: whose definitions govern each KPI, and who signs off?
Fifth: what refresh frequency does the business actually need, as distinct from what it would like? These five answers usually determine whether the right first step is static or live reporting.
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