Tableau and BI dashboards
Dashboards built around the decisions your team makes, with the few numbers that matter on top and the detail one click away.
- Tableau
- Looker Studio
- Power BI
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I started in analytics, building Tableau dashboards and reports. Now I pair that BI background with AI and n8n, so the data behind your dashboards loads itself and every number comes with a plain-English summary.
Every project starts with your business problem, not a tool.
From the raw data to the dashboard and the summary on top. Pick one piece or the whole stack.
Dashboards built around the decisions your team makes, with the few numbers that matter on top and the detail one click away.
Your business systems load into one warehouse on a schedule, so every report starts from the same clean data.
For teams that live in spreadsheets: live data, pivots and charts that refresh themselves, with no copy and paste.
Weekly and monthly reports built, sent and filed automatically, with alerts when a number crosses a line you set.
ChatGPT and Claude read the numbers and write the “what changed and why” note your leaders actually read.
Before building anything, we agree on the metrics, definitions and owners, so the dashboard settles arguments instead of starting them.
Client names are kept private. Every project below is real and still in use.
Field-service data to BigQuery: an ETL pipeline for a pest-control company that loads its field-service software into BigQuery for reporting.
HR timecard audit app: for the same company, an app that flags problems in employee timecards for review.
Route optimization: an electrical contractor saves about $1,500 a month from about 2,000 fewer miles driven.
Stepthrough, my free training site, teaches reporting automation hands-on, one click at a time.
Also useful: AI for Finance Teams or browse every free course.
Keep a sheet up to date, send reports on a schedule and call any app from n8n.
We talk about the problem, what it costs you today and what “fixed” looks like.
A short written plan: the tools, the steps, the scope and the price.
I build it in your accounts and test it on real data with you.
Documentation and a walkthrough, so your team owns it.
Tell us which report takes too long or which question nobody can answer. You get a clear plan and a quote.