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Knowledge base

Knowledge and insights on BI

Articles, reference material and practical insights from our specialists, written so you can put them to work yourself.

What this knowledge base is for

Most explanations of Business Intelligence are written for the people who build it. These are not.

  • “Which number are we going with?”
  • “Roughly what does something like that cost?”
  • “Let us pick this up again next week.”

Those are not exceptions, that is the everyday reality in a lot of organizations.

Data is not an IT topic. It sits in the foundation you steer on, which means the explanation has to make sense to everyone with a say in the decision. Not only to the person building the model.

The glossary is reference material: look up one term and know in two sentences what it means. The articles work a single question all the way through, including what it costs and how long it takes. Written by the consultants who run the projects themselves.

Reference

Glossary

81 terms from the world of Business Intelligence, explained in plain language. From data warehouse and star schema to DAX and row-level security.

81 terms
Article

AI implementation for SMEs: where to start

AI implementation in six steps: from one concrete question and data in order to a pilot, scaling up and measuring. Plus how to tell whether you need AI.

26 October 2026 · 5 min read
Article

Qlik Sense to Power BI: how to migrate

Moving from Qlik Sense or QlikView to Power BI is a rebuild, not a conversion. What you carry over, what you rebuild and the migration in six steps.

26 October 2026 · 8 min read
Article

Data-driven marketing: measuring is not steering

Data-driven marketing means choosing on measured customer behaviour rather than instinct. The data you need, six steps to start and where it usually stalls.

19 October 2026 · 5 min read
Article

Waterfall chart in Power BI: how to build it

A waterfall chart shows how you get from budget to actual. How to build one in Power BI, the data model behind it, the common pitfalls and when to skip it.

13 October 2026 · 5 min read
Article

Business process automation in six steps

Automating business processes only pays off once the process itself is right. Which processes qualify, how to measure the effect and what AI changes today.

12 October 2026 · 7 min read
Article

Data management: what it is and where to start

Data management keeps your data correct, findable and secure. What it covers, how it relates to data governance and where a mid-sized company should start.

5 October 2026 · 6 min read
Article

Data quality: measure, improve and monitor

Data quality decides whether your figures can be trusted. The six dimensions, how to measure them, why you fix errors at the source and how to monitor it.

5 October 2026 · 6 min read
Article

Data strategy: what it is and how to write one

A data strategy sets out which decisions must improve, which data that takes and who owns it. Six steps to a plan your board actually steers by.

29 September 2026 · 8 min read
Article

What is a data warehouse and do you need one?

A data warehouse brings data from all your systems together in one place, with history and fixed definitions. How it works and when an SME needs one.

29 September 2026 · 9 min read
Article

Data sovereignty: where is your data, really?

Data sovereignty is not about the data centre but about who has legal control over your data. What it means for Power BI and Fabric, and where to start.

23 September 2026 · 4 min read
Article

KPI examples per department and how to set them

KPI examples for finance, sales, operations, HR and marketing, each with definition, target and data source. Plus five steps to set KPIs that lead to action.

23 September 2026 · 7 min read
Article

Exact Online and Power BI: three routes

You connect Exact Online to Power BI through the Premium connector, an App Store connector or the API. What each route needs and which one fits you.

14 September 2026 · 2 min read
Article

HR dashboard: kpis, examples and GDPR limits

An HR dashboard puts absence, turnover and headcount on one screen. Which kpis belong on it, how to define them consistently, and what GDPR rules out.

14 September 2026 · 6 min read
Article

Marketing dashboard: from click to revenue

A marketing dashboard brings Google Ads, GA4, email and your CRM onto one screen. Which KPIs belong on it, and why revenue has to be on there too.

2 September 2026 · 10 min read
Article

Management dashboard: one screen for the board

A management dashboard holds the five to eight figures your board steers on. Which kpis belong there, who owns each one, and how often you look at it.

24 August 2026 · 9 min read
Article

Connecting AFAS to Power BI in five steps

Connecting AFAS to Power BI runs through the BI OData connector in Profit. The five steps, how often the figures refresh, and what the link will not fix.

17 August 2026 · 6 min read
Article

Sales dashboard: from pipeline to forecast

A sales dashboard shows pipeline, win rate and sales cycle next to closed revenue. Which KPIs belong on it, how many, and what your CRM has to settle first.

17 August 2026 · 11 min read
Article

Data-driven working: from instinct to grip

Data-driven working means deciding on measured facts instead of instinct. The five levels of data maturity, and how to work out where you should start.

10 August 2026 · 7 min read
Article

Power BI licensing costs: what you actually pay

Power BI licenses cost €12.10 per user (Pro) or €20.80 (Premium Per User) per month. Which one you actually need, and the costs that never reach your invoice.

5 August 2026 · 8 min read
Article

Financial dashboard: from figures to steering

A financial dashboard shows revenue, margin and cash flow as they move, not weeks after month-end close. Which kpis belong on it, and what to settle first.

3 August 2026 · 7 min read
Article

Getting a Power BI dashboard built: how it works

Getting a Power BI dashboard built doesn't start with the visuals, it starts with the decision that has to improve. Costs, timelines and approach explained.

22 July 2026 · 7 min read

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Tom Frohn, Optilise
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