Tableau and Looker Consulting Services
Dashboards your teams trust and use, built in Tableau, Looker, Qlik or Sigma.
Stack we work in
Power BI
dbt- Snowflake
- Databricks
Microsoft Fabric- PostgreSQL
- Python
- Git
- Projects delivered
- 680+
- Clients served
- 310+
- Client retention
- 98%
- Certified engineers
- 20+
- Building since
- 2018
Figures as of Oct 2026
Trusted by
- Aralia
- Rosa Pistrina
- Lashbo
- Micromunchi
- Payroll Ninja
- POD
- Petdx
- Yokey
- Spin Up
- Starwear
- Udlins
- Vegpal
- Wander Wings
- Wish It
- Wisl
Signs your BI needs work
Our Tableau and Looker consulting services give your teams dashboards they trust and actually use, on the BI tool you already own or the one that suits you best.
Read the full overview
We design and build Tableau dashboards, LookML models in Looker, and reports in Qlik Sense and Sigma, on top of clean, modeled data in Snowflake, Databricks, BigQuery, Redshift or PostgreSQL. We migrate between BI tools, including Tableau or Qlik to Power BI and Power BI to Looker, with KPI-by-KPI checks. We also embed dashboards in your own product with row-level security for each customer, and set up semantic models so every report uses the same definitions.
Hundreds of reports, few users
Report counts keep growing, but most dashboards are opened once and forgotten.
Slow dashboards
Workbooks take a minute to load, so people export to Excel instead.
KPIs defined in every workbook
Each report calculates revenue its own way, so totals never match.
Paying for two BI tools
Different teams use different tools and you pay licenses for both.
Customers asking for reports
Your product needs customer-facing analytics, and building it in-house keeps slipping.
Outcomes
What you get
- Dashboards built around the decisions people make, not data dumps
- One set of KPI definitions shared across reports
- Faster dashboards through better data models and extracts
- Migrations checked figure by figure against the old reports
- Customer-facing analytics with secure, per-customer data access
What we deliver
What you receive
Reporting inventory
A list of existing reports with usage, owners and a keep, merge or retire decision.
Semantic model
KPIs and joins defined once in LookML, Tableau data sources or a shared semantic layer.
Dashboards
Dashboards designed around decisions, tested with users and tuned for speed.
Migration reconciliation
KPI-by-KPI checks between the old and new BI tools.
Embedded analytics
Dashboards in your product with SSO and per-customer row-level security.
Governance and training
Permissions, folder structure, naming standards and training for authors and users.
Tableau
- Tableau Cloud and Tableau Server dashboards
- Data sources, extracts and Tableau Prep flows
- Performance tuning for slow workbooks
- Tableau Pulse and Tableau Agent setup
- Governance, permissions and site structure
Built with
- Tableau Cloud
- Tableau Server
- Tableau Prep
- Tableau Pulse
Looker
- LookML semantic models and Explores
- Looker dashboards and scheduled reports
- Looker Studio reports for marketing and web data
- Gemini in Looker and conversational analytics
- Git-based development and testing for LookML
Built with
- Looker
- LookML
- Looker Studio
- Gemini in Looker
- Git
Qlik, Sigma & semantic models
- Qlik Sense dashboards and data models
- Sigma workbooks on Snowflake, Databricks and BigQuery
- Shared semantic layer with dbt Semantic Layer or Cube
- KPI definitions agreed with business owners
Built with
- Qlik Sense
- dbt
- dbt Semantic Layer
- Cube
- Snowflake
- Databricks
Migrations & embedded analytics
- Tableau or Qlik to Power BI migrations
- Power BI to Tableau or Looker migrations
- Report rationalization before migration
- Embedded dashboards with Tableau Embedded, Looker embedding or Sigma
- Row-level security for multi-tenant products
Built with
- Tableau Embedded
- Looker
- Power BI
Why teams choose Equitysoft for Tableau and Looker
Tool-neutral advice
We work in Tableau, Looker, Qlik, Sigma and Power BI, so we improve the tool you own or help you choose another.
Migrations checked KPI by KPI
Every migrated report is reconciled figure by figure against the old one before it is retired.
Model first, visuals second
A clean semantic model sits under every dashboard, so numbers agree and reports stay fast.
Your team can maintain it
Standards, training and documentation leave your analysts able to extend the work. 50+ engineers, 20+ of them certified on cloud and data platforms, since 2018.
How we work
Discover
We review existing reports, usage, data sources and the decisions each team needs to make.
You receive Reporting inventory and user needs
Model
We shape data in dbt or the warehouse and define KPIs once in LookML, Tableau data sources or a semantic layer.
You receive Clean data and semantic model
Design
Layouts and key views are agreed with users before building.
You receive Dashboard wireframes
Build
Dashboards are built, reviewed with users and tuned for speed.
You receive Dashboards and reports
Validate
Figures are checked against source systems or the old BI tool.
You receive KPI reconciliation
Adopt
We train users and authors, set up permissions and support the rollout.
You receive Training, governance and support
Tech stack
Technologies we use
AI and machine learning
Data platforms
- Snowflake
- Databricks
- Google BigQuery
- Amazon Redshift
- Microsoft Fabric
Pipelines and orchestration
- dbt
- dbt Semantic Layer
Databases
BI and analytics
- Tableau Cloud
- Tableau Server
- Tableau Desktop
- Tableau Prep
- Tableau Pulse
- Tableau Embedded
- Looker
- Looker Studio
- Qlik Sense
- Qlik Cloud
- Power BI
- Metabase
- Cube
Languages
Other tools
Engagement models
How we can work together
Project-Based Delivery
A defined scope, timeline and deliverables, from design through go-live.
Fixed-Price Implementation Projects
An agreed price for a clearly scoped implementation, such as a migration or a new warehouse.
Contract and Subcontract Engineering
Our engineers work under your contract, or as a subcontractor to consulting firms and system integrators.
Dedicated Data and AI Engineers
Data engineers, data scientists and analysts who join your team and work in your tools and processes.
Remote Consulting and Development
Consultants and developers working remotely, with overlap in your working hours.
Architecture and Technical Advisory
Architecture reviews, platform choices and design guidance for your own team.
Production Support and Maintenance
Monitoring, incident handling and ongoing fixes for the pipelines, models and dashboards you run in production.
Proof of Concept and Assessments
A short, fixed-scope engagement to test an approach on your data, prove a model or plan a migration.
Questions, answered
Power BI is usually best value in Microsoft-centered companies. Tableau is strong for visual exploration and large analyst teams. Looker suits companies on Google Cloud or those that want one governed semantic model in code. Qlik fits existing Qlik estates, and Sigma gives a spreadsheet-like interface on top of cloud warehouses. We recommend based on your users, data platform and license costs.
Yes. We fix slow workbooks, clean up data sources and extracts, remove duplicate reports, set up proper permissions and project structure, and rebuild key dashboards around how people actually use them.
LookML is Looker's modeling language. It defines tables, joins and metrics once, in code, so every dashboard and Explore uses the same definitions. It lives in Git, so changes are reviewed and tested like software.
Yes. We list and rationalize existing reports first, rebuild the data model and measures in Power BI, recreate the dashboards that are still used, and check every KPI against the old tool before switching users over.
Yes. The approach is the same: inventory, rebuild the semantic model, recreate the needed dashboards and reconcile the figures before retiring the old reports.
Yes. We use Tableau Embedded, Looker embedding, Sigma or Power BI Embedded, with row-level security so each customer only sees their own data, and single sign-on from your application.
A semantic model defines your business metrics, such as revenue, active customers or margin, in one place. When every dashboard reads from it, teams stop arguing about whose number is right. We build them in LookML, Tableau published data sources, the dbt Semantic Layer or Cube.
Yes. Looker Studio is a free reporting tool often used for marketing and Google data. Looker is the governed enterprise BI platform. We build in both and help you decide when to move from one to the other.
Snowflake, Databricks, BigQuery, Redshift, Microsoft Fabric, PostgreSQL, SQL Server and most SaaS tools through ingestion tools such as Fivetran or Airbyte. We usually model data in the warehouse first so dashboards stay fast and simple.
A first set of dashboards on clean data usually takes 2 to 6 weeks. A BI migration takes 1 to 4 months, depending on how many reports are kept.
It depends on the number of dashboards, data sources and users. Licences are billed to you by the vendor. As a guide, a set of dashboards on existing data usually costs $3,000 to $15,000, and a BI migration or embedded analytics project costs $15,000 to $60,000 or more (USD).
We start with an inventory of your current reports and who uses them. We need viewer access to the BI tool and read access to the data sources, plus one business owner per dashboard area. After release we offer training, a handover or ongoing support.
More about our Tableau & Looker
Working togetherHow we work with your team
Tool-neutral advice
We build in Tableau, Looker, Power BI, Qlik and Sigma, so we recommend what fits.
Users in the loop
Wireframes and reviews with the people who use the dashboards every day.
Model first, visuals second
Clean data and shared definitions come before charts, so dashboards stay fast and correct.
Your team can maintain it
Authors are trained and models live in Git, so you are not dependent on us.
Where it fits best
Retail and ecommerce
Sales, margin, stock and marketing performance across channels.
Financial services
Management reporting, risk and portfolio dashboards with strict access control.
SaaS
Product, revenue and customer health dashboards, plus embedded analytics for customers.
Healthcare
Operational and performance dashboards with patient-level data restricted by role.
Talk to a BI consultant
Tell us which BI tool you use and which reports are not working.