Demonstration · Illustrative data · BI Consulting Services

CleanCapital × BI Consulting Services

Asset Performance & Reporting Consolidation board — one portfolio, one set of templates

Prepared for Ryan & Danielle
September 2026 · New York, NY
Power BI concept · co-development ready

Production vs. P50 forecast

Monthly generation, MWh — selected window highlighted

monitoring / DAS
P50 from IE model
Actual MWhP50 forecastSelected period

Signature view · portfolio map

Sites as sun-discs — sized by MWdc, colored by performance-ratio band

site master + DAS
PR = actual ÷ (P50 ÷ 0.83)
PR ≥ 80% PR 75–80% PR < 75% Filtered out Disc area ∝ MWdc · hover a site

Availability watch-list

Sites under 95% in the period

DAS + billing

Revenue by offtake type

Billed revenue in the period

billing system + GL

O&M tickets & downtime

Tickets by category and lost energy

CMMS / Excel trackers

Report inventory · consolidation plan

47 legacy monthly workbooks collapse into 6 reusable Power BI templates

reporting inventory (discovery)
Monitoring / DAS feedBilling systemAccounting GLExcel trackersSite master (Dataverse)One semantic model → 6 templates

Ask the data · private AI over the same semantic model

A typed question, answered with citations back to the board

mock · static answer generated from board data
Question
Which community-solar sites in NJ had curtailment or inverter faults over 3 days in Q3, and what is the subscriber-billing impact?
scope: NJ · Community Solar · Q3 2026sources: DAS events, billingmodel: portfolio semantic model v3
Also from BI Consulting Services

Private AI on your own server

The "ask the data" ideas on this board are designed to run on a GPU server inside your own network — an open-weight model over your own documents, cited answers, no per-seat licence, nothing leaving the building. The short deck below explains how it works. Scroll through, or download it as a PDF.

Private AI Servers — slide 1 of 14
Private AI Servers — slide 2 of 14
Private AI Servers — slide 3 of 14
Private AI Servers — slide 4 of 14
Private AI Servers — slide 5 of 14
Private AI Servers — slide 6 of 14
Private AI Servers — slide 7 of 14
Private AI Servers — slide 8 of 14
Private AI Servers — slide 9 of 14
Private AI Servers — slide 10 of 14
Private AI Servers — slide 11 of 14
Private AI Servers — slide 12 of 14
Private AI Servers — slide 13 of 14
Private AI Servers — slide 14 of 14

Questions? Book 30 minutes: calendly.com/powerbiconsultingservices/30min