Here I want to showcase a unique idea around allocating results to predetermine table templates inside of Power BI. Many of you who have been working with Power BI tables will know and understand that there’s not a huge amount of flexibility around what you can actually place into tables. So when you have a
This week here at Enterprise DNA we will be launching the new Financial Reporting w/Power BI training course at Enterprise DNA Online. To discover exactly when this course will be released and all further details check out the link below Financial Reporting w/Power BI ***This course is included with Enterprise DNA Membership*** If you would
When completing financial reporting analysis in Power BI, it is highly likely that you will need to integrate data from many different tables into a format or data structure that works well within the Power BI data model setup. Getting your data model right is essential. To get your data model right for financial reporting
A really common scenario within financial analysis is having to integrate currency rates across your transactional data. Most of the time, sales data is actually recorded regardless of the currency and the currency name or code is just placed inside a column. And it could be either USD, AUD, GBP, but it isn’t actually adjusted
Showcasing results cumulatively is, in my opinion, the best way to showcase trends in your data. When comparing data versus budget or forecasts, showing the trends or divergence in trend is essential. You want to make sure you can identify when your performance is breaking down as soon as possible and by viewing this cumulatively
