Tag: Customer Performance Analysis

Grouping Results Based On Performance Vs Benchmarks In Power BI

By Sam McKay, CFA on July 13, 2020June 10, 2020

In this tutorial, I’m going to break down how to effectively represent a budgeting analysis using segmentation and grouping techniques in Power BI. This is a breakout session from a Learning Summit course in Enterprise DNA Online. This technique will benefit those who are working on budgeting analysis. This is also useful for work that

Posted in: Customer Groups, Customer Performance Analysis, Customer Segmentation, Dynamic Grouping Power BI, Grouping and Segmentation, Performance Vs Benchmark, Power BI DAX Grouping function, Sales vs Budgets Power BI

Power BI

Budgeting Analysis On Best & Worst Performers Using Power BI

By Sam McKay, CFA on January 22, 2020October 13, 2020

I run through a lot of budgeting analysis because I think using Power BI for this type of analysis is extremely effective. Power BI as a tool covers a lot of the analytical components that need to be executed well to complete this analytical work, and then showcases it in an effective way. In this

Posted in: Budget Analysis, Budget Vs Actual, Customer Performance Analysis, DAX Calculations, Logical Functions, Power BI Analytics, Power BI Budgeting Analysis