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
Budgeting performance analysis might sometimes require us to segment the results we currently have to different groups. This is to analyze which performers were better than others versus their targets. Power BI can manage performance segmentation, and understand their differences and effects on the total budget. In this tutorial, I’m going to discuss how to
In this tutorial, I want to talk about how to use dynamic grouping in Power BI for your accounts receivables so that you can understand when the cash is coming into the business. This is a real-world application of Power BI, especially within the accounting and finance space. This tutorial is a breakout session from
This tutorial is all about customer insights. I will demonstrate an advanced Power BI customer segmentation technique using DAX formulas and a secondary table. Identifying or segmenting customers is a technique in itself, but comparing customer segments in the current period and in a prior period is another great technique. We can get some real
