Tag: Financial Analytics

Calculating Percent Profit Margins Using DAX In Power BI

Working out your profit margins in Power BI with a basic data set can seem like it requires a few steps. Maybe you think you need to use calculated columns to get the result. Well, you certainly don’t need to do that. There is a much simpler way. Using measures, you can start with simple

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How To Allocate Results To Templates At Every Single Row Using Power BI

Allocating Results To Predetermine Table Templates Inside Of Power BI

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

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Analyze Who Your Lost Customers Are Using Power BI & DAX

Use CALCULATE table function to determine the lost customers

In this example we’re going to dive into some customer churn analysis in Power BI. Power BI is an amazing tool for high-quality analytics. It does not have a close competitor at this point in time in my view. In this particular example, I’m going to show you how we can not only work out

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Power BI Tips & Techniques For Accounting & Finance

Power BI Tips & Techniques For Accounting & Finance

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

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