Tag: Financial Analytics

Deep Dive Into Data Outliers – How To Discover And Analyze In Power BI Using DAX

Today, we’re going to work through some advanced logic. We’ll look to analyze just the outliers in our data. It’s not just the outliers we want to see, we also want to delve deeper into these outlier results to enable us to understand why they are so. This is where you can take your Power

Continue reading

How To Set Up Your Financial Reporting Data Within Power BI

Getting your financial reporting or financial analysis working well with Power BI requires your data to be set up in a particular way. Many times when you get data out of a financial system, be it from the revenue side, the expense side or the balance sheet side; you need to re-arrange it in such

Continue reading

Financial Reporting Tips For Power BI – Actuals vs Budgets vs Last Year

In this example, I’m eager to showcase how we can dynamically represent financial information in a compelling manner using Power BI. Financial reporting in Power BI has been immensely improved with some recent updates and changes to the table features of late. Through this example, I’m going to show you how you can take things

Continue reading

Filter Your Data By Unique Financial Years & Quarters – Power BI Modeling Technique

Sometimes you want to filter your data by financial or fiscal years versus filter by calendar years. This particular tutorial is going to cover how you can do just that. What we’re going to do is use a current date table that we may already have inside of our model. If you want to learn

Continue reading

Expanding On Financial Reporting Templates, Next Enterprise DNA Member-Only Event

This week we will have the next scenario-method event from Enterprise DNA. These particular workshop sessions are for enterprise DNA members only. If you are a member and want to find out more about this particular event and register you can at this link below. Expanding On Financial Reporting Templates – September 2018 I’m really

Continue reading