Tag: Financial Analytics

Power BI Reporting Templates Expanded – Power BI Visualization Concepts

In this tutorial, I dive into how to customize Power BI reporting templates efficiently. When you create tables inside Power BI, you can’t format or design them exactly the way you want them to be. You can only use the default order or sequential order that Power BI generates within the table, which can be

Continue reading

Filtering Data By Custom Fiscal Years And Quarters Using Calculated Columns In Power BI

There can be times when your date tables won’t have the custom fiscal years and quarters that you require as filters for your analysis. In this tutorial, we are going to discuss how you can filter your data by financial or fiscal years and quarters using calculated columns in Power BI. I’ve already seen inquiries

Continue reading

Advanced DAX For Power BI: Implementing Ranking Logic Across Unique Insights

Here, we’re going to dive into Advanced DAX in Power BI. The idea behind this tutorial is to show you how we can get to a very unique insight with Power BI, but do it in an intuitive way. In this example, I’m going to focus in on margin growth in the sales of an

Continue reading

Create Compelling Power BI Insights Fast For Financial Analysis

Learn Where Your Profit Comes From Fast in Power BI wSimple DAX

In this particular example, I’m going to show you how you can discover profit insights quickly with Power BI. Profits are key for any business, right? You want to understand how your profits are being derived, where they’re coming from, and why you’re getting the results that you are. With Power BI, using intuitive techniques,

Continue reading

Customer Analysis In Power BI; Reviewing Performance Over Time

How we can create some compelling customer analysis overtime Power BI Video Tutorial

Customer analysis is a crucial thing to do for any business specially if you have a large number of customers. In this particular tutorial, I work through how we can create some compelling customer analysis overtime. I’m looking at customer’s purchasing behaviour between different timeframes and put those into a visualisation, highlighting the information in

Continue reading