Financial Dashboard Power Bi

  financial dashboard power bi: The Absolute Guide to Dashboarding and Reporting with Power BI Kasper de Jonge, 2018-06-01 Written by a member of Microsoft's Power BI team, this resource provides a practical step by step guide on creating a financial dashboard. The book covers in detail how to combine and shape the relevant data, build the dashboard in Power BI, providing layout and design tips and tricks, prepare the model to work with fiscal dates, and show values used in many financial reports, including year-to-date, variance-to-target, percentage-of-total, and running totals reports.
  financial dashboard power bi: Dashboarding and Reporting with Power Pivot and Excel Kasper de Jonge, 2014-07-01 Microsoft's revolutionary Power Pivot is a tool that allows users to create and transform data into reports and dashboards in new and much more powerful ways using the most-used analytical tool in the world: Excel. This book, written by a member of Microsoft's Power Pivot team, provides a practical step by step guide on creating a financial dashboard. The book covers in detail how to combine and shape the relevant data, build the dashboard in Excel, providing layout and design tips and tricks, prepare the model to work with fiscal dates, and show values used in many financial reports, including year-to-date, variance-to-target, percentage-of-total, and running totals reports. Accessibly written, this book offers readers a practical, real-world scenario and can be used as a day-to-day reference. Though the guide focuses on Power Pivot for Excel 2010, a chapter that discusses Power View—compatible with Excel 2013— and Power BI is also included.
  financial dashboard power bi: The Future of Finance with ChatGPT and Power BI James Bryant, Aloke Mukherjee, 2023-12-29 Enhance decision-making, transform your market approach, and find investment opportunities by exploring AI, finance, and data visualization with ChatGPT's analytics and Power BI's visuals Key Features Automate Power BI with ChatGPT for quick and competitive financial insights, giving you a strategic edge Make better data-driven decisions with practical examples of financial analysis and reporting Learn the step-by-step integration of ChatGPT, financial analysis, and Power BI for real-world success Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionIn today's rapidly evolving economic landscape, the combination of finance, analytics, and artificial intelligence (AI) heralds a new era of decision-making. Finance and data analytics along with AI can no longer be seen as separate disciplines and professionals have to be comfortable in both in order to be successful. This book combines finance concepts, visualizations through Power BI and the application of AI and ChatGPT to provide a more holistic perspective. After a brief introduction to finance and Power BI, you will begin with Tesla's data-driven financial tactics before moving to John Deere's AgTech strides, all through the lens of AI. Salesforce's adaptation to the AI revolution offers profound insights, while Moderna's navigation through the biotech frontier during the pandemic showcases the agility of AI-focused companies. Learn from Silicon Valley Bank's demise, and prepare for CrowdStrike's defensive maneuvers against cyber threats. With each chapter, you'll gain mastery over new investing ideas, Power BI tools, and integrate ChatGPT into your workflows. This book is an indispensable ally for anyone looking to thrive in the financial sector. By the end of this book, you'll be able to transform your approach to investing and trading by blending AI-driven analysis, data visualization, and real-world applications.What you will learn Dominate investing, trading, and reporting with ChatGPT's game-changing insights Master Power BI for dynamic financial visuals, custom dashboards, and impactful charts Apply AI and ChatGPT for advanced finance analysis and natural language processing (NLP) in news analysis Tap into ChatGPT for powerful market sentiment analysis to seize investment opportunities Unleash your financial analysis potential with data modeling, source connections, and Power BI integration Understand the importance of data security and adopt best practices for using ChatGPT and Power BI Who this book is for This book is for students, academics, data analysts, and AI enthusiasts eager to leverage ChatGPT for financial analysis and forecasting. It's also suitable for investors, traders, financial pros, business owners, and entrepreneurs interested in analyzing financial data using Power BI. To get started with this book, understanding the fundamentals of finance, investment, trading, and data analysis, along with proficiency in tools like Power BI and Microsoft Excel, is necessary. While prior knowledge of AI and ChatGPT is beneficial, it is not a prerequisite.
  financial dashboard power bi: The Absolute Guide to Dashboarding & Reporting with Power BI Kasper de Jonge, 2018
  financial dashboard power bi: Mastering Microsoft Power BI Brett Powell, 2018-03-29 Design, create and manage robust Power BI solutions to gain meaningful business insights Key Features Master all the dashboarding and reporting features of Microsoft Power BI Combine data from multiple sources, create stunning visualizations and publish your reports across multiple platforms A comprehensive guide with real-world use cases and examples demonstrating how you can get the best out of Microsoft Power BI Book DescriptionThis book is intended for business intelligence professionals responsible for the design and development of Power BI content as well as managers, architects and administrators who oversee Power BI projects and deployments. The chapters flow from the planning of a Power BI project through the development and distribution of content to the administration of Power BI for an organization. BI developers will learn how to create sustainable and impactful Power BI datasets, reports, and dashboards. This includes connecting to data sources, shaping and enhancing source data, and developing an analytical data model. Additionally, top report and dashboard design practices are described using features such as Bookmarks and the Power KPI visual. BI managers will learn how Power BI’s tools work together such as with the On-premises data gateway and how content can be staged and securely distributed via Apps. Additionally, both the Power BI Report Server and Power BI Premium are reviewed. By the end of this book, you will be confident in creating effective charts, tables, reports or dashboards for any kind of data using the tools and techniques in Microsoft Power BI.What you will learn Build efficient data retrieval and transformation processes with the Power Query M Language Design scalable, user-friendly DirectQuery and Import Data Models Develop visually rich, immersive, and interactive reports and dashboards Maintain version control and stage deployments across development, test, and production environments Manage and monitor the Power BI Service and the On-premises data gateway Develop a fully on-premise solution with the Power BI Report Server Scale up a Power BI solution via Power BI Premium capacity and migration to Azure Analysis Services or SQL Server Analysis Services Who this book is for Business Intelligence professionals and existing Power BI users looking to master Power BI for all their data visualization and dashboarding needs will find this book to be useful. While understanding of the basic BI concepts is required, some exposure to Microsoft Power BI will be helpful.
  financial dashboard power bi: Microsoft Power BI Demystified Elijah Falode, 2021-02 Power Bi Demystified enables you to master business intelligence and leverage the Power BI toolsets. It covers important concepts such as installation, creating data models, building basic dashboards, as well as visualizations so you make informed business decisions.Whether you are a business owner, analyst, or financial analyst, you would like to collate data easily, analyze it, and share it with your colleague in real-time. You would want to do this with software that is easy to operate and publishes data with good visuals in a way that you can understand. Microsoft Power BI allows you to get data from different sources, analyze it, and gives you insights on how your business performance. You can share workspaces with your colleagues, and they can easily access your business reports. It makes collaboration easy. In this book, you will find out what Power BI is, the features, the benefits, and the functions. This book also discusses the different versions of Microsoft Power BI - Power BI Server, Power BI Desktop, Power BI Pro, Power BI Premium, and Power BI Report Server. You will get to know the differences between these versions, their features, benefits, and how to set them up. You can operate these Power BI versions both on cloud and on-premise depending on the features of the versions. You can also share your workspace with as many people as you want. You will get to know which Power BI version best suits your company's needs.Power BI also allows you to ask questions about your data and gives you answers to your question. This is due to the artificial intelligence feature. It also provides you the insight you need to make informed decisions that impact your company's bottom line in a positive way. Microsoft Power BI can also integrate with other on-premise apps on your device so as to enable you to collate data easily. It operates with natural language so that you won't need the help of an expert to operate. If you are looking for an upgrade from your Excel, Power BI is the upgrade you need. This book will guide you on everything you need to know about Power BI, and it gives an easy step-by-step guide on how to install, set-up, and use it. Kindly order your copy to know more about this wonderful data intelligence tool!
  financial dashboard power bi: Introducing Microsoft Power BI Alberto Ferrari, Marco Russo, 2016-07-07 This is the eBook of the printed book and may not include any media, website access codes, or print supplements that may come packaged with the bound book. Introducing Microsoft Power BI enables you to evaluate when and how to use Power BI. Get inspired to improve business processes in your company by leveraging the available analytical and collaborative features of this environment. Be sure to watch for the publication of Alberto Ferrari and Marco Russo's upcoming retail book, Analyzing Data with Power BI and Power Pivot for Excel (ISBN 9781509302765). Go to the book's page at the Microsoft Press Store here for more details:http://aka.ms/analyzingdata/details. Learn more about Power BI at https://powerbi.microsoft.com/.
  financial dashboard power bi: Microsoft Certified Exam guide - Power Platform Fundamentals (PL-900) Cybellium Ltd, Unlock the Power of the Microsoft Power Platform! Are you ready to embark on a journey into the dynamic world of Microsoft's Power Platform? Look no further than the Microsoft Certified Exam Guide - Power Platform Fundamentals (PL-900). This comprehensive book is your essential companion on the path to mastering the fundamentals of the Power Platform and acing the PL-900 exam. In today's rapidly evolving business landscape, organizations seek to empower their employees to create solutions and automate workflows. Microsoft's Power Platform, comprising Power Apps, Power Automate, Power BI, and Power Virtual Agents, is at the forefront of this revolution. Whether you're a business professional, an aspiring developer, or an IT enthusiast, this book equips you with the knowledge and skills needed to leverage the Power Platform's capabilities. Inside this book, you will discover: ✔ Comprehensive Coverage: A detailed exploration of all the key components and capabilities of the Power Platform, ensuring you have a solid understanding of its potential. ✔ Real-World Scenarios: Practical examples and case studies that showcase how the Power Platform is used to solve real business challenges, making learning both engaging and relevant. ✔ Exam-Ready Preparation: Thorough coverage of PL-900 exam objectives, along with practice questions and expert tips to ensure you're fully prepared for the test. ✔ Proven Expertise: Authored by Power Platform experts who hold the certification and have hands-on experience in building solutions, offering you valuable insights and practical wisdom. Whether you aspire to enhance your skills, advance your career, or simply master the Power Platform, Microsoft Certified Exam Guide - Power Platform Fundamentals (PL-900) is your trusted companion on this journey. Don't miss this opportunity to become a proficient Power Platform user in a competitive job market. Prepare, practice, and succeed with the ultimate resource for PL-900 certification. Order your copy today and unlock a world of possibilities with the Microsoft Power Platform! © 2023 Cybellium Ltd. All rights reserved. www.cybellium.com
  financial dashboard power bi: Dashboarding and Reporting with Power Pivot and Excel Kasper de Jonge, 2014-07 Microsoft’s revolutionary Power Pivot is a tool that allows users to create and transform data into reports and dashboards in new and much more powerful ways using the most-used analytical tool in the world: Excel. This book, written by a member of Microsoft’s Power Pivot team, provides a practical step by step guide on creating a financial dashboard. The book covers in detail how to combine and shape the relevant data, build the dashboard in Excel, providing layout and design tips and tricks, prepare the model to work with fiscal dates, and show values used in many financial reports, including year-to-date, variance-to-target, percentage-of-total, and running totals reports. Accessibly written, this book offers readers a practical, real-world scenario and can be used as a day-to-day reference. Though the guide focuses on Power Pivot for Excel 2010, a chapter that discusses Power View—compatible with Excel 2013— and Power BI is also included.
  financial dashboard power bi: Implementing Microsoft Dynamics 365 for Finance and Operations Rahul Mohta, Yogesh Kasat, JJ Yadav, 2017-09-15 Harness the power of Dynamics 365 Operations and discover all you need to implement it About This Book Master all the necessary tools and resources to evaluate Dynamics 365 for Operations, implement it, and proactively maintain it. Troubleshoot your problems effectively with your Dynamics 365 partner Learn about architecture, deployment choices, integration, configuration and data migration, development, testing, reporting and BI, support, upgrading, and more. Who This Book Is For This book is for technology leaders, project managers solution architects, and consultants who are planning to implement, are in the process of implementing, or are currently upgrading to Dynamics 365 for Operations. This book will help you effectively learn and implement Dynamics 365 for Operations. What You Will Learn Learn about Microsoft Dynamics 365, it's offerings, plans and details of Finance and Operations, Enterprise edition Understand the methodology and the tool, architecture, and deployment options Effectively plan and manage configurations and data migration, functional design, and technical design Understand integration frameworks, development concepts, best practices, and recommendations while developing new solutions Learn how to leverage intelligence and analytics through Power BI, machine learning, IOT, and Cortana intelligence Master testing, training, going live, upgrading, and how to get support during and after the implementation In Detail Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, is a modern, cloud-first, mobile-first, ERP solution suitable for medium and large enterprise customers. This book will guide you through the entire life cycle of a implementation, helping you avoid common pitfalls while increasing your efficiency and effectiveness at every stage of the project. Starting with the foundations, the book introduces the Microsoft Dynamics 365 offerings, plans, and products. You will be taken through the various methodologies, architectures, and deployments so you can select, implement, and maintain Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. You will delve in-depth into the various phases of implementation: project management, analysis, configuration, data migration, design, development, using Power BI, machine learning, Cortana analytics for intelligence, testing, training, and finally deployment, support cycles, and upgrading. This book focuses on providing you with information about the product and the various concepts and tools, along with real-life examples from the field and guidance that will empower you to execute and implement Dynamics 365 for Finance and Operations, Enterprise edition. Style and approach This book is a step-by-step guide focusing on implementing Dynamics 365 Operations solutions for your organization.
  financial dashboard power bi: Financial Modeling for Decision Making Ron Messer, 2020-09-01 This book provides accounting students in post-secondary institutions with an advanced level understanding of how to use MS-Excel to make business decisions. It reflects real-life applications of this important analytical tool, which has become the accepted industry standard for spreadsheet software.
  financial dashboard power bi: The Entrepreneurial Edge Kaustuva Pradhan, The Entrepreneurial Edge: Building a Profitable Business from Scratch is a comprehensive guide to starting and growing a successful business from the ground up. This book is ideal for aspiring entrepreneurs who want to learn how to turn their innovative ideas into profitable ventures. The book begins with an introduction to entrepreneurship and its fundamental principles, including the mindset, traits, and skills required to succeed as an entrepreneur. It then moves on to business planning, where readers will learn how to create a business plan, identify market opportunities, and assess the competition. Next, the book covers the various financing options available to entrepreneurs, including bootstrapping, crowdfunding, and venture capital. It also discusses the legal and regulatory issues that entrepreneurs need to be aware of when starting and running a business. Marketing and branding are critical components of any successful business, and this book provides valuable insights into how to develop a marketing strategy, build a brand, and effectively promote your products or services. The book also covers sales and customer service, which are essential for creating long-term customer relationships. Operations and project management are important aspects of running a business, and this book provides practical tips for streamlining processes, optimizing productivity, and managing projects effectively. The book also covers human resources, including hiring, training, and managing employees. Technology and innovation are transforming the business landscape, and this book provides valuable insights into how entrepreneurs can leverage technology to gain a competitive edge. The book also covers growth strategies, including how to scale your business and expand into new markets. Managing change and crisis is an essential skill for entrepreneurs, and this book provides practical advice for navigating uncertain times and overcoming obstacles. The book also covers leadership and management, including how to build a high-performing team and inspire others to achieve their full potential. The book concludes with a discussion of entrepreneurship in the digital age, including how to leverage technology and social media to grow your business. It also covers exit strategies, including how to sell your business or pass it on to the next generation. Overall, The Entrepreneurial Edge: Building a Profitable Business from Scratch is an invaluable resource for anyone who wants to start and grow a successful business. It provides practical advice, real-world examples, and expert insights into all aspects of entrepreneurship, making it a must-read for aspiring entrepreneurs and business owners alike.
  financial dashboard power bi: Excel Dashboards and Reports Michael Alexander, John Walkenbach, 2010-08-06 The go to resource for how to use Excel dashboards and reports to better conceptualize data Many Excel books do an adequate job of discussing the individual functions and tools that can be used to create an “Excel Report.” What they don’t offer is the most effective ways to present and report data. Offering a comprehensive review of a wide array of technical and analytical concepts, Excel Reports and Dashboards helps Excel users go from reporting data with simple tables full of dull numbers, to presenting key information through the use of high-impact, meaningful reports and dashboards that will wow management both visually and substantively. Details how to analyze large amounts of data and report the results in a meaningful, eye-catching visualization Describes how to use different perspectives to achieve better visibility into data, as well as how to slice data into various views on the fly Shows how to automate redundant reporting and analyses Part technical manual, part analytical guidebook, Excel Dashboards and Reports is the latest addition to the Mr. Spreadsheet’s Bookshelf series and is the leading resource for learning to create dashboard reports in an easy-to-use format that’s both visually attractive and effective.
  financial dashboard power bi: The Definitive Guide to DAX Alberto Ferrari, Marco Russo, 2015-10-14 This comprehensive and authoritative guide will teach you the DAX language for business intelligence, data modeling, and analytics. Leading Microsoft BI consultants Marco Russo and Alberto Ferrari help you master everything from table functions through advanced code and model optimization. You’ll learn exactly what happens under the hood when you run a DAX expression, how DAX behaves differently from other languages, and how to use this knowledge to write fast, robust code. If you want to leverage all of DAX’s remarkable power and flexibility, this no-compromise “deep dive” is exactly what you need. Perform powerful data analysis with DAX for Microsoft SQL Server Analysis Services, Excel, and Power BI Master core DAX concepts, including calculated columns, measures, and error handling Understand evaluation contexts and the CALCULATE and CALCULATETABLE functions Perform time-based calculations: YTD, MTD, previous year, working days, and more Work with expanded tables, complex functions, and elaborate DAX expressions Perform calculations over hierarchies, including parent/child hierarchies Use DAX to express diverse and unusual relationships Measure DAX query performance with SQL Server Profiler and DAX Studio
  financial dashboard power bi: Building Dashboards with Microsoft Dynamics GP 2016 Belinda Allen, Mark Polino, 2017-03-10 Learn to build professional and powerful dashboards with Microsoft Dynamics GP and Excel About This Book This book provides a core foundation for you to understand the ever-changing Microsoft Power BI Through this book, you'll understand how data flows and is secured between Microsoft Dynamics GP and Microsoft Excel You'll see how to create amazing dashboards using various tools such as Excel 2016, Power BI, Jet Express, and more Who This Book Is For This book is geared up for analysts and accountants keen on building and maintaining professional dashboards with Microsoft Excel 2016 for Microsoft Dynamics GP 2016 data, and building financials with visuals using the New Jet Reports Express Tool for Dynamics GP. An introduction is provided for those who want to maintain dashboards in Microsoft Power BI. What You Will Learn Use GP Data in Excel 2016 in a meaningful way Build basic financial statements using Jet Reporting Express, including visualizations Understand the foundation of Power BI and its components Get and maintain data from Dynamics GP in Power BI Find out how to use the Power BI Query Editor (the Get and Transform feature in Excel 2016) Format basic visualizations to get better insights Understand Jet Reports Express, which is used to create basic financial statements Use the new Dynamics GP features, such as OData and adding Power BI tiles on the home page In Detail Microsoft Dynamics GP is a complete ERP solution that is extremely beneficial for small to midsize organizations in helping them grow exponentially. The book shows you in detail how to build great-looking dashboards with Microsoft Dynamics GP that enhance a company's decision-making processes. This guide will take you from the basics of setting up and deploying to creating secure, refreshable Excel reports. Using a whole host of tools available within Microsoft Dynamics GP and Excel, this tutorial will show you how to visualize your data using simple conditional formatting techniques and easy-to-read charts, and allow you to make your data interactive with slicers. We will also cover core topics such as Business Analyzer, Microsoft SQL Reporting services reports, BI360, and more. You will find out to use Power BI, share and refresh data and dashboards in Power BI, and use Power BI Query Editor. By the end of this book, you will have all the information required to build interactive dashboards using Dynamics GP. Style and approach The book takes a step-by-step approach and contains real-world examples that provide the building blocks to create engaging dashboards. This practical guide is all about doing. Get your data, open up Excel, and go!
  financial dashboard power bi: Power BI Rob Botwright, 101-01-01 Unlock the Full Potential of Your Data with the Power BI Data Mastery Made Easy Book Bundle! Are you ready to transform your data into actionable insights and make informed decisions that drive success? Look no further! Introducing the Power BI Data Mastery Made Easy book bundle, a comprehensive collection of resources that will empower you to harness the true power of Microsoft's leading business intelligence and data visualization tool—Power BI. Here's what you'll discover in this incredible bundle: Book 1 - Power BI Essentials: A Beginner's Guide to Data Visualization Mastery · Ideal for beginners: Build a solid foundation in data visualization. · Learn to import and transform data from various sources. · Create stunning visualizations that tell compelling data stories. · Master the art of data analysis and visualization. Book 2 - Mastering Power BI: Advanced Techniques and Best Practices for Analysts · Elevate your skills to the next level with advanced techniques. · Discover best practices for tackling complex analytical challenges. · Master DAX formulas and optimize data models. · Become an analytics expert and excel in your field. Book 3 - Power BI Data Modeling: Building Robust Datasets for Effective Analysis · Unlock the full potential of Power BI with robust data modeling. · Design efficient and flexible data models. · Establish relationships between tables and optimize performance. · Gain the skills to create powerful data sets for effective analysis. Book 4 - Expert Power BI: Advanced Analytics and Custom Visualizations Mastery · Dive into the world of advanced analytics and custom visuals. · Explore machine learning integration and geographic analysis. · Push the boundaries of data analysis and create custom solutions. · Become a Power BI expert and stand out in your field. Whether you're a business professional, data analyst, or IT specialist, this book bundle equips you with the knowledge and skills needed to transform your data into a valuable asset. With Power BI's dynamic and ever-evolving capabilities, these books will keep you on the cutting edge of data analytics. Don't miss out on this opportunity to embark on a journey of discovery, learning, and mastery in the world of Power BI. Your ability to turn data into actionable insights is the key to informed decision-making and driving success in today's data-centric environment. Grab the Power BI Data Mastery Made Easy book bundle today and start your exciting adventure into the world of Power BI—where data mastery is within reach for everyone!
  financial dashboard power bi: Microsoft Certified: Power BI Data Analyst Associate (PL-300) Cybellium, Welcome to the forefront of knowledge with Cybellium, your trusted partner in mastering the cutting-edge fields of IT, Artificial Intelligence, Cyber Security, Business, Economics and Science. Designed for professionals, students, and enthusiasts alike, our comprehensive books empower you to stay ahead in a rapidly evolving digital world. * Expert Insights: Our books provide deep, actionable insights that bridge the gap between theory and practical application. * Up-to-Date Content: Stay current with the latest advancements, trends, and best practices in IT, Al, Cybersecurity, Business, Economics and Science. Each guide is regularly updated to reflect the newest developments and challenges. * Comprehensive Coverage: Whether you're a beginner or an advanced learner, Cybellium books cover a wide range of topics, from foundational principles to specialized knowledge, tailored to your level of expertise. Become part of a global network of learners and professionals who trust Cybellium to guide their educational journey. www.cybellium.com
  financial dashboard power bi: Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate (MB-310) Cybellium, Welcome to the forefront of knowledge with Cybellium, your trusted partner in mastering the cutting-edge fields of IT, Artificial Intelligence, Cyber Security, Business, Economics and Science. Designed for professionals, students, and enthusiasts alike, our comprehensive books empower you to stay ahead in a rapidly evolving digital world. * Expert Insights: Our books provide deep, actionable insights that bridge the gap between theory and practical application. * Up-to-Date Content: Stay current with the latest advancements, trends, and best practices in IT, Al, Cybersecurity, Business, Economics and Science. Each guide is regularly updated to reflect the newest developments and challenges. * Comprehensive Coverage: Whether you're a beginner or an advanced learner, Cybellium books cover a wide range of topics, from foundational principles to specialized knowledge, tailored to your level of expertise. Become part of a global network of learners and professionals who trust Cybellium to guide their educational journey. www.cybellium.com
  financial dashboard power bi: Beginning DAX with Power BI Philip Seamark, 2018-03-31 Attention all SQL Pros, DAX is not just for writing Excel-based formulas! Get hands-on learning and expert advice on how to use the vast capabilities of the DAX language to solve common data modeling challenges. Beginning DAX with Power BI teaches key concepts such as mapping techniques from SQL to DAX, filtering, grouping, joining, pivoting, and using temporary tables, all aimed at the SQL professional. Join author Philip Seamark as he guides you on a journey through typical business data transformation scenarios and challenges, and teaches you, step-by-step, how to resolve challenges using DAX. Tips, tricks, and shortcuts are included and explained, along with examples of the SQL equivalent, in order to accelerate learning. Examples in the book range from beginner to advanced, with plenty of detailed explanation when walking through each scenario. What You’ll Learn Turbocharge your Power BI model by adding advanced DAX programming techniques Know when to use calculated measures versus calculated columns Generate new tables on the fly from existing data Optimize, monitor, and tune Power BI to improve performance of your models Discover new ideas, tricks, and time-saving techniques for better models Who This Book Is For Business intelligence developers, business analysts, or any SQL user who wants to use Power BI as a reporting tool. A solid understanding of SQL is recommended, as examples throughout the book include the DAX equivalents to SQL problem/solution scenarios.
  financial dashboard power bi: Microsoft Power BI Dashboards Step by Step Errin O'Connor, 2018-10-05 Your hands-on guide to building effective Power BI dashboards Expand your expertise–and teach yourself how to create world-class Power BI business analysis dashboards that bring data to life for better decision-making. If you’re an experienced business intelligence professional or manager, you’ll get all the guidance, examples, and code you need to succeed–even if you’ve never used Power BI before. Successfully design, architect, and implement Power BI in your organization Take full advantage of any Microsoft Power BI platform, including Power BI Premium Make upfront decisions that position your Power BI project for success Build rich, live dashboards to monitor crucial data from across your organization Aggregate data and data elements from numerous internal and external data sources Develop dynamic visualizations, including charts, maps, and graphs Bring data to life with stunning interactive reports Ensure dashboard security and compliance Drive user adoption through effective training
  financial dashboard power bi: Business Dashboards Nils H. Rasmussen, Manish Bansal, Claire Y. Chen, 2009-03-27 Focusing on designing the right dashboards for use in an organization, this timely, full color book reveals how to successfully deploy dashboards by building the optimal software architecture and dashboard design. In addition, it describes the value of this popular technology to a business and how it can have a significant impact on performance improvement. A unique collection of more than 120 dashboard images are organized by category. One of the chapters provides a step-by-step description of the key performance indicator (KPIs) design process. One of the appendices contains more than 1,000 examples of KPIs to help design the content of dashboards. The book also describes all the steps in a dashboard implementation and offers related advice. Nils Rasmussen (West Hollywood, CA) is cofounder and Principal of Solver, Inc. Claire Y. Chen (Long Beach, CA) is a Senior Business Intelligence Architect at Solver, Inc. Manish Bansal (Irvine, CA) is Vice President of Sales at Solver, Inc.
  financial dashboard power bi: Microsoft Power BI Quick Start Guide Devin Knight, Mitchell Pearson, Bradley Schacht, Erin Ostrowsky, 2020-10-30 An accessible fast paced introduction to all aspects of Power BI for new or aspiring BI professionals, data analysts, and data visualizers. Purchase of the print or Kindle book includes a free eBook in the PDF format. Key Features Updated with the latest features in Power BI including Dataflow, AI insights, visuals and row level security Get faster and more intuitive data insights using Microsoft Power BI and its business intelligence capabilities Build accurate analytical models, reports, and dashboards Book Description This revised edition has been fully updated to reflect the latest enhancements to Power BI. It includes a new chapter dedicated to dataflow, and covers all the essential concepts such as installation, designing effective data models, as well as building basic dashboards and visualizations to help you and your organization make better business decisions. You'll learn how to obtain data from a variety of sources and clean it using Power BI Query Editor. You'll then find out how you can design your data model to navigate and explore relationships within it and build DAX formulas to make your data easier to work with. Visualizing your data is a key element in this book, and you'll get to grips rapidly with data visualization styles and enhanced digital storytelling techniques. In addition, you will acquire the skills to build your own dataflows, understand the Common Data Model, and automate data flow refreshes to eradicate data cleansing inefficiency. This guide will help you understand how to administer your organization's Power BI environment so that deployment can be made seamless, data refreshes can run properly, and security can be fully implemented. By the end of this Power BI book, you'll have a better understanding of how to get the most out of Power BI to perform effective business intelligence. What you will learn Connect to data sources using import and DirectQuery options Use Query Editor for data transformation and data cleansing processes, including writing M and R scripts and dataflows to do the same in the cloud Design optimized data models by designing relationships and DAX calculations Design effective reports with built-in and custom visuals Adopt Power BI Desktop and Service to implement row-level security Administer a Power BI cloud tenant for your organization Use built-in AI capabilities to enhance Power BI data transformation techniques Deploy your Power BI desktop files into the Power BI Report Server Who this book is for Aspiring business intelligence professionals who want to learn Power BI will find this book useful. If you have a basic understanding of BI concepts and want to learn how to apply them using Microsoft Power BI, this book is for you.
  financial dashboard power bi: Data Visualization with Excel Dashboards and Reports Dick Kusleika, 2021-02-05 Large corporations like IBM and Oracle are using Excel dashboards and reports as a Business Intelligence tool, and many other smaller businesses are looking to these tools in order to cut costs for budgetary reasons. An effective analyst not only has to have the technical skills to use Excel in a productive manner but must be able to synthesize data into a story, and then present that story in the most impactful way. Microsoft shows its recognition of this with Excel. In Excel, there is a major focus on business intelligence and visualization. Data Visualization with Excel Dashboards and Reports fills the gap between handling data and synthesizing data into meaningful reports. This title will show readers how to think about their data in ways other than columns and rows. Most Excel books do a nice job discussing the individual functions and tools that can be used to create an Excel Report. Titles on Excel charts, Excel pivot tables, and other books that focus on Tips and Tricks are useful in their own right; however they don't hit the mark for most data analysts. The primary reason these titles miss the mark is they are too focused on the mechanical aspects of building a chart, creating a pivot table, or other functionality. They don't offer these topics in the broader picture by showing how to present and report data in the most effective way. What are the most meaningful ways to show trending? How do you show relationships in data? When is showing variances more valuable than showing actual data values? How do you deal with outliers? How do you bucket data in the most meaningful way? How do you show impossible amounts of data without inundating your audience? In Data Visualization with Excel Reports and Dashboards, readers will get answers to all of these questions. Part technical manual, part analytical guidebook; this title will help Excel users go from reporting data with simple tables full of dull numbers, to creating hi-impact reports and dashboards that will wow management both visually and substantively. This book offers a comprehensive review of a wide array of technical and analytical concepts that will help users create meaningful reports and dashboards. After reading this book, the reader will be able to: Analyze large amounts of data and report their data in a meaningful way Get better visibility into data from different perspectives Quickly slice data into various views on the fly Automate redundant reporting and analyses Create impressive dashboards and What-If analyses Understand the fundamentals of effective visualization Visualize performance comparisons Visualize changes and trends over time
  financial dashboard power bi: Knight's Microsoft Business Intelligence 24-Hour Trainer Brian Knight, Devin Knight, Adam Jorgensen, Patrick LeBlanc, Mike Davis, 2011-11-30 A book-and-video introduction to Microsoft's Business Intelligence tools If you are just starting to get a handle on Microsoft Business Intelligence (BI) tools, this book and accompanying video provides you with the just the right amount of information to perform basic business analysis and reporting. You'll explore the components and related tools that comprise the Microsoft BI toolset as well as the new BI features of Office 2010. After a basic primer on BI and data modeling, the expert team of authors provides you with step-by-step lessons in the book and videos on the accompanying DVD on how to use SQL Server Integration Services, SQL Server Analysis Services, SQL Server Reporting Services, Excel BI (including PowerPivot), and SharePoint. Integrates instructional videos with each of the lessons found in the book to enhance your learning experience Explores the Microsoft Business Intelligence (BI) toolset as well as the new BI features of Office 2010 Encourages you to practice what you've learned in Try It Out sections Contains video demonstrations that walk you through how to tackle each lesson featured in the book With Knight's Microsoft Business Intelligence 24-Hour Trainer, veteran authors present you with an ideal introductory book-and-video package so that you can get started working with the BI toolset immediately! Note: As part of the print version of this title, video lessons are included on DVD. For e-book versions, video lessons can be accessed at wrox.com using a link provided in the interior of the e-book.
  financial dashboard power bi: Microsoft Power BI Complete Reference Devin Knight, Brian Knight, Mitchell Pearson, Manuel Quintana, Brett Powell, 2018-12-21 Design, develop, and master efficient Power BI solutions for impactful business insights Key FeaturesGet to grips with the fundamentals of Microsoft Power BI Combine data from multiple sources, create visuals, and publish reports across platformsUnderstand Power BI concepts with real-world use casesBook Description Microsoft Power BI Complete Reference Guide gets you started with business intelligence by showing you how to install the Power BI toolset, design effective data models, and build basic dashboards and visualizations that make your data come to life. In this Learning Path, you will learn to create powerful interactive reports by visualizing your data and learn visualization styles, tips and tricks to bring your data to life. You will be able to administer your organization's Power BI environment to create and share dashboards. You will also be able to streamline deployment by implementing security and regular data refreshes. Next, you will delve deeper into the nuances of Power BI and handling projects. You will get acquainted with planning a Power BI project, development, and distribution of content, and deployment. You will learn to connect and extract data from various sources to create robust datasets, reports, and dashboards. Additionally, you will learn how to format reports and apply custom visuals, animation and analytics to further refine your data. By the end of this Learning Path, you will learn to implement the various Power BI tools such as on-premises gateway together along with staging and securely distributing content via apps. This Learning Path includes content from the following Packt products: Microsoft Power BI Quick Start Guide by Devin Knight et al. Mastering Microsoft Power BI by Brett PowellWhat you will learnConnect to data sources using both import and DirectQuery optionsLeverage built-in and custom visuals to design effective reportsAdminister a Power BI cloud tenant for your organizationDeploy your Power BI Desktop files into the Power BI Report ServerBuild efficient data retrieval and transformation processesWho this book is for Microsoft Power BI Complete Reference Guide is for those who want to learn and use the Power BI features to extract maximum information and make intelligent decisions that boost their business. If you have a basic understanding of BI concepts and want to learn how to apply them using Microsoft Power BI, then Learning Path is for you. It consists of real-world examples on Power BI and goes deep into the technical issues, covers additional protocols, and much more.
  financial dashboard power bi: Building Interactive Dashboards in Microsoft 365 Excel Michael Olafusi, 2024-02-29 Unleash the full potential of Microsoft Excel's latest version and elevate your data-driven prowess with this comprehensive resource Key Features Create robust and automated dashboards in Excel for M365 Apply data visualization principles and employ dynamic charts and tables to create constantly updated and informative dashboards for your organization Uncover the best practices for effective dashboard creation Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionM365 Excel is a modern Excel version that is constantly updated with features that make creating and automating analyses, reports, and dashboards very easy compared with older Excel versions. This book will help you leverage its full capabilities, beginning with a quick overview of what dashboards are and how they are different from other types of reports. Then, you’ll familiarize yourself with the different standard dashboards currently available and what they are meant to accomplish for organizations. As you progress, you’ll get to grips with the use of new powerful tools such as Power Query and dynamic array formulae in the automation of analysis, gaining insights into the right approach to take in building effective dashboards. You’ll equip yourself with not only all the essential formulae, charts, and non-chart visuals but also learn how to set up your dashboard perfectly. Along the way, you’ll build a couple of awesome dashboards from scratch to utilize your newfound knowledge. By the end of this book, you will be able to carry out an impressive and robust level of analysis on business data that may come from multiple sources or files, using better processes, formulae, and best practices in M365 to create insightful dashboards faster.What you will learn Understand the importance of dashboards in today's business analytics environment Delve into the various essential formulae in Excel Utilize Power Query to shape and transform data to extract insights easily Explore the power of the new dynamic array functions in M365 Employ PivotTable and Power Pivot to automate your dashboards Master the setup and optimization of your dashboard canvas Discover best practices for visualization, charts, and effective dashboard creation Consolidate your knowledge through a hands-on concluding project Who this book is for This book is for Microsoft Excel users, especially those tasked with creating dynamic reports and dashboards that require data and help support to decision-makers within an organization with visually engaging and actionable insights. Financial analysts, data analysts, business analysts, and BI professionals will also greatly benefit from this book. Some familiarity with the Microsoft Excel interface is a prerequisite.
  financial dashboard power bi: Microsoft Power BI Cookbook Brett Powell, 2017-09-27 Publisher's note: This edition from 2017 is outdated and does not make use of the most recent Power BI updates. A new third edition, updated to the latest release is now available in color Key Features From connecting to your data sources to developing and deploying immersive, mobile-ready dashboards and visualizations, this book covers it all Over 90 hands-on, technical recipes, tips, and use cases from across the Power BI platform including the Power BI Service and Mobile Applications Proven development techniques and guidance for implementing custom solutions with DAX and M languages Book DescriptionMicrosoft Power BI is a business intelligence and analytics platform consisting of applications and services designed to provide coherent, visual and interactive insights of data. This book will provide thorough, technical examples of using all primary Power BI tools and features as well as demonstrate high impact end-to-end solutions that leverage and integrate these technologies and services. Get familiar with Power BI development tools and services, go deep into the data connectivity and transformation, modeling, visualization and analytical capabilities of Power BI, and see Power BI’s functional programming languages of DAX and M come alive to deliver powerful solutions to address common, challenging scenarios in business intelligence. This book will excite and empower you to get more out of Power BI via detailed recipes, advanced design and development tips, and guidance on enhancing existing Power BI projects.What you will learn Cleanse, stage, and integrate your data sources with Power BI Abstract data complexities and provide users with intuitive, self-service BI capabilities Build business logic and analysis into your solutions via the DAX programming language and dynamic, dashboard-ready calculations Take advantage of the analytics and predictive capabilities of Power BI Make your solutions more dynamic and user specific and/or defined including use cases of parameters, functions, and row level security Understand the differences and implications of DirectQuery, Live Connections, and Import-Mode Power BI datasets and how to deploy content to the Power BI Service and schedule refreshes Integrate other Microsoft data tools such as Excel and SQL Server Reporting Services into your Power BI solution Who this book is for This book is for BI professionals who wish to enhance their knowledge of Power BI beyond and to enhance the value of the Power BI solutions they deliver to business users. Those who are looking at quick solutions to common problems while using Power BI will also find this book to be a very useful resource .Some experience with Power BI will be useful.
  financial dashboard power bi: Financial Modeling in Excel For Dummies Danielle Stein Fairhurst, 2017-04-24 Make informed business decisions with the beginner's guide to financial modeling using Microsoft Excel Financial Modeling in Excel For Dummies is your comprehensive guide to learning how to create informative, enlightening financial models today. Not a math whiz or an Excel power-user? No problem! All you need is a basic understanding of Excel to start building simple models with practical hands-on exercises and before you know it, you'll be modeling your way to optimized profits for your business in no time. Excel is powerful, user-friendly, and is most likely already installed on your computer—which is why it has so readily become the most popular financial modeling software. This book shows you how to harness Excel's capabilities to determine profitability, develop budgetary projections, model depreciation, project costs, value assets and more. You'll learn the fundamental best practices and know-how of financial modeling, and how to put them to work for your business and your clients. You'll learn the tools and techniques that bring insight out of the numbers, and make better business decisions based on quantitative evidence. You'll discover that financial modeling is an invaluable resource for your business, and you'll wonder why you've waited this long to learn how! Companies around the world use financial modeling for decision making, to steer strategy, and to develop solutions. This book walks you through the process with clear, expert guidance that assumes little prior knowledge. Learn the six crucial rules to follow when building a successful financial model Discover how to review and edit an inherited financial model and align it with your business and financial strategy Solve client problems, identify market projections, and develop business strategies based on scenario analysis Create valuable customized templates models that can become a source of competitive advantage From multinational corporations to the mom-and-pop corner store, there isn't a business around that wouldn't benefit from financial modeling. No need to buy expensive specialized software—the tools you need are right there in Excel. Financial Modeling in Excel For Dummies gets you up to speed quickly so you can start reaping the benefits today!
  financial dashboard power bi: Microsoft Power BI Quick Start Guide Devin Knight, Brian Knight, Mitchell Pearson, Manuel Quintana, 2018-07-30 Bring your data to life with Power BI Key Features Get to grips with the fundamentals of Microsoft Power BI and its Business Intelligence capabilities Build accurate analytical models, reports and dashboards Get faster and more intuitive insights from your data using Microsoft Power BI Book DescriptionMicrosoft Power BI is a cloud-based service that helps you easily visualize and share insights using your organization's data.This book will get you started with business intelligence using the Power BI toolset, covering essential concepts such as installation,designing effective data models, as well as building basic dashboards and visualizations to make your data come to life You will learn how to get your data the way you want – connecting to data sources sources and how to clean your data with the Power BI Query Editor. You will next learn how to properly design your data model to make your data easier to work with.. You will next learn how to properly design your data model to navigate table relationships and build DAX formulas to make your data easier to work with. Visualizing your data is another key element of this book, and you will learn how to follow proper data visualization styles and enhanced digital storytelling techniques. By the end of this book, you will understand how to administer your organization's Power BI environment so deployment can be made seamless, data refreshes can run properly, and security can be fully implementedWhat you will learn Connect to data sources using both import and DirectQuery options Use the Query Editor to apply data transformations and data cleansing processes, including learning how to write M and R scripts Design optimized data models by designing relationships and DAX calculations Leverage built-in and custom visuals to design effective reports Use the Power BI Desktop and Power BI Service to implement Row Level Security on your model Administer a Power BI cloud tenant for your organization Deploy your Power BI Desktop files into the Power BI Report Server Who this book is for This book is for aspiring Business Intelligence professionals who want to get up and running with Microsoft Power BI. If you have a basic understanding of BI concepts and want to learn how to apply them using Microsoft Power BI, this book is for you.
  financial dashboard power bi: Excel Insights MrExcel's Holy Macro! Books, 24 Excel MVPs, 2024-10-01 Unlock the full potential of Excel with advanced tips and techniques covering everything from formulas to VBA. Key Features Advanced Excel features, from custom formatting to dynamic arrays Data analysis and visualization with Power Query and charts Detailed explanation of VBA for task automation and efficiency Book DescriptionDive into the world of advanced Excel techniques designed to elevate your data analysis skills. Start with mastering custom number formatting, efficient data entry, and powerful formulas like INDEX MATCH. Explore Excel's evolving features, including dynamic arrays and new data types, ensuring you stay at the forefront of the latest tools. The course then guides you through creating impactful charts for presentations and advanced filtering techniques. You’ll also discover the transformative power of Power Query, allowing you to manipulate and combine data with ease. With chapters on financial modeling and creative Excel model development, you’ll learn to solve complex problems and develop innovative solutions. Finally, the course introduces you to VBA, teaching you how to automate tasks and create custom worksheet functions, equipping you with the skills to enhance your workflows. By the end of the course, you’ll have a robust understanding of Excel's advanced features, empowering you to handle any data challenge with confidence and creativity.What you will learn Master custom number formatting Utilize INDEX MATCH effectively Create dynamic arrays Build advanced charts Automate with Power Query Develop VBA functions Who this book is for Ideal for intermediate to advanced Excel users, data analysts, and financial modelers. Readers should have a basic understanding of Excel. Prior experience with Excel formulas, charts, and data management is recommended.
  financial dashboard power bi: Analyzing Data with Power BI and Power Pivot for Excel Alberto Ferrari, Marco Russo, 2017-04-28 Renowned DAX experts Alberto Ferrari and Marco Russo teach you how to design data models for maximum efficiency and effectiveness. How can you use Excel and Power BI to gain real insights into your information? As you examine your data, how do you write a formula that provides the numbers you need? The answers to both of these questions lie with the data model. This book introduces the basic techniques for shaping data models in Excel and Power BI. It’s meant for readers who are new to data modeling as well as for experienced data modelers looking for tips from the experts. If you want to use Power BI or Excel to analyze data, the many real-world examples in this book will help you look at your reports in a different way–like experienced data modelers do. As you’ll soon see, with the right data model, the correct answer is always a simple one! By reading this book, you will: • Gain an understanding of the basics of data modeling, including tables, relationships, and keys • Familiarize yourself with star schemas, snowflakes, and common modeling techniques • Learn the importance of granularity • Discover how to use multiple fact tables, like sales and purchases, in a complex data model • Manage calendar-related calculations by using date tables • Track historical attributes, like previous addresses of customers or manager assignments • Use snapshots to compute quantity on hand • Work with multiple currencies in the most efficient way • Analyze events that have durations, including overlapping durations • Learn what data model you need to answer your specific business questions About This Book • For Excel and Power BI users who want to exploit the full power of their favorite tools • For BI professionals seeking new ideas for modeling data
  financial dashboard power bi: The Balanced Scorecard Robert S. Kaplan, David P. Norton, 1996-08-02 The Balanced Scorecard translates a company's vision and strategy into a coherent set of performance measures. The four perspectives of the scorecard--financial measures, customer knowledge, internal business processes, and learning and growth--offer a balance between short-term and long-term objectives, between outcomes desired and performance drivers of those outcomes, and between hard objective measures and softer, more subjective measures. In the first part, Kaplan and Norton provide the theoretical foundations for the Balanced Scorecard; in the second part, they describe the steps organizations must take to build their own Scorecards; and, finally, they discuss how the Balanced Scorecard can be used as a driver of change.
  financial dashboard power bi: Supercharge Power BI MrExcel's Holy Macro! Books, Matt Allington, 2024-09-26 Master the power of DAX and data modeling in Power BI to elevate your data analysis skills. This comprehensive guide covers essential functions, advanced techniques, and practical examples for mastering business analytics. Key Features Comprehensive coverage of DAX functions Step-by-step progression from basics to advanced topics Practical examples to reinforce learning Book DescriptionThis guide is designed to empower Power BI users with advanced skills in data modeling and DAX. It begins with an introduction to the foundational concepts of data modeling, where you'll learn how to structure your data for optimal performance and analysis. You’ll then progress to mastering essential DAX functions, including iterators, filters, and time intelligence. These chapters will help you create sophisticated calculations that bring your data to life. As you advance, the guide delves into more complex topics like evaluation context, context transition, and disconnected tables. These concepts are crucial for understanding how DAX formulas interact with your data, enabling you to build more accurate and insightful reports. The guide also covers practical applications, such as transferring DAX skills to Excel and using advanced Power BI features like Analyze in Excel and Cube Formulas. By the end of this book, you'll have a deep understanding of both data modeling and DAX, equipping you with the knowledge to tackle complex data challenges. Whether you’re working on business intelligence projects or enhancing your data analysis capabilities, this guide will give you the tools to excel in Power BI.What you will learn Create and load data models Master DAX functions Utilize filter propagation Implement time intelligence Transition context efficiently Transfer DAX skills to Excel Who this book is for This book is ideal for data analysts, business intelligence professionals, and Power BI users looking to deepen their understanding of DAX and data modeling. A basic understanding of Power BI and familiarity with data analysis concepts are recommended.
  financial dashboard power bi: Balanced Scorecard Success: The Kaplan-Norton Collection (4 Books) Robert S. Kaplan, David P. Norton, 2015-12-22 This collection highlights the most important ideas and concepts from Robert S. Kaplan and David P. Norton, authors of The Balanced Scorecard, a revolutionary performance measurement system that allows organizations to quantify intangible assets such as people, information, and customer relationships. Also included are Strategy Maps, which enables companies to describe the links between intangible assets and value creation with a clarity and precision never before possible; The Execution Premium, which describes a multistage system to help companies to gain measurable benefits from carefully formulated business strategy; and The Strategy-Focused Organization, which introduces a new approach to make strategy a continuous process owned not just by top management, but by everyone.
  financial dashboard power bi: Data Analysis with Microsoft Power BI Brian Larson, 2020-01-03 Explore, create, and manage highly interactive data visualizations using Microsoft Power BI Extract meaningful business insights from your disparate enterprise data using the detailed information contained in this practical guide. Written by a recognized BI expert and bestselling author, Data Analysis with Microsoft Power BI teaches you the skills you need to interact with, author, and maintain robust visualizations and custom data models. Hands-on exercises based on real-life business scenarios clearly demonstrate each technique. Publishing your results to the Power BI Service (PowerBI.com) and Power BI Report Server are also fully covered. Inside, you will discover how to: •Understand Business Intelligence and self-service analytics •Explore the tools and features of Microsoft Power BI •Create and format effective data visualizations •Incorporate advanced interactivity and custom graphics •Build and populate accurate data models •Transform data using the Power BI Query Editor •Work with measures, calculated columns, and tabular models •Write powerful DAX language scripts •Share content on the PowerBI Service (PowerBI.com) •Store your visualizations on the Power BI Report Server
  financial dashboard power bi: Never Run Out of Cash Philip Campbell, 2004 Discusses how to eliminate cash flow worries and experience peace of mind by becoming the master of your business rather than being a slave to it.
  financial dashboard power bi: Avoiding Data Pitfalls Ben Jones, 2019-11-19 Avoid data blunders and create truly useful visualizations Avoiding Data Pitfalls is a reputation-saving handbook for those who work with data, designed to help you avoid the all-too-common blunders that occur in data analysis, visualization, and presentation. Plenty of data tools exist, along with plenty of books that tell you how to use them—but unless you truly understand how to work with data, each of these tools can ultimately mislead and cause costly mistakes. This book walks you step by step through the full data visualization process, from calculation and analysis through accurate, useful presentation. Common blunders are explored in depth to show you how they arise, how they have become so common, and how you can avoid them from the outset. Then and only then can you take advantage of the wealth of tools that are out there—in the hands of someone who knows what they're doing, the right tools can cut down on the time, labor, and myriad decisions that go into each and every data presentation. Workers in almost every industry are now commonly expected to effectively analyze and present data, even with little or no formal training. There are many pitfalls—some might say chasms—in the process, and no one wants to be the source of a data error that costs money or even lives. This book provides a full walk-through of the process to help you ensure a truly useful result. Delve into the data-reality gap that grows with our dependence on data Learn how the right tools can streamline the visualization process Avoid common mistakes in data analysis, visualization, and presentation Create and present clear, accurate, effective data visualizations To err is human, but in today's data-driven world, the stakes can be high and the mistakes costly. Don't rely on catching mistakes, avoid them from the outset with the expert instruction in Avoiding Data Pitfalls.
  financial dashboard power bi: Master Your Data with Power Query in Excel and Power BI Miguel Escobar, Ken Puls, 2021-11-01 Power Query is the amazing new data cleansing tool in both Excel and Power BI Desktop. Do you find yourself performing the same data cleansing steps day after day? Power Query will make it faster to clean your data the first time. While Power Query is powerful, the interface is subtle—there are tools hiding in plain sight that are easy to miss. Go beyond the obvious and take Power Query to new levels with this book.
  financial dashboard power bi: Accounting Information Systems Arline A. Savage, Danielle Brannock, Alicja Foksinska, 2024-01-08
  financial dashboard power bi: PowerPivot Alchemy Bill Jelen, Rob Collie, 2014-07-01 Rob Collie (PowerPivotPro) and Bill Jelen (MrExcel) join forces in this combined sequel to their best-selling Power Pivot books. Alchemy sets aside the fundamentals of past books and provides a series of practical, easy-to-follow patterns for dozens of common analysis, reporting, and dashboarding needs. Three bonus chapters introduce you to the newer members of the Power BI family – Power Query, Power View, and Power Map. Whether you are starting your transformation from old school Excel User to Modern Data Professional or a veteran of the Power BI arts, this book will dramatically expand your data superpowers.
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