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financial reporting in 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 reporting in power bi: Financial Modelling in Power BI Jonathan Liau, Liam Bastick, 2022-07-28 Just like a shovel, this book is genuinely ground-breaking. It hits you over the head with the proverbial gardening tool, implementing the way forward for financial modelling. Many working in banking and finance create their financial models in Excel and then import them into Power BI for graphical interpretation and further analysis. Not on our watch. We're going to jettison the universal spreadsheet and build the entire model in Power BI.We can't stress how far off the range we're taking the horses. If you are reading this, you are a true pioneer. Some have managed to build the odd financial statement in Power BI, but all three? This is where you can gain a major advantage in the workplace. If you build the calculations for financial statements in Power BI, you can produce statements by product, by customer, by geography... Get the picture? The limitation will be restricted to the granularity of the underlying data and your imagination.This book unearths some of the tricks, measures, logic and tools needed to build the model (there is no need to bury your mistakes). We just can't promise you a rose garden...With the usual jokes in spades, it's just a shame we couldn't get Doug (get it?) to assist. |
financial reporting in 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 reporting in 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 reporting in power bi: Income Statement Semantic Models Chris Barber, |
financial reporting in power bi: Microsoft Dynamics 365 Enterprise Edition – Financial Management Mohamed Aamer Ala El Din, 2018-03-22 Boost your accounting and financial skills with Microsoft Dynamics 365 Key Features Make real-time data-driven decisions for your enterprise with Microsoft Dynamics 365 Enterprise edition Configure and set up the Microsoft Dynamics 365 financial module via highly useful tips and tricks Administer customer relations and plan enterprise resources with this systematic guide Book Description Microsoft Dynamics 365 for finance and operations is a rapidly growing application and is widely used in enterprise organizations. Because of its ability to maximize business productivity, it is a fast-growing business application package in the ERP market. We will start by looking into ERP concepts, implementation needs, and interface design, giving you basic knowledge of financial management aspects and explaining key concepts along the way. To begin with, you'll be taken through the general ledger and financial dimension functions. You'll later learn about the sales tax mechanism and multi-currency in Microsoft Dynamics 365. We tackle each topic with focused examples and explanations on topics such as payable/receivable accounts, forecasting, cash and bank management, budgeting planning/control, and fixed assets. Finally, we walk you through intercompany, consolidation, costing basics, and financial reporting. By the end of this book, your finance team will have a much richer understanding of Microsoft Dynamics 365 for finance and operations and its powerful capabilities. What you will learn Examine the business logic behind the financial functionalities of Microsoft Dynamics 365 FFO Set up and configure the core modules of financial management Grasp the key control points of financial management Explore intercompany and consolidation in Microsoft Dynamics 365 FFO Understand multi-currency sales, tax mechanisms, and budgeting capabilities in Microsoft Dynamics 365 FFO Get to grips with month/year-end period close functionality Understand the account payable and receivable module Use Microsoft Dynamics 365 to create financial reports Who this book is for This book is for application consultants, solution architects, controllers, CFOs, pre-sales and other professionals who are involved in a Microsoft Dynamics 365 for finance and operation implementation. Basic knowledge of financial terms, concepts, and terminologies is required. |
financial reporting in power bi: Future-Proof Accounting Mfon Akpan, 2024-07-19 Future-Proof Accounting: Data and Technology Strategies equips accounting students, professors, and industry experts with the knowledge needed to navigate the dynamic realm of accounting. |
financial reporting in power bi: Data Science: Neural Networks, Deep Learning, LLMs and Power BI Jagdish Krishanlal Arora, 2024-08-29 I wrote this book as I got an interview offer for Data Analyst. There they asked me a lot of questions and there was an exam. This helped me a lot to write the book based on the interview questions faced by me and the knowledge gained by working on AI projects. I then added all my other knowledge working as a Data Analyst on my other projects and wrote the book. Technical books need a lot of attention, as they need deep checks, but I tried to do my best. Not everything can be included in detail, it is impossible. I have tried to include everything related to Data Science that is presently going on in the industry and the world. |
financial reporting in 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 reporting in power bi: Implementing Microsoft Dynamics 365 for Finance and Operations Apps JJ Yadav, Sandeep Shukla, Rahul Mohta, Yogesh Kasat, 2020-03-06 Harness the power of Finance and Operations apps, and discover all you need for their implementation Key FeaturesManage and plan different Dynamics configurations, designs, and productsLearn how to manage projects for pre-sales and implementation using Microsoft Dynamics Lifecycle Services (LCS)Discover various integration planning techniques, tools, and frameworks such as PowerApps and Power AutomateBook Description Microsoft Dynamics 365 for Finance and Operations is a modern cloud ERP platform that adopts a mobile-first approach suitable for medium-to-large enterprises. This book covers the entire implementation process of Dynamics 365 Finance and Operation Apps, including post-implementation and business transformation. The updated second edition starts with an introduction to Microsoft Dynamics 365, describing different apps and tools under it. You will learn about different implementation methodologies such as Waterfall and Agile, for your projects. We will cover various application components and architectures of Dynamics such as requirements processing, development, reports and analytics, and integration. With the help of tips, techniques, and best practices, you’ll explore strategies for managing configurations and data migrations. As you read further, you’ll discover development tools and processes in Dynamics for building customized solutions in Dynamics. The book will also demonstrate analytics and financial reporting options such as Power BI and Cortana Intelligence. Finally, you’ll learn the importance of testing and explore various automated testing strategies. By the end of this book, you will have gained the necessary knowledge to implement Microsoft business solutions with Dynamics 365 for Finance and Operations Apps. What you will learnUnderstand the architecture of Dynamics 365 for Finance and Operations AppsImplement Dynamics with confidence to manage finances in your businessGet up to speed with different methodologies and support cycles of the Microsoft Dynamics architectureExplore best practices to analyze the requirements of your businessUnderstand the technique of data migration from legacy systemsLeverage the capabilities of Power BI to make informed business decisionsManage all your upgrades through One Version service updatesWho this book is for This book is for consultants, technical managers, project managers, or solution architects who are looking to implement Microsoft Dynamics 365 Finance and Operations apps in their business. A basic understanding of the enterprise resource planning (ERP) implementation process and software lifecycle is expected. |
financial reporting in power bi: Using Strategy Analytics to Measure Corporate Performance and Business Value Creation Kautish, Sandeep, 2021-06-25 Strategic analytics is a relatively new field in conjunction with strategic management and business intelligence. Generally, the strategic management field deals with the enhancement of the decision-making capabilities of managers. Typically, such decision-making processes are heavily dependent upon various internal and external reports. Managers need to develop their strategies using clear strategy processes supported by the increasing availability of data. This situation calls for a different approach to strategy, including integration with analytics, as the science of extracting value from data and structuring complex problems. Using Strategy Analytics to Measure Corporate Performance and Business Value Creation discusses how to tackle complex business dynamics using optimization techniques and modern business analytics tools. It covers not only introductory concepts of strategic analytics but also provides strategic analytics applications in each area of management such as market dynamics, customer analysis, operations, and people management. It unveils the best industry practices and how managers can become expert strategists and analysts to better measure and enhance corporate performance and their businesses. This book is ideal for analysts, executives, managers, entrepreneurs, researchers, students, industry professionals, stakeholders, practitioners, academicians, and others interested in the strategic analytics domain and how it can be applied to complex business dynamics. |
financial reporting in power bi: Collect, Combine, and Transform Data Using Power Query in Excel and Power BI Gil Raviv, 2018-10-08 Using Power Query, you can import, reshape, and cleanse any data from a simple interface, so you can mine that data for all of its hidden insights. Power Query is embedded in Excel, Power BI, and other Microsoft products, and leading Power Query expert Gil Raviv will help you make the most of it. Discover how to eliminate time-consuming manual data preparation, solve common problems, avoid pitfalls, and more. Then, walk through several complete analytics challenges, and integrate all your skills in a realistic chapter-length final project. By the time you’re finished, you’ll be ready to wrangle any data–and transform it into actionable knowledge. Prepare and analyze your data the easy way, with Power Query · Quickly prepare data for analysis with Power Query in Excel (also known as Get & Transform) and in Power BI · Solve common data preparation problems with a few mouse clicks and simple formula edits · Combine data from multiple sources, multiple queries, and mismatched tables · Master basic and advanced techniques for unpivoting tables · Customize transformations and build flexible data mashups with the M formula language · Address collaboration challenges with Power Query · Gain crucial insights into text feeds · Streamline complex social network analytics so you can do it yourself For all information workers, analysts, and any Excel user who wants to solve their own business intelligence problems. |
financial reporting in 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 reporting in power bi: Microsoft Power BI Cookbook Greg Deckler, Brett Powell, 2024-07-31 Now in color, this edition helps you unlock the full potential of Power BI with new recipes and comprehensive techniques on advanced data tools and AI Key Features Dive into Microsoft Data Fabric for deeper insights and robust data strategies Implement Hybrid tables, create comprehensive scorecards, and establish shared cloud connections effortlessly Uncover new and updated data visualization tools that turn complex data into clear, actionable charts and reports Purchase of the print or Kindle book includes a free eBook in PDF format Book DescriptionSince its first edition the Power BI Cookbook has been a best-selling resource for BI developers and data analysts to produce impactful, quality BI solutions. This new and updated edition retains the rigorous details and concepts readers of prior editions have enjoyed while also demonstrating powerful new capabilities and updated guidance aligned to the current state of the platform. In this book, with step-by-step instructions, you will learn to navigate the complexities of data integration and visualization in Power BI. From creating robust data models to implementing sophisticated reporting techniques, this Power BI book empowers you to make informed decisions based on actionable insights. It also introduces you to new capabilities such as Hybrid tables and scorecards, enhancing your ability to communicate and analyze business performance. It also expands and improvises on the core of the previous edition like parameterizing Power BI solutions, authoring reports, data intelligence, and integrating advanced analytics. This edition not only updates you on the latest features but also prepares you for future innovations with a preview of upcoming AI enhancements in Power BI. Whether you're refining your skills or aspiring to become an expert, this book is an invaluable resource for leveraging Power BI to its fullest potentialWhat you will learn Analyze and integrate business data using Microsoft Data Fabric Create impactful visualizations and manage Hybrid tables Develop shared cloud connections and advanced scorecards Enhance report accuracy and dynamics using real-time data processing Implement efficient data governance and security measures within Power BI Who this book is for This book is designed for data analysts, business intelligence professionals, and anyone involved in data processing or analytics who seeks to enhance their skills with Power BI’s latest features and prepare for future advancements in the field |
financial reporting in 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 reporting in 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 reporting in power bi: Financial Management Exam Study Guide , 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 reporting in 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 reporting in power bi: Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate (MB-800) 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 reporting in power bi: The Absolute Guide to Dashboarding & Reporting with Power BI Kasper de Jonge, 2018 |
financial reporting in power bi: Accounting Information Systems Arline A. Savage, Danielle Brannock, Alicja Foksinska, 2024-01-08 |
financial reporting in power bi: Intermediate Accounting, Volume 1 Donald E. Kieso, Jerry J. Weygandt, Irene M. Wiecek, Terry D. Warfield, Bruce J. McConomy, 2021-11-15 Intermediate Accounting, 13th Canadian Edition has always been, and continues to be, the gold standard that helps connect students to the what, the why, and the how of accounting information. Through new edition updates, you will be able to spark efficient and effective learning and inspire and prepare students to be the accounting professionals of tomorrow. To help develop a deeper understanding of course concepts and move beyond basic understanding, students work through a high-quality assessment at varying levels, helping them learn more efficiently and create connections between topics and real-world application. This course also presents an emphasis on decision-making through Integrated Cases and Research and Analysis questions that allow students to analyze business transactions, apply both IFRS and ASPE, and explore how different accounting standards impact real companies. Throughout the course, students also work through a variety of hands-on activities including Data Analytics Problems, Analytics in Action features, Excel templates, and a new emphasis on sustainability, all within the chapter context. These applications help students develop an accounting decision-making mindset and improve the professional judgement and communication skills needed to be successful in the evolving accounting world. |
financial reporting in 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 reporting in 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 reporting in power bi: Financial Statements Explained: A Guide for Non-Financial Managers Cybellium, Welcome to the forefront of knowledge with Cybellium, your trusted partner in mastering the cuttign-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 reporting in power bi: Power Apps Tips, Tricks, and Best Practices Andrea Pinillos, Tim Weinzapfel, 2024-11-15 Create custom solutions with the help of real-world examples using data connections, advanced canvas app formulas, data filtering techniques, and integrations, including Copilot Key Features Understand overall project planning and manage your apps across different environments and solutions Learn how Power Apps can be integrated with other applications to extend the functionality Incorporate Copilot with Power Apps to create a customized solution Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionMicrosoft Power Apps is ideal for businesses seeking to digitally transform their operations by developing custom applications quickly and efficiently, without the heavy investment required for software development. This book leverages the authors’ combined experience in Power Platform, among others, to lay down the foundation for successful app development, focusing on defining project scope and understanding requirements. In this book, you’ll go through several key development areas, including solution creation and Power Platform environments, both critical areas for effective app development and deployment. You'll also discover best practices for choosing when to build a canvas app or a model-driven app based on project requirements and data connections. The chapters will take you through advanced development techniques and show you how to integrate Power Apps with other applications. You'll get a clear understanding of the key aspects of governance, security, app maintenance, and error handling, ensuring that your Power Apps solutions are not only effective but also secure and sustainable. By the end of this book, you'll have gained practical insights, technical depth, and a clear roadmap for successful Power Apps development.What you will learn Understand different data connections to define overall project planning Explore advanced development techniques such as filtering data, using variables and collections, formulas, and conditional formatting Uncover how Power Apps can be integrated with other apps such as Power Automate, Power BI, SharePoint, Teams, and Outlook Find out how to apply governance and security Discover best practices for app maintenance and handling errors Learn how to register an app in Microsoft Azure Set up Copilot for your project using Copilot Studio Who this book is for This book is for business analysts, IT professionals, and both developers and non-developers. If you’re interested in improving your app development skills, this book is for you. A basic understanding of Microsoft 365 and Power Apps is recommended. Familiarity with other Power Platform applications, such as Power Automate and Power BI, is helpful but not necessary. |
financial reporting in power bi: Deep Dive into the Power Platform in the Age of Generative AI Biswa Pujarini Mohapatra, |
financial reporting in power bi: Microsoft Certified: Dynamics 365 Finance Functional Consultant Expert (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 reporting in power bi: The Ultimate Power Query Cookbook for Power BI and Excel Dominick Raimato, 2024-01-22 Novice or expert, learn to simplify and optimize data transformations KEY FEATURES ● Practical approaches to cleansing, connecting and transforming data in Power Query. ● Real-life examples that readers can apply to their own work. ● Master Power Query for Excel and Power BI with step-by-step recipes. DESCRIPTION “The Ultimate Power Query Cookbook for Power BI and Excel” serves up easy-to-follow recipes that transform data into meaningful insights. You will learn to clean messy files, combine datasets, and even use AI magic to Power BI and Excel. This book will walk you through the basics of getting connected to data with Power Query. You will understand how to ingest data from files, folders, databases, websites, APIs, and other third party sources. Once connected, you will learn how to transform the data so it is ready for your use. We will clean up columns, filter, replace, extract, and classify data in Power Query to meet your needs. The book offers over 100 practical recipes, ensuring you understand each step with clear explanations and examples. Lastly, we will go over advanced techniques to help optimize and simplify your transformations allowing fast refreshes all while helping you manage them in the future. This book will help you know how to apply these techniques and recipes to your data all while understanding the implications of making certain decisions. This will enable you to have better conversations with other data professionals who are providing data for your use. WHAT YOU WILL LEARN ● Learn to connect to files, databases, and third-party services. ● Manage data types and formats to optimize storage. ● Transform, create, and manipulate queries. ● Combine, merge, filter, and cleanse queries. ● Integrate artificial intelligence to accelerate insights. ● Perform complex and scalable transformations. WHO THIS BOOK IS FOR Novice or expert, this book is designed for all Excel users, data analysts, Power BI power users, business professionals and data enthusiasts to get the most out of your data solutions when transforming your data in Power Query. TABLE OF CONTENTS 1. Introduction to Power Query 2. Connect to File-Based Data Sources 3. Connect to Web-Based Data Sources 4. Connect to Database Sources 5. Connect to Third-Party Data Sources 6. Managing Data Types 7. Transforming Columns 8. Cleansing Columns 9. Creating New Columns 10. Combining and Manipulating Queries 11. Using Python, R, and AI 12. Indexing 13. Parameters 14. Functions 15. Advanced Web Connections 16. Manipulating Supporting Queries |
financial reporting in power bi: Power BI for the Excel Analyst MrExcel's Holy Macro! Books, Wyn Hopkins, 2024-09-26 Master Power BI's capabilities to elevate your Excel skills with this comprehensive guide tailored for Excel analysts transitioning to Power BI. Learn data modeling, DAX, and advanced reporting techniques. Key Features Practical guide for transitioning from Excel to Power BI Step-by-step tutorials for Power BI Desktop Advanced data modeling and report creation using DAX Book DescriptionTransform your Excel expertise into advanced Power BI skills with this targeted guide designed for analysts. You'll begin by setting up Power BI and learning how to integrate it with your existing Excel knowledge. The book will guide you through essential concepts like data cleaning, transformation, and visualization using Power Query. As you progress, you’ll dive into advanced data modeling and learn how to write powerful DAX measures to enhance your analysis. This guide also covers the crucial steps of publishing and sharing your reports through PowerBI.com. You'll explore cloud-based data management, create Workspaces for collaboration, and learn about different licensing options. Additionally, advanced features like Row-Level Security and Dataflows are discussed to help you handle complex data scenarios. By the end of this guide, you'll have the ability to build professional-grade reports, perform sophisticated data analysis, and confidently present your insights. Whether you're new to Power BI or looking to enhance your skills, this guide provides a clear and structured path to mastering the platform.What you will learn Transition seamlessly from Excel to Power BI Master Power Query for data cleaning Publish and share Power BI reports Create advanced data models using DAX Optimize report design and interactivity Leverage Power BI features for enhanced insights Who this book is for The ideal audience includes Excel analysts, data professionals, and business intelligence enthusiasts who are familiar with Excel and want to expand their capabilities using Power BI. A basic understanding of Excel functions and formulas is recommended. |
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financial reporting in power bi: Mastering Microsoft Power BI Greg Deckler, Brett Powell, Leon Gordon, 2022-06-30 Plan, design, develop, and manage robust Power BI solutions to generate meaningful insights and make data-driven decisions. Purchase of the print or Kindle book includes a free eBook in the PDF format. Key FeaturesMaster the latest dashboarding and reporting features of Microsoft Power BICombine data from multiple sources, create stunning visualizations and publish Power BI apps to thousands of usersGet the most out of Microsoft Power BI with real-world use cases and examplesBook Description Mastering Microsoft Power BI, Second Edition, provides an advanced understanding of Power BI to get the most out of your data and maximize business intelligence. This updated edition walks through each essential phase and component of Power BI, and explores the latest, most impactful Power BI features. Using best practices and working code examples, you will connect to data sources, shape and enhance source data, and develop analytical data models. You will also learn how to apply custom visuals, implement new DAX commands and paginated SSRS-style reports, manage application workspaces and metadata, and understand how content can be staged and securely distributed via Power BI apps. Furthermore, you will explore top report and interactive dashboard design practices using features such as bookmarks and the Power KPI visual, alongside the latest capabilities of Power BI mobile applications and self-service BI techniques. Additionally, important management and administration topics are covered, including application lifecycle management via Power BI pipelines, the on-premises data gateway, and Power BI Premium capacity. By the end of this Power BI book, you will be confident in creating sustainable and impactful charts, tables, reports, and dashboards with any kind of data using Microsoft Power BI. What you will learnBuild efficient data retrieval and transformation processes with the Power Query M language and dataflowsDesign scalable, user-friendly DirectQuery, import, and composite data modelsCreate basic and advanced DAX measuresAdd ArcGIS Maps to create interesting data storiesBuild pixel-perfect paginated reportsDiscover the capabilities of Power BI mobile applicationsManage and monitor a Power BI environment as a Power BI administratorScale up a Power BI solution for an enterprise via Power BI Premium capacityWho this book is for Business Intelligence professionals and intermediate Power BI users looking to master Power BI for all their data visualization and dashboarding needs will find this book useful. An understanding of basic BI concepts is required and some familiarity with Microsoft Power BI will be helpful to make the most out of this book. |
financial reporting in power bi: SharePoint Online Modern Experience Practical Guide Bijay Kumar Sahoo, 2023-11-30 How to make the most of a career in new technology by utilizing SharePoint technology, including Power Platform KEY FEATURES ● Learn how to use SharePoint Online Modern Experience (Modern UI). ● Effectively use Modern List and Libraries in SharePoint Online. ● Learn about Modern SharePoint Site Page and various Web Parts. ● Develop various custom applications for your business needs using Power Apps. ● Gain knowledge in Power Automate everyone to build automated processes using low-code drag-and-drop tools. ● To create a data visualization primarily for business intelligence needs, learn Power BI. DESCRIPTION SharePoint Online Modern Experience Practical Guide, 2nd Edition is a comprehensive guide that will teach you everything you need to know about SharePoint Online Modern Experience. The book begins by covering the benefits of using SharePoint Online Modern Experience, creating and managing modern team sites and communication sites, and customizing modern site pages. You will further learn about the types of modern lists and document libraries, and how to create and manage them. Then, you will learn about Power Platform, how to use it with SharePoint Online to improve communication and collaboration. You will also understand how to streamline document management, and increase productivity. Further, Power Apps, Power Automate, and Power BI, and how to use them to automate tasks, create reports, and visualize data will be discussed. In the end, you will learn about advanced topics related to SharePoint Online Modern Experience, such as the SharePoint Framework and how to develop client-side web parts. You will gain insights into various methods to deploy SharePoint Online Modern Experience solutions, manage and monitor them. You will into various methods for implementing SharePoint Online Modern Experience solutions, as well as how to oversee and track their management. WHAT YOU WILL LEARN ● What SharePoint Online Modern Experience is and how it can benefit your organization. ● How to create and manage modern team sites and communication sites. ● How to customize modern site pages and web parts. ● How to use modern lists and document libraries to store and manage your content. ● How to use the Power Platform with SharePoint Online to automate tasks, create reports, and visualize data. ● Use SharePoint Framework to build a client site model. WHO THIS BOOK IS FOR This book is for site owners, power users, or administrators who want to create visually appealing team sites or Communication sites for SharePoint Online. Although the book is geared towards SharePoint developers, some familiarity with SharePoint is still necessary. TABLE OF CONTENTS 1. Introduction to SharePoint Online 2. SharePoint Modern Team Site 3. SharePoint Communication Sites 4. SharePoint Online Modern List 5. SharePoint Online Modern Library 6. SharePoint Modern Pages 7. Modern Web Parts in SharePoint Online 8. Power Apps 9. Power Automate 10. Power BI 11. SharePoint Framework |
financial reporting in 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 reporting in 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 reporting in power bi: Managing Data Integrity for Finance Jane Sarah Lat, 2024-01-31 Level up your career by learning best practices for managing the data quality and integrity of your financial data Key Features Accelerate data integrity management using artificial intelligence-powered solutions Learn how business intelligence tools, ledger databases, and database locks solve data integrity issues Find out how to detect fraudulent transactions affecting financial report integrity Book DescriptionData integrity management plays a critical role in the success and effectiveness of organizations trying to use financial and operational data to make business decisions. Unfortunately, there is a big gap between the analysis and management of finance data along with the proper implementation of complex data systems across various organizations. The first part of this book covers the important concepts for data quality and data integrity relevant to finance, data, and tech professionals. The second part then focuses on having you use several data tools and platforms to manage and resolve data integrity issues on financial data. The last part of this the book covers intermediate and advanced solutions, including managed cloud-based ledger databases, database locks, and artificial intelligence, to manage the integrity of financial data in systems and databases. After finishing this hands-on book, you will be able to solve various data integrity issues experienced by organizations globally.What you will learn Develop a customized financial data quality scorecard Utilize business intelligence tools to detect, manage, and resolve data integrity issues Find out how to use managed cloud-based ledger databases for financial data integrity Apply database locking techniques to prevent transaction integrity issues involving finance data Discover the methods to detect fraudulent transactions affecting financial report integrity Use artificial intelligence-powered solutions to resolve various data integrity issues and challenges Who this book is for This book is for financial analysts, technical leaders, and data professionals interested in learning practical strategies for managing data integrity and data quality using relevant frameworks and tools. A basic understanding of finance concepts, accounting, and data analysis is expected. Knowledge of finance management is not a prerequisite, but it’ll help you grasp the more advanced topics covered in this book. |
financial reporting in power bi: M Is for (Data) Monkey Ken Puls, Miguel Escobar, 2015-06-01 Power Query is one component of the Power BI (Business Intelligence) product from Microsoft, and M is the name of the programming language created by it. As more business intelligence pros begin using Power Pivot, they find that they do not have the Excel skills to clean the data in Excel; Power Query solves this problem. This book shows how to use the Power Query tool to get difficult data sets into both Excel and Power Pivot, and is solely devoted to Power Query dashboarding and reporting. |
financial reporting in power bi: Microsoft Dynamics AX Implementation Guide Yogesh Kasat, JJ Yadav, 2015-09-18 Your all-in-one guide to exploring and implementing Microsoft Dynamics AX About This Book From project kick-off to go live and upgrade, learn what to expect in each phase of the project This book guides you through the entire journey of a Dynamics AX implementation project, helping you to avoid the common pitfalls and adapt industry knowledge and best practices for your own project This one-stop guide is packed with key tools and techniques to aid your Dynamics AX implementation Who This Book Is For This book is for IT project managers, solution architects, and consultants who are planning to implement or are in the process of implementing or upgrading Dynamics AX. To use this book, you must have a working Dynamics AX system in place and must be familiar with the basics of Dynamics AX. What You Will Learn Prepare for a great start with effective project management and planning from the beginning Gather details early using effective requirement-gathering tools and techniques Gain tools and techniques for effective infrastructure planning and hardware sizing Get to grips with integration and data migration through planning and strategy Familiarize yourself with the reporting and BI tools Master functional and technical design to customize existing features and designs in your own projects Manage your configuration and you're your configuration from one environment to another Learn industry's best practices and recommendations on customization development and performance tuning In Detail Microsoft Dynamics AX is Enterprise Resource Planning (ERP) software that supports multi-site operations across various countries, providing international processing within the company. It is an ERP solution with a lot of features and functionality, and it provides support across the fields of financial, distribution, supply chain, project, customer relationship, HR, and field service management. This book is all about simplifying the overall implementation process of Dynamics AX. The purpose of this book is to help IT managers and solution architects implement Dynamics AX to increase the success rate of Dynamics AX projects. This all-in-one guide will take you through an entire journey of a Dynamics AX implementation, ensuring you avoid commonly-made mistakes during implementation. You'll begin with the installation of Dynamics AX and the basic requirements. Then, you'll move onto data migration, reporting, functional and technical design, configuration, and performance tuning. By the end of the book, you will know how to plan and execute Dynamics AX right, on your first attempt, using insider industry knowledge and best practices. Style and approach This is a progressive, easy-to-follow book that summarizes numerous aspects you need to know to make your Dynamics AX implementations successful using code examples to get you hands-on. |
financial reporting in 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 reporting in power bi: Microsoft Certified: Microsoft Dynamics 365: Finance and Operations Apps Solution Architect Expert (MB-700) Cybellium, 2024-09-01 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 |
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