
Publication number: ELQ-95709-1
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Power BI Global Summit - My 8 steps for Accounting & Finance
8 Steps to Your First Finance and Accounting PowerBI Report. Use a star schema, and some dashboards and uncover the game-changing business intelligence tool,
Further information
Assist those in understanding the 8 Steps to build their first Finance and Accounting PowerBI Report. Included is the outline of the video along with the data and the completed PBIX file.
This is intended to assist in the overall high-level steps required to build and become familiar with Power BI.
All the transformation steps can be seen inside Power Query
All the measures used in the form of DAX can be seen within the underlying PBIX file
Most importantly the style and creation of the report and its interactive focus for accounting and finance across actual, budget and forecasting with accuracy.
Watch the video and become familiar with these steps, attempt them and then check yourself against the built solution
To enable accounting and finance professionals to get familiar with the process and possibilities of automating traditional reporting steps particularly when comparing actuals vs budget and forecast.
This has been built to connect to Xero as the underlying accounting system and whilst it is possible to use for other cloud or on premise accounting packages, there would be additional data transformation required which is not included in this.
If you are looking to use this pre-built report and assistance in integrating it to your accounting system, do not hesitate to call us