eBook
Power BI for Finance : Design Effective Dashboards, Models, and Forecasts for Finance Teams
| Title: | Power BI for Finance : Design Effective Dashboards, Models, and Forecasts for Finance Teams |
|---|---|
| Description: | Build effective data models and reports in Power BI for financial planning, budgeting, and valuations with practical templates, logic, and step-by-step guidance. Free with your book: DRM-free PDF version + access to Packt's next-gen Reader•Key FeaturesEngineer optimal star schema data models for financial planning and analysisImplement common financial logic, calendars, and variance calculationsCreate dynamic, formatted reports for income statements, balance sheets, and cash flowPurchase of the print or Kindle book includes a free PDF eBookBook DescriptionMartin Kratky brings his global experience of over 20 years as co-founder of Managility and creator of Acterys to empower CFOs and accountants with Power BI for Finance through this hands-on guide to streamlining and enhancing financial processes. Starting with the foundation of every effective BI solution, a well-designed data model, the book shows you how to structure star schemas and integrate common financial data sources like ERP and accounting systems. You'll then learn to implement key financial logic using DAX and M, covering calendars, KPIs, and variance calculations. The book offers practical advice on creating clear and compliant financial reports, such as income statements, balance sheets, and cash flows with visual design and formatting best practices. With dedicated chapters on advanced workflows, you'll learn how to handle multi-currency setups, perform group consolidations, and implement planning models like rolling forecasts, annual budgets, and sales and operations planning (S&OP). As you advance, you'll gain insights from real-world case studies covering company valuations, Excel integration, and the use of write-back methods with Dynamics Business Performance Planning and Acterys. The concluding chapters highlight how AI and Copilot enhance financial analytics. •Email sign-up and proof of purchase requiredWhat you will learnApply multi-currency handling and group consolidation techniques in Power BIModel discounted cash flow and company valuation scenariosDesign and manage write-back workflows with Dynamics BPP and ActerysIntegrate Excel and Power BI using live connections and cube formulasUtilize AI, Copilot, and LLMs to enhance automation and insight generationCreate complete finance-focused dashboards for sales and operations planningWho this book is forThis book is for finance professionals including CFOs, FP&A managers, controllers, and certified accountants who want to enhance reporting, planning, and forecasting using Power BI. Basic familiarity with Power BI and financial concepts is recommended to get the most out of this hands-on guide. |
| Authors: | Martin Kratky |
| Resource Type: | eBook. |
| Subjects: | Information visualization--Computer programs |
| Categories: | BUSINESS & ECONOMICS / Finance / General, COMPUTERS / Data Science / Data Modeling & Design, COMPUTERS / Data Science / Data Visualization |
| Database: | eBook Index |
| FullText | Text: Availability: 0 |
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| Header | DbId: edsebk DbLabel: eBook Index An: 4367404 RelevancyScore: 981 AccessLevel: 6 PubType: eBook PubTypeId: ebook PreciseRelevancyScore: 981.043701171875 |
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| Items | – Name: Title Label: Title Group: Ti Data: Power BI for Finance : Design Effective Dashboards, Models, and Forecasts for Finance Teams – Name: Abstract Label: Description Group: Ab Data: Build effective data models and reports in Power BI for financial planning, budgeting, and valuations with practical templates, logic, and step-by-step guidance. Free with your book: DRM-free PDF version + access to Packt's next-gen Reader•Key FeaturesEngineer optimal star schema data models for financial planning and analysisImplement common financial logic, calendars, and variance calculationsCreate dynamic, formatted reports for income statements, balance sheets, and cash flowPurchase of the print or Kindle book includes a free PDF eBookBook DescriptionMartin Kratky brings his global experience of over 20 years as co-founder of Managility and creator of Acterys to empower CFOs and accountants with Power BI for Finance through this hands-on guide to streamlining and enhancing financial processes. Starting with the foundation of every effective BI solution, a well-designed data model, the book shows you how to structure star schemas and integrate common financial data sources like ERP and accounting systems. You'll then learn to implement key financial logic using DAX and M, covering calendars, KPIs, and variance calculations. The book offers practical advice on creating clear and compliant financial reports, such as income statements, balance sheets, and cash flows with visual design and formatting best practices. With dedicated chapters on advanced workflows, you'll learn how to handle multi-currency setups, perform group consolidations, and implement planning models like rolling forecasts, annual budgets, and sales and operations planning (S&OP). As you advance, you'll gain insights from real-world case studies covering company valuations, Excel integration, and the use of write-back methods with Dynamics Business Performance Planning and Acterys. The concluding chapters highlight how AI and Copilot enhance financial analytics. •Email sign-up and proof of purchase requiredWhat you will learnApply multi-currency handling and group consolidation techniques in Power BIModel discounted cash flow and company valuation scenariosDesign and manage write-back workflows with Dynamics BPP and ActerysIntegrate Excel and Power BI using live connections and cube formulasUtilize AI, Copilot, and LLMs to enhance automation and insight generationCreate complete finance-focused dashboards for sales and operations planningWho this book is forThis book is for finance professionals including CFOs, FP&A managers, controllers, and certified accountants who want to enhance reporting, planning, and forecasting using Power BI. Basic familiarity with Power BI and financial concepts is recommended to get the most out of this hands-on guide. – Name: Author Label: Authors Group: Au Data: <searchLink fieldCode="AR" term="%22Martin+Kratky%22">Martin Kratky</searchLink> – Name: TypePub Label: Resource Type Group: TypPub Data: eBook. – Name: Subject Label: Subjects Group: Su Data: <searchLink fieldCode="DE" term="%22Information+visualization--Computer+programs%22">Information visualization--Computer programs</searchLink> – Name: SubjectBISAC Label: Categories Group: Su Data: <searchLink fieldCode="ZK" term="%22BUSINESS+%26+ECONOMICS+%2F+Finance+%2F+General%22">BUSINESS & ECONOMICS / Finance / General</searchLink><br /><searchLink fieldCode="ZK" term="%22COMPUTERS+%2F+Data+Science+%2F+Data+Modeling+%26+Design%22">COMPUTERS / Data Science / Data Modeling & Design</searchLink><br /><searchLink fieldCode="ZK" term="%22COMPUTERS+%2F+Data+Science+%2F+Data+Visualization%22">COMPUTERS / Data Science / Data Visualization</searchLink> |
| PLink | https://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsebk&AN=4367404 |
| RecordInfo | BibRecord: BibEntity: Classifications: – Code: 005.72 Scheme: ddc Type: prePub Languages: – Code: eng Text: English Subjects: – SubjectFull: Information visualization--Computer programs Type: general Titles: – TitleFull: Power BI for Finance : Design Effective Dashboards, Models, and Forecasts for Finance Teams Type: main BibRelationships: HasContributorRelationships: – PersonEntity: Name: NameFull: Martin Kratky – PersonEntity: Name: NameFull: Martin Kratky IsPartOfRelationships: – BibEntity: Dates: – D: 01 M: 01 Type: published Y: 2025 – D: 02 M: 12 Type: profile Y: 2025 Identifiers: – Type: isbn-print Value: 9781837635016 – Type: isbn-electronic Value: 9781837631162 Titles: – TitleFull: Power BI for Finance : Design Effective Dashboards, Models, and Forecasts for Finance Teams Type: main |
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