Power BI for Finance by Martin Kratky (.ePUB)+
File Size: 70.1 MB
Power BI for Finance: Design effective dashboards, models, and forecasts for finance teams by Martin Kratky
Requirements: .ePUB, .PDF reader, 70.1 MB | True PDF, True EPUB
Overview: Build effective data models and reports in Power BI for financial planning, budgeting, and valuations with practical templates, logic, and step-by-step guidance. Martin 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, such as 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, including formatting best practices and visual design tips. With dedicated chapters on advanced workflows, you’ll learn how to handle multi-currency setups, perform group consolidations, and implement planning models such as 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. This 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.
Genre: Non-Fiction > Tech & Devices
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