Financial Data reveals how healthy your Company is. It’s the X-ray’s, EKG, the blood test results, etc. Preparing your data to make the results comprehensible for all consumers is essential, and that’s what is in this session. There will be tips on data modeling in Query Editor, DAX formulas, and ideas for Financial Visuals and KPI’s. We’ll go beyond the traditional Financial Statements, which I call Period Statements, and enter the informative world of “Operational” Reports.
If your business is bleeding, do you want to know ASAP or wait until the middle of next month?
Specific areas covered:
• Simplifying your Data Model
• Modeling the Chart of Accounts
• Modeling Transactions & Modeling Budgets
• Modeling Dates
• Suggestions for Financial KPI’s and Visuals.