If you use Power BI, you know that Data Modeling is the whole process. In this session, Belinda will review the specifics of a data model for “Financial Data”. Financial data has some unique issues over Sales data, or statistical data, for example some accounts use Debits minus Credits, while others use Credits minus Debits. There are special Financial KPI’s as well. This session is based on a star schema that uses actual transactions and budgets and includes some discussion time of “Operational” statements vs. “Period” statements.
Specific areas covered:
• Modeling the Chart of Accounts including to which statements they belong
• Modeling Transactions
• Modeling Budgets
• Modeling Dates
• Relationships among tables
• Special Financial KPI’s
• Suggestions of Financial Visuals.