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Power Bi For Finance And Accounting


Power Bi For Finance And Accounting
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Power Bi For Finance And Accounting


Power Bi For Finance And Accounting
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Author : Kiet Huynh
language : en
Publisher:
Release Date : 2023-11-02

Power Bi For Finance And Accounting written by Kiet Huynh and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-11-02 with categories.




Financial Modelling In Power Bi


Financial Modelling In Power Bi
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Author : Jonathan Liau
language : en
Publisher: Tickling Keys, Inc.
Release Date : 2022-07-28

Financial Modelling In Power Bi written by Jonathan Liau and has been published by Tickling Keys, Inc. this book supported file pdf, txt, epub, kindle and other format this book has been release on 2022-07-28 with Computers categories.


Just like a shovel, this book is genuinely ground-breaking. It hits you over the head with the proverbial gardening tool, implementing the way forward for financial modelling. Many working in banking and finance create their financial models in Excel and then import them into Power BI for graphical interpretation and further analysis. Not on our watch. We're going to jettison the universal spreadsheet and build the entire model in Power BI.We can't stress how far off the range we're taking the horses. If you are reading this, you are a true pioneer. Some have managed to build the odd financial statement in Power BI, but all three? This is where you can gain a major advantage in the workplace. If you build the calculations for financial statements in Power BI, you can produce statements by product, by customer, by geography... Get the picture? The limitation will be restricted to the granularity of the underlying data and your imagination.This book unearths some of the tricks, measures, logic and tools needed to build the model (there is no need to bury your mistakes). We just can't promise you a rose garden...With the usual jokes in spades, it's just a shame we couldn't get Doug (get it?) to assist.



Dax Formulas For Finance


Dax Formulas For Finance
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Author : Hayden Van Der Post
language : en
Publisher: Independently Published
Release Date : 2024-06-22

Dax Formulas For Finance written by Hayden Van Der Post and has been published by Independently Published this book supported file pdf, txt, epub, kindle and other format this book has been release on 2024-06-22 with Business & Economics categories.


Reactive Publishing "DAX Formulas for Finance" is a definitive guide for finance professionals, data analysts, and business intelligence enthusiasts who want to elevate their financial data analysis using DAX (Data Analysis Expressions) in Power BI. This book provides a comprehensive exploration of DAX formulas tailored specifically for financial applications, enabling readers to perform complex calculations, create dynamic financial models, and uncover deeper insights into financial data. Key Features: Finance-Focused Content: Dedicated to financial use cases, covering DAX formulas that are crucial for financial analysis, reporting, and forecasting. Real-World Examples: Practical, real-world examples illustrate how DAX formulas can be applied to solve typical financial challenges. Step-by-Step Instructions: Detailed tutorials guide readers through the creation and optimization of DAX formulas for various financial scenarios. Advanced Techniques: Explore advanced DAX functions and techniques to enhance financial modeling and analysis. Best Practices: Learn industry best practices for writing efficient and accurate DAX formulas to ensure optimal performance and reliability. Target Audience: Financial Analysts Accountants Finance Managers Business Intelligence Professionals Data Analysts CFOs and Financial Executives Benefits: Enhance Financial Analysis: Master DAX formulas to perform sophisticated financial analyses and create robust financial models. Increase Efficiency: Streamline financial reporting and forecasting processes with powerful DAX calculations. Gain Insights: Leverage advanced DAX techniques to gain deeper insights into financial performance and trends. Improve Decision-Making: Make data-driven financial decisions with confidence by utilizing precise and comprehensive DAX formulas. Stay Competitive: Stay ahead in the finance industry by mastering a critical skill set in data analysis and business intelligence.



Customer Accounting


Customer Accounting
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Author : Massimiliano Bonacchi
language : en
Publisher: Springer
Release Date : 2018-11-04

Customer Accounting written by Massimiliano Bonacchi and has been published by Springer this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-11-04 with Business & Economics categories.


This book is designed to meet the needs of CFOs, accounting and financial professionals interested in leveraging the power of data-driven customer insights in management accounting and financial reporting systems. While academic research in Marketing has developed increasingly sophisticated analytical tools, the role of customer analytics as a source of value creation from an Accounting and Finance perspective has received limited attention. The authors aim to fill this gap by blending interdisciplinary academic rigor with practical insights from real-world applications. Readers will find thorough coverage of advanced customer accounting concepts and techniques, including the calculation of customer lifetime value and customer equity for internal decision-making and for external financial reporting and valuation. Beyond a professional audience, the book will serve as ideal companion reading for students enrolled in undergraduate, graduate, or MBA courses.



Income Statement Semantic Models


Income Statement Semantic Models
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Author : Chris Barber
language : en
Publisher: Apress
Release Date : 2024-11-17

Income Statement Semantic Models written by Chris Barber and has been published by Apress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2024-11-17 with Computers categories.


This comprehensive guide will teach you how to build an income statement semantic model, also known as the profit and loss (P&L) statement. Author Chris Barber— a business intelligence (BI) consultant, Microsoft MVP, and chartered accountant (ACMA, CGMA)—helps you master everything from designing conceptual models to building semantic models based on these designs. You will learn how to build a re-usable solution based on the trial balance and how to expand upon this to build enterprise-grade solutions. If you want to leverage the Microsoft BI platform to understand profit within your organization, this is the resource you need. What You Will Learn Modeling and the income statement: Learn what modelling the income statement entails, why it is important, and how income statements are constructed Calculating account balances: Learn how to optimally calculate account balances using a Star Schema Producing external income statement semantic models: Learn how to produce external income statement semantic models as they enable income statements to be analyzed from a range of perspectives and can be explored to reveal the underlying accounts and journal entries Producing internal income statement semantic models: Learn how to create multiple income statement layouts and further contextualize financial information by including percentages and non-financial information, and learn about the various security and self-service considerations Who This Book Is For Technical users (solution architects, Microsoft Fabric developers, Power BI developers) who require a comprehensive methodology for income statement semantic models because of the modeling complexities and knowledge needed of the accounting process; and finance (management accountants) who have hit the limits of Excel and have started using Power BI, but are unsure how income statement semantic models are built



Business Intelligence Techniques


Business Intelligence Techniques
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Author : Murugan Anandarajan
language : en
Publisher: Springer Science & Business Media
Release Date : 2012-11-02

Business Intelligence Techniques written by Murugan Anandarajan and has been published by Springer Science & Business Media this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-11-02 with Business & Economics categories.


Modern businesses generate huge volumes of accounting data on a daily basis. The recent advancements in information technology have given organizations the ability to capture and store data in an efficient and effective manner. However, there is a widening gap between this data storage and usage of the data. Business intelligence techniques can help an organization obtain and process relevant accounting data quickly and cost efficiently. Such techniques include: query and reporting tools, online analytical processing (OLAP), statistical analysis, text mining, data mining, and visualization. Business Intelligence Techniques is a compilation of chapters written by experts in the various areas. While these chapters stand on their own, taken together they provide a comprehensive overview of how to exploit accounting data in the business environment.



The Future Of Finance With Chatgpt And Power Bi


The Future Of Finance With Chatgpt And Power Bi
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Author : James Bryant
language : en
Publisher: Packt Publishing Ltd
Release Date : 2023-12-29

The Future Of Finance With Chatgpt And Power Bi written by James Bryant and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-12-29 with Computers categories.


Enhance decision-making, transform your market approach, and find investment opportunities by exploring AI, finance, and data visualization with ChatGPT's analytics and Power BI's visuals Key Features Automate Power BI with ChatGPT for quick and competitive financial insights, giving you a strategic edge Make better data-driven decisions with practical examples of financial analysis and reporting Learn the step-by-step integration of ChatGPT, financial analysis, and Power BI for real-world success Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionIn today's rapidly evolving economic landscape, the combination of finance, analytics, and artificial intelligence (AI) heralds a new era of decision-making. Finance and data analytics along with AI can no longer be seen as separate disciplines and professionals have to be comfortable in both in order to be successful. This book combines finance concepts, visualizations through Power BI and the application of AI and ChatGPT to provide a more holistic perspective. After a brief introduction to finance and Power BI, you will begin with Tesla's data-driven financial tactics before moving to John Deere's AgTech strides, all through the lens of AI. Salesforce's adaptation to the AI revolution offers profound insights, while Moderna's navigation through the biotech frontier during the pandemic showcases the agility of AI-focused companies. Learn from Silicon Valley Bank's demise, and prepare for CrowdStrike's defensive maneuvers against cyber threats. With each chapter, you'll gain mastery over new investing ideas, Power BI tools, and integrate ChatGPT into your workflows. This book is an indispensable ally for anyone looking to thrive in the financial sector. By the end of this book, you'll be able to transform your approach to investing and trading by blending AI-driven analysis, data visualization, and real-world applications.What you will learn Dominate investing, trading, and reporting with ChatGPT's game-changing insights Master Power BI for dynamic financial visuals, custom dashboards, and impactful charts Apply AI and ChatGPT for advanced finance analysis and natural language processing (NLP) in news analysis Tap into ChatGPT for powerful market sentiment analysis to seize investment opportunities Unleash your financial analysis potential with data modeling, source connections, and Power BI integration Understand the importance of data security and adopt best practices for using ChatGPT and Power BI Who this book is for This book is for students, academics, data analysts, and AI enthusiasts eager to leverage ChatGPT for financial analysis and forecasting. It's also suitable for investors, traders, financial pros, business owners, and entrepreneurs interested in analyzing financial data using Power BI. To get started with this book, understanding the fundamentals of finance, investment, trading, and data analysis, along with proficiency in tools like Power BI and Microsoft Excel, is necessary. While prior knowledge of AI and ChatGPT is beneficial, it is not a prerequisite.



Dashboarding Reporting With Power Bi


Dashboarding Reporting With Power Bi
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Author : Kasper de Jonge
language : en
Publisher: Tickling Keys, Inc.
Release Date : 2018-06-01

Dashboarding Reporting With Power Bi written by Kasper de Jonge and has been published by Tickling Keys, Inc. this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-06-01 with Computers categories.


Microsoft’s revolutionary Power BI is a tool that allows users to create and transform data into reports and dashboards in new and much more powerful ways.This book, written by a member of Microsoft’s Power BI team, provides a practical step by step guide on creating a financial dashboard. The book covers in detail how to combine and shape the relevant data, build the dashboard in Power BI, providing layout and design tips and tricks, prepare the model to work with fiscal dates, and show values used in many financial reports, including year-to-date, variance-to-target, percentage-of-total, and running totals reports.



Transitioning To Microsoft Power Platform


Transitioning To Microsoft Power Platform
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Author : David Ding
language : en
Publisher: Apress
Release Date : 2023-05-12

Transitioning To Microsoft Power Platform written by David Ding and has been published by Apress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-05-12 with Computers categories.


Welcome to this step-by-step guide for Excel users, data analysts, and finance specialists. It is designed to take you through practical report and development scenarios, including both the approach and the technical challenges. This book will equip you with an understanding of the overall Power Platform use case for addressing common business challenges. While Power BI continues to be an excellent tool of choice in the BI space, Power Platform is the real game changer. Using an integrated architecture, a small team of citizen developers can build solutions for all kinds of business problems. For small businesses, Power Platform can be used to build bespoke CRM, Finance, and Warehouse management tools. For large businesses, it can be used to build an integration point for existing systems to simplify reporting, operation, and approval processes. The author has drawn on his15 years of hands-on analytics experience to help you pivot from the traditional Excel-based reporting environment. By using different business scenarios, this book provides you with clear reasons why a skill is important before you start to dive into the scenarios. You will use a fast prototyping approach to continue to build exciting reporting, automation, and application solutions and improve them while you acquire new skill sets. The book helps you get started quickly with Power BI. It covers data visualization, collaboration, and governance practices. You will learn about the most practical SQL challenges. And you will learn how to build applications in PowerApps and Power Automate. The book ends with an integrated solution framework that can be adapted to solve a wide range of complex business problems. What You Will Learn Develop reporting solutions and business applications Understand the Power Platform licensing and development environment Apply Data ETL and modeling in Power BI Use Data Storytelling and dashboard design to better visualize data Carry out data operations with SQL and SharePoint lists Develop useful applications using Power Apps Develop automated workflows using Power Automate Integrate solutions with Power BI, Power Apps, and Power Automate to build enterprise solutions Who This Book Is For Next-generation data specialists, including Excel-based users who want to learn Power BI and build internal apps; finance specialists who want to take a different approach to traditional accounting reports; and anyone who wants to enhance their skill set for the future job market.



Analytics And Big Data For Accountants


Analytics And Big Data For Accountants
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Author : Jim Lindell
language : en
Publisher: John Wiley & Sons
Release Date : 2020-12-03

Analytics And Big Data For Accountants written by Jim Lindell and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-12-03 with Computers categories.


Why is big data analytics one of the hottest business topics today? This book will help accountants and financial managers better understand big data and analytics, including its history and current trends. It dives into the platforms and operating tools that will help you measure program impacts and ROI, visualize data and business processes, and uncover the relationship between key performance indicators. Key topics covered include: Evidence-based techniques for finding or generating data, selecting key performance indicators, isolating program effects Relating data to return on investment, financial values, and executive decision making Data sources including surveys, interviews, customer satisfaction, engagement, and operational data Visualizing and presenting complex results