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 Features Engineer optimal star schema data models for financial planning and analysis Implement common financial logic, calendars, and variance calculations Create dynamic, formatted reports for income statements, balance sheets, and cash flow Purchase of the print or Kindle book includes a free PDF eBook Book Description 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 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 required What you will learn Apply multi-currency handling and group consolidation techniques in Power BI Model discounted cash flow and company valuation scenarios Design and manage write-back workflows with Dynamics BPP and Acterys Integrate Excel and Power BI using live connections and cube formulas Utilize AI, Copilot, and LLMs to enhance automation and insight generation Create complete finance-focused dashboards for sales and operations planning Who this book is for 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.

Unlock the full potential of Microsoft Business Central by integrating it with the Power Platform through this practical and hands-on guide. With step-by-step tutorials, you'll learn how to combine the capabilities of tools like Power Apps, Power Automate, and Dataverse to build scalable and efficient business solutions. By the end of the book, you'll be equipped to streamline business processes and add significant value. What this Book will help me do Effectively deploy Power Platform functionalities for Microsoft Business Central projects. Seamlessly connect Business Central with cloud and on-premises services. Leverage Dataverse and virtual tables to enhance data modeling and accessibility. Build custom applications using Power Apps and automate workflows with Power Automate. Generate advanced visual reports with Power BI directly integrated with Business Central. Author(s) Kim Congleton and Shawn Sissenwein are industry professionals with extensive experience in ERP systems and Microsoft technologies. With a deep knowledge of Business Central and the Power Platform, they bring practical insights into maximizing business value through technological advancements. Their teaching approach focuses on hands-on learning, real-world application, and empowering readers with actionable skills. Who is it for? This book is ideal for Business Central users, consultants, and solution architects aiming to enhance Business Central's capabilities through the Power Platform. If you're familiar with Business Central's basics and seek to optimize and extend its functionality without requiring extensive programming knowledge, then this guide is tailored for you.

Enhancing Enterprise Intelligence: Leveraging ERP, CRM, SCM, PLM, BPM, and BI takes a fresh look at the benefits of enterprise systems (ES), focusing on the fact that ES collectively contribute to enhancing the intelligence quotient of an enterprise. The book provides an overview of the characteristics and essential strengths of various categories of ES, namely, Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Supply-Chain Management (SCM), Product LifeCycle Management (PLM), Business Process Management (BPM), and Business Intelligence (BI).

Explore the world of QlikView dashboards with this comprehensive guide that walks you through the entire process of creating effective and visually engaging dashboards for your business needs. From identifying KPIs to rolling out your application, this book provides actionable steps and best practices for delivering data-driven results. What this Book will help me do Define key performance indicators (KPIs) based on business objectives and goals. Design and structure dashboards using best practices in data visualization. Master creating various chart types, including bar, line, pie charts, and advanced visualizations, like heat maps. Integrate data from multiple sources, such as ERP systems and spreadsheets, into a cohesive dashboard. Learn the steps to develop mobile-optimized dashboards for accessibility on the go. Author(s) None Villafuerte, a seasoned expert in data visualization and QlikView development, brings a wealth of experience to this book. With years of hands-on work creating impactful dashboards for various business needs, the author's pragmatic and result-oriented approach provides readers with practical and insightful knowledge. Who is it for? The book is tailored for QlikView developers who already possess a basic understanding of scripting and dashboard layout design. It's ideal for professionals aiming to enhance their design and visualization skills. Additionally, business analysts or managers with a technical inclination could also benefit from its comprehensive approach to creating interactive dashboards. If building effective and appealing dashboards that drive business impact is your goal, this book is for you.