https://store-images.s-microsoft.com/image/apps.38697.78cf4622-a974-4806-b42a-c2ce137a1bd4.fead10fe-1623-4211-96ce-f9420738d55c.ad4050b6-d1cf-4958-8c58-8969c1ba54a0

BC Power BI Financial Reports: 8-Wk Implementation

Walkerscott

A structured program that modernizes financial reporting and analytics within Business Central

Walkerscott will engage the finance team (and other stakeholders) over an 8-week period (1.5 day/week) to deliver pre-built and custom Power BI reports designed for Business Central financial module and enable wider business to self-service analytics and reporting

Agenda/Topics

Weeks 1-2 - Profit & Loss report implementation

  • Configure pre-build P&L Power BI report and embed into Business Central
  • Handover and user adoption session
  • Minor changes based on UAT feedback

Weeks 3-4 - Accounts Receivable Ageing report implementation

  • Configure pre-build AR Power BI report and embed into Business Central
  • Handover and user adoption session
  • Minor changes based on UAT feedback

Week 5 - Customer Sales Trend report implementation

  • Configure pre-build Sales Power BI report and embed into Business Central
  • Handover and user adoption session
  • Minor changes based on UAT feedback

Weeks 6-8 - Other reporting requirements

  • Requirements gathering session on other financial reporting needs
  • Build and customise Power BI report
  • Handover and user adoption session
  • Minor changes based on UAT feedback

Deliverables

Power BI Reports embedded into Business Central

  • Profit & Loss
  • Accounts Receivable Ageing
  • Customer Sales Trend
  • 2-page custom report based on sessions on weeks 6-8

Documentation

  • Prioritized list of additional reports required by the finance team & estimates

At a glance

https://store-images.s-microsoft.com/image/apps.3113.78cf4622-a974-4806-b42a-c2ce137a1bd4.fead10fe-1623-4211-96ce-f9420738d55c.735a92e9-cc66-44e5-b78a-914e03117b11
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https://store-images.s-microsoft.com/image/apps.56045.78cf4622-a974-4806-b42a-c2ce137a1bd4.fead10fe-1623-4211-96ce-f9420738d55c.1db5228f-5b93-45ea-bbb0-07af2023de06
https://store-images.s-microsoft.com/image/apps.25895.78cf4622-a974-4806-b42a-c2ce137a1bd4.fead10fe-1623-4211-96ce-f9420738d55c.a0188d4f-e730-4fc7-b45e-91a834343a5b
https://store-images.s-microsoft.com/image/apps.47110.78cf4622-a974-4806-b42a-c2ce137a1bd4.fead10fe-1623-4211-96ce-f9420738d55c.06647d91-0cde-4850-b971-2b6abb5a4ded