Power BI Financials Dashboard: 3-Day Workshop

Are you spending a lot of time in Excel converting Business Central data to meaningful charts?

Would you like to analyse your Business Central data in an interactive, agile format that auto-refreshes?

Our consultants are in a very advantageous position to help you with this journey as they are experienced in both Power BI and Business Central solutions. They have helped many organisations drive reporting efficiency with Power BI and they can create a complete dashboard of your financial insights in 3 days.

WHO IS THIS WORKSHOP FOR?

These are the most common roles we work with, but sessions will be tailored depending on the roles and level of Power BI skills in your organisation.

• Financial Reporting Analysts.
• Financial and Operational Managers.
• Business Executives.

SAMPLE AGENDA

Day 1

• Review of the current Financial reports utilised by your organisation.
• Create the data mapping table for the Profit and Loss categories.
• Extraction of required data from Dynamics GP or Business Central.
• Install the On-Premise Data Gateway to connect data sources.

Day 2

• Build the Power BI data model.
• Create the DAX (Data Analysis Expressions) measures.
• Start designing the visuals for the report.

Day 3

• Finalise the report visualisations.
• Deployment of the report to the Power BI Service.
• Documentation and training.

DELIVERABLES

• At the conclusion of the 3-day Workshop you will receive:
• Live data extracting directly from your Business Central database into the Power BI data model.
• Mapping of General Ledger accounts into the P&L categories of your organisation.
• Interactive visualisations and dashboard.
• A Power BI finance report ready to deploy to managers and executives.