Financial Modelling in Power BI

Financial Modelling in Power BI

Author: Liam Bastick

Publisher: Tickling Keys, Inc.

ISBN: 9781615471614

Category: Computers

Page: 363

View: 672

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.

Master Your Data with Power Query in Excel and Power BI

Master Your Data with Power Query in Excel and Power BI

Author: Miguel Escobar

Publisher: Tickling Keys, Inc.

ISBN: 9781615473588

Category: Computers

Page: 212

View: 708

Power Query is the amazing new data cleansing tool in both Excel and Power BI Desktop. Do you find yourself performing the same data cleansing steps day after day? Power Query will make it faster to clean your data the first time. While Power Query is powerful, the interface is subtle—there are tools hiding in plain sight that are easy to miss. Go beyond the obvious and take Power Query to new levels with this book.

Microsoft Power BI Cookbook

Microsoft Power BI Cookbook

Author: Greg Deckler

Publisher: Packt Publishing Ltd

ISBN: 9781801811323

Category: Computers

Page: 654

View: 628

Build effective analytical data models, reports, and dashboards using the advanced features of Power BI Key FeaturesUpdate your knowledge with new recipes for query optimization, aggregation tables, Power BI API, and paginated reportsWork with recipes across diverse Power BI platforms including the Power BI Service and Mobile ApplicationsImplement custom solutions with M and DAX languages through actionable guidance and proven development techniquesBook Description The complete everyday reference guide to Power BI, written by an internationally recognized Power BI expert duo, is back with a new and updated edition. Packed with revised practical recipes, Microsoft Power BI Cookbook, Second Edition, helps you navigate Power BI tools and advanced features. It also demonstrates the use of end-to-end solutions that integrate those features to get the most out of Power BI. With the help of the recipes in this book, you'll gain advanced design and development insight, practical tips, and guidance on enhancing existing Power BI projects. The updated recipes will equip you with everything you need to know to implement evergreen frameworks that will stay relevant as Power BI updates. You'll familiarize yourself with Power BI development tools and services by going deep into the data connectivity, transformation, modeling, visualization, and analytical capabilities of Power BI. By the end of this book, you'll make the most of Power BI's functional programming languages of DAX and M and deliver powerful solutions to common business intelligence challenges. What you will learnCleanse, stage, and integrate your data sources with Power Query (M)Remove data complexities and provide users with intuitive, self-service BI capabilitiesBuild business logic and analysis into your solutions via the DAX programming language and dashboard-ready calculationsImplement aggregation tables to accelerate query performance over large data sourcesCreate and integrate paginated reportsUnderstand the differences and implications of DirectQuery, live connections, Import, and Composite model datasetsIntegrate other Microsoft data tools into your Power BI solutionWho this book is for If you're a BI professional who wants to up their knowledge of Power BI and offer more value to their organization, then this book is for you. Those looking for quick solutions to common Power BI problems will also find this book an extremely useful resource. Please be aware that this is not a beginner's guide; you'll need a solid understanding of Power BI and experience working with datasets before you dive in.

Implementing Microsoft Dynamics 365 for Finance and Operations

Implementing Microsoft Dynamics 365 for Finance and Operations

Author: Rahul Mohta

Publisher: Packt Publishing Ltd

ISBN: 9781787121010

Category: Computers

Page: 562

View: 945

Harness the power of Dynamics 365 Operations and discover all you need to implement it About This Book Master all the necessary tools and resources to evaluate Dynamics 365 for Operations, implement it, and proactively maintain it. Troubleshoot your problems effectively with your Dynamics 365 partner Learn about architecture, deployment choices, integration, configuration and data migration, development, testing, reporting and BI, support, upgrading, and more. Who This Book Is For This book is for technology leaders, project managers solution architects, and consultants who are planning to implement, are in the process of implementing, or are currently upgrading to Dynamics 365 for Operations. This book will help you effectively learn and implement Dynamics 365 for Operations. What You Will Learn Learn about Microsoft Dynamics 365, it's offerings, plans and details of Finance and Operations, Enterprise edition Understand the methodology and the tool, architecture, and deployment options Effectively plan and manage configurations and data migration, functional design, and technical design Understand integration frameworks, development concepts, best practices, and recommendations while developing new solutions Learn how to leverage intelligence and analytics through Power BI, machine learning, IOT, and Cortana intelligence Master testing, training, going live, upgrading, and how to get support during and after the implementation In Detail Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, is a modern, cloud-first, mobile-first, ERP solution suitable for medium and large enterprise customers. This book will guide you through the entire life cycle of a implementation, helping you avoid common pitfalls while increasing your efficiency and effectiveness at every stage of the project. Starting with the foundations, the book introduces the Microsoft Dynamics 365 offerings, plans, and products. You will be taken through the various methodologies, architectures, and deployments so you can select, implement, and maintain Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. You will delve in-depth into the various phases of implementation: project management, analysis, configuration, data migration, design, development, using Power BI, machine learning, Cortana analytics for intelligence, testing, training, and finally deployment, support cycles, and upgrading. This book focuses on providing you with information about the product and the various concepts and tools, along with real-life examples from the field and guidance that will empower you to execute and implement Dynamics 365 for Finance and Operations, Enterprise edition. Style and approach This book is a step-by-step guide focusing on implementing Dynamics 365 Operations solutions for your organization.

Using Strategy Analytics to Measure Corporate Performance and Business Value Creation

Using Strategy Analytics to Measure Corporate Performance and Business Value Creation

Author: Kautish, Sandeep

Publisher: IGI Global

ISBN: 9781799877189

Category: Computers

Page: 287

View: 311

Strategic analytics is a relatively new field in conjunction with strategic management and business intelligence. Generally, the strategic management field deals with the enhancement of the decision-making capabilities of managers. Typically, such decision-making processes are heavily dependent upon various internal and external reports. Managers need to develop their strategies using clear strategy processes supported by the increasing availability of data. This situation calls for a different approach to strategy, including integration with analytics, as the science of extracting value from data and structuring complex problems. Using Strategy Analytics to Measure Corporate Performance and Business Value Creation discusses how to tackle complex business dynamics using optimization techniques and modern business analytics tools. It covers not only introductory concepts of strategic analytics but also provides strategic analytics applications in each area of management such as market dynamics, customer analysis, operations, and people management. It unveils the best industry practices and how managers can become expert strategists and analysts to better measure and enhance corporate performance and their businesses. This book is ideal for analysts, executives, managers, entrepreneurs, researchers, students, industry professionals, stakeholders, practitioners, academicians, and others interested in the strategic analytics domain and how it can be applied to complex business dynamics.

Intermediate Accounting, Volume 1

Intermediate Accounting, Volume 1

Author: Donald E. Kieso

Publisher: John Wiley & Sons

ISBN: 9781119740469

Category:

Page: 912

View: 116

Intermediate Accounting, 13th Canadian Edition has always been, and continues to be, the gold standard that helps connect students to the what, the why, and the how of accounting information. Through new edition updates, you will be able to spark efficient and effective learning and inspire and prepare students to be the accounting professionals of tomorrow. To help develop a deeper understanding of course concepts and move beyond basic understanding, students work through a high-quality assessment at varying levels, helping them learn more efficiently and create connections between topics and real-world application. This course also presents an emphasis on decision-making through Integrated Cases and Research and Analysis questions that allow students to analyze business transactions, apply both IFRS and ASPE, and explore how different accounting standards impact real companies. Throughout the course, students also work through a variety of hands-on activities including Data Analytics Problems, Analytics in Action features, Excel templates, and a new emphasis on sustainability, all within the chapter context. These applications help students develop an accounting decision-making mindset and improve the professional judgement and communication skills needed to be successful in the evolving accounting world.

Intermediate Accounting

Intermediate Accounting

Author: Donald E. Kieso

Publisher: John Wiley & Sons

ISBN: 9781119790976

Category: Business & Economics

Page: 1616

View: 167

Intermediate Accounting by Donald Kieso, Jerry Weygandt, and Terry Warfield has always been, and continues to be, the gold standard. Through significant updates, the 18th Edition presents a refreshed, accessible, and modern approach with new perspectives that help connect students to the what, the why, and the how of accounting information. In the intermediate accounting course, it can be difficult for students to understand the technical details and retain and recall core course topics. To move beyond basic understanding, students work through new integrated practice right at the point of learning and high-quality assessment at varying levels, helping them to learn concepts more efficiently and create connections between topics and real-world application. Throughout the course, students also work through various hands-on activities including Critical Thinking Cases, Excel Templates, and Analytics in Action problems, all within the chapter context. These applications help students develop an accounting decision-making mindset and improve the professional judgement and communication skills needed to be successful in the profession. With Intermediate Accounting, 18th Edition, you will be able to spark efficient and effective learning, help create the bridge to student success, and inspire and prepare students to be the accounting professionals of tomorrow.

Mastering Microsoft Power BI

Mastering Microsoft Power BI

Author: Greg Deckler

Publisher: Packt Publishing Ltd

ISBN: 9781801818193

Category: Computers

Page: 708

View: 844

Plan, design, develop, and manage robust Power BI solutions to generate meaningful insights and make data-driven decisions Key FeaturesMaster the latest dashboarding and reporting features of Microsoft Power BICombine data from multiple sources, create stunning visualizations and publish Power BI apps to thousands of usersGet the most out of Microsoft Power BI with real-world use cases and examplesBook Description Mastering Microsoft Power BI, Second Edition, provides an advanced understanding of Power BI to get the most out of your data and maximize business intelligence. This updated edition walks through each essential phase and component of Power BI, and explores the latest, most impactful Power BI features. Using best practices and working code examples, you will connect to data sources, shape and enhance source data, and develop analytical data models. You will also learn how to apply custom visuals, implement new DAX commands and paginated SSRS-style reports, manage application workspaces and metadata, and understand how content can be staged and securely distributed via Power BI apps. Furthermore, you will explore top report and interactive dashboard design practices using features such as bookmarks and the Power KPI visual, alongside the latest capabilities of Power BI mobile applications and self-service BI techniques. Additionally, important management and administration topics are covered, including application lifecycle management via Power BI pipelines, the on-premises data gateway, and Power BI Premium capacity. By the end of this Power BI book, you will be confident in creating sustainable and impactful charts, tables, reports, and dashboards with any kind of data using Microsoft Power BI. What you will learnBuild efficient data retrieval and transformation processes with the Power Query M language and dataflowsDesign scalable, user-friendly DirectQuery, import, and composite data modelsCreate basic and advanced DAX measuresAdd ArcGIS Maps to create interesting data storiesBuild pixel-perfect paginated reportsDiscover the capabilities of Power BI mobile applicationsManage and monitor a Power BI environment as a Power BI administratorScale up a Power BI solution for an enterprise via Power BI Premium capacityWho this book is for Business Intelligence professionals and intermediate Power BI users looking to master Power BI for all their data visualization and dashboarding needs will find this book useful. An understanding of basic BI concepts is required and some familiarity with Microsoft Power BI will be helpful to make the most out of this book.

Building Dashboards with Microsoft Dynamics GP 2016

Building Dashboards with Microsoft Dynamics GP 2016

Author: Belinda Allen

Publisher: Packt Publishing Ltd

ISBN: 9781786464040

Category: Computers

Page: 354

View: 481

Learn to build professional and powerful dashboards with Microsoft Dynamics GP and Excel About This Book This book provides a core foundation for you to understand the ever-changing Microsoft Power BI Through this book, you'll understand how data flows and is secured between Microsoft Dynamics GP and Microsoft Excel You'll see how to create amazing dashboards using various tools such as Excel 2016, Power BI, Jet Express, and more Who This Book Is For This book is geared up for analysts and accountants keen on building and maintaining professional dashboards with Microsoft Excel 2016 for Microsoft Dynamics GP 2016 data, and building financials with visuals using the New Jet Reports Express Tool for Dynamics GP. An introduction is provided for those who want to maintain dashboards in Microsoft Power BI. What You Will Learn Use GP Data in Excel 2016 in a meaningful way Build basic financial statements using Jet Reporting Express, including visualizations Understand the foundation of Power BI and its components Get and maintain data from Dynamics GP in Power BI Find out how to use the Power BI Query Editor (the Get and Transform feature in Excel 2016) Format basic visualizations to get better insights Understand Jet Reports Express, which is used to create basic financial statements Use the new Dynamics GP features, such as OData and adding Power BI tiles on the home page In Detail Microsoft Dynamics GP is a complete ERP solution that is extremely beneficial for small to midsize organizations in helping them grow exponentially. The book shows you in detail how to build great-looking dashboards with Microsoft Dynamics GP that enhance a company's decision-making processes. This guide will take you from the basics of setting up and deploying to creating secure, refreshable Excel reports. Using a whole host of tools available within Microsoft Dynamics GP and Excel, this tutorial will show you how to visualize your data using simple conditional formatting techniques and easy-to-read charts, and allow you to make your data interactive with slicers. We will also cover core topics such as Business Analyzer, Microsoft SQL Reporting services reports, BI360, and more. You will find out to use Power BI, share and refresh data and dashboards in Power BI, and use Power BI Query Editor. By the end of this book, you will have all the information required to build interactive dashboards using Dynamics GP. Style and approach The book takes a step-by-step approach and contains real-world examples that provide the building blocks to create engaging dashboards. This practical guide is all about doing. Get your data, open up Excel, and go!

Italy

Italy

Author: International Monetary Fund. Monetary and Capital Markets Department

Publisher: International Monetary Fund

ISBN: 9781475572551

Category: Business & Economics

Page: 179

View: 649

This paper elaborates key findings of the Detailed Assessment of Observance of Basel Core Principles for Effective Banking Supervision by Italy. The core supervisory process at the Banca d’Italia (BI) is strong, and it has a well-defined and integrated supervisory approach. BI is well regarded both in terms of independence, professional qualification, and integrity. The various components of its supervision are integrated in the Supervisory Review and Evaluation Process. The authorities have made progress in addressing the recommendations of the 2006 Financial Sector Assessment Program, although some issues remain. The supervisory coverage of the Bank of Italy is comprehensive, and the follow-up process is intensive.

Hands-On Financial Modeling with Excel for Microsoft 365

Hands-On Financial Modeling with Excel for Microsoft 365

Author: Shmuel Oluwa

Publisher: Packt Publishing Ltd

ISBN: 9781803248936

Category: Computers

Page: 346

View: 371

Explore a variety of Excel features, functions, and productivity tips for various aspects of financial modeling Key Features • Explore Excel's financial functions and pivot tables with this updated second edition • Build an integrated financial model with Excel for Microsoft 365 from scratch • Perform financial analysis with the help of real-world use cases Book Description Financial modeling is a core skill required by anyone who wants to build a career in finance. Hands-On Financial Modeling with Excel for Microsoft 365 explores financial modeling terminologies with the help of Excel. Starting with the key concepts of Excel, such as formulas and functions, this updated second edition will help you to learn all about referencing frameworks and other advanced components for building financial models. As you proceed, you'll explore the advantages of Power Query, learn how to prepare a 3-statement model, inspect your financial projects, build assumptions, and analyze historical data to develop data-driven models and functional growth drivers. Next, you'll learn how to deal with iterations and provide graphical representations of ratios, before covering best practices for effective model testing. Later, you'll discover how to build a model to extract a statement of comprehensive income and financial position, and understand capital budgeting with the help of end-to-end case studies. By the end of this financial modeling Excel book, you'll have examined data from various use cases and have developed the skills you need to build financial models to extract the information required to make informed business decisions. What you will learn • Identify the growth drivers derived from processing historical data in Excel • Use discounted cash flow (DCF) for efficient investment analysis • Prepare detailed asset and debt schedule models in Excel • Calculate profitability ratios using various profit parameters • Obtain and transform data using Power Query • Dive into capital budgeting techniques • Apply a Monte Carlo simulation to derive key assumptions for your financial model • Build a financial model by projecting balance sheets and profit and loss Who this book is for This book is for data professionals, analysts, traders, business owners, and students who want to develop and implement in-demand financial modeling skills in their finance, analysis, trading, and valuation work. Even if you don't have any experience in data and statistics, this book will help you get started with building financial models. Working knowledge of Excel is a prerequisite.

Annual Update for Controllers

Annual Update for Controllers

Author: Jim Lindell

Publisher: John Wiley & Sons

ISBN: 9781119757580

Category: Business & Economics

Page: 320

View: 160

This guide covers leading-edge topics in managerial accounting and finance. It's packed with useful tips and practical guidance controllers and financial managers can apply immediately. You'll also gain insight into hot topics such as: Power Pivot Integrated Reporting Bitcoin Technology trends In addition, this guide includes a case study covering three chapters using Excel tools, working capital trends and technology changes.