PUGML12 - Power BI for Accountants

Wednesday, April 25
17:30 - 18:30
Liffey Meeting Room 2

Level: Intermediate
Presentation Type: Presentation

Change those Monthly Management Accounts boardroom presentations from pages of static reports to interactive dynamic self-service financial dashboards. This session will connect to monthly trial balance data extracts to show how accountants can change their monthly reporting with Profit & Loss statements, Balance Sheet and Cash Flow analysis all within Power BI and dynamic interactive dashboards. Difficult board questions can be answered on the fly as you drill down into detailed reporting lines for monthly, Year-to-Date (YTD) cost centres analysis. The session will explain how to connect to an online accounting package to create the accountant’s financial data model with actuals, budgets & targets, DAX formulas for Time Intelligence with reporting hierarchies and all summarised in dynamic Power BI financial dashboards.

David Moss

Azure & Power BI Solutions Consultant

David is a freelance Azure Advanced Analytics & Power BI Solutions Consultant @wottabyte where he helps organisations get quicker access & better understanding of their data using Azure tools & Power BI by deliveringr Power BI end to end Solutions on MS BI Azure & on premises stack across e-commerce, manufacturing, IoT, pharma & gambling verticals. He’s also a Power BI trainer.

David is a Microsoft MVP (that stands for Most Valued Professional, its like an Oscar for MS BI).

David helps run the London Power BI User Group and also the Manchester Power BI Meetup and he also sits on the Board of Advisors of the official global

David is also available for public presentations & conferences about Power BI across many verticals so do connect here and via LinkedIn


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Power BI for Accountants

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