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.