Material

Recording for PPF Webinar # 7 - How to use the Power Platform for forecasting scenarios (Jese N)

In this captivating, demo-packed session, Jese shows how to build a financial forecasting tool in Power BI by utilising PowerApps, Power Automate and SharePoint Online.

 

Some of the features shown include:

 

- Using What-if parameters in Power BI for creating dynamic forecasts

 

-Development from scratch of a single-screen PowerApp with drop-downs, list data from SharePoint and text boxes for commentary to support the forecast multiplier for each account

 

- Building collections in PowerApps to hold values and read/write to and from the screen.

 

-Setting Variables in PowerApps to identify an incremental index for the list item

 

- Use of the PATCH and ForAll functions in PowerApps to write back to the SharePoint list (used as a data source for the Power BI Report)

 

- Integration with Power Automate to automatically refresh the Power BI Dataset once a forecast is submitted

 

- Embedding a PowerApp form within a Power BI report

 

- Use of bookmarks in Power BI to toggle the visibility of the PowerApp embedded within the report

 

Download the resources (including the Power BI and PowerApps files used) at https://github.com/jesenavaranjan/Pow...

Visit Jese's PowerChannel YouTube at https://www.youtube.com/user/JeseNavar

Recording for PPF Webinar # 6 - Building an Expenses Solution using the Power Platform

9th July 2020

In under an hour Rory demonstrates:

- Setting up/managing environments for Power Apps - Creating a new solution for your CDS database

-Creating CDS Entities and fields within your new solution

- Creating a form and a model-driven app on top of the CDS Data

-Creating a canvas app from the CDS data including a PowerApp form that allows you to attach/upload an image for each expense

-Customising the look and feel of the canvas app

-Creating a new screen in the canvas app for a full-screen view of the image attached to any given expense

-Creating variables in PowerApps and populating/retrieving them - Obtaining the Environment URL from PowerApps

-Bringing the CDS data into Power BI for a reporting view

Visit www.dataspinners.co.uk and youtube.com/dataspinners to learn more from Rory!

Tips and Tricks for working with Finance Data in Power BI - Rishi Sapra

6th/7th July 2020

This session on tips and tricks for finance reporting, presented by Rishi Sapra ,is broken down into a series of bite-size videos covering:

Tip #1: Use an Account Hierarchy

 

 

Tip #2: Build up Measure Chains and Format them

 

 

Tip #3: Show Periods (MTD/QTD/YTD) dynamically

 

Tip #4: Have a table with all your FS lines (including totals)

 

 

Tip #5: Tell a story with the visuals

 

 

Tip #6: Finance Custom Visuals/Add-ins go a long way

These tips are based on the same Income statement example below (also available at aka.ms/pbiincomestatement)

Recording for PPF Webinar # 5 - Analytics and Planning in Power BI With Acterys

11th June 2020

Integrate with multiple accounting systems (e.g. Xero, Sage), bringing all the disparate data into a single, conformed, centralised data model

 

- Utilise pre-built Reporting templates on your data with Power BI/Power Apps integration, report tooltips, AI visuals and financial DAX measures already developed

 

- Write-back to numerous data sources including SQL Server, Analysis Services and Oracle

 

-Intercompany consolidation across entities including the ability to deal with local to Group currency conversions and eliminations.

 

- Visual Planning with 6 Custom visuals available on AppSource (many of which have a free version) , including Small multiple variance analysis -Allocation from top-level planning changes to detailed rows, including use of smart formulas. -Data-point specific commentary with Rich Text formatting, links and attachments

Plus Much More!

Recording for PPF Webinar #4 - The Art of The Possible: Write-back and planning with Power On

28th May 2020

 

Take Power BI to a whole new level with Power On BI. Just some of the incredible features are:

- Fixed format financial statement reporting without the need for Paginated Reports

- Real-time Write-back directly to the Analysis Services cube or Power BI Premium dataset that sits behind your finance reports: Make changes to versions of data and see the updates immediately!

- Planning allocations/spreads: Use smart formulas for allocating sub-total changes through to individual lines proportionally

-Data-point specific commentary (Rather than just on a visual/report page) -Goal-seek: Work out the specific attributes/dimensions to vary and have it automatically work out the changes to achieve an overall total/target 

 

Plus many more!

Modernising the Finance Function with Power BI

22nd  May 2020

In this comprehensive overview of Power BI (Desktop and service) applied to a finance scenario, learn how to take advantage of all the functionality that Power BI has to offer including: - Automatically consuming files in a folder - Storytelling with data - Dynamics graphs and measures - Waterfall charts and tables - Row Level security - Analysing data with Excel - Reporting commenting and subscriptions - Q&A And much more! This fun and engaging session is delivered as a role play based on real-life examples of how Power BI can deliver all the functionality that finance (and non finance!) teams need to be efficient!

Recording for Webinar #3 - Impactful Financial Reporting with Val Q

7th May 2020f

Learn how to carry out power financial modelling, planning and simulations in Power BI using the Val Q custom visual (www.valq.com). The functionality and capability of this tool - including that available for free - will literally blow your mind away! This session is presented by Harish Bysani, CA, who brings 16 years of experience in EPM consulting around products such as Anaplan & SAP BPC. He shares how ValQ for Power BI could be leveraged for financial statements like Income Statement, NPV analysis etc.

Blog Post - Column-Level Security - 2 Methods for Restricting Column-Level Information 

column level security blog.png

Responding to a question in his last webinar (RLS with Hierarchies in Power BI), Power Platform co-host Chris Barber wrote a blog post on two possible methods for applying Column level security in Power BI. Column Level security isn't actually a feature but there are some clever workarounds which Chris explains in this article.

Recording for Webinar #2 - Top 10 Tips and Tricks With Andrej Lapajne

23 April 2020

Andrej Lapajne, CEO of Zebra BI took us through his top tricks for Power BI Reports including:

Tip #1 - Make Sure a report/dashboard can answer the questions: Is My Peformance Good or Bad? How good or bad? Why?

Tip #2 - Visualise the gap variance and draw attention to it!

Tip # 3 - Ensure consistency in colours, shapes, charts

Tip #4 - Make your labels readable! (E.g. Consider using a bar chart rather than a column chart)

Tip #5 - Avoid too many colours in a chart (Limit a stack to two or three elements)

Tip #6 - Use consistent scaling between graphs on the same page!

Tip #7 -Sort the elements in a visual

Tip #8 - Use the same style and colour for the same meaning

Tip #9- Look at the IBCS Standards (www.ibcs.com)

Tip #10- Where appropriate consider using DAX to return a value or blank in order to scale graphs/only show relevant values

Plus 10 Bonus Tips!

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Dataset/Solution for Webinar #1 - RLS with Hierarchies in Power BI

This zip file contains:​

  1. A Walkthrough guide with detailed instructions on how to complete the exercise

  2. An Excel File with the data (Salaries and Commissions) 

  3. A completed Power BI Desktop file (PBIX) with the solution completed

  4. The background image used in the solution

  5. The theme file used in the solution

Recording for Webinar #1 - RLS with Hierarchies in Power BI

9th April 2020

Chris Barber took us through how to apply Row Level Security in Power BI so that individuals can only see their own data/that of the people who report to them.

The session received some fantastic feedback! The data set/solution is available to download above

Income Statement Power BI Report Build

PBI Blog screenshot.png

Click on the image to be taken to the five-part blog series on the Power BI Community Portal with detailed instructions on how to build out the first page of the Income statement report here

The blog post contains a link to download all the material including the dataset, completed PBIX files and assets (theme file/background etc)