Recordings & Content

Webinar #13 - Intro to Dynamics 365 Business Central and Power BI

15-OCT-20

Belinda Allen

In this session, Belinda covers:


· A history of the Dynamic products family

· An overview of Dynamics BC – it’s features and who it is aimed at

· A look at the tiles and visuals within the Dynamics BC portal (including embedded Power BI reports!)

· Integration with Outlook – the ability to see context-sensitive Dynamics BC information in an Outlook pane and even create documents (e.g. invoices/purchase orders) directly from an email

· Using the Dynamics BC connector in Power BI to get data

· Working with pre-built BC Power Automate templates for approval workflows

· Using the PowerApps connector to create CRUD apps


Plus much more!

Webinar #12 - Introduction to the world of D365 and Power Platform

01-OCT-20

Julia Simpson

In this session, Julia provides an intro to Dynamics 365 FinOps, covering:


· Where Dynamics 365 FinOps sits alongside the other areas of D365 (e.g. Customer Engagement, Business Central as well as modular/AI/Mixed Reality components)


· An overview of the modules/workspaces included as part of D365 FinOps including Accounts Payable, Receivable, General Ledger, Revenue Recognition and Tax Management


· Working with tiles and tables within a Finops workspace

· Using the task recorder to perform common/repetitive activities


· A look at the embedded Power BI reports within D365


· Financial Statement reporting within D365 FinOps with drill-down into individual transactions/documents


· Integration between FinOps and Excel – exporting filtered/incremental data using templates, making changes in Excel and publishing back to D365


· Exporting entities to various formats using the Data Management module and integration with Common Data Service (CDS)/Dynamics 365 CE using Data Integrator


· The D365 Finops connector for Power Apps (Canvas Apps) and Power Automate


· PowerApps embedded within D365 FinOps workspaces for non-standard processes or tasks that cross multiple areas.


· Connecting to D365 FinOps data in Power BI (With an embedded PowerApps visual) via the oData connector


· Integration between D365 FinOps and Power Virtual Agent (PVA) – chat bots which allow you to perform tasks (e.g. raising a Purchase Order), ask questions of your finance data and even utilise other Power Platform actions (e.g. kicking off a Power BI Dataset refresh!)


· Model-driven PowerApps and Optical Character Recognition (OCR) to e.g. read/process scanned PDFs


· AI Models within Power Automate for finance tasks (e.g. receipt processing)

Webinar #11 - The classic Income Statement and Power BI, Better together

17-SEP-20

Mark Walter

Business depends on the income statement as an indication of past and ongoing performance; however, in its paper form, it limits the reader from uncovering insights that lie beneath. In this session we will learn how mirroring the familiar statement and adding dynamic features improve engagement and help the Accountant tell a great data story.


Mark is an Accounting and Analytics Manager at Industrial Finishes and Systems, Inc. (IFS) located in Eugene Oregon. Since 1958, IFS, has brought product and system solutions to Auto Body, Recreational Vehicle, Wood Product, and Aerospace industries. He is responsible for financial data modeling and data storytelling both internal and external to the business. Outside of IFS, Mark enjoys speaking with local finance groups and blogging at StoryBI.com. Mark is an Oregon Certified Public Accountant with a Finance degree from Western Washington University.

Webinar #10 - Guiding to Depth – Building reporting to meet the needs of all levels from CFO to Analyst

03-SEP-20

Chris Hamil

It can be a struggle to build reporting that cleanly meets the needs of all levels of user.  Chris will walk through a real example built while working for Microsoft’s Finance org and give tips on how to take advantage of Power BI features to build reports that guide users to depth without weighing down the Executive views.


After spending 10 years in Finance and Accounting, Chris moved into his current role as a Sr. Program Manager for Microsoft's Power BI Customer Advisory Team with a primary focus on front end reporting and user experience.  In his day job he spends time working with enterprise customers to help skill up report authors and guide design for high impact reporting.  Check out his blog at www.alluringbi.com for tips and tricks for the Power BI Creator

Material for Webinar # 9 - Visual Cashflow Statements in Power BI

20-AUG-20

Belinda Allen

Slides, datasets and completed solution files for PPF Webinar # 9 - Visual Cashflow Statements in Power BI

Webinar # 9 - Visual Cashflow Statements in Power BI

20-AUG-20

Belinda Allen

One of the first thing we all learn in Business 101 is that Cash is needed to operate a business.  We also learned that being Profitable does not mean you have cash in the bank.

Have you ever really looked at the traditional cash flow statement?  It’s supposed to provide information about gross receipts and gross payments.  Does it really do that?

Attend this session and see Belinda present alternatives to the traditional cash flow statement and cash flow analysis using Microsoft Power BI.

  1. Start the process of new ways to visualize the movement of your cash

  2. Create a plan that can provide information to your team that might improve cash flow

  3. Provide information to that person in your company who is always asking for the bank balance.

Belinda Allen is a Microsoft Most Valuable Professional (MVP) for Power BI.  Belinda is currently a Microsoft Power Platform Trainer, Speaker, and the Co-Author of 2 books on Business Intelligence and Microsoft Dynamics GP.

Webinar # 8 - Building a Commentary App in Power Platform

06-AUG-20

Sam Woldu

The comments feature in Power BI is great but you'll probably hit its limitations quite quickly - e.g. that you can't tie the comments to specific data points, apply row Level security to them and can't extract them from Power BI into anywhere else.


The solution? Use the native PowerApp visual in Power BI linked into SharePoint and have a full data-point-specific commentary solution built in minutes.


Samuel Woldu-Desta shows how to build this solution from scatch in minutes!

Webinar # 7 - How to use the Power Platform for forecasting scenarios

23-JUL-20

Jese Navaranjan

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

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

9-JUL-20

Rory Neary

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

6-JUL-20

Rishi Sapra

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)

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

11-JUN-20

Martin Kratky

- 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!

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

28-MAY-20

Mike Marotta

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

22-MAY-20

Rishi Sapra

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!

Webinar #3 - Impactful Financial Reporting with Val Q

07-MAY-20

Harish Bysani

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.

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

23-APR-20

Andrej Lapajne

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!

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

20-APR-20

Chris Barber

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.

Webinar #1 - RLS with Hierarchies in Power BI

09-APR-20

Chris Barber

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 below

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

09-APR-20

Chris Barber

This zip file contains:


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


-An Excel File with the data (Salaries and Commissions) A completed Power BI Desktop file (PBIX) with the solution completed


-The background image used in the solution


-The theme file used in the solution

​Income Statement Power BI Report Build

09-NOV-19

Rishi Sapra

A 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)