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Power BI: A Comprehensive Overview

A picture is worth 1,000 words

Power BI is a data visualization and business intelligence tool developed by Microsoft. It transforms raw data from various sources into meaningful, immersive, and interactive insights. Power BI is widely used by businesses to spot trends, track performance, and make data-driven decisions.

Comparison of Data from Business Central Displayed in Excel versus Inter-active Power BI (All States)

Key Features and Capabilities Data Visualization

Power BI allows users to create interactive reports and dashboards that visualize data in various ways, including charts, graphs, and maps. This helps businesses to present data in a user-friendly manner.

Data Transformation

Power BI can transform raw data into useful information by cleaning and manipulating data. This ensures that businesses work with clean, accurate data that is easy to analyze.

Integration

Power BI integrates seamlessly with other Microsoft products such as Excel, SharePoint, Business Central and Teams. This enhances the workflow of projects and allows for easy data sharing and collaboration.

Comparison of Data from Business Central Displayed in Excel versus Inter-active Power BI (State of Georgia)

SAMPLE List of Power BI Reports

Sales & Revenue:

  • Sales by State
  • Returns by State
  • Sales & Returns by Inventory
  • Sales Data by Month
  • Sales Overview
  • Sales (by Customer and Salesperson by Month)
  • Sales Data by Customer
  • Sales Comparison (Last Year vs Current YTD)
  • Revenue Report (Summary & Detail)
  • Summary by Year – Sales Comparison (by Salesperson)

Inventory:

  • Usage by Month (Sold and consumed)
  • Monthly Consumption
  • Quarterly Consumption
  • Price Increase
  • Usage by Month
  • E&O Reserve Analysis
  • 80/20 Report
  • Inventory Demand
  • Return Reasons

Bookings & Orders:

  • Open Purchase Orders
  • Order Intake Comparison
  • Summary Bookings
  • Summary by Year – Order Intake  Comparison (by Salesperson)
  • Open Order Book

Data Metrics:

  • Prior Date Data Metrics (revenue, planned ship value, bookings value, on time delivery requested, on time delivery promised)
  • Month to Date Data Metrics
  • Sales Price/Order Intake Comparison/ Open Order Book/Revenue vs. Target (YTD)

Commissions

  • Monthly Sales Summary Commission
  • Summary Sales
  • Summary Sold To
  • Summary Captured

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