Dashboarding & Reporting with Power BI: How to Design and Create a Financial Dashboard with PowerPivot - End to End
Book information
Description
Written by a member of Microsoft's Power BI team, this resource provides a practical step by step guide on creating a financial dashboard. The book covers in detail how to combine and shape the relevant data, build the dashboard in Power BI, providing layout and design tips and tricks, prepare the model to work with fiscal dates, and show values used in many financial reports, including year-to-date, variance-to-target, percentage-of-total, and running totals reports. Title page Data Model Tip: Applied Steps and Script View Data Model Tip: BLANK Values? Data Model Tip: Comments Data Model Tip: Creating and Managing Measures Data Model Tip: Data Types Data Model Tip: DAX Expressions Data Model Tip: DAX vs. M Data Model Tip: Editing a Query Data Model Tip: Filter Context and CALCULATE Data Model Tip: Formatting Measures Data Model Tip: Import vs. DirectQuery Data Model Tip: Making a Template of Your Measures Data Model Tip: Query Editor Formulas Data Model Tip: Remembering That Context Is Always Applied Data Model Tip: Supported Data Sources Data Model Tip: The Data Model Data Model Tip: The DIVIDE Function Data Model Tip: The Time Intelligence Functions Data Model Tip: The VALUES Function Data Model Tip: Understanding How Time Intelligence Functions Work Data Model Tip: Variables Power BI Desktop Tip: Bookmarks Power BI Desktop Tip: Choosing a Version Power BI Desktop Tip: Drillthrough Filters Power BI Desktop Tip: Enabling Sync Slicers Power BI Desktop Tip: Power BI Desktop vs. Excel Power BI Desktop Tip: Preview Features Power BI Tip: Cross-Filtering Data Power BI Tip: Doing Short Iterations and Getting Feedback Often Power BI Tip: Editing in the Browser Power BI Tip: How Does Data Refresh Work? Power BI Tip: Integration with Other Products Power BI Tip: Power BI Apps Power BI Tip: Power BI Q&A Power BI Tip: Publishing Reports Power BI Tip: Reports vs. Dashboards in Power BI Power BI Tip: Slicers Power BI Tip: The Power BI Admin Portal Power BI Tip: The Power BI Dashboard Power BI Tip: The Power BI Home Screen Power BI Tip: Updating Apps Power BI Tip: Using Custom Visuals Power BI Tip: Workspace Access Power BI Tip: Workspaces Preview Visualization Tip: Bringing Attention Where Attention Is Warranted: KPIs Visualization Tip: Choosing the Right Calculation Visualization Tip: Choosing the Right Chart Visualization Tip: Choosing the Right Colors for a Dashboard Visualization Tip: Choosing the Right Precision Visualization Tip: Designing a Clean Report Visualization Tip: Keeping Space Around the Edges Visualization Tip: Labeling Appropriately Visualization Tip: Understanding Sparklines Visualization Tip: Using Fonts Visualization Tip: Using Maps Preface Acknowledgments 1 - Introduction 2 - Understanding Dashboards and Reports 3 - Collecting and Preparing the Data 4 - Building the Main Report 5 - Building Detailed Reports 6 - Sharing Dashboards and Reports Within an Organization Index
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