Finance Showcase – Microsoft Power BI

Finance Showcase – Microsoft Power BI



hi this is clam from Cabo solutions now I'm going to walk you through a power bi demo looking at company finances a scenario for today is that we have a company with three different divisions look monitoring their performance over a two-year period and they're going to be looking at their overall gross margin overhead and profit all the reports are interactive allowing them to slide some data tweener data to gain further insights into the different performances of each division or particular Christians so let's take a look at what the detail shows our quest margin tab we have rather predictably sales cost of sales information given us available Cuates margin now all the information today is loaded up from a simple flat file format tape taken from any any standard chart of accounts now this could be from any major accounting software now whether that be sage 0 QuickBooks or anything like that there's no particular format that is required so what we see here so we can see we have performance for 2015-16 and we're looking at a various different metrics looking at revenue cost of sales gross margin gross margin percentages now at the top here we can see we've got our three different divisions and if we would say wish we can choose a particular division slice on that and we can see everything we cut plays so we can very quickly monitor the differences in performance improvements for each division also we can see down down on the bottom here we've got a breakdown by customers so we can see sales and cost ourselves by customer and also overall gross margin percentage or customers as well as seeing the overall growth rates on a year-on-year basis looking at overheads again we can get the same thing from a standard child account very easily extracted simple breakdown system for a number of different categories looking at our overall overheads for this year last year is an overall increases as well as percentage increases and there to see breakdown splits between areas of spend and again as before I can choose an individual division to see how their movements have changed relative to other divisions alternatively I can look at any particular expense category and see the over all movement year-on-year elektra for that earlier looking at profit its then just tying up the previous two slides so the overall profitability looking at revenue cost of sales and overheads brings back to total profit again shown year-over-year and allowing us to break down why division and the click of a button now in this example we've used year over year it'll be incredibly simple to set up with similar things looking at month over month or quarter over quarter information now this allows you to drill down very quickly and easy to see how different areas of your business or performing if you'd like to find out more please contact us at the information on screen now

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