Martin Kratky

Power BI for Finance (eBook, ePUB)

Design effective dashboards, models, and forecasts for finance teams

• Format: ePub

Produktbeschreibung

Martin Kratky brings his global experience of over 20 years as co-founder of Managility and creator of Acterys to empower CFOs and accountants with Power BI for Finance through this hands-on guide to streamlining and enhancing financial processes. Starting with the foundation of every effective BI solution, a well-designed data model, the book shows you how to structure star schemas and integrate common financial data sources, such as ERP and accounting systems. You'll then learn to implement key financial logic using DAX and M, covering calendars, KPIs, and variance calculations. The book offers practical advice on creating clear and compliant financial reports, such as income statements, balance sheets, and cash flows, including formatting best practices and visual design tips. With dedicated chapters on advanced workflows, you'll learn how to handle multi-currency setups, perform group consolidations, and implement planning models such as rolling forecasts, annual budgets, and sales and operations planning (S&OP). As you advance, you'll gain insights from real-world case studies covering company valuations, Excel integration, and the use of write-back methods with Dynamics Business Performance Planning and Acterys. The concluding chapters highlight how AI and Copilot enhance financial analytics.

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Produktdetails

• Verlag: Packt Publishing
• Seitenzahl: 330
• Erscheinungstermin: 26. November 2025
• Englisch
• ISBN-13: 9781837631162
• Artikelnr.: 75931768

Autorenporträt

Martin has over 20 years' experience advising clients and implementing analytics and planning systems for some of the largest organisations in the world. He has worked with Power BI from the start, developing the initial, finance-related Power BI demo models. Martin has led more than 100 Power BI implementations and has 8 entries in the Power BI Partner Showcase. He is the co-founder of Managility, a specialized consulting company for analytics and planning implementations as well as the developer of Acterys, an integrated suite of applications and Power BI visuals for the Power BI ecosystem. Martin lives in Byron Bay, Australia and is an avid mountaineer, skier, and surfer.