Simplifying Balance Sheets Using Power BI with Dynamics GP

In this session, Belinda walks us through the innovative use of Power BI for financial purposes, offering new insights and strategies for making financial data more accessible and actionable.

Key Highlights:
• Introduction to using Power BI for financial statements
• Comprehensive agenda overview
• Accessing and utilizing Power GP and Power GP online
• Heavy focus on live demos
• Insights into the mission statement of Njevity and Power GP online
• Detailed exploration of traditional vs. modern financial statements
• Importance of understanding the chart of accounts
• Deep dive into data modeling and DAX formulas

Agenda:
1. Introduction:
• Importance of Power BI for financial purposes
• Overview of the session and agenda
2. Setting Up:
• Understanding the chart of accounts
• Key features in GP's account maintenance
3. Data Modeling:
• Cleaning up and transforming data in Power BI
• Creating custom columns and measures
• Handling beginning balances and posting dates
4. Creating Reports:
• Building Profit and Loss statements
• Utilizing slicers, cards, and visuals
• Creating detailed balance sheets
• Setting up drill-through and sync slicers
5. Advanced Insights:
• Using year-to-date, month-to-date, and quarter-to-date measures
• Visualizing data with line charts, matrix tables, and more

Tools & Techniques:
• Power BI Desktop
• DAX formulas and measures
• Data transformation and modeling
• Creating interactive and dynamic financial reports

Thank you for joining us, and we hope you found this session valuable. If you have any questions or need further assistance, feel free to reach out. Have a great day!



Contact Us:
https://www.njevity.com/
https://www.powergponline.com/