How to integrate Oracle Netsuite with Power BI and add planning

Power BI offers unparalleled features for analysis and visualization: in this post we explain the quickest way to connect Oracle Netsuite in Power BI Deskop and how you can add comprehensive planning and budgeting.After your account has been setup, click on the “Integration” menu and go to the “Oracle Netsuite” section:

How to add planning and budgeting with Dynamics 365 in Power BI

Power BI offers unparalleled features for analysis and visualization: in this post we explain how you can add comprehensive planning and budgeting with all editions of Dynamics 365. Add your required tables from Dynamics to Power BI. This can be done either via existing Power BI reports that come with Dynamics, the Power BI Dynamics Connector or with synchronized tables in MS / Azure SQL  Server:

How to add planning and budgeting with Business Central NAV in Power BI

Power BI offers unparalleled features for analysis and visualization: in this post we explain how you can add comprehensive planning and budgeting with all editions of Business Central and NAV. Add your required tables from Business Central / NAV to Power BI. This can be done either via existing Power BI reports that come with Business Central, the Power BI Business Central Connector or with synchronized tables in MS / Azure SQL Server:

How To Implement Rolling Forecast in Power BI

In this blog we cover how you can realize a rolling forecast with Power BI (this approach works equally with Excel Pivot Tables). A rolling forecasts is a widely used concept for financial analysts that shows actual data until a cut off date and after that future assumptions like budget or forecast values. It looks something like this:

Do you really need the Financial Planning & Analytics Rolls Royce?

I have seen a lot of change in the Financial Planning & Analytics (FP&A) space over the last 20 year but one thing was constant: it’s not cheap.

I just came back from a conference where I got first hand proof when asking about the required investment for specialized FP&A software. The answers I got from some of the now listed vendors (or backed by heavy VC investments – investors that likely want to see quick returns…) were in the range of $80k+ for software and then typically twice that

Financial Reporting in Excel: Best Tips for Success

In this article I will cover a few helpful tips & tricks to improve your financial reporting and planning with Excel. In more than 20 years in the BI industry I still have yet to see a more versatile solution. All of us are still likely only using a fraction of what this tool can do and often -particular with all the game changing features added in the last few years- not up to its current capabilities.