Claritix Insights

The 5 Stages to Creating Power BI Financial Reporting power bi power query

If you’re an accounting or finance professional looking to save time and deliver more insightful, reliable monthly reporting, Power BI can transform the way you work. This article walks you through th...

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How to Create Measure Tables in Power BI Financial Reports power bi

 

If you’ve spent any time building financial reporting in Power BI, you’ve probably experienced measure chaos. Measures often end up stored in whichever table was selected when they were created. Th...

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Transforming Financial Reporting with Power BI and Excel excel power bi power pivot

In our previous financial reporting insights (see end of article), we covered how to use Power Query to automate the extraction, cleaning, and consolidation of data, and how data models in Power BI or...

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Automate Mapping in Financial Reporting with Data Models automation power bi power pivot

In financial reporting, how your data is structured often determines how quickly and confidently you can analyse and report on it. Whether you're mapping your monthly accounts or rolling up quarterly ...

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5 Power BI Visualisations for Financial Reporting power bi

There are many advantages to producing our quarterly or monthly financial reporting in Power BI: it allows us to leverage more of our organisation’s data, including big data, all in one place; with Po...

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