Power BI Report showing financial & contract billing data
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Overview
Overview
This is a Power BI Report showing financial & contract billing data, budget analysis, and KPI's. Includes Income Statement and Balance Sheet Analysis, as well as Financial Business Ratios, Cash Flow Analysis, Year-over-year comparison, Budget to Actuals and Analysis.
Subscribe to ID40 to get your Budget(s) in the report
Click here for getting Power BI in place.
Click here to download the file. Be sure when you do download, save as the exact file name (i.e. ID770.pbx) of the previous version; otherwise, you will end up with two different ones.
Type of Output: On Demand Power BI Report
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Sample
Sample
Landing Page:
Financial Summary:
Operational Summary:
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Variables
Variables
This alert has no variables
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Alert Functionality
Alert Functionality
-See here for getting Power BI in place.
-Click here to download the file (2/12/2021 version).
-Real time financial data pulled from eAuto transactions. We do not calculate any data, we are just pulling into report format what eAuto transactions provide.
-Note you must be signed up for ID770 for this to install and run as we push needed support tables.
-For ECi Hosted clients: We are working with ECi to open up our access so we can set an ODBC connection for you. If you are interested, then please provide us the public static IP address for your company network so that ECi can whitelist it to allow us access.
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Power BI Reporting
Power BI Reporting
-If you have garbage date (top right) for Period Filters, please just use drop down to select Period Date Filter (our file automatically sets to a Fiscal = Calendar Year. If your Fiscal Year is different from Calendar Year, then you will just need to manually update the Period Date Filters
-Use filters at top to filter by
(1) Dollars, GL Branches, GL Depts
(2) Set what determines bubble size for graphs
(3) hover over bubble to see details
-Select 'use animation' to see graph lines:
-Details for transactions can be seen / drilled down to:
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Best Practices & Tips
Best Practices & Tips
-There is A LOT of data in this dashboard. Best to publish this report to a workspace so you can view via the app service. If you have Power BI Pro, then share to workspace for all with access to that workspace to view.
OR if you are not using Power BI Pro, then you can publish to your own workspace (no one else will be able to view):
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Related Alerts
Related Alerts
ID40 - Budget Import Utility
ID281 - Customer Retention Rate Power BI
ID568 - eAuto Activity Trends Power BI
ID704 - The Financial "Model" Power BI
ID771 - Service MIF & Profitability Power BI
ID774 - Customer Business Review Power BI
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Webinar
Webinar
3 minutes preview below, one hour below that.
One hour extended below with sneak peak at "The Model"
Original one hour extended webinar below (outdated now).
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