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ID770 - Financial Dashboard (Power BI) Overview & Sample

Power BI Dashboard showing financial & contract billing data

Jump to Overview | Samples | Variables | Alert Functionality | Power BI Reporting | Best Practices & Tips |  Related Alerts | Webinar

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Overview

Overview

Power BI Financial Dashboard providing many Key Performance Indicators. Includes Income Statement and Balance Sheet Analysis as well as Financial Business Ratios and Cash Flow Analysis.

Click here for getting Power BI in place.

Click here to download the file (02/12/2021 version). 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:

ID770a.PNG

 

Financial Cockpit:

 

ID770b.PNG

 

Operational Cockpit:

 

ID770c.PNG

 

 

 

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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

ID770_4.PNG

-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

ID770_5.PNG

-Select 'use animation' to see graph lines:

ID770_6.PNG

-Details for transactions can be seen / drilled down to:

ID770_7.PNGID770_8.PNG

 

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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):

ID770d.PNG

ID770e.PNG

 

 

 

 

 

 

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Related Alerts

Related Alerts

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"

poll_from_042321_webinar.jpg

 

Original one hour extended webinar below (outdated now).

 

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