Dynamic financial reporting generation with Power BI

Summary

Financial reporting often represents only a snapshot in time, whether it’s months or years. However, it is often important to delve deeper into specific time periods. So, considering that historical information is available, a dynamic approach was proposed, using different filters and data segmentations, to visualize the balance sheet, P&L, and cash flow in various periods, from weeks to quarters and years, including a series of KPIs that facilitate the interpretation of the reports.

Challenges:

  • Information distributed across different tables in a database.
  • Critical information exclusively managed in Excel files.
  • Previously created reports without a clear structure.

Solutions:

  • Table transformation and relationship creation using Power Query.
  • Development of an ETL process to extract information from Excel into the database and subsequently into Power BI.
  • Creation and standardization of reports in Power BI.

Results:

  • Obtaining relevant information was made easier, ensuring data integrity.
  • Loading and visualizing information from external sources was simplified.
  • Reporting was standardized and improved, making financial result analysis easier.

Airline MRO Parts

AMP is an industry leader in providing digital supply chain solutions which focuses on automated sourcing, procurement, and supplier management.

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