Results:

Almost every professional working in sales, operations, or finance has used a monthly tracker in Excel with categories in rows and months or weeks across columns. Most times, this template is used to compare actual performance to projections.   We are going to see how you can create such a template in Power BI, with the […]

You have a sales/forecast report in Power BI, and your manager asks you to add forecasts for future periods. You suddenly realize that these periods are not yet available in your data model, which sources its data from a source like SQL Server or Azure. How do you handle this?  Traditionally, you would reach out […]

In an earlier column, we explored how to create a forecast using a blank template in Power BI. Today we will explore creating a forecast based on already existing data. This can be helpful in several scenarios.  (a) You can create a forecast based on actual performance (from past periods).  (b) You can create a […]

A common requirement for organizations is to forecast using a blank template in Power BI, just as you would do with Microsoft Excel. Data in this case may be entered by a single individual or by many individuals across the organization.  Let us explore how you can set this up quickly in Power BI using […]

We often hear about budgets, plans and forecasts, and may have wondered – how are they different? Well, let’s take a quick look. Budget vs. Forecast: A quick definition A budget is a goal (or an expectation) set by a business for an upcoming financial cycle. For example, ACME Corp finalized its annual budget for […]

Star schema is one of the most common data warehousing techniques used to organize and structure data for efficient querying and analysis. Shown below in the image is a typical star schema (from a Power BI report), where we have Region, Product and Calendar dimension tables, and one fact/transaction table with measures (we have one […]

Let us explore how you can quickly forecast multiple items with seasonality in Power BI. Consider a scenario where your firm has accomplished the following in monthly sales in FY 2022 (totaling 1.16B in sales). Your company is targeting to achieve 1.2B in sales for the upcoming year 2023. They want you to put together […]

Let us consider a requirement where a blank table or a form in a Power BI report needs to be populated by multiple users in an organization. This table will have fields of various types - numeric values, text, date values, and more. Such a 'distributed data entry' requirement can have several practical applications. For […]

Most of us would have encountered at least one Power BI report where we felt the need to enter or key in data manually inside the table or matrix. Unfortunately, the native Power BI table or matrix does not allow it. You will need to use Power Apps to enable it. Some third-party visuals allow […]

In the preceding blog, we looked at why sales meetings in many organizations are inefficient. Now let us explore how the combination of Inforiver & Power BI can transform your sales meetings using a sample scenario. The sales manager at ACME Corp meets with the sales team every Monday to discuss and capture the latest […]