steve yoss: transform financial data into actionable insights with power bi | quick tech talk

bring complex financial data to life with advanced visualization techniques.

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originally published august 2024

quick tech talk
with steve yoss
cpe today

financial statements can be difficult for non-accounting professionals to interpret. balance sheets and cash flow statements often contain crucial information, yet they remain inaccessible to many decision-makers. enter microsoft power bi—a business intelligence and visualization tool that transforms structured financial data into interactive, easy-to-understand dashboards.

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with power bi, organizations can break down income statements into charts, graphs, and statistical analyses that make data both digestible and actionable. beyond traditional financial metrics, users can integrate sales, marketing, and even social media data to provide a holistic view of business performance. this seamless data integration empowers decision-makers with real-time insights tailored to their needs.

one of the standout features of power bi is its “write once, refresh many” capability. once a dashboard is created and published, it continuously updates, ensuring that businesses always have access to the latest data without the need for constant manual adjustments.

if you’re looking for a way to make financial data more accessible, engaging, and useful for decision-making, power bi is a game-changer. tune in to this episode of quick tech talks to learn how this tool can revolutionize the way businesses analyze and act on their financial information.

one response to “steve yoss: transform financial data into actionable insights with power bi | quick tech talk”

  1. roger rotolante

    it would be better for the cpas to produce understandable financial statements.
    this is a problem caused by a lack of education and training for cpas. it is the job of the
    cpas make the financials easy to read and understand. excel can do the job you attribute to power bpi.

    reply

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