Creating financial dashboards with Power BI
Planning and designing a financial dashboard in Power BI involves a few key steps to ensure that the dashboard meets the needs of its users.
The first step is to determine the purpose of the dashboard and what key metrics and KPIs should be included. This will depend on the specific needs of the organization or business unit.
The second step is to gather the necessary data and organize it in a way that makes sense for the dashboard. This may involve connecting to multiple data sources and transforming the data into a format that is suitable for analysis.
Once the data has been organized, the next step is to select appropriate visualizations to display the data. This involves considering the types of data being displayed and choosing visualizations that are both visually appealing and easy to interpret.
The next step is to design the layout of the dashboard. This involves determining which visualizations should be placed where...