Do you work in finance or controlling? Then today we'd like to show you how to make the transition from the world of Excel to the fully automated reporting world. In other words, you'll finally have time to go on vacation and can concentrate on your actual job.
Many controllers still live in a world in which large Excel spreadsheets are created manually. But there is a better option: the fully automated reporting world. How do you make the transition? By fully automating the income statement, building a data model and making it available automatically.
The classic Excel world
A traditional controller goes into their ERP system, such as Microsoft Dynamics NAV (formerly Navision) or Business Central, calls up the standard profit and loss statement report and enters the values manually in Excel. This process is not only time-consuming, but also prone to errors. The data must be updated monthly, which often means that the controller cannot go on vacation and must always be available. In addition, these manually created reports often only provide mediocre data for corporate management.
The modern Power BI world
In our Power BI Training in Frankfurt, we will show you how you can fully automate such reports. With Power BI, the controller only has to "program" the report once (in quotation marks, as this is more about configuring than actually programming). After that, the current figures can be called up at any time without the need for manual intervention.
For example, Power BI can automatically compare the turnover of the current year with the previous year. You can get detailed insights into the individual G/L accounts and postings by simply clicking on the relevant figure and drilling through the data. This detailed analysis enables management to better understand the development of the business and make informed decisions.
Advantages of automation
Automation increases the company's control options enormously. The controller can concentrate on more important tasks, such as analyzing the course of business, instead of manually copying data and sending Excel files.
In our Training we will show you how to make this transition from manual Excel wallpapers to automated processes. Sign up and learn how to take your reporting to the next level.
We look forward to your participation!
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Ciao,
data4Success Team
