Turn data into a competitive advantage.
Learn practical approaches to building finance dashboards, automating reporting, and improving decision-making with Power BI and modern analytics tools.
-
[Vol. 6] Calculating Year-Over-Year performance and Target Achievement | DAX Measures for Power BI Card Visuals
Financial DX / Power BI Dashboard Creation Series Introduction In Vol.5, we covered the basics of DAX and the concept of Measures, and created four basic Measures: Operating Margin, Defect Rate, Inventory Turnover, and Utilization Rate. ... -
[Vol. 5] What Are Power BI Measures (DAX)? | Create 4 KPIs with SUM, AVERAGE, and DIVIDE
Financial Analytics & Automation / Power BI Dashboard Creation Series Introduction In the previous article Vol. 4, we created a Calendar table and connected the four Fact tables to the Calendar table and the Line Master table, comple... -
[Vol. 4] How to Create a Power BI Calendar Table | Set Up Relationships and Complete the Star Schema
Financial Analytics & Automation / Power BI Dashboard Creation Series Introduction In the previous article Vol. 3, we used Power Query to import five CSV files, set up headers, convert data types, and add custom columns for KPI calcu... -
[Vol.3] Import CSV Data with Power Query | Building the Foundation for KPI Calculations
Financial Analytics & Automation / Power BI Dashboard Creation Series Introduction In the previous article Vol. 2, we covered how to install Power BI Desktop and walked through its basic interface. You should now have a general under... -
[Vol.2] Power BI Desktop Basics and Setup: The First Step to Building a Financial KPI Dashboard
Financial Analytics & Automation / Power BI Dashboard Creation Series Introduction In the previous article Vol. 1, we introduced the finished image of a financial KPI Dashboard built with Power BI. By using Power BI, you can not only... -
[Vol.1] Power BI Financial KPI Dashboard Series Vol.1 | Final Dashboard Preview and Benefits
Financial Analytics & Automation / Power BI Dashboard Creation Series Before Starting This Series In the Financial Insights category, we focus on a simple but important question: Which metrics should management pay attention to? The ... -
Turning Finance into a Strategic Management Tool ー Launching the FinStepX Blog
Welcome Welcome to the FinStepX Blog. We launched this blog with a simple mission: to help businesses turn finance into a strategic management tool. Drawing on experience in finance, management control, and digital transformation across ...
1