Financial Analysis– tag –
-
[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. ... -
The Complete Guide to Healthcare and Social Welfare KPIs: 7 Key Metrics for Understanding Occupancy, Labor Costs, and Financial Performance
Financial Insights | Industry-Specific KPI Guide Series, Vol. 6 Bottom line first:While I’ll introduce seven KPIs, if I had to single out just one, the first metric to look at in the healthcare and social welfare sector is the “bed occup... -
[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... -
The Complete Guide to IT & SaaS KPIs: 7 Essential Metrics Every SaaS Business Should Track
Financial Insights | Industry-Specific KPI Guide Series, Vol.5 Bottom line first:This article covers seven essential SaaS KPIs, but if there is one metric every SaaS company should prioritize, it is Net Revenue Retention (NRR).Revenue gr... -
[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... -
The Complete Guide to Retail KPIs: 7 Essential Metrics to Maximize Profit and Inventory Performance
Financial Insights | Industry-Specific KPI Guide Series, Vol.4 Bottom line first:This article introduces seven key retail KPIs. If you were to focus on just one, it should be GMROI (Gross Margin Return on Inventory Investment).Looking on... -
[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... -
The Complete Guide to Construction KPIs: 7 Metrics to Track Across the Project Lifecycle
Financial Insights | Industry-Specific KPI Guide Series, Vol.3 Bottom line first:If cash flow is your top priority, the first KPI you should monitor is DSO (Days Sales Outstanding).This article introduces seven KPIs across the constructi... -
Industry-Specific KPIs: A Practical Guide to Reading and Analyzing Key Metrics
Financial Insights | Industry-Specific KPI Guide Series, Vol.1 About This Series When you dig into financial analysis, you quickly realize that revenue and profit alone don't tell the whole story. Financial statements only show results —...
1