Effective Finance Reconciliations With Power BI
Автор: Data to Dividends
Загружено: 2023-03-12
Просмотров: 15869
Описание:
Reconciliations are an important Finance control ensuring the completeness and accuracy of our Finance data. In this video we discuss the attributes of an effective reconciliation control and how Power BI can help us to achieve this. We work through a basic example comparing two datasets using a star schema structure and show how this enables us to drill down and identify differences. Finally we look at a more detailed example based on a Written Premium reconciliation for an insurance company. We review an example Power BI report that an company may use to perform their reconciliation.
Sections:
0:00 - Intro
2:49 - Simple comparison of two data sets
14:10 - Demo Written Premium Reconciliation
32:55 - Wrap up
Finance Re specialize in helping Finance teams improve their reporting and controls. Please see our website www.finance-re.com for more details. We would be happy to discuss your Finance process challenges and explain how we can help.
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