Power BI for Finance

Unlock insights that will drive better and more informed decisions.

Identify the opportunities that have higher impact to drive real and relevant results. Create interactive dashboards with huge amounts of data to monitor planning, expenses, cash flows and results. Assess risks and communicate results better across your organization and clients. All of this while keeping control of data ownership.

Financial planning with dynamic and interactive dashboards

Transform finance reviews into a fully interactive experience with Power View, allowing everyone to participate, ask the right questions and get real value out of their time. Schedule data refreshes to keep the data up to date, secure and with one version of the truth.

Power BI for Finance

Monitor expenses

Visualize the evolution of expenses for any department and identify patterns, cost drivers and opportunities for savings in an agile and accurate way. Create KPIs to measure specific trends and goals while having visually attractive and up to date dashboards.

Risk management

Keeping your data fresh and accessible increases the response time and enables your organization to unlock insights on this data faster and react accordingly. Reducing the lead times on insights obtained for risk assessment is key to identify gaps and solve them.

Use Excel - the tool that every finance analyst knows

Finance can use the simple, familiar tools in Excel to allow end users to easily combine and analyze data on their own, to greater depth and detail than before. Accelerate the path to sharing and collaboration by instantly formatting data into simple charts, tables or visuals that present information in a digestible format.

Keep your data up to date

Pull data in real time to respond to broad and specific questions, and to present different perspectives—generating deeper understanding and communicating more effectively.

Ask your questions, get a visualized answer

With Q&A now it is possible to get instant answers from your models. No need to answer every single question before hand. Allow end users to get their own answers and improve these models enhancing the synonyms behind your data to improve their experience.

Enhance your reports with public data sources

Using Power Query, you can search, import, clean and reshape public data and bring it into your own reports to unlock even more insights. Work with tables such as population and internet penetration to find new correlations in your data.

Airfare expenses

Interact with this Power View dashboard to understand how to gain insights and make decisions in a quicker time frame on airfare expenses. Through this real world example (using obfuscated data), you will see how you can discover insights and reach a deeper level of analysis that was not initially obvious by simply interacting with the charts and filters.

Power BI for Finance

Sales performance

Interact with this Power View dashboard to gain insights about sales performance and make decisions in a quicker time frame. Through this real world example (using obfuscated data), you will see how you can discover insights and reach a deeper level of analysis that was not initially obvious by simply interacting with the charts and filters.

Power BI for Finance

World Bank data analysis

Interact with this Power View dashboard to explore data such as population, GDP and internet usage across different countries around the world. Slice and filter by continent, country or year to gain new visual insights about the world’s economic development over time.

Power BI for Finance

Interview with Marc Reguera, Director of Finance at Microsoft

Hear directly from Marc Reguera, Director of Finance at Microsoft and BI champion how Power BI is changing the way finance works inside Microsoft.

Preview of the Q&A feature of Power BI

Marc interacts with Pedram Rezaei, the architect of one of the most exciting new features of Power BI called Q&A. Together, Marc and Pedram show you how you can simply load your Power Pivot model into Power BI for Office 365 and intuitively begin asking questions in natural language against your data.

Getting public data with Power Query and building a Power View and Power Map

Marc uses Power Query to find public data, import it and shape it all within Excel 2013. He then creates a 2D visualization in Power View and a 3D visualization with Power Map.

Using Power View to review sales performance

Marc Reguera talks with Susan Hauser, Corporate Vice President, Enterprise and Partner Group at Microsoft, to understand how her team uses Power View to gain insights and make decisions in a quicker time frame. Through this real world example (using obfuscated data), you will see how you can discover insights and reach a deeper level of analysis that was not initially obvious by simply interacting with the charts and filters.

Using Power View to review airfare expenses

Marc Reguera talks with Frank Brod, Corporate Vice President, Finance at Microsoft, to understand how his team uses Power View to gain insights and make decisions in a quicker time frame on airfare expenses. Through this real world example (using obfuscated data), you will see how you can discover insights and reach a deeper level of analysis that was not initially obvious by simply interacting with the charts and filters.

Using Power View to review manufacturing performance

Marc Reguera talks with Gene Purschwitz, General Manager of Microsoft's Puerto Rico manufacturing facilities, to understand how his team uses Power View to gain insights and make decisions in a quicker time frame. Through this real world example, you will see how you can discover insights and reach a deeper level of analysis that was not initially obvious by simply interacting with the charts and filters.

Showing Africa's progress with Power View and PPI by Microsoft

Marc walks you through some stunning visualizations that depict important information about progress in Africa by examining a number of factors from each nation, such as population, GDP, HIV deaths, and number of mobile phones. He interacts with these visualizations by simply touching the screen of the stunning piece of hardware that is PPI by Microsoft. Watch on as Marc shows you how to get from data to powerful business insights and impact in just a few clicks using Power View.

Using advanced features of Data Explorer and building Power View with Bing maps and animations

Marc shows you how to get public data from different web sites, and then shape and link the data to build interactive and dynamics views. This can all be accomplished while staying in Excel 2013 and without any advanced technical skills.

Building an Excel Power View from a PDF document

Learn how to build insightful views in Power View starting from a PDF document and using sales of U.S. cars as an example. Watch Marc Reguera use Power View to create insightful reports as he builds his Power Pivot data model using the flash fill capabilities in Excel. In just a few minutes, Marc will show you how to go from a static PDF document with tables to dynamic self-service views that allow you to discover insights into your data, quickly and easily.