Dashboard Design

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Customer Success Stories

See What Our Satisfied Customers Have to Say about our Power BI Ultimate training programs.

Ahmad Hammad, MBA
Ahmad Hammad, MBA
BI & ERP Specialist at SYH Retail - IKEA
Read More
We are incredibly impressed with the sales dashboard designed for us on Power BI by Global Data 365. The dashboard has provided us with valuable real-time insights into our sales performance. We would highly recommend their services to anyone looking to take their sales analysis to the next level
Mahmoud Mohsen
Mahmoud Mohsen
IT Administrator - Alif
Read More
The supply chain dashboard on Power BI from Global Data 365 has revolutionized the way we manage our operations, providing real-time insights that enable us to optimize for maximum efficiency. They were highly professional and responsive throughout the process, and we highly recommend their services.
Cesco Righetti
Cesco Righetti
CFO - The Arts Club
Read More
Our finance dashboard from Global Data 365 has revolutionized the way we manage our finances, providing real-time insights that enable us to make informed decisions and drive business growth. The team was responsive and attentive throughout the design process, and we highly recommend their services

Power BI Ultimate training: Course curriculum

Gain expertise in data visualization, analysis, and reporting with our comprehensive Power BI training program.
Unlock new opportunities today!

Module 1

  • Overview of Power BI
  • The value of offering
  • Licensing and pricing
  • Overview of Cloud Service
  • Importing a report into Cloud Service
  • Q&A (Natural Language Queries)
  • Quick Insights
  • Publish to Web (embedded)
  • Export to PowerPoint
  • Installing Power BI Desktop
  • Navigating the interface
  • Technical options and settings
  • Importing data from various sources
  • Using DirectQuery
  • Power Query Editor overview
  • Understanding query design and implementing best practice
  • Performing ETL operations
  • Understanding Applied Steps
  • Merge Query and Append Query
  • Adding different types of columns
  • Creating a dynamic date table
  • Custom sorting of columns
  • Understanding need for Data Modelling
  • Fact and Dimension tables
  • Data Modelling techniques
  • Types of Relationships
  • Creating Relationships
  • Bidirectional Relationships
  • Creating Parameters

Module 2

  • Exploring different visualizations
  • Choosing visuals based on context
  • Importing other visuals
  • Creating Calculated Measures
  • Understanding DAX functions
  • Build a Monthly Trend Report
  • Types of Slicers and filters
  • Drill-down and Drill-through
  • Bookmarking
  • Advanced Tooltips
  • Slicers Syncing
  • Setting visual interactivity
  • Focus mode
  • Exporting data from Power BI
  • Setting report layout and design
  • Types of Conditional Formatting
  • Dynamic indicators
  • Dynamic max and min of visuals
  • Dynamic data labels
  • Dynamic titles and subtitles
  • Exploring cell elements
  • Row Level Security – creating and testing roles
  • Sharing Dashboards and Reports
  • Adding users and editing workspace
  • Installing and configuring the data gateway
  • Scheduling data refreshes
  • Refreshing on-demand
Why learn and implement Power BI?
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For Individuals

Empower your career with Power BI – acquire in-demand skills, master efficient data analysis, and gain independence in creating impactful reports. Stay ahead by continuously growing with Power BI updates.

  • Efficient Analysis
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  • Continuous Growth
  • Streamlined Reporting
  • Versatile Skill Set
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For Team

Power BI unleashes collaborative data-driven excellence. With consistent reporting, centralized data control, and real-time insights, your team makes informed decisions efficiently and cohesively.

  • Enhanced Collaboration
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  • Scalable Solutions
  • Real Time Insights

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Why Power BI?

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Maximize Business Impact

With a growing demand for BI tools, Power BI proficiency enhances marketability.

power bi training
Efficient Data Analysis

Power BI enables quick insights through intuitive visualization and dashboard creation.

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Career Growth

Power BI skills open doors to range of roles in business analysis and data visualization.

power bi training
Maximize Business Impact

With a growing demand for BI tools, Power BI proficiency enhances marketability.

power bi training
Efficient Data Analysis

Power BI enables quick insights through intuitive visualization and dashboard creation.

power bi training
Career Growth

Power BI skills open doors to range of roles in business analysis and data visualization.

We Offer Free Power BI Consulting For 1 Hour!

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power bi design revolution
Customer Success Stories

See What Our Satisfied Customers Have to Say about our Design Revolution Training program.

Ahmad Hammad, MBA
Ahmad Hammad, MBA
BI & ERP Specialist at SYH Retail - IKEA
Read More
We are incredibly impressed with the sales dashboard designed for us on Power BI by Global Data 365. The dashboard has provided us with valuable real-time insights into our sales performance. We would highly recommend their services to anyone looking to take their sales analysis to the next level
Mahmoud Mohsen
Mahmoud Mohsen
IT Administrator - Alif
Read More
The supply chain dashboard on Power BI from Global Data 365 has revolutionized the way we manage our operations, providing real-time insights that enable us to optimize for maximum efficiency. They were highly professional and responsive throughout the process, and we highly recommend their services.
Cesco Righetti
Cesco Righetti
CFO - The Arts Club
Read More
Our finance dashboard from Global Data 365 has revolutionized the way we manage our finances, providing real-time insights that enable us to make informed decisions and drive business growth. The team was responsive and attentive throughout the design process, and we highly recommend their services

Power BI Design Revolution: Course curriculum

Gain expertise in data visualization, analysis, and reporting with our comprehensive training program.
Unlock new opportunities today!

Module 1

Visual Exploration & Insightful Reporting

  • Exploring Visualizations
  • Choosing visuals based on context
  • Building Monthly Trend Reports
  • Crafting measures using DAX
  • Slicer and Filter configuration
power bi design revolution
power bi design revolution

Module 2

Optimizing Report Design

  • Customized Theme Creation
  • Visual Configuration
  • Strategic use of color for field representation
  • Interactive Navigation
  • UI and UX Maximization

Module 3

Advanced Report Functionality

  • Drill-down and Drill-through functionality
  • Effective visual Bookmarking
  • Tooltips for detailed insights
  • Exploration of Conditional Formatting
  • Dynamics Visual Elements using DAX
power bi design revolution

Why Power BI Design Revolution?

power bi training
Revolutionary Storytelling

Power BI empowers users to craft visually stunning narratives through its innovative design features.

power bi training
Intuitive Design Interface

The design revolution in Power BI includes an intuitive interface, empowering users to easily create impactful visualizations.

Responsive Dashboards

With responsive design capabilities, Power BI ensures that your visualizations adapt seamlessly across various devices consistently.

power bi training
Revolutionary Visual Storytelling

Power BI empowers users to craft visually stunning narratives through its innovative design features.

power bi training
Intuitive Design Interface

The design revolution in Power BI includes an intuitive interface, empowering users to easily create impactful visualizations.

Responsive Dashboards

With responsive design capabilities, Power BI ensures that your visualizations adapt seamlessly across various devices, providing a consistent

Which Power BI Training is right for you and your team?

We typically reply in 24 Hours!

We Offer Free Power BI Consulting for 1 hour!

Related Resources
power bi beginner training
Customer Success Stories

See What Our Satisfied Customers Have to Say about our Power BI training programs.

Ahmad Hammad, MBA
Ahmad Hammad, MBA
BI & ERP Specialist at SYH Retail - IKEA
Read More
We are incredibly impressed with the sales dashboard designed for us on Power BI by Global Data 365. The dashboard has provided us with valuable real-time insights into our sales performance. We would highly recommend their services to anyone looking to take their sales analysis to the next level
Mahmoud Mohsen
Mahmoud Mohsen
IT Administrator - Alif
Read More
The supply chain dashboard on Power BI from Global Data 365 has revolutionized the way we manage our operations, providing real-time insights that enable us to optimize for maximum efficiency. They were highly professional and responsive throughout the process, and we highly recommend their services.
Cesco Righetti
Cesco Righetti
CFO - The Arts Club
Read More
Our finance dashboard from Global Data 365 has revolutionized the way we manage our finances, providing real-time insights that enable us to make informed decisions and drive business growth. The team was responsive and attentive throughout the design process, and we highly recommend their services

Power BI Beginner Training: Course Curriculum

Explore the foundational concepts of Power BI through our beginner training course curriculum.
Gain essential skills in data visualization, analysis, and reporting.

Course Outlines

  • Overview of Power BI
  • Licensing and pricing
  • Overview of Cloud Service
  • Importing a report into Cloud Service
  • Exploring publishing and exporting options
  • Installing Power BI Desktop
  • Navigating the interface
  • Technical options and settings
  • Importing data from various sources
  • Power Query Editor overview
  • Understanding query design and implementing best practice
  • Performing ETL operations and understanding Applied Steps
  • Adding different types of columns and custom sorting them
  • Understand advanced Data Modeling techniques
  • Create and understand various relationship types
  • Explore Cross filter direction in detail
  • Creating a dynamic date table
  • Exploring different visualizations
  • Choosing visuals based on context
  • Importing other visuals
  • Creating Calculated Measures
  • Understanding DAX functions
  • Build a Monthly Trend Report
  • Types of Slicers and filters
  • Drill-down and Drill-through
  • Bookmarking and Tooltips
  • Setting report layout and design
  • Types of Conditional Formatting
  • Sharing Dashboards and Reports

Why Power BI Beginner Training?

power bi training
Streamlined Reporting

Power BI, streamline reporting by automating data extraction, transformation, and visualization.

power bi training
Efficient Data Analysis

Power BI enables quick insights through intuitive visualization and dashboard creation.

power bi training
Maximize Business Impact

With a growing demand for BI tools, Power BI proficiency enhances marketability.

power bi training
Maximize Business Impact

With a growing demand for BI tools, Power BI proficiency enhances marketability.

power bi training
Efficient Data Analysis

Power BI enables quick insights through intuitive visualization and dashboard creation.

power bi training
Streamlined Reporting

Power BI, streamline reporting processes by automating data extraction, transformation, and visualization tasks.

Which Power BI Training is right for you and your team?

We typically reply in 24 Hours!

We Offer Free Power BI Consulting for 1 hour!

Related Resources
Optimize Processes with Data Visualization

Home > Blogs > Optimize Processes with Data Visualization

Optimize Processes with Data Visualization

May 21, 2021

Global Data 365 is composed of highly skilled professionals who specialize in streamlining the data and automate the reporting process through the utilization of various business intelligence tools.

Optimize Processes with Data Visualization

Every aspect of a company relies on making prompt, well-informed decisions. Data is at the center of the financial services sector. Traditional business intelligence (BI) methods aren’t up to the task with so much data to rummage through. These techniques were designed for tabular reporting and can only handle small volumes of homogeneous data; they also require advanced technical expertise. Today’s software can process and interpret massive amounts of data in real-time, with a level of elegance previously unseen. According to a report conducted by Gartner on the top priorities of CFOs, here’s what they looked at:

– Enhancing Financial Analytics:
Even after a 50% rise in financial analytics expenditure in the last three years, only a few businesses have advanced analytics capabilities. As analytics becomes a central responsibility of the finance department, this must change.

– Reorganizing Finance Teams:
Traditional approaches for coordinating and using finance teams are becoming less effective as the popularity of finance teams grows. To stay relevant, the department needs a shakeup from the top down.

– Finance Technology Optimization:
Finance teams must maximize the value of their ERP systems while also adopting newer innovations and planning to become more tech-savvy. If this isn’t done, the finance department will become less intelligent and agile.

Any of those projects could keep a CFO busy for a year without yielding much progress. However, if such executives consider these problems analytically, realizing how the challenges and goals intersect, a surprising approach emerges, data visualization.

Data Visualizations

There has almost certainly been some kind of data visualization for as long as there has been data. Charts and graphs have recently become commonplace in business due to Excel spreadsheets. Users soon realized that visual interfaces help them understand complex information. Instead of manually examining a spreadsheet, they could quickly recognize the key takeaways by looking at a pie chart. Digital visualizations provided the finance team with a completely unique outlook on data and a game-changing method for decision-making, compared to what had previously been available.

Today, visualizations have taken yet another step forward, possibly the most important yet. Advanced visualization features are included in today’s top financial reporting tools, which run on top of ERP and beyond the constraints of Excel. Such visualization tools do more than improve on what has come before; they turn the relationship between the finance team and the data on which it relies more highly than it has ever been.

Advances in Data Visualizations

So, what’s the difference? To begin with, visualizations have progressed well beyond basic graphs and maps. They can now visualize data in new systems that provide more context and information. Users can view the optimal visualization to encompass the data rather than trying to settle for a sufficient option with this enlarged toolkit at their disposal.

After you have made that decision, creating the visualization is nearly seamless. It only takes some clicks to move data from one area to another in several cases, rather than a lengthy manual process. This not only saves time and eliminates mistakes, but it also helps everyone inside or outside the finance department to create their own visualization without any need for advanced training. Lastly, and perhaps most critically, visualizations have moved to the foreground of decision-making. The finance members can quickly integrate them into financial reports and structure them to optimize the insights they contain as well as the ease with which they can be extracted. The design features within such reports are also not static. They update themselves as new information becomes available, making them more like interactive indicators that monitor key metrics in real-time than visualizations.

Everything in today’s visualizations is vastly superior to previous versions. Despite this, it’s always easy to underestimate their effect on the economy. The CFO, the finance team, and the company as a whole are all involved.

Using Data Visualizations to Optimize Processes

Data visualizations not only help people view data in new ways, but they also help them see it more clearly, presenting insights, opportunities, and challenges that would otherwise go unnoticed.

One form of data visualizations does this is by compressing large volumes of data into some kind of layout that is readily available. Financial reports influence decision-making, but in the past, they were either too simple to show anything of value or too difficult to stir up an action. Today’s visualizations bridge the gap, allowing reports to include what decision-makers need to know while still revealing those insights in real-time.

Advanced data visualizations also allow F&a to investigate financial data on their own terms. Decision-makers know what knowledge they want better than everyone else, and once it’s simple to find it and visualize it as needed, understanding differences disappear. To look at it another way, visualizations open up a vast array of nuanced financial data to the point that it can be explored. Anyone interested in delving deeper into the data now has a great starting point.

Visualizations help practitioners outside finance grasp a topic that can be perplexing to the general reader, in addition to CFOs. Executives and heads of departments need to consider how their decisions impact the company’s finances on a micro and macro level, but many lack the knowledge to do so of a dense spreadsheet presenting a financial report. However, when presented with visualizations, the material emerges in a manner that everyone can comprehend. As a result, financial knowledge grows around the board.

Why Power BI is a better choice than Excel
Why is Good Data Management Essential for Data Analytics

Interact Live
with Dashboards

Increase efficiency and deliver success now with Microsoft Power BI. Enjoy a 20% discount on all Power BI services.

Interact Live
with Dashboards

Increase efficiency and deliver success now with Microsoft Power BI. Enjoy a 20% discount on all Power BI services.

Data Visualizations: a Modern Solution

Finance teams will use innovative data visualizations to make significant progress on every one of 2021’s top priorities. Once implemented, analytics improve dramatically, accountants spend less time manually processing data, and the ERP ceases to be a barrier to understanding.

Global Data 365 offers visualization tools to optimize finance processes. In terms of usability, precision, and variety, these resources far exceed what you’ve come to expect from Excel. Even better, they’re just one of many features available in purpose-built financial reporting tools that are designed to work with today’s most common ERPs.

If you’re searching for a new perspective on data, we offer a comprehensive upgrade. To see how this all operates, request a free demo today.

Schedule a demo with our BI experts

Limitations of Power BI

Home > Blogs > Limitations of Power BI – Are They Riskey?

Limitations of Power BI – Are They Risky?

May 21, 2021

Global Data 365 is composed of highly skilled professionals who specialize in streamlining the data and automate the reporting process through the utilization of various business intelligence tools.

Limitations of Power BI

If your business is considering implementing Microsoft’s Power BI analytics framework, you must understand the level of complexity involved in successful integration. Power BI is a many-month software project based on a complex mix of technology elements, not just a device you install and customize. To get it right, you’ll need a lot of preparation and the highest level of management skills. So what is Power BI?

Power BI

Microsoft’s Power BI is a cloud-based business intelligence service package. It uses insightful visualizations and tables to transform raw data into usable information. Data can be processed and used to make strategic business decisions in a short amount of time. Power BI is a set of business intelligence and data visualization tools that includes software services, applications, and data connectors. Power BI is a user-friendly tool with versatile drag-and-drop design and self-service capabilities. Power BI can be used on both on premise and cloud systems.

So what are the limitations of Power BI that you can avoid?

Complexity Involved with Power BI

Most of us have become used to applications that can be downloaded in minutes or even hours in the case of more advanced systems. That’s a fairly straightforward scenario. At the other side of the curve are items that entail some configuration and are designed and implemented by a team of specialized experts. A full Power BI implementation must solve a slew of design issues. The answers to those questions will affect efficiency, productivity, and adaptability in the long run. Some of the major differences between a Power BI cloud deployment and an on premise deployment. For instance:

– What features should you run, where should they run, and how will they all interact?

– What level (or levels) of security do you incorporate?

– Will you be using SQL Server Analysis Services to model your results, or will you use the Power BI desktop tool?

– Should you use Power BI’s Direct Query function or import data?

– Will a gateway component be needed, and if so, where will it be installed?

All these are really technical questions, but the solutions have long-term consequences, and it’s always difficult to make adjustments later. This level of complexity necessitates upkeep, which entails additional costs and disruption.

Power BI: Toolset not a Complete Solution

There are no reports included with Power BI out of the box. In fact, Power BI reporting necessitates a substantial upfront expenditure, not just in terms of constructing the technological infrastructure, but also in terms of deciding how you access the data, how and when data must be converted or pre-processed, where you archive them, and so on. After you have answered those design considerations, you will need to put in a lot of time to set up the data access and data flow.

Data access is becoming more complex in this age of cloud computing. This is particularly true of Microsoft Dynamics 365 products, which no more require unlimited reporting access. Microsoft has suggested some possible workarounds, but all of them require major compromises. Microsoft has introduced an indirect layer of “data entities” in Microsoft Dynamics 365 Finance & Supply Chain Management (D365 F&SCM), for instance, that developers can use to obtain entry to ERP data. Personalizing Power BI can be very costly. Since every company is different and has its own set of requirements, customization is unavoidable. Recurring costs arise from the ongoing maintenance of such customizations.

Interact Live
with Dashboards

Increase efficiency and deliver success now with Microsoft Power BI. Enjoy a 20% discount on all Power BI services.

Interact Live
with Dashboards

Increase efficiency and deliver success now with Microsoft Power BI. Enjoy a 20% discount on all Power BI services.

Power BI as a Dashboard Visualization Tool

Power BI was developed to be used as a dashboard visualization tool. It does an adequate job of producing conventional tabular reports, lists of individual records with several columns and subtotal, and it does a great job of providing an insightful visual analysis of what is happening in the market. Traditional banking statements are not generated by Power BI because they are somewhat different from other forms of reports. Filtering, masking, or grouping GL sums by account column, for example, is commonly required when creating a P&L statement. This is often done in different ways for each row in the report.

Columns in the report may be sorted by organizational agency or division, or they can be used to reflect various time spans, budget vs. real, or variance amounts or percentages. Since Power BI has a little method of controlling such distinctions, having it generate a comparatively straightforward P&L is a very costly custom programming activity.

Power BI without the Limitations

Global Data 365 offers self-service, user-friendly analytics and reporting tools, as well as collaboration with Power BI and Excel. With the help of Jet Analytics, we hold the guesswork out of Power BI by automating the process of developing a data warehouse with pre-built connectors for over 140 different ERP systems, allowing business leaders and analysts to have the data they demand, when they need it, without any need for specific commands or the complexity of the entire Power BI stack.

Need to overcome the limitations of Power BI, opt for our Power BI Training program today.

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