Lighthouse Analytix
Lighthouse Analytix
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Bank Data Reconciliation with Power BI || Overcoming limitation of CoPilot for Finance in Excel
Example of how we can use Power BI to make Bank Data Reconciliation a breeze...
Something that I recently learnt is an appreciation that Bank Reconciliation is a cumbersome and tedius task, that will need to be performed day in and day out by selected people in the organisation.
Whilst it is good that we now have CoPilot for Finance in Excel that can make mundane Bank Data Reconciliation quick and easy, there is a limit of 10000 rows. What if we have more data than that? The answer is.. Power BI or course :)
In this video, I"ll share with an example of Power BI that I recently created for us, to explore the concept with our team.
Hope you find this video useful and can be a source of inspiration for you too.
I am not 100% sure if there is a lot of interest out there for this type of video. If so, please leave some comments and leave a like button. If there is significant interest, then I will look at publishing the step by step method to recreate the file from scratch in the coming weeks.
Cheers,
Isabella Susilowati
@LighthouseAnalytix, #powerbitutorialforbeginners , #powerbitutorialforbeginners, #powerbiforbeginners
Royalty Free Music: www.bensound.com
License code: O511QTCIB3JAADFA
LA133
zhlédnutí: 793

Video

How to add Measure Values To Slicer in Power BI to Slice and Dice your report? Can this be done?
zhlédnutí 2KPřed měsícem
This video will show you how to overcome Power BI limitation which prevents us from dragging measures into a slicer. With a bit of creativity and work around, we can add measure values to Slicer in Power BI. This video will show you the secrets step by step, so that you can display measures values in your slicer and use it to slice and dice your report. Hope you find this video useful. Cheers, ...
Introducing ISINSCOPE a super useful Power BI DAX to modify TOTAL value displayed in PBI report
zhlédnutí 791Před 2 měsíci
Ever wish to know if there is a DAX function that can allow you to modify the value displayed in the TOTAL row??? ISINSCOPE is the answer. With ISINSCOPE, you can specify a criteria to be applied to the TOTAL and the NON TOTAL line items. Hope you find this video useful. Cheers, Isabella Susilowati @LighthouseAnalytix #Powerbi, #powerbitutorial, #powerbitutorialforbeginners Timelines: 00:00 Int...
AI Assistant for Finance is finally here ! Data reconciliation made easy with Copilot !!!
zhlédnutí 1,3KPřed 2 měsíci
Learn how to use AI Assistant to make slow and tedious data reconciliation exercise a breeze, in this Bank Reconciliation case study. Copilot for Finance which is currently in Preview mode as of May 2024 is a game changer for all finance professional. Data Reconciliation does not have to take all day. Bank Reconciliation in particular, should not take all day. Any Reconciliation should not be t...
How to create Charts with Pictures / Pictograph in Seconds? Change Colour? Horizontal? Vertical?
zhlédnutí 228Před 3 měsíci
In this video tutorial, I will show you simple tricks that you can use to recreate the 3 examples from scratch in seconds... Creating graphs and charts with pictures in excel doesn't have to be complicated. Arrange it Vertically or Horizontally? Colour it to your liking. All can be done super quickly..... Hope you find this video useful. Cheers, Isabella Susilowati @lighthousenalytix #excel, #e...
Simple Waterfall Chart to Effectively Compare Sales Data across Three Periods in Power BI
zhlédnutí 866Před 3 měsíci
Step by step tutorial to build a simple waterfall chart that compares data across three different periods. This video is a follow up from my previous tutorials, where I had explained the various concepts to compare data across multiple periods, but did not specifically show you how to build the waterfall from scratch. Hope you find his video useful. Cheers, Isabella Susilowati @LighthouseAnalyt...
Insightful & Engaging Way of Comparing Data with Azure Map Power BI + How To Fix Wrong Location
zhlédnutí 400Před 3 měsíci
Step by step tutorial on how to create Azure map visualization in Power BI Report - including how to fix map location error in Power BI Azure Map Data Visualization. Don't do things the old fashioned way.... Try to infuse Azure Map to elevate your Power BI Data Visualization and present your information in an insightful and engaging way. In this Power BI Tutorial for Beginners video... I will s...
What's the difference amongst the 5 Maps Visualizations Power BI ? Complete Tutorial for Beginners
zhlédnutí 2,7KPřed 4 měsíci
Step by step video tutorial to create maps in Power BI and exploring the 5 different maps in Power BI standard visualizations. What's the difference? Azure Map | ArcGis Map | Filled Map | Shape Map ? or simply just Map? Have you every thought of using map to better visualize your data? Feeling unsure about so many different maps in Power BI? Azure Map, ArcGis Map, Filled Map, Shape Map or simpl...
Power BI Data Model & DAX using INACTIVE Relationship to Compare Data across Multi or Two Periods
zhlédnutí 806Před 4 měsíci
Step by step tutorial to create Power BI Data Model and DAX to efficiently compare data across multi periods. This is a follow up video from last week, where I have shared TWO methods to compare data across multi periods: using ACTIVE relationship & INACTIVE relationship. In last week video, I primarily focused on Method 1 - ACTIVE relationship. In this video, I will be focusing on Method 2 - I...
Power BI Report Data Model to Easily Compare Across Two Periods with Simple Waterfall Chart & Tables
zhlédnutí 2,4KPřed 4 měsíci
Step by step tutorial on how to set up the data model to compare information across two periods in Power BI Report using Waterfall Chart and Tables. Do you ever struggle comparing data across two different periods? If so, that's probably because your data model hasn't been set up effectively or because you haven't selected the best visuals to explain movement across two different periods. This ...
Fixing Time Error Message : Wrong Data Type or the result is Too Large or Too Small in Power BI
zhlédnutí 1,1KPřed 7 měsíci
How to fix function TIME has the wrong data type or the result is too large or too small There is a solution to do this.... and we'll show you step by step in this Power BI tutorial video. Kind regards, Isabella Susilowati @LighthouseAnalytix #powerbi_training , #powerbitips, #powerbitutorial, #powerbi Music: www.bensound.com/free-music-for-videos License code: 9B0RZZR9KSQR33Y1 LA 126
Charting TIME in Power BI Bar Chart with HH:MM:SS data label (Hours, Minutes, Seconds)
zhlédnutí 3,5KPřed 7 měsíci
How to chart TIME data format in Power BI Bar Chart? There is a quick and easy way to do that in Power BI, utilising Custom Data Format. Cheers, Isabella Susilowati. @LighthouseAnalytix #powerbitutorial , #powerbitutorialforbeginners, #powerbitips, #powerbi_training Music by: www.bensound.com License code: RYSTYS9A9INYMZGJ LA125
Create INTERACTIVE Power Point Presentation by Embedding Power BI Report Visuals, Tables & Charts
zhlédnutí 761Před 7 měsíci
Learn how to infuse interactivity into your Power Point Pack. Why copy & paste, when you can embed? In this video, I will show you how to embed an entire page of Power BI report... as well as how to embed just a single visualization, such as a table or a chart. You will be surprised by how simple it is to integrate interactive data visualisation and your power point presentation pack !!! No add...
Power BI TIME Formatting Made Simple || Convert Seconds to mm:ss or hh:mm:ss !!
zhlédnutí 5KPřed 8 měsíci
Say Goodbye to Manual Text Conversion. Don't convert your numbers into Text to get to mm:ss or hh:mm:ss. Do it the proper way in Power BI, save time and improve your efficiency !!! In this video, I will show you how to convert your duration data from seconds to HH:MM:SS or MM:SS in Power BI in an easy and simple way. Yes Power BI formatting option is a little limited, but there are creative way...
Dynamic Rounding & Formatting Based on a Given Criteria
zhlédnutí 358Před 8 měsíci
Another excel video with tips on how to create dynamic rounding and dynamic formatting. Next week, I promise to move on to Power BI !!! For now, in this video, I will show you... How to set up excel file that can round to the nearest dollar or cent, depending on a given criteria. How to set up excel file with formatting that can dynamically change, depending on a given criteria Cheers, Isabella...
FX Currency Conversion - Efficiently & Elegantly in Excel with Dynamic Formatting
zhlédnutí 403Před 9 měsíci
FX Currency Conversion - Efficiently & Elegantly in Excel with Dynamic Formatting
The Art of Rounding in Excel : Round Up, Round Down, Using MRound, Ceiling, Floor, etc
zhlédnutí 289Před 9 měsíci
The Art of Rounding in Excel : Round Up, Round Down, Using MRound, Ceiling, Floor, etc
Express & Simplified Power BI End User Tutorial: A Quick Learning Session for Managers & Analysts
zhlédnutí 2,7KPřed 10 měsíci
Express & Simplified Power BI End User Tutorial: A Quick Learning Session for Managers & Analysts
Compare Text Fields With Calculated Column & Related DAX + Slicer in Power BI
zhlédnutí 1,6KPřed 11 měsíci
Compare Text Fields With Calculated Column & Related DAX Slicer in Power BI
How to Effectively Compare Text in Power BI? Measures? Calculated Columns? Which Dax?
zhlédnutí 3KPřed 11 měsíci
How to Effectively Compare Text in Power BI? Measures? Calculated Columns? Which Dax?
Left Join in Power BI ? How To Show Customers with No Sales || PBI Tutorial for Beginners
zhlédnutí 3,5KPřed 11 měsíci
Left Join in Power BI ? How To Show Customers with No Sales || PBI Tutorial for Beginners
Effortless Data Consolidation: Linking ALL Excel Files in a Folder to Power BI Report w/ Power Query
zhlédnutí 1,3KPřed rokem
Effortless Data Consolidation: Linking ALL Excel Files in a Folder to Power BI Report w/ Power Query
Master the Basics of Power BI: Get Data from Excel to PBI, Update, Change Data Sources & More
zhlédnutí 853Před rokem
Master the Basics of Power BI: Get Data from Excel to PBI, Update, Change Data Sources & More
Alternatives to Vlookup to Merge data in Power BI using Relationships, LookupValue, Sumx and Values
zhlédnutí 1,6KPřed rokem
Alternatives to Vlookup to Merge data in Power BI using Relationships, LookupValue, Sumx and Values
Using Price + Volume + Mix Measures to create Sales Waterfall Chart in Power BI Tutorial
zhlédnutí 9KPřed rokem
Using Price Volume Mix Measures to create Sales Waterfall Chart in Power BI Tutorial
Folders To Group Measures in Power BI !!! Step by Step Tutorial for Beginners
zhlédnutí 7KPřed rokem
Folders To Group Measures in Power BI !!! Step by Step Tutorial for Beginners
Various Options of Grouping Rows & Columns || Up or Down || Left or Right || Add Subtotal in Excel
zhlédnutí 1,3KPřed rokem
Various Options of Grouping Rows & Columns || Up or Down || Left or Right || Add Subtotal in Excel
Create Stunning Custom Visuals in Power BI with DENEB: Beginner's Guide! Step by Step Tutorial
zhlédnutí 9KPřed rokem
Create Stunning Custom Visuals in Power BI with DENEB: Beginner's Guide! Step by Step Tutorial
Power BI Tutorial For Beginners + Create Heatmap From Scratch + Free PBIX
zhlédnutí 7KPřed rokem
Power BI Tutorial For Beginners Create Heatmap From Scratch Free PBIX
Power BI DAX Tutorial Ranking Unit RankX + Conditional Formatting with Icons & Charts in PBI Report
zhlédnutí 2,4KPřed rokem
Power BI DAX Tutorial Ranking Unit RankX Conditional Formatting with Icons & Charts in PBI Report