Using Power BI Datasets to Create Excel Financials - DynamicsCon
DynamicsCon November 2024

Using Power BI Datasets to Create Excel Financials


Clinton Saunders

Clinton Saunders

First Time DynamicsCon Presenter

Session Description

Ever wondered how to make Financial Reporting easier and more Dynamic? This session will introduce the concept of organised Power BI Datasets for reporting requirements i.e. Dimensions and Measures instead of Records and Fields. We will introduce the administration of these Datasets to manage Access Control and Refresh Schedules. Then I will show you how to use Powerful Excel features to create Dynamic Financial Reports: • Connecting to live Power BI Datasets • Pivot Tables • Use Powerful Formulas such as CUBESET, CUBEMEMBER and CUBEVALUE to calculate the numbers.

Session Track: Power Platform
Session Type: Functional
Content Level: Intermediate
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