Power BI Pro: GL Financials
GL_Financials: Power BI Pro Templates
This page describes DataSelf Pro’s customizable Power BI Templates for GL Financials.
KPI: A key performance indicator. Examples: a Report such as "Yearly Revenue"; a Dashboard widget (e.g., the main chart from the Cash Flow Projection dashboard); a Semantic Model measure (e.g., Cost of Sales from the _SI_SalesInvoice Semantic Model); a Semantic Model dimension (e.g., the Customer dimension from _AR_Aging_Today that provide the list of customers with open AR).
Dashboards
A Power BI Dashboard contains one or more Power BI Worksheets and/or other objects such as webpages.
Dashboard Naming Convention:
“Power BI Workbook name (pbix file)”: “Power BI Dashboard name (view name)”
E.g., “P&L & GL Transactions: Single-Page Analytics” dashboard can be found in the “Single-Page Analytics” worksheet on the “P&L & GL Transactions.pbix” workbook. In Power BI Tenant, search for “P&L & GL Transactions”, then click the “Single-Page Analytics” view.
Dashboard List
DataSelf Analytics: GL Financials (6 KPIs)
Balance Sheet & GL Transactions: Single-Page Analytics (2 KPIs)
P&L & GL Transactions: Single-Page Analytics (2 KPIs)
Reports
A Power BI Report is a Power BI Worksheet with a grid or chart. Report Naming Convention:
Report of a Workbook: “Power BI Workbook name (pbix file)”
E.g.: “Balance Sheet by Month: Month” report can be found in the “Month” worksheet on the “Balance Sheet by Month.pbix” workbook. In Power BI Tenant, search for “Balance Sheet by Month”, then click the “Month” view.
Report List
DataSelf Analytics: GL Balance Sheet (1 KPI)
DataSelf Analytics: GL P&L Budget (1 KPI)
DataSelf Analytics: GL Profit & Loss Watcher (1 KPI)
DataSelf Analytics: GL Trial Balance (1 KPI)
Balance Sheet by Month: Month (1 KPI)
Balance Sheet by Year: Year (1 KPI)
Balance Sheet by Year: Year & Var (1 KPI)
Seg2 - Balance Sheet by Month: Month (1 KPI)
Seg2 - Balance Sheet by Year: Year (1 KPI)
Seg3 - Balance Sheet by Month: Month (1 KPI)
Seg3 - Balance Sheet by Year: Year (1 KPI)
P&L by Month: Month (1 KPI)
P&L by Year: Year (1 KPI)
P&L by Year: Year & Var (1 KPI)
Seg2 - P&L by Month: Month (1 KPI)
Seg2 - P&L by Year: Year (1 KPI)
Seg3 - P&L by Month: Month (1 KPI)
Seg3 - P&L by Year: Year (1 KPI)
Cash Flow Statement: Month (1 KPI)
Cash Flow Statement: Quarter (1 KPI)
Cash Flow Statement: Year (1 KPI)
Trial Balance: Month (1 KPI)
Trial Balance: Year (1 KPI)
Semantic Model
Semantic Models allow users to easily and quickly do ad hoc analysis and customize reports, dashboards, and stories. This properly deployed Semantic Model will contain data from your Core Financials system (e.g., ERP and/or Excel/CSV files) refreshed on a schedule (e.g., every night, hour, or minute).
A Power BI Semantic Model contains data and a data model that prepares your raw data for powerful reporting. Semantic Models include dimensions, hierarchies, measures, and parameters that can be used in reporting. Semantic Models' data come from source systems' tables (e.g., Item table from your ERP) and are modeled via Power BI Desktop.
Subject to change without notice. The actual templates can be slightly different than the documented ones.