Power BI Pro: GL Transaction

GL_Transaction: Power BI Pro Templates

This page describes DataSelf Pro’s customizable Power BI Templates for GL Transaction.

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., “- AP Aging: Vendor” dashboard can be found in the “Vendor” worksheet on the “- AP Aging.pbix” workbook. In Power BI Tenant, search for “- AP Aging”, then click the “Vendor” view.

Dashboard List

Revenues: GP (2 KPIs)
Revenues: Monthly (3 KPIs)
Revenues: OpEx (3 KPIs)
Revenues: Profitability KPIs (4 KPIs)
Revenues: Trendlines (3 KPIs)
Revenues: Wages (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.: “Account - Posted by Month: Acct Group” report can be found in the “Acct Group” worksheet on the “Account - Posted by Month.pbix” workbook. In Power BI Tenant, search for “Account - Posted by Month”, then click the “Acct Group” view.

Report List

Account - Posted by Month: Acct Group (1 KPI)
Account - Posted by Month: Branch and Account (1 KPI)
Account - Posted by Month: Core (1 KPI)
Account - Posted by Year: Account and Branch (1 KPI)
Account - Posted by Year: Acct Group (1 KPI)
Account - Posted by Year: Branch and Account (1 KPI)
Account - Posted by Year: Core (1 KPI)
Account - Posted Details: Core (1 KPI)
Account - Posted Same Period across Years: Acct Group (1 KPI)
Account - Posted Same Period across Years: Branch and Account (1 KPI)
Account - Posted Same Period across Years: Core (1 KPI)
Account - Posted YTD across Years: Acct Group (1 KPI)
Account - Posted YTD across Years: Branch and Account (1 KPI)
Account - Posted YTD across Years: Core (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.