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所在平台: Udemy |
课程主页: https://www.udemy.com/course/automated-custom-profit-and-loss-in-powerbi-with-quickbooks-data/
课程评论：没有评论
课程名称：使用QuickBooks数据在Power BI中自动化定制损益表 课程概述：本课程将使用QuickBooks Desktop样本文件，教您如何开始在Power BI中建模您的财务数据。课程从定制损益表开始，您将学习三种定制方式：比较时间段、毛利润分析版本和EBITDA版本。创建与QuickBooks后端直接连接的Power BI财务报表需要一定的IT专业知识。无论是QuickBooks在线版本还是桌面版，当您访问后端数据时，需处理超过100个数据表，这些表需要相互关联，以生成有效的报告。我将提供逐步的方法，使软件为您完成大部分工作，从前端提取数据，节省在Power BI中的时间和复杂性，让您快速且轻松地使用该软件来自动化报告。这种方法是任何行政专业人员都可以学习并维护的。当您看到如何轻松创建完全可定制的损益表并自动化一些复杂计算和报告时，您将希望学习更多。这种方法将为您提供Power BI的入门知识，立即产生效果，帮助您提升技能，自动化一些耗时的任务，为您今后的学习打下基础。
I will be using a QuickBooks Desktop sample file to show you how to begin modeling your financial data in PowerBI.Starting with a Profit and Loss Statement we customize in three ways: Comparative time periods, a Gross Profit Analysis Version and an EBIDTA version.You'd need to be an IT professional (or pay one) in order to create a set of Power BI Financial statements that has a direct connection into the QuickBooks back-end. Whether it is QuickBooks Online or QuickBooks Desktop, when you access the data from the back-end you'll find over 100 tables of data that need to be interrelated back together in order to yield any sensible reports! My step-by-step method works around all that. I let the software do a lot of the work and extract the data from the front end, saving a ton of time and complexity in Power BI - getting you using the software to automate your reports FAST and EASY.This method is something ANY ADMINISTRATIVE PROFESSIONAL can learn to create and maintain. When you see how easy it is to create a completely customizable Profit and Loss statement and automate some of your complex calculations and reports, you will want to learn more. This method will give you an introduction to Power BI that delivers results right away. It will empower you with the skills to automate some of your most time-consuming tasks and give you a base to build on as you go on to learn more.
