S5 EP2: Power BI in Detail with Kim Congleton
Play • 12 min

Imagine this:

You’ve created tons of reports, and before you know it, you now have 300 reports with different data sets from different places.

This is where Power BI steps in to help.

Listen as Kim Congleton discusses the key features of Power BI and how they can help make data reporting a breeze.

Essential points covered in this episode:

✔️ A fixed data structure is the key to efficiency. She taught herself how to use the software, but the data were conflicting. The solution was a fixed structure, workshops, and working together in applying the new method.

✔️Power BI is a front-end tool. It allows you to interact with backend data and make it presentable. Maximize the features of Power BI. Don’t forget the basics, such as a set data structure, correct tables, and accurate calculations.

✔️ Use visuals to relay information. Reading through multiple spreadsheets with so much data can be a headache. Diagrams like bar graphs and pie charts can make reading data easier for users. This can help you notice recurring trends like late payments or extra expenses and even see inconsistencies quickly.

✔️ Power BI is so much more than a reporting tool. You can now embed Power Apps into a Power BI report so you can interact and analyze the data at the same time. Microsoft is set on adding even more features to Power BI. Are you ready to experience ease in data reporting?

About Kerry Peters & New View Strategies:

Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! 

Let the experts help you tap into the true power of your BC / NAV system. 

You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. 

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/

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