Impactful Financial Reporting using Microsoft Power BI - Webinar

© 2019 Visual BI Solutions, Inc. All rights reserved. www.visualbi.comPowered by www.valq.com
www.valq.com
Impactful Financial Reporting Using Microsoft Power
BI
Jay Anantharaman
CoFounder, Visual BI (ValQ | xViz | VBI View | VBX)

© 2019 Visual BI Solutions, Inc. All rights reserved. www.visualbi.comPowered by www.valq.com 2
Visual BI Solutions
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Power BI for Finance Professionals
An increasing number of finance professionals are
embracing Power BI
Power BI Spectrum of Expertise in Finance
Excel-centric,
Macros
Excel + Power BI
DAX, M, Modeling
CPA
CFA
FP&A CFO
Analyst
Controller

I am a Finance Professional. Should I learn Power BI?
Great visualizations & analysis user
experience
Share your report & findings effectively
with other users
Consolidate several tables effectively
(Power Query), and avoid laborious
lookups
Work with larger datasets, without having
to work with 80MB spreadsheets
Can get very technical, with DAX, M &
data modeling skills for advanced use
cases
Lacks basic financial functions such as
NPV, IRR, etc.
Challenging to create financial
statements such as Income Statement &
Cash Flows

Webinar Outline
Impactful Financial Reporting using Microsoft Power BI
1. Financial Statements
2. Spend Analysis by GL / Cost Center Hierarchy
3. P&L Analysis by Category (Product, Geography, etc.)
4. Discounted Cash Flow (DCF) Modeling
5. Financial Project Portfolio Analysis for enterprises
6. Planning, Forecasting & Budgeting (FP&A)
How to create template reports?
Analyze variance for 1800+ hierarchical accounts
on-the-fly
Analyze P&L for your product portfolio with ease
Perform DCF modeling & track impact of
business changes on stock price
Evaluate projects & investment opportunities (by
leveraging NPV / IRR / ROI functions)
Plan your business; Perform on-the-fly
reforecasts to quickly adapt to market changes
What we will NOT cover:
Data Preparation, Modeling & DAX Techniques

Visual BI Solutions is a leading All-in-One Business Intelligence (BI) enablement firm specializing in BI &
Analytics services, solutions, trainings and products. We have proven expertise in enabling BI & Analytics
for 200+ world’s leading brands.
Industry
Recognition
Integration and Partnership with
Microsoft and SAP is our forte
Trusted by leading companies world-wide
About Visual BI
All-in-One Partner For End-to-End BI & Analytics Needs
CONSULTING SERVICES
• Strategy
• Architecture Implementation
• Managed Services
• Visualization
• Cloud Migrations
• Training
SOFTWARE PRODUCTS
• ValQ - Modern Digital Planning
• xViz – Advanced Custom Visuals for
Microsoft Power BI
• VBI View – Your Search Engine for All
Your BI Content
• VBX – Product Extensions for SAP Lumira
TRAINING
• Microsoft Power BI
• Tableau
• SAP Analytics Cloud
• SAP BW4HANA / BusinessObjects

About Visual BI
Products Customer Portfolio

1. Financial Statements in
Microsoft Power BI

Financial Statements - Income Statement Example

Cash Flow Statement suffers from similar challenges

2. Spend Analysis by GL / Cost Center
Hierarchy

2. Visualizing Spend by GL/Cost Center Hierarchy in Microsoft Power BI
§ 1800+ Accounts
⇢ Cost Center Group
⇢ Parent Account
⇢ Sub-Account
§ Vendor
§ Region
§ Spend Type
§ Invoice Date
§ Spend Amount
§ Budget
Analyze spend & variance for 1800+ accounts in a
hierarchy

3. P&L Analysis by LOB, Product or
Geography

3. P&L Analysis for multiple LOBs / Regions / Categories?
All Geo
§ US
⇢ Northeast
⇢ Midwest
⇢ Southwest
⇢ Pacific
§ International
⇢ EMEA
⇢ Asia Pacific
Product Portfolio Analysis
All Products
§ Beverages
⇢ Soda
⇢ Juices
⇢ Tea & Coffee
§ Water
⇢ Mineral
⇢ Sparkling
Gross Profit
§ Net Revenue
§ Gross Revenue
⇢ Gross Sales
⇢ Retail Returns
§ Discounts
⇢ Pricing Adjustments
⇢ Sales Allowances
⇢ Sales Discounts
⇢ Sales Markdowns
§ COGS
⇢ Raw Materials
⇢ Labor
⇢ Purchase Price Variance
⇢ Other Direct Costs
⇢ Vendor Chargebacks
⇢ Freight

4. Discounted Cash Flow Modeling

4. DCF Modeling in Microsoft Power BI
Future Cash Flows =
⇢ EBITDA – WC Increase
– CapEx – Taxes
Enterprise Value =
⇢ Present Value of CF +
Terminal Value of CF
Share Price based on #
of shares outstanding
Perform Discounted Cash Flow (DCF) Modeling

5. Financial Project Portfolio Analysis

Financial Project Portfolio Analysis in Microsoft Power BI
• Capital investments
• Asset Depreciation
& Tax benefits
• Calculate Cash
Flows
• Visualize
⇢ NPV
⇢ IRR
⇢ ROI
Evaluate projects & investment opportunities

6. Planning, Forecasting & Budgeting

6. Planning & Forecasting in Microsoft Power BI
§ Capture prior year
actuals
§ Baseline budgets for
next cycle
§ Publish results to (or)
Capture inputs from
other users &
collaborate
§ Model various scenarios
§ Visualize & choose best
action plan
§ Reforecast quickly based
on changes to market
conditions
Plan your business & quickly respond to changes in market
conditions

Try out ValQ for free today from within Power BI
ValQ vs. Other products for planning, forecasting & budgeting
1
2
3

ValQ is Serverless; It does not require any additional server, service, database or IT support
ValQ vs. Other products for planning, forecasting & budgeting
ValQ is a fully contained add-on for Microsoft Power BI

ValQ is Finance User-Friendly
NO CODING REQUIRED
No Coding is required. The steps involve:
1. Import your Data
2. Define KPIs & their relationships
3. Publish. Share. Consume.

xViz Portfolio
VARIANCE CHART HIERARCHICAL
FILTER
HIERARCHICAL
VARIANCE TABLE
ADVANCE GAUGE MULTIPLE AXES
CHART
HORIZON CHART TAG CLOUD MARIMEKKO
CHART
LINEAR GAUGE
GANTT
CHART
PARALLEL
COORDINATES
WATERFALL
CHART
BULLET
CHART
FUNNEL
CHART
HIERARCHICAL
TREE
DEC 2019
TIME SERIES
CHART
RISK
MATRIX
RADAR/POLAR
CHART
PROGRESS
BAR
HTML BOX TRELLIS
CHART
Q1 2020
• Enterprise features such as conditional
formatting, hierarchical selection, variance,
custom sort, etc.
• Specialty components such as Gantt (coming
soon)
• 24x5 enterprise-class support by a dedicated
team

VALQ
Pricing
Features
Support
valQ Branding
Custom Branding
Node Limit
Basic
Simulations
FREE
FOREVER
Simulation &
Scenarios
Single-User
Budgeting
Multi-User
Budgeting
Single-User
Budgeting
Unlimited Users
Multi-User
Budgeting
Unlimited Users
$10/month
$25/month
$50/month
Forum
-
400
Forum
-
-
1000
Forum
-
-
No Limit
Email
-
No Limit
Email
-
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No Limit
Premium Support
-
No Limit
Billed Annually At
$120/Year
Billed Annually At
$300/Year
Billed Annually At
$600/Year
$500/month
Billed Annually At
$6,000/Year
$2,000/month
Billed Annually At
$24,000/Year
Freemium STANDARD ESSENTIAL ADVANCED PROFESSIONAL ENTERPRISE
* The price will be effective from December 15, 2019

xViz pricing
$0/user/month
No billing required
FREE
Single User 5 - 1000 Users 1000 & Above Users
PRO ENTERPRISE
$3/user/month
Billed Annually at
$36/year/user
Contact us
Billed Annually
Limited features to get started
Forum Support
Fully responsive BI Visuals
All updates and upgrades
Technical Support
Fully responsive BI Visuals
All updates and upgrades
Technical Support

Upcoming Webinar – Next Week

Q&A
Key Takeaways
§ Reports & dashboards can address
only a specific set of finance use
cases
§ Modern Digital Finance requires
more than visuals – the ability to
simulate, analyze & act on insights
§ ValQ delivers value by
singlehandedly supporting a wide
variety of Finance use cases

Q&A
Reach out for Sales Enquiries
sales@valq.com
Reach out for Support Enquiries
support@valq.com

© 2019 Visual BI Solutions, Inc. All rights reserved. www.visualbi.comPowered by www.valq.com
www.visualbi.com
THANK YOU!
gopal
@visua
li.com
www.visualbi.com
Jay Anantharaman
CoFounder
jay@visualbi.com

Impactful Financial Reporting using Microsoft Power BI - Webinar

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