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Pbi dashboards makeovers

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https://www.lecfomasque.com Le CFO masqué vous enseigne comment créer des tableaux de bord percutants dans Power BI, tout en partageant quelques trucs et techniques en DAX.

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Pbi dashboards makeovers

  1. 1. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com POWER BI DASHBOARD MAKEOVER
  2. 2. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com INTRODUCTION  Sophie Marchand, M.Sc., CPA, CGA, MVP  MVP Data Platform (Power BI)*  MVP Office Apps (Excel)*  Modélisation financière et intelligence d’affaires  Excel et Power BI  Formations en ligne, en classe, en entreprise  Groupe d’usagers Montreal Modern Excel and Power BI *MVP: Microsoft Most Valuable Professional
  3. 3. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com WEBINAIRES PASSÉS ET À VENIR
  4. 4. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com DÉROULEMENT DU WEBINAIRE  Tableaux de bord vs rapports  Caractéristiques de chacun  Processus itératif  Exemple complet dans Power BI  Démo  Trucs et techniques variées  Ressources complémentaires  Code promo 24 heures
  5. 5. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com TABLEAU DE BORD VS RAPPORTS Tableau de bord Rapport Rapport Rapport Rapport Sous- rapport Sous- rapport Sous- rapport Sous- rapport Sous- rapport
  6. 6. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com TABLEAU DE BORD Niveau 1  Une seule page, un seul écran  Haut niveau, que les informations cruciales, KPI (« key » indicators)  Peut comprendre des données de plusieurs rapports  Valeurs mesurées à une cible  Les visualisations décrivent un état (par opposition au forage)
  7. 7. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com RAPPORT Niveau 2  Une ou plusieurs pages, un seul écran  Vue de plusieurs perspectives d’un jeu de données  Peut comprendre des données de plusieurs sous-rapports  Valeurs mesurées à une cible  Certaines visualisations décrivent un état  D’autres visualisations permettent un peu forage  Répond normalement à 1 question d’affaires précise
  8. 8. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com SOUS-RAPPORT Niveau 3  Une ou plusieurs pages, permet d’aller au-delà de l’écran  Permet de forer davantage un jeu de données  Va jusqu’à la granularité la plus fine donc souvent aucune cible  Permet de découvrir de nouveaux insights  Permet d’intégrer de nouvelles visualisations dans les rapports  Permet de faire du data storytelling
  9. 9. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com PROCESSUS ITÉRATIF Données brutes Traitement de données EXPLORATION RÉVÉLATIONS ACTION TABLEAU DE BORD RAPPORT
  10. 10. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com TABLEAU DE BORD – STEPHEN FEW
  11. 11. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com EXEMPLE – TABLEAU DE BORD
  12. 12. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com EXEMPLE – TABLEAU DE BORD
  13. 13. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com EXEMPLE – RAPPORT DE VENTES
  14. 14. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com EXEMPLE – RAPPORT DES OPÉRATIONS
  15. 15. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com EXEMPLE – RAPPORT DES FINANCES
  16. 16. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com EXEMPLE – SOUS-RAPPORT DE VENTES
  17. 17. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com EXEMPLE – SOUS-RAPPORT DE VENTES
  18. 18. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com DÉMO
  19. 19. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com CODES PROMOS Ce code promo n’est valide que pour les prochaines 24 heures. 25% de rabais 25_Ligne_WebinairePBI Sur l’une ou l’autres des formations en ligne suivantes: • Power BI (niveau 1) • Power BI (niveau 2) • Power BI (niveau 3)
  20. 20. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com RESSOURCES COMPLÉMENTAIRES  Power BI: Reproduire l’approche de Stephen Few  Power BI: Sparkline dynamique affichant les valeurs des x derniers mois  La fonction UNICHAR pour alimenter votre potentiel créatif  Power BI: Analyse de sensibilité  Power BI se bonifie au niveau du « data storytelling »  Créer des rapports financiers pertinents en quelques clics de souris  Power BI: Un tour à 360 degrés  La visualisation de données, un atout stratégique pour votre entreprise  Pourquoi les CFO devraient s’intéresser à Power BI  Power BI: Retombées concrètes pour ce CFO
  21. 21. Sophie Marchand, M.Sc., CPA, CGA, MVP Experte en modélisation d’affaires Site web: lecfomasque.com Cell.: 514-605-7112 Courriel: smarchand@lecfomasque.com lecfomasque.com

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