FreshBI

FreshBI's Success Director, Leah Kirkup introduces her vital role to ensure your business goals stay on track. To learn more about how FreshBI will elevate your data dreams visit https://www.freshbi.com.

A Business Workflow is a visual representation of steps through a business activity used to support and validate your Business Intelligence Objectives.

STEP by STEP: https://www.freshbi.com/blogs/salesforcetemplateapp If you use Salesforce and your organization is data savvy then this Power BI Template App is for you. The purpose of the Power BI Template App is to aid your business decisions around your Sales Pipeline. It does this through displaying your Sales Pipeline in various visual ways. Overview: Total Pipeline in $ Total Amount that has hit our Pipeline over the past 6 months Win Rate of all activity to-date Total # of deals closed over the past 6 months Expected Sales (Entire Pipeline x Probability of Close for each deal) Pipeline By Stage: Visualize your entire Pipeline in the order of the value attributed to each stage of the sale. 6 Month Pipeline on the Closing Month, segmented by Stage: See your predicted close dates for all deals, segmented by their current stage of the sale. https://www.freshbi.com

STEP by STEP: https://www.freshbi.com/blogs/stripe If you use Stripe to collect payments and your organization is data savvy then this Power BI Template App is for you. The purpose of the Power BI Template App is to aid your business decisions around your cash inflows from Stripe. It does this through displaying all cash inflows for the past 30 days and cash that is en route to you bank account from Stripe. At a snapshot you can determine: CASH RECEIVED (PAST 30 DAYS): This shows the Cash amounts received on each day over the past 30 days FEES PAID FOR THE PERIOD: Total fees that you’ve paid to Stripe fro the transactions for the past 30 days plus transactions for the cash that is en route to your bank. YOUR MRR (PAST 12 MONTHS): Calculates your MRR by averaging the past 12 months or Monthly Recurring Revenue IMMINENT CASH: This shows the Cash en route to your bank from Stripe and the date which you can expect each deposit

This video shows you how to use the ‘Quick Reports’ Power BI Custom Connector for Xero Accounting to expose the list of the reports below that reside in Xero Accounting. The reports below represent the data-sets that drive all the reports in Xero Accounting and therefore present you with the opportunity to use these data-sets for a variety of Power BI Dashboards. Balance Sheet Bank Summary Budget Summary Executive Summary Profit And LossTrial Balance Get the ‘Quick Reports’ Power BI Custom Connector for Xero Accounting here: https://app.moonclerk.com/pay/51ahg9ykzxiz

This 1 hour consulting session aims to Launch your organization in the direction of success with your Power BI deployment through achieving 2 things for you and your organization: POWER BI DEPLOYMENT AND ARCHITECTURE - Get your Power BI questions answered as you begin your Power BI Journey - Learn the key Power BI Deployment Best Practices for getting started AND POWER BI DASHBOARD BUILDING ADVICE - Obtain counsel on specific Power BI solutions that you’re building - Get Advice on Dashboard Design Best Practices https://www.freshbi.com

This custom connector allows you to bring your Xero data into Power BI in a slick, easy way with no refresh latency. Watch the blog on how to use this Custom Connector: https://www.freshbi.com/blogs/xeroconnector

A quick example from FreshBI on how to use Power Apps, Blobs, Power Automate (Flow) and Power BI together. Imagine you are responsible for the collection of data from an unruly set of vendors. You want to make a vendor facing portal for vendors to easily upload files and automatically have them submitted to an approval process. Once approved they get added to the reporting dataset for consumption in Power BI. https://www.freshbi.com Shane Young Video: https://www.youtube.com/watch?v=3QaiM8SeWfM

Creating layouts in Power BI that facilitate the creation of Financial Statements is the type of solution that we often help our customers deploy. Our Blog on the topic is here... https://www.freshbi.com/research/financials-in-powerbi-version-2

Wouldn’t it be nice to pick your entire Power BI Solution off the shelf - one crafted for your specific business needs and your specific data structure. Power BI Template Apps are designed to be such an out-of-the-box solution and this offering is an example of such for a Power BI Solution for Sage 300. Blog Post: https://www.freshbi.com/research/sage300frtemplate-w8a93 Link to Power BI Solution: https://app.powerbi.com/Redirect?action=InstallApp&appId=58de3d85-c9cb-4a88-99ed-2eb597bca335&ownerId=ca22abb1-679f-442f-ba4d-885fe5b1e464&packageKey=ccf30d0a-72d3-4c3a-9919-217c1ce492efQsZN4g2ZuOASnGW0PrhWUXg4Y-B-yNiAYtLuuUiCl7I

Maintaining a high-performance standard for your Power BI Solutions is what differentiates Good from Great Power BI Solutions. Implementing Performance Best Practices for Power BI is critical to owning scalable solutions that grow with your business and your information needs. This High-Performance Tuning engagement is a Professional Service that offers a comprehensive upgrade to your Power BI suite of solutions, covering all the aspects of your solution and your environment that may impede the performance of your Power BI Solutions - ranging from system diagnosis to well-tuned solutions. https://www.freshbi.com

Maintaining a high-performance standard for your Power BI Solutions is what differentiates Good from Great Power BI Solutions. Implementing Performance Best Practices for Power BI is critical to owning scalable solutions that grow with your business and your information needs. This workshop enables your team to understand all the aspects of your solution and your environment that may impede the performance of your Power BI Solutions - ranging from system diagnosis to well-tuned solutions. https://www.freshbi.com

This video is very basic and is an extract from the 'Introduction to R in Power BI' training content behind the link below. https://www.freshbi.com https://github.com/FreshBI/R-in-PowerBI-Training-Pack

Have you ever needed to switch data sources while you build and test your dashboards? Using Power Query you can do this with little effort....see how. http://www.freshbi.com

The Microsoft Data Gateway is a very legitimate option for facilitating a hybrid data platform environment, specifically for spanning your data between on-premise and cloud environments. If you have data on-premise and wish to enrich your data through cloud services like Azure or deliver your data through modern analytics platforms like Power BI then the Data Gateway is a robust option for achieving this. https://www.freshbi.com/research/power-bi-data-gateway

Watch this video to learn how to create custom paginated report layouts in Power BI.... Below is the updated video and blog on this topic: VIDEO: https://www.youtube.com/watch?v=Berk2sdqJjo BLOG: https://www.freshbi.com/blogs/financials-in-powerbi-version-2

Are you looking for a modern BI Semantic Model as the engine behind your Power BI Dashboards? This video walks you through setting up Azure Analysis Services for on-premise data, flowing the data through the robust architecture of Azure Analysis Services and then delivering the results to your beautiful Power BI Dashboards. http://www.freshbi.com

This Power BI Solution Template for Quickbooks Online is the fastest Power BI deployment for Quickbooks available to mankind. Company consolidations, inclusion of any data, anywhere and access to the full Azure Data Platform is what you get with this Solution Template for QBO. Get your power BI Solution Template for Quickbooks Online here: https://appsource.microsoft.com/en-us/marketplace/apps?product=pbi-solutiontemplates www.freshbi.com

Analyze all your Twitter data with our scalable and extensible Power BI solution template. The Power BI team does a much better job of explaining the Power BI Solution for Twitter @ https://appsource.microsoft.com/en-us/product/web-apps/microsoft-powerbi.pbisolntemplate_cmpgnbrandmgnt_twitter?tab=Overview but this video shows you what the steps are once you decide to proceed with obtaining the Power BI Solution Template for Twitter and a quick look at the Azure resources that it spins up. Download the Power BI Desktop here https://powerbi.microsoft.com/en-us/desktop or get it in the Microsoft Store. Github Repository for the Power BI Solution Template for Twitter: https://github.com/Microsoft/Business-platform-solution-templates/tree/master/Template/Microsoft-TwitterTemplate http://www.freshbi.com

We find that organizations adopting the Power BI Service all have hybrid needs to some extent. One of the distinguishing strengths of Power BI is its rich ecosystem of complimentary Microsoft products, including Excel. 'Analyze in Excel' is a great way to share the same powerful data model between Power BI and Excel. http://www.freshbi.com

Power BI Bookmarks were introduced in the Power BI Desktop October 2017 release and have proven to be revolutionary for creative data story-telling in Power BI. Learn more about Power BI Bookmarks here: https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-bookmarks http://freshbi.com

SQL Server or SQL Server Analysis Services are rock solid platforms for creating a Semantic Data Layer, to centralize intelligence and business logic across your organization and upon which to build Power BI Dashboards. This video demonstrates a very basic setup from SSAS to a basic Power BI Dashboard. http://www.freshbi.com

We found the new Timeline Story-Telling Visual to be a great fit for getting an overview of the timeline of a project and all its salient events. This time-lapse takes you through the construction of the visual using project data. http//:www.freshbi.com

Dashboard Design is a service that we have packaged for you so that you can quickly obtain a design that is tailored and branded for your business and that tells the story that matches the mental models that you have about your business. We rely on the design principle of ‘Simple Design and Intense Content’ and we target that energy rich intersection of Facts, Beauty and Story, to design a dashboard that embodies the personality of your business. We recommend Dashboard Design as the first step for most Business Intelligence projects, because powerful analytics deserve a 1st class delivery system. We highly recommend Power BI for Dashboard Design but this service is agnostic to the BI Service that you select to use as the output of this design can be applied to any BI Service of Software. http://www.freshbi.com

Arguably the most important ecosystem in your business, the Cash Conversion Cycle is a gauge on the performance-driving elements of your business…..and surprisingly, most CEO’s do not know what the measure of their Cash Flow Conversion Cycle is, in number of days or how to reduce that number effectively. The FreshBI ‘Cash to Cash Dash’, powered by Power BI, measures your Cash Conversion Cycle and it also reveals how each team contributes to the speed of this cycle. It also includes a Power BI What-If Analysis. http://www.freshbi.com