Transforming Spreadsheet Reporting into Power BI Insights
A large multinational organization, particularly active, relied heavily on spreadsheets for financial performance reporting. This traditional approach was time-consuming and increasingly misaligned with the growing demands of the business.
- Industry Large multinational with significant
- Problem Spreadsheet-heavy, manual financial reporting; outdated IT systems
- Solutions Power BI dashboards developed via an Iterative Dashboard Methodology
Deliverables
Interactive dashboards presenting sales performance KPIs such as actual versus target, budget comparisons, and trend lines at both regional and granular levels (e.g., by product segment or business group).
Fully automated data model that regularly refreshed, blending sales, budget, and finance data eliminating manual fusion steps.
Challenges
Results & Impact
Time savings
The new setup eliminated repetitive, manual work, providing users with timely and accurate insights.
Improved visibility
Users gained an at-a-glance understanding of business performance through rich visuals, improving their ability to monitor trends and pinpoint areas needing attention.
Focus shift
Executives and finance teams could shift their time from preparing reports to analyzing results and driving decisions.
Solutions
Power BI with Iterative Dashboard Methodology
- After participants experienced a Dashboard in a Day workshop, the organization recognized Power BI’s potential. The team leveraged an Iterative Dashboard Methodology (IDM):
- Inspiration Session: Workshops where stakeholders defined core questions and data needs.
- Dashboard Development: Designers and developers collaborated closely, creating intuitive dashboards and refining them through real-time feedback.
