Financial Summary Dashboard (Power BI)

Financial Summary Dashboard (Power BI)
Financial Summary Dashboard (Power BI) - Image 2
Financial Summary Dashboard (Power BI) - Image 3

Gain a financial view of your investments by comparing actuals to planned cost and planned benefit.  Report views include:

  • Financial Summary
  • Planned Benefit vs Actual Cost
  • Actuals vs Planned Costs

Demo Video – https://www.youtube.com/watch?v=uyDSbbgG1O8&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=2

The main .rpt file will access data through the Data Warehouse.  For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.

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Download Details

RegoXchange Content ID: EX2343

Submission Date:

Submitter:

Content Type: Business Intelligence

Related Modules: Financial Management

Company: Rego Consulting

Version Support

Versions Supported: 16.x+

Special Instructions

Special Instructions: See RegoXchange item #EX1565 – “Using RegoXchange Power BI Reports – How to Update the Data Source” for more details on implementing this report.

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