Summary

Completed

In this module, you learned about:

  • Key concepts and processes that are involved in Business performance planning by using Microsoft Power BI.
  • Cubes, which are data structures that you can use for modeling and analyzing data, and they consist of dimensions and fact data.
  • Dimensions, which are descriptors that define the facts, and fact data, which are numeric values that you can aggregate and analyze.
  • How to create and use a cube in Power BI by assembling the cube, selecting dimensions, and loading fact data.
  • The specialized toolkit of Power BI visuals that's available for financial planning and that streamlines processes and promotes accuracy, efficiency, and agility.

The main takeaways from this module are:

  • Business performance planning in Power BI offers a comprehensive solution for financial planning and analysis.
  • By using cubes, dimensions, and fact data, users can gain insights and make informed decisions.
  • The specialized toolkit of Power BI visuals provides planning and financial reporting functions, ensuring standardized planning across the enterprise.
  • You can't add or remove dimensions after you finalize the cube structure.
  • The installation and configuration of the Business performance planning app and Power BI visuals require certain prerequisites, such as a Power BI license and a Dynamics 365 Finance license.

More reading

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