Portland Power BI Meetup

MARK WALTER (Industrial Finishes and Systems) - A Power BI Spin on Accounting and Finance Reports

During Mark's talk, he will demonstrate how Industrial Finishes and Systems, Inc. (IFS) has used data and Power BI to provide everything from Corporate analytics, to external customer dashboards that help highlight added value and areas of profit improvement. He will demo how he built a drillable P&L statement with visualizations that compare year over previous year. He will also show his methodologies for highlighting material changes that are used to communicate to field managers succinctly.

Mark is an Accounting and Analytics Manager at IFS. Since 1958, Industrial Finishes and Systems, Inc. (IFS), a Nationwide distributor, has brought complete system solutions to Auto Body Shops, RV manufactures, Wood product producers, and Aerospace industries. He is originally from Honolulu Hawaii but lived much of his adult life in the Seattle area where he majored in Finance and Accounting. Mark is an long time Excel power user, and today focuses on DAX/M and promoting a data driven culture. Mark enjoys speaking locally with networking and professional groups, helping to promote and build awareness of Power BI in the workplace.

REID HAVENS (Havens Consulting) - Designing an Impactful KPI Scorecard in Power BI

Knowing the right visuals, DAX, and design to build out a professional scorecard report can be challenging. Leverage native and custom visuals, DAX calculations, and design practices to build out a quality Power BI scorecard template to use for your business. The scorecard talk will be broken down into three sections. Section one will cover the basics of the report design by leveraging a DAX calculated table inside a Matrix Table visual. Section two will cover DAX measures, KPIs, and conditional formatting. The final section three will cover custom visual sparklines, and design practices to clean up the report for delivery to the client.

Reid is the Founder of Havens Consulting Inc. and Microsoft MVP. He has a formal background in technology and organizational management, having obtained separate Master's Degrees in Organizational Development & Business Analytics. Reid has experience working with many of the Fortune 50, 100, & 500 companies. Additionally he guest lectures at the University of Washington and other universities, teaching Business Intelligence, Reporting, & Data Visualization.

Embedded Report Example:
http://www.havensconsulting.net/files-and-templates