Discuss using Power BI as a reporting tool (7-10 minutes) 


    •     Can combine companies, accounts, departments, period ranges (YTD,QTD, even specific date periods) 

    •     Can go beyond the column and rows to include other metrics (bar chart, pie chart,etc.) 

    •     Faster than most other reports 

    •     Interactive Disadvantage 

    •     Some level of SQL knowledge/GP table knowledge 

    •     Some experience with Power BI / DAX  Sample Summary P&L report – demonstrate the build (25-30 minutes) [Income, COGS, Gross Profit) 

    •     Where to get the data 

    •     What metrics to use 

    •     Slicer/Date Selector

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