General Discussions

Has anyone been able to include balance sheet KPI's in their Insights Power BI Dashboard?

Thanks for your question, Morgan.

@Anton Medvedev or @Rachel Taguicana, can either of you point Morgan to a solution?

Hi Morgan, are there any specific KPIs you are tracking? Additionally, are you loading closing balances into Vena or the month-over-month deltas?

Looping in @Shivam Raval as the SME.

Hi Morgan, Certainly! we're delighted to assist! To better understand your requirements for incorporating Balance Sheet KPIs into Insights Power BI Dashboard, we'd appreciate some more details. Could you please provide us with the specific KPIs you're looking to include, and any particular visualizations or metrics you have in mind? The more information you can share, the better we can tailor our assistance to your needs.

We'd like to offer the opportunity to set up a call at your convenience where we can walk through additional details and discuss your requirements regarding Balance sheet KPIs for your Insights Power BI Dashboard.

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Shivam Raval
Solutions Manager
Vena Solutions
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