Power BI
      Back to home
      1. Knowledge Base
      2. Power BI

      Use Wiise Financial Dashboards in Power BI 

      Overview: 

      • Profit and Loss report
      • Actual vs Budget report 
      • Accounts Payable report
      • Accounts Receivable report
      • Cashflow Insights report

      Why Use Wiise Financial Dashboards in Power BI? 

      Wiise Financial Dashboards in Power BI give you real-time visibility into your business’s financial performance through key metrics. These metrics help you make efficient, informed decisions by consolidating financial data into interactive reports and visual insights. 

      Before you Begin: 

      1. Make sure that Wiise Dashboards are installed and connected to Power BI.
      2. When you access the Profit and Loss or Actual vs Budget reports, you can select various date ranges. Select the Period drop-down to select the date range for your Profit and Loss or Actual vs Budget report: 
        1. This week: From the first day of the week to today. 
        2. This month: From the first day of the current month to today. 
        3. This quarter: From the first day of the quarter to today. 
        4. This fiscal year: As set up in Wiise (default: 1 July to 30 June). 
        5. This calendar year: From 1 January to today. 
      3. Budget name: When you’ve created a budget in Wiise, you can select the budget to compare against actuals. Select the Budget name drop-down to apply a budget on your Profit and Loss or Actual vs Budget reports. 

      Tip: To navigate any dashboard, you can hover for tooltips and drill through details.  

      How to Use Wiise Financial Dashboards in Power BI? 

       1. Profit and Loss  

      1. Select the Profit and Loss menu. The Profit and Loss Power BI reports display. 

        6

      2. Here’s how to read and understand the tiles on the Profit and Loss report metrics:

        PL report 1
      3. You now know how to use the Profit and Loss report in Power BI. 

      2. Actual vs Budget 

      1. Select the Actual vs Budget menu. The Actual vs Budget Power BI reports display.

        pi1
      2. Here’s how to read and understand the tiles on the Actual vs Budget report metrics:

        A v B report
      3. You now know how to use the Actual vs Budget report in Power BI. 

      Note: The variance percentage rate is shown in red or green to indicate change compared to the previous period. Green indicates a favourable change, while red indicates an unfavourable change. 

      3. Accounts Payable 

        1. Select the Accounts Payable menu. The Accounts Payable Power BI reports display. 

      1
          Here’s how to read and understand the tiles on the
      Accounts Payable
         report metrics: 
      AP report

      4. Accounts Receivable 

      1. Select the Accounts Receivable menu. The Accounts Receivable Power BI reports display.
        2

      2. Here’s how to read and understand the tiles on the Accounts Receivable report metrics:AR report

      Note: Each Wiise Power BI dashboard includes a Provide your Feedback link. When you select it, a new tab opens where you can easily share your thoughts on the dashboard. 

      1

        What’s next?
             

            Find out how to
        refresh 
          your Power BI dashboards. 
        Need more help?
            No problem, that's what we're here for. Reach out to 
        support@wiise.com
           anytime you can't find what you're looking for.    your Power BI dashboards.