AI Builder Anomaly Detection in Power Platform allows organizations to improve their financial processes. This is the third case of intelligent automation in financial processes in this article series on using the Power Platform’s AI Builder focuses on anomaly detection in accounting entries and financial transactions. This is a highly…
In my previous post, I showed how to use AI Builder to extract structured data from documents in image or PDF format. One of the main advantages of structuring data, as mentioned, is the ability to use it to train predictive models. That’s exactly what we’ll explore in this article:…
In one of the most recent workshops where I spoke, I presented a series of use cases for automating financial processes. The first of these focused on extracting data from documents originally in paper format. What used to be difficult and costly to implement just a few years ago can…
“Power corrupts. PowerPoint corrupts absolutely.” – Edward Tufte In our introductory Power BI training sessions for business users, participants who are experiencing the platform for the first time are looking for a high-level overview: what’s possible and how to build a Power BI report using a simple dataset. This is…
In the interior of Portugal, school-aged children have to travel dozens of kilometers daily to attend school. For many families, the long distance between home and school has been a difficult problem to solve. Fortunately, today, some municipalities offer transportation services that allow these children to reach school on time…
One of the biggest challenges when learning Power BI is mastering the DAX (Data Analysis Expressions) language. It is a powerful tool for data analysis, but it’s hard to learn due to its abstraction and the strict structure of the data model it relies on. A new feature called visual…
Excel is the financial manager’s tool par excellence. Although, in our opinion, it suffers from many weaknesses when it comes to reporting functions, data governance, and its use as a process automation application, Excel remains unbeatable in terms of its function of analyzing and solving complex problems, performing calculations, and…
I started teaching Excel for finance about 10 years ago. In 2015, with the launch of Power BI, I began a series of training sessions on this revolutionary data analysis and visualization technology, focused on business management. Today, we are a team of trainers and consultants, with thousands of trainees…
VBA (Visual Basic for Applications) was created in 1993 by Microsoft and integrated into version 5 of Excel (who remembers!?). Since then, millions of users around the world have sought to automate repetitive tasks in Excel, often turning Excel into applications that serve the most diverse purposes (some quite funny!).…