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…
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…
“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…
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…
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…
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…
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…
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…
Sometimes it is necessary to write a report in text format, in Word, for example, which contains data relating to a specific indicator. The most common process is to write the text separately from the numerical values, filling in the…
The scenario is common to many companies: they receive hundreds or thousands of documents per year from their suppliers and want to automate the archive according to their business rules. This facilitates organization, auditing, research and internal control. In this…