Hi [[ session.user.profile.firstName ]]

Turbo Charge your Power BI Dashboards

Using Dynamics 365 with Power BI? Frustrated by slow query response times? Struggling to report against transactional data?

If so, don’t miss our next webinar: “Turbo Charge your Power BI Dashboards with Atlas”.
During this webinar, our solutions specialist will show you how Atlas for Dynamics:

•Provides live, record level reporting against D365 data with access to 45+ additional transactional data entities – opening up a whole new world for Power BI
•Massively speeds up D365 query response time with incremental caching – see how queries that took hours now refresh in seconds … delivering snappy Power BI visualizations that keep your business users happy
•Combine multiple data sources to create Power BI dashboards that span D365 and on-premise legacy data
•Improve your financial and operational reporting with real-time reporting in Excel with drill-down into journals, balances and sub-ledgers
… and more!
Recorded Apr 25 2019 42 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Andrei Stefan
Presentation preview: Turbo Charge your Power BI Dashboards

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • How can Financial Analytics Provide a Springboard to Insight? Aug 17 2020 2:00 pm UTC 31 mins
    Gary Simon, Chief Executive Officer of FSN
    FSN’s newly released research, “The Future of Analytics in The Finance Function,” finds that only 14% of analytic effort is insightful.

    More than 50% of companies are simply reliant on cyclical reporting from ERP systems, with very few CFOs having the capability to go the extra mile. And while standard reporting can provide a robust foundation for analytics, rapidly changing circumstances such as Covid-19, or an aggressive acquisition strategy, bring home the need for a more agile response.

    So, the obvious question is, why are so few companies able to deliver insightful analytics and how can CFOs better prepare to answer any financial question sent their way?

    In this 30-minute webinar, Gary Simon, Chief Executive Officer of FSN, and Henry Schumann, Director of Finance at insightsoftware, discuss the crucial information that can be driven from financial and operational data in the quest for better insights and decision-making.


    Gary Simon is the Chief Executive Officer of FSN and Leader of the Modern Finance Forum for CFOs. He is a graduate of London University, a Fellow of the Institute of Chartered Accountants in England and Wales, and a Fellow of the British Computer Society. Gary has more than 30 years’ experience of implementing management and financial reporting systems. He is the author of four books and a popular independent speaker on market developments.

    Henry Schumann is Director of Finance at insightsoftware. With more than 30 years of experience in the finance sector, Henry has an extensive career spanning multiple industries and using various software packages to maximize financial functions such as forecasting, budgeting, process improvement and documentation, variance analysis, NPV, IRR, ROI, capital planning, credit analysis, transfer pricing, ERP implementation, and financial reporting to executives and boards.
  • How Financial Intelligence Can Help Improve Strategic Analysis Recorded: Jul 29 2020 57 mins
    Mark Pockl, SAP Senior Solution Engineer at insightsoftware
    Something all SAP users knows is that when it comes to creating timely reports, they face different challenges both in terms of data access and manipulation. Being forced to rely on IT to create the reports often means organizations must spend too much time preparing the data, instead of analyzing it, preventing them from gaining a real-time, relevant picture.

    This is where Financial Intelligence comes in. But what is Financial Intelligence? And how can it help organizations access real-time, accurate, and drillable data and easily identify the key indicators you should focus on to achieve better results?

    Register for our webinar to discover more on how to leverage your SAP data and improve your organization’s outcomes.
  • A Management Reporting Transformation: Sage & CXO Recorded: Jul 28 2020 45 mins
    Vincent Lucey, Sr Enterprise Executive - insightsoftware & Andrew Murphy, Finance System Manager - Sage
    Register to our on-demand webinar to learn how Sage, a global market leader of business management software for small and medium sized companies, transformed their management reporting production by 5 days. During this 45-minute webinar, we’ll take you through Sage’s journey to understand exactly how they were able to dramatically reduce their monthly management reporting time.

    Key takeaways include:

    - The impact of having a reliable, universally accepted single-source-of-truth
    - How quickly CXO was deployed and configured
    - And how global decisions could be made quicker and smarter
  • The importance of an agile reporting process in uncertain times Recorded: Jul 24 2020 26 mins
    Mark Pockl, SAP Senior Solution Engineer at insightsoftware
    The coronavirus’ crisis forced organizations around the world to drastically change the way they approach business. The Office of the CFO has been tasked to guide the organization across emerging realities that change almost daily.

    During this session, Mark Pockl, Sr SAP Solution Engineer at insightsoftware discusses and demonstrate how to implement an effective, agile reporting approach that effectively supports your business to answer ad-hoc questions accurately, identify critical scenarios, and quickly implement powerful, data-driven actions. Mark also shares how you can get free access to insightsoftware’s SAP reporting solution for 60 days, with free training and implementation.
  • Turning Your Data into a Powerful Story Recorded: Jul 23 2020 19 mins
    Paul Coughlan, insightsoftware
    Since companies spend so much time pulling the numbers together, the strategic value of financial reporting is often lost. Being able to generate an impactful story to motivate and drive performance is now a key component to company strategy and success.

    Register for our webinar on how data-driven stories can give leadership the information they need to make more informed decisions. Learn how finance and storytelling make a powerful team, where we’ll cover:

    - Crafting your financial story
    - The 6 steps to follow
    - Arming your team with the right data
    - The end goal of building impactful stories
  • Future Proof Your EBS Investment now and to Cloud Recorded: Jul 22 2020 31 mins
    John Brooks, Oracle EBS Specialist insightsoftware
    If you’re an EBS customer, the notion of moving to the cloud in the future can leave you wondering what is going to happen to your reporting. Between creation and migration, you’re going to want to make sure the transition to the cloud is as seamless as possible.

    Register for our webinar with Oracle EBS Specialist John Brooks where he will share how you can:

    - Get the most from your EBS investment with third-party finance-owned reporting solutions.
    - Save time each month with self-serve, real-time reporting.
    - Build finance-owned reports that include the ability to drill-down to detail for easy reconciliations.
    - Easily move all data and reports to the Cloud when it’s time.
  • A Management Reporting Transformation: Sage & CXO Recorded: Jul 14 2020 46 mins
    Vincent Lucey, Sr Enterprise Executive - insightsoftware & Andrew Murphy, Finance System Manager - Sage
    Register to our on-demand webinar to learn how Sage, a global market leader of business management software for small and medium sized companies, transformed their management reporting production by 5 days. During this 45-minute webinar, we’ll take you through Sage’s journey to understand exactly how they were able to dramatically reduce their monthly management reporting time.

    Key takeaways include:

    - The impact of having a reliable, universally accepted single-source-of-truth
    - How quickly CXO was deployed and configured
    - And how global decisions could be made quicker and smarter
  • A CFO’s Roadmap for Introducing New Technology to Streamline Financial Processes Recorded: Jul 13 2020 60 mins
    Hamilton Beck, Solution Engineer - insightsoftware, Chris Misel, Director of Financial Business Intelligence - Alliance Data
    Watch our recorded Webinar “A CFO’s Roadmap for Introducing New Technology to Streamline Financial Processes,” where we provide a plan that finance leaders can adopt when they’re ready to explore new financial reporting processes. In addition, you’ll hear from the Director of Business Intelligence at Alliance Data, who will discuss how they went through the process of adopting new technology in order to streamline their financial processes, and how to:

    - Identify your company’s biggest issues with retrieving the proper data to signal how well your company is performing
    - Review the effects these issues have had in your company, and what your company plans to achieve by solving the issues at hand
    - Determine how new financial technology can make your processes more efficient and accurate
    - Create a successful business case for procuring new reporting software solutions
    - Develop a plan of change within your organization that is both collaborative and disciplined
    - Gain instant access when you submit your information in the form.
  • Empower Your Remote Finance Team with Excel Based Reporting Recorded: Jun 25 2020 19 mins
    Kevin Gibson, Senior Solution Engineer
    Finance teams are needing to provide answers to challenging questions which often require new reports and the ability to analyze data in new ways. Working remotely has added a layer of complexity as many finance users rely on IT to build new reports and drill to the information they need.

    Now, more than ever, you need the right tools to be successful. See how to:

    - Access real-time data from your ERP using Excel
    - Build your own refreshable reports without IT help
    - Quickly provide answers to today’s (and tomorrow’s) questions
    - Drill down to the detail you need to answer key questions
  • CFO Panel | How to Navigate Your Business Through This Uncertainty Recorded: Jun 10 2020 45 mins
    David Woodworth – CFO, insightsoftware
    As global concern about the COVID-19 outbreak continues, businesses around the world are under tremendous additional pressure to adapt to a quickly shifting situation. Watch our on-demand webinar where you’ll hear from leading Finance executives and advisors about how they’re managing their businesses through this period and what advice they have for other businesses facing similar challenges. Topics include:

    - What should CFOs be doing to maximize their effectiveness and influence?
    - How do the impacts of COVID-19 compare to prior crises?
    - How do you put scenario models into action?

    Panelists include:

    - David Woodworth – CFO, insightsoftware
    David is the chief financial officer at insightsoftware. Most recently, he held CFO roles at Trilliant and M Modal after beginning his career at Ernst & Young. He focuses on driving value in strategic direction, operational organization, and financial recapitalization.

    - Brian Shaw – CFO, Discovery Education
    Brian is the chief financial officer at Discovery Education. Most recently, he held senior finance roles at Red Ventures and Time Warner Cable after beginning his career at Ernst & Young.

    - David Coles – Managing Director, Alvarez & Marsal
    David is a managing director with Alvarez & Marsal North America Commercial Restructuring. He has more than 25 years of financial restructuring experience and has deep experience working with executive teams in senior advisory and interim C-suite roles.

    - Gary Michel – Strategic Advisory Board, Genstar Capital
    Gary is a member of Genstar’s Strategic Advisory Board, working with portfolio companies to improve financial leadership and operational performance. Previously, he held CFO roles at TravelClick and Register.com.
  • 5 Ways to Knockout Time from Your Oracle Subledger Reporting Recorded: Dec 17 2019 51 mins
    Gregg van der Westhuizen
    Do you feel like your Oracle E-Business Suite (EBS) financial and operational reporting is more complex and time-consuming than it should be? Are even supposedly simple drill-downs unnecessarily manual and difficult?

    If this sounds like you, watch this webinar where you can experience how Excel4apps Wands knocks Oracle reporting out in a head-to-head comparison of common financial and operational reporting tasks. See how you can easily reduce your reporting time by up to 70% and improve your data accuracy and security with a direct connection between Oracle EBS and Excel.

    Join Gregg van der Westhuizen, senior solution engineer, as he takes you through five rounds of easy productivity gains with examples from Procure to Pay and Invoice to Cash:

    Round 1 – Drill down to a live Account Analysis report in Excel to analyze subledgers
    Round 2 - Reconcile Accounts Payable trial balance to General Ledger
    Round 3 - Drill down to detail and compare transactions between General Ledger and Accounts Payable
    Round 4 - Use pre-built report templates to create refreshable intuitive Accounts Payable and Accounts Receivable dashboards in Excel
    Round 5 - Deployment of reports to allow for team collaboration

    This is one show you won’t want to miss!
  • What’s New in Excel for Financial Professionals Recorded: Dec 12 2019 57 mins
    Microsoft has announced several new calculation functions for Excel, from a better XLOOKUP function to new dynamic array functions SORT, FILTER, UNIQUE, and SEQUENCE, to a new geography and stock function FIELDVALUE. While these functions are already in Excel for Office Insiders, you should expect them to arrive in your subscription of Office 365 soon.

    During this one-hour webinar, Mr Excel will demonstrate:

    •How XLOOKUP is faster and less error-prone than VLOOKUP
    •XLOOKUP's ability to return all 12 months in a single formula, which is exciting enough to make the INDEX/MATCH people switch
    •How to return geography and stock price information using FIELDVALUE
    •Sort and filter with a formula using SORT, FILTER, and UNIQUE
    •How the lowly SEQUENCE function will super-charge all calculation functions in Excel.

    Register today to save your seat an learn how to excel in these new releases.
  • Business partnering: Delivering strategic value & empowering careers Recorded: Nov 27 2019 48 mins
    Ernie Humphrey
    The role of financial professionals is changing at an incredible speed thanks to new technology such as automation and artificial intelligence. Repetitive and low-value tasks are disappearing, meaning that new opportunities are opening for finance personnel to shape their own professional life.

    In this webinar, we will talk about how to best prepare for the future and flourish in the new role using business partnering and your unique knowledge of the business to drive through change and make a difference.
  • Lucy Group: Transforming reporting processes in Hyperion and OneStream Recorded: Nov 18 2019 27 mins
    Guy Hill, Group Reporting Manager at Lucy Group
    Do you feel the panic as the end of the month approaches? Does your team turn into shadows of themselves, working night and day to manage the month-end close?

    That was the situation for the British multi-national Lucy Group. The team were trapped in repetitive and manual reporting processes. The financial function felt more like report creation on auto-pilot with no time to add value to the business with in-depth analysis. They were creating 100-page static reports that were sent by post to their business units abroad.

    But times have changed at Lucy Group and now they create reports with just a mouse-click, and all their old reports have transformed into dynamic dashboards. Reports are sent to the business units abroad digitally within seconds.

    Learn more about Lucy Group’s journey to automated reports with drill-down capabilities and real-time updates in this 30-minute-long webinar.
  • 5 Reasons to Love Your JD Edwards Reporting as Much as You Love JDE Recorded: Nov 13 2019 32 mins
    John Brooks
    Do you love JD Edwards for it's flexibility and ease-of-use? But, do you wish its reporting was just as flexible and easy?

    Don't miss this webinar to discover 5 ways that Hubble, insightsoftware's purpose-built JDE reporting solution, can give you the reporting you've always dreamed of:
    •Day one time-to-value with an extensive library of JDE-specific content
    •Drillable, real-time data instead of static snapshots in Excel
    •Freedom from JDE silos, with multiple data views
    •An end to manual data mapping
    •IT independence and governed reporting

    Register today to see how Hubble's JDE smarts can help you hit your strategic goals.
  • Challenges with Oracle BI - 5 Ways to Resolve the Gaps Recorded: Oct 22 2019 61 mins
    Malcolm Hewlett
    Are you an Oracle BI user? Have you experienced challenges with the changes recently announced? Or, are you trying to get the most out of your Oracle BI products? Join us for this hour-long conversation with two Oracle experts to help resolve five big challenges with Oracle BI.

    Sign up for "Challenges with Oracle BI - 5 Ways to Resolve the Gaps" to learn:
    •How do all the Oracle products interface with one another
    •What some challenges with Oracle BI reporting are, including not real-time and heavy reliance on IT to build reports
    •How you can resolve Oracle BI gaps easily and inexpensively
  • Leveraging Excel in Financial Reporting to Deliver Data Truth Recorded: Oct 17 2019 46 mins
    Ernie Humphrey
    Is it possible to achieve data truth with Excel? 

    Join us for a webinar to discuss what it means in theory and how it works in practice. What are the challenges financial professionals face in their day-to-day life to guarantee accurate data? Hours spent on gathering data to make sure they have the latest numbers; resulting in too much preparation and too little time to do the analysis. 

    In this webinar you will get some hands-on tips and tricks to help you champion your next month-end close.
  • Top 10 Steps to Adopting Financial Technology Recorded: Sep 24 2019 58 mins
    Chris Walsh
    New software can be both expensive and time-consuming to implement. Once in place, they are, normally, with you for a long time.
    Therefore, it’s important to do the research and ground work before deciding what solution to choose. Identifying your pain points, achieving your ideal solution and evaluating possible providers, it’s all easier said than done. That’s why we want to share our expertise and provide you with some important advice along the way.
    Check out our easy-to follow top 10 steps to implement financial software to help you migrate to a successful software adoption.
  • Are you using Unsupported Oracle Discoverer? Recorded: Sep 10 2019 60 mins
    Robyn White and Gregg Van Der Westhuizen
    With Oracle Discoverer being discontinued, do you have an alternative solution in place yet? If you're still looking for an answer, join our free webinar to learn about two incredibly powerful alternatives for Oracle Discoverer: insightsoftware's Hubble and Excel4apps Wands.

    During this webinar, Oracle expert Gregg Van Der Westhuizen will walk you through the features and benefits of Excel-based reporting and web-based dashboards. You'll learn about:

    - How customers have saved time and successfully moved from Discoverer
    - How these tools complement your existing OBIEE or BI strategy
    - What your Discoverer reports will look like for each solution
    - Analyzing and consolidating your Discoverer reports before converting them to a new solution
  • Bringing Your Financial Data to Life Recorded: May 30 2019 54 mins
    Bill Jelen
    Bill Jelen aka MrExcel shows finance users how to bring your financial data to life with these 6 Excel tips.
Revolutionizing Financial Reporting and EPM
insightsoftware is on a mission to help companies turn their financial & operational data into better business outcomes that drive growth and ROI. Through their innovative, turn-key reporting and performance management solutions, insightsoftware provides users with real-time access to data-driven insights in an efficient, cost-effective and secure manner. Featuring integration support for over 130 tier 1 and tier 2 ERP systems, as well as full integration into Microsoft Excel, the company has the experience and flexibility to help business leaders unlock the power of their business data so they can understand, manage and optimize their business with ease. More information about insightsoftware can be found at www.insightsoftware.com.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Turbo Charge your Power BI Dashboards
  • Live at: Apr 25 2019 10:00 am
  • Presented by: Andrei Stefan
  • From:
Your email has been sent.
or close