Power BI Analysis Of Quickbooks Data

Rob Collie shows how to use QQube to help with Quickbooks data analysis:

Our financials are the logical first place to start.  And our financials are in the hands of our accounting firm.  Specifically, they are stored in Quickbooks.

This, of course, poses a problem.  Because like ALL accounting and ERP systems, Quickbooks is primarily focused on being a great accounting system.  A system that collects, stores, organizes, and routes data.  Quickbooks is NOT an analytics tool.

And being an analytics (or BI or reporting, whatever you call it) tool is a full-time job.  ANY system whose job it is to collect/organize/route data will NEVER be sufficient for reporting and analysis.  NEVER.  I’m not kidding.  We should never expect different, and that’s not a “knock” on these vendors.  It’s just too many missions for any one company to execute.

This is a nice walkthrough of how you can apply visualization and analytics concepts, especially in a small business scenario.

Related Posts

Drawing SSIS Packages as SVGs

Bartosz Ratajczyk continues a series on taking SSIS packages and generating SVGs from their control flows: To make things harder, the layout of the sequences and tasks is not some nested XML structure. All of the elements have the same parent – <GraphLayout>, meaning all of them are at the same tree level. Also – there […]

Read More

Removing Text Between Delimiters in Power Query

Imke Feldmann has a new M function for us: While there is a native function to fetch text between 2 delimiters in Power Query, there is no such function that removes the text instead. Therefore I’ve created a custom function Text.RemoveBetweenDelimiter. It even lets you choose to remove the delimiters themselves as well via the […]

Read More

Categories

December 2015
MTWTFSS
« Nov Jan »
 123456
78910111213
14151617181920
21222324252627
28293031