了得網其他分類_PowerBI 智能財務應用與實戰從新手到高手祝澤文著專業辭典專

●上篇基礎操作章財務管理信息化的趨勢與變革 .........................................21.1 發展與變遷 .................................................................................................. 21.1.1 財務管理的歷史演進 ....................................................................................21.1.2 大數據時代發展變革 ....................................................................................31.2 理想與現實 .................................................................................................. 41.3 方向與變革 .................................................................................................. 51.3.1 合理分類，變廢為寶 ....................................................................................51.3.2 分步實施，接口整合 ....................................................................................61.3.3 商業智能的應用前景 ....................................................................................7第2 章 PowerBI 工具沿革與架構 ................................................82.1 從Excel 到PowerBI 的嬗變 ....................................................................... 82.2 PowerBI 構架 ............................................................................................... 92.2.1 產品構架 ........................................................................................................92.2.2 PowerBI Desktop ..........................................................................................102.2.3 PowerBI 服務（SaaS） ...............................................................................102.2.4 PowerBI Mobile（移動客戶端） ...............................................................112.2.5 PowerBI 報表服務器 ...................................................................................112.2.6 Excel 插件與PowerBI Desktop 的功能對應 .............................................122.3 插件與軟件的獲取 .................................................................................... 132.3.1 Excel 中BI 插件的啟用 ..............................................................................132.3.2 PowerBI Desktop .................................................................................142.4 賬號注冊及界面初識 ................................................................................ 162.4.1 PowerBI 賬號注冊 .......................................................................................162.4.2 PowerBI Desktop 界面初識 .........................................................................172.5 案例效果賞析 ............................................................................................ 22第3 章通過合同模型初識PowerBI ...........................................253.1 建模基礎數據準備 .................................................................................... 253.2 明確幾個名詞概念 .................................................................................... 263.2.1 M 語言 ..........................................................................................................273.2.2 度量值、計算列與計算表 ..........................................................................283.2.3 DAX 數據分析表達式 ................................................................................303.3 模型最終效果展示 .................................................................................... 353.4 數據的導入與清洗 .................................................................................... 363.4.1 使用查詢編輯器導入和清洗數據 ..............................................................363.4.2 從應用的步驟修改導入清洗過程 ..............................................................403.4.3 PowerQuery 與DAX 公式結合創建項目層級 ..........................................403.4.4 層次結構的深化與鑽取效果 ......................................................................533.4.5 創建層次結構報表方法總結 ......................................................................613.4.6 輸入參數數據 ..............................................................................................623.5 日期表建立與應用 .................................................................................... 633.5.1 日期表的建立方法 ......................................................................................633.5.2 標記日期表 ..................................................................................................72第4 章構建模型 ........................................................................754.1 建立模型關繫 ............................................................................................ 754.1.1 使用自動檢測功能創建關繫 ......................................................................754.1.2 關繫類型及交叉篩選器方向 ......................................................................774.1.3 手動創建和修改關繫 ..................................................................................784.2 生成往來款及賬齡計算表 ........................................................................ 854.2.1 定義和修改相關參數 ..................................................................................854.2.2 使用SUMMARIZE 與新建列的方式計算往來款 ....................................864.2.3 計算往來款賬齡 ..........................................................................................904.2.4 標記往來款結清狀態 ..................................................................................944.3 模型最終關繫 ............................................................................................ 954.4 建立分析度量值 ........................................................................................ 964.4.1 隱式度量值與顯式度量值 ..........................................................................964.4.2 建立項目層級度量值 ..................................................................................994.4.3 在度量值中應用切片器 ............................................................................1014.4.4 度量值的分類管理方法與技巧 ................................................................1074.4.5 往來款度量值的定義 ................................................................................1104.5 可視化報表 .............................................................................................. 1114.5.1 定義表頭項目 ............................................................................................ 1114.5.2 定義可視化對像 ........................................................................................1164.5.3 套用切換主題 ............................................................................................131下篇財務應用第5 章財務數據的獲取 ...........................................................1365.1 常用軟件的模式與架構 .......................................................................... 1365.1.1 軟件架構與關繫型數據庫 ........................................................................1365.1.2 從數據庫獲取數據建模原理 ....................................................................1375.1.3 常用財務軟件業務數據邏輯 ....................................................................1385.2 數據字典的獲取與使用 .......................................................................... 1405.2.1 數據字典獲取途徑 ....................................................................................1405.2.2 用友U8 數據字典分析 .............................................................................1405.3 從SQL Server 數據庫獲取數據 ............................................................. 1475.3.1 SQL Server 數據導入操作步驟 ................................................................147PowerBI 智能財務應用與實戰從新手到高手 |5.3.2 科目、憑證及餘額表導入思路及代碼 ....................................................1485.3.3 簡要財務分析模型關繫視圖 ....................................................................1535.4 MySQL 數據庫數據導入 ........................................................................ 1545.4.1 MySQL 連接器插件的安裝 ......................................................................1545.4.2 MySQL 數據導入步驟 ..............................................................................1555.5 數據刷新 .................................................................................................. 1585.5.1 手動刷新 ....................................................................................................1585.5.2 自動刷新 ....................................................................................................159第6 章時間智能在財務分析中的應用 .....................................1686.1 時間智能函數分類 .................................................................................. 1686.2 時期數（損益表）指標 .......................................................................... 1716.2.1 本期發生數 ................................................................................................1716.2.2 本期累計數 ................................................................................................1766.2.3 上年同期數 ................................................................................................1826.2.4 指定期間數 ................................................................................................1846.2.5 數據增減及增減率指標 ............................................................................1866.3 時點數（資產負債表）指標 .................................................................. 1876.3.1 會計科目餘額的計算 ................................................................................1876.3.2 如何進行科目的分組 ................................................................................1926.3.3 在PowerBI 中進行科目分組的過程 ........................................................1996.3.4 報表項目餘額的計算 ................................................................................203第7 章預算管理 ......................................................................2057.1 計量單位轉換 .......................................................................................... 2067.1.1 &n轉換 ............................................................................................2067.1.2 按列排序功能 ............................................................................................2097.1.3 幣種彙率轉換 ............................................................................................2107.2 預算值的設定 .......................................................................................... 2127.2.1 預算數據錄入 ............................................................................................2127.2.2 構建預算關繫 ............................................................................................2137.3 預算對比分析 .......................................................................................... 2147.3.1 預算指標度量值 ........................................................................................2147.3.2 預算差異值指標 ........................................................................................2157.3.3 預算可視化控件 ........................................................................................2167.4 預算進度跟蹤 .......................................................................................... 2247.4.1 設定進度值的方法 ....................................................................................2247.4.2 定義進度預算目標 ....................................................................................2287.4.3 進度預算管理圖表 ....................................................................................228第8 章費用監控與分析 ...........................................................2348.1 基礎準備 .................................................................................................. 2348.1.1 導入素材 ....................................................................................................2358.1.2 建立結構 ....................................................................................................2428.1.3 費用分組 ....................................................................................................2478.1.4 搭建關繫 ....................................................................................................2498.2 建立度量 .................................................................................................. 2498.2.1 本期度量值 ................................................................................................2498.2.2 同比度量值 ................................................................................................2518.2.3 環比度量值 ................................................................................................2518.3 可視對像 .................................................................................................. 2528.3.1 費用結構分析 ............................................................................................2538.3.2 費用同比分析 ............................................................................................2608.3.3 費用環比分析 ............................................................................................2628.4 稅費分析 .................................................................................................. 2648.4.1 稅費分組 ....................................................................................................2658.4.2 度量定義 ....................................................................................................2668.4.3 可視對像 ....................................................................................................268第9 章後期制作與分享 ...........................................................2719.1 封面首頁設計 .......................................................................................... 2719.2 利用書簽跳轉 .......................................................................................... 274PowerBI 智能財務應用與實戰從新手到高手 |9.2.1 添加設置書簽 ............................................................................................2759.2.2 按鈕跳轉報表 ............................................................................................2769.2.3 報表跳轉首頁 ............................................................................................2779.3 發布到網頁版 .......................................................................................... 2789.4 數據對外共享 .......................................................................................... 2809.4.1 組織協作共享 ............................................................................................2819.4.2 手機APP 共享 ...........................................................................................2819.4.3 網頁鏈接共享 ............................................................................................2859.4.4 導出PDF 傳遞 ...........................................................................................286後記 ...........................................................................................289

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