Atlanta MS BI and Power BI Group Meeting on December 5th (Automate and Improve Planning, Budgeting and Forecasting)

The Atlanta MS BI and Power BI Group is resuming in-person meetings! Please join us for the next meeting on Monday, December 5th, at 6:30 PM ET.  Your humble correspondent will show you how to implement a custom solution for automating planning, budgeting, and forecasting based on a real-life project. For more details and sign up, visit our group page.

WE ARE RESUMING IN-PERSON MEETINGS STARTING DECEMBER 5, 2022, AT THE MICROSOFT OFFICE IN ALPHARETTA. WE STRONGLY ENCOURAGE YOU TO ATTEND THE EVENT IN PERSON FOR BEST EXPERIENCE. PLEASE NOTE THAT GUESTS ENTERING MICROSOFT BUILDINGS IN THE U.S. MUST PROVIDE PROOF OF VACCINATION OR SELF-ATTEST WITH HEALTHCHECK (HTTPS://AKA.MS/HEALTHCHECK). ALTERNATIVELY, YOU CAN JOIN OUR MEETINGS ONLINE VIA MS TEAMS. WHEN POSSIBLE, WE WILL RECORD THE MEETINGS AND MAKE RECORDINGS AVAILABLE AT HTTPS://BIT.LY/ATLANTABIRECS. PLEASE RSVP ONLY IF COMING TO OUR IN-PERSON MEETING.

Presentation: Automate and Improve Budgeting, Planning, and Forecasting

Date: December 5th

Time: 6:30 – 8:30 PM ET

Place: Onsite and online

 

ONSITE

Microsoft Office (Alpharetta)

8000 Avalon Boulevard Suite 900

Alpharetta, GA 30009

ONLINE

Click here to join the meeting

Overview: Business Performance Management (BPM) is a methodology to help the company predict its performance. An integral part of a BPM strategy is a process for Budgeting, Planning, and Forecasting which is typically performed by the Finance department. When it comes to Finance, nothing is simple, and budgeting is no exception.  The temptation is to buy expensive prepackaged software but even that route would require a lot of customization and compromises.

Join this session to learn how to implement your own home-grown solution using Microsoft Analysis Services and Excel. I’ll share lessons learned from a real-life project.

Speaker: Teo Lachev is a consultant, author, and mentor, with a focus on Microsoft BI. Through his Atlanta-based company Prologika he designs and implements innovative solutions that bring tremendous value to his clients. Teo has authored and co-authored several books, and he has been leading the Atlanta Microsoft Business Intelligence group since he founded it in 2010. Microsoft has recognized Teo’s contributions to the community by awarding him the prestigious Microsoft Most Valuable Professional (MVP) Data Platform status for 15 years. Microsoft has selected Teo as one of only 30 FastTrack Solution Architects for Power BI worldwide.

Sponsor: Prologika (a Microsoft Gold Partner in Data Analytics and Data Platform and Power BI Red Carpet Partner) helps organizations of all sizes to make sense of data. Your BI project will be your best investment, we guarantee it! prologika.com

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