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BI & reporting

Connect finance data and make reporting repeatable.

How TEC G8 supports you

Collecting figures manually takes time and makes reconciliation harder. TEC G8 defines data sources and metrics and develops reporting with figures that remain traceable to their source.

Scope of services

  • Review data sources and quality
  • Agree metric definitions with finance
  • Automate recurring data preparation
  • Build the data model and reports for the task
  • Reconcile figures, test refreshes and hand over operation

Your outcome

Repeatable reporting with agreed metrics, documented sources and a defined refresh process.

From Power Query to finance reporting

Power BI and Excel with Power Query are the proposed focus. Possible applications include budget-versus-actual, contribution margin and working capital reports. AI can draft commentary on validated figures; explanations and claims are reviewed before approval.

Start with one reporting question

We begin with a specific decision and the data it requires. Data access, licences and quality are clarified before development. Additional interfaces and reports receive their own scope.

Discuss your project

What would you like
to improve in finance?

Discuss your project with Manfred Schönberger. We clarify the task, systems involved and the next practical step.

Discuss your project

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