Reporting & BI

This guide provides detailed instructions for accessing EBM Software workspaces and datasets using Power BI Service and Power BI Desktop. It also explains how to ensure the "From External Orgs" button appears in Power BI Service. This article contains the following topics:  Requirements Acc...

This article contains the following topics:  Overview of TTM How to create a TTM scenario Using a TTM in a report Notes What is TTM? Trailing 12 months (TTM) describes the past 12 consecutive months (or four quarters) to date on a rolling basis of a company’s financial performance data. The 12 ...

In this article we'll go over how your Catalyst configuration can impact your Catalyst Visualizations. Background Your Catalyst instance comes with Visualizations that display commonly used reporting packages in interactive charts, graphs, and tables. These reports are built using the hierarchy...

Trailing Twelve Months (TTM) scenarios play a crucial role in financial planning and reporting, offering a dynamic view of performance over the past twelve months, and they're really easy to create in Catalyst. This tutorial guides you through the process of updating your TTM scenario to includ...

Catalyst Visualizations are reports built using BI technology that present your data in visually immersive and interactive models giving you actionable and insightful reporting dashboards. This article contains the following topics:  Intro Instructions Definitions Intro  Once a report has been...

If you're using Catalyst Visualizations and make a change to the structure of a hierarchy it may impact your visualization. It's relatively easy to fix that using PowerBI Service or Desktop following the steps below. Error One way to know that a hierarchy change resulted in a visualization error ...

Each Catalyst website has a Visualizations section, which displays graphical representations of your data from the cube. Usually there will be a Financial and Profitability dashboard prebuilt for you, but you may have other reports as well. These reports are built using Microsoft PowerBI tools, w...

Query Builder is a tool that allows you to quickly sort, filter, aggregate, and view large subsets of data and export to Excel or CSV. It's used when the standard Cube files aren't adequate, especially when the dataset gets a bit too big to visualize coherently. Think of it like SQL for dummies! ...

Catalyst offers many templatized reporting packages for you and your group, which you can view right in Catalyst under the Reporting tab.  Types of Reports Three Scenario Compare Calendarized Condensed View MTD-QTD-YTD Full Year Pivot Report Trend Analysis Rate Volume Mix Journal Entry Financial...

As a Microsoft partner, EBM utilizes Microsoft Power BI, which is a business intelligence tool that analyzes and visualizes data to help organizations make data-driven decisions. Power BI can connect to different data sets, clean and transform the data into a data model, and create charts and gr...