Reporting & BI

Power BI is Microsoft's business intelligence platform that transforms data into interactive visualizations and actionable insights. As a Microsoft Partner, EBM integrates Power BI with Catalyst to deliver secure, always-current dashboards built directly on your Catalyst data. This introduction e...

This comprehensive guide covers the complete Power BI integration workflow with Catalyst—from understanding data architecture to building, publishing, and embedding interactive dashboards. While this article provides end-to-end coverage, each major section is also available as a standalone guide ...

Catalyst uses an EBM-managed Power BI semantic model so your dashboards stay aligned with cube refreshes and row-level security. You’ll build in Power BI Desktop, publish to the EBM workspace, and (optionally) embed in Catalyst.  ✅ You need a Power BI Pro or PPU license to publish or share to a ...

Once connected to the EBM semantic model (dataset), you can build visuals with consistent measures, dimensions, and security. Once connected to your EBM workspace and Catalyst dataset, you can design custom Power BI reports tailored to your business needs. This guide covers best practices for lay...

After building and testing your Power BI report, the next step is publishing it to your EBM workspace. This makes the report available in Power BI Service, where it can be viewed online, shared with colleagues, or embedded into Catalyst. This guide covers the publishing process, update workflows,...

After publishing your Power BI report to the EBM workspace, the final step is embedding it into Catalyst so users can access it directly within the platform. This integration makes your dashboards available through Catalyst's Visualizations menu, automatically applies security permissions, and en...

Whether you chose to have EBM build your Power BI reports or you built them yourself, once they're embedded in Catalyst, they appear in the Visualizations menu. This guide shows you how to access, interact with, and make simple updates to your embedded Power BI dashboards as an end user—including...

Catalyst allows you to subscribe to Power BI visualizations for automated email delivery on a recurring schedule. Subscriptions send reports as PDFs, PowerPoints, or direct links, making it easy to share dashboards with stakeholders or receive regular snapshots without logging into Catalyst. This...

Even with proper setup, you may encounter issues when working with Power BI and Catalyst integration. This troubleshooting guide addresses common problems across workspace access, data connections, publishing, embedding, and performance. Each section provides diagnostic steps and solutions to res...

If your organization uses Google Workspace for email and productivity tools, you can still access Power BI workspaces and reports. This guide explains how to set up your account and resolve common authentication issues when connecting to Power BI as a Google Workspace user. OverviewPower BI requi...

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...

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...

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 ...

If you're seeing errors when trying to load dashboards in the Visualizations tab, it’s likely due to an expired session. This guide walks you through what’s happening and how to quickly resolve it. Overview If you're seeing ClientError_TokenExpired messages when trying to interact with dashboa...

In this article, we will go over accessing Power BI Semantic Models in Excel. More specifically, we will discuss the prerequisites, the experience, and troubleshooting access in Excel. This article contains the following topics: Prerequisites The Experience in Excel Troubleshooting Frequently As...

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...

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 ...