Power BI Finance Archives - PK: An Excel Expert

Hedge Funds Dashboard in Power BI

January 24, 2026January 24, 2026 PKComments Off

Managing hedge fund performance without clear visibility often creates blind spots, delayed decisions, and missed opportunities. However, modern investment teams no longer rely on static reports or scattered spreadsheets. Instead,

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Financial Summary Dashboard in Power BI

January 12, 2026January 12, 2026 PKComments Off

Managing finances without clear visibility always creates confusion. Many organizations track revenue, expenses, and profit in separate Excel files. As a result, leaders struggle to understand the complete financial picture.

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Treasury Operations Dashboard in Power BI

January 6, 2026January 6, 2026 PKComments Off

Treasury operations play a critical role in every organization. Companies manage cash, liquidity, debt, investments, and financial risk on a daily basis. However, many treasury teams still rely on static

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Derivatives Trading Dashboard in Power BI

January 5, 2026January 5, 2026 PKComments Off

Derivatives trading continues to grow rapidly across global financial markets. As trading volumes increase, complexity also rises. Therefore, trading desks, risk managers, and finance leaders need clear visibility into positions,

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Loan Recovery Services Dashboard in Power BI

January 5, 2026January 5, 2026 PKComments Off

Loan recovery plays a critical role in maintaining financial stability for banks, NBFCs, microfinance institutions, and lending organizations. However, recovery teams often struggle with scattered Excel sheets, delayed reports, and

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Pension Funds KPI Dashboard in Power BI

December 8, 2025December 8, 2025 PKComments Off

Managing pension funds involves responsibility, accuracy, and long-term vision. Every decision directly impacts retirees, employees, and financial stability. Therefore, pension fund managers must track performance carefully and act quickly when

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Accounts Payable KPI Dashboard in Power BI

December 7, 2025December 7, 2025 PKComments Off

Managing Accounts Payable KPI Dashboard efficiently plays a critical role in cash flow control, vendor relationships, and overall financial health. However, many finance teams still rely on disconnected spreadsheets and