July 2026
Intermediate
372 pages
8h 35m
English
Content preview from AI-Powered Accounting with Excel and Power BI
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.
19
Module 9 – Dashboards and Data Visualization
Module 9 nears the end of the practical journey toward becoming an AI-powered accountant with the most visible deliverable in any finance team: dashboards. Take a P&L, a Balance Sheet, and a Budget. Build management dashboards that surface the key trends, the anomalies, and the actuals-vs-budget story. The exercise exists in two variants – Excel-based dashboards and Power BI dashboards – and the failure rate is high in both.
The following topics will be covered in this chapter:
- The workflow problem behind finance dashboards and data visualization
- The Module 9 starter workbook and dashboard prompt
- How Claude, TAB AI, Agent Mode, and Copilot Chat performed in the Excel variant
- How does the Power ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.