In a recent BNY Mellon survey, 42% of asset manager respondents said they faced difficulties in getting consensus from internal stakeholders. When done right, investment reporting should streamline ...

An essential part of a real estate agent’s responsibilities includes being able to clearly communicate a pricing strategy for any property and identify current market trends. Comparative market ...

According to Microsoft, Power BI reports are “…a multi-perspective view into a dataset, with visuals that represent different findings and insights from that dataset.” It’s another way of saying that ...

"Power BI Desktop is a free application you install on your local computer that lets you connect to, transform, and visualize your data." - Microsoft PowerBI Desktop Documentation If you aren't sure ...

Excel can feel like a maze of endless rows, columns, and formulas, especially when you’re trying to create something as detailed as a loan repayment report. If you’ve ever found yourself overwhelmed ...

Have you ever found yourself stuck in the tedious cycle of manually updating Excel reports every time new data comes in? It’s frustrating, isn’t it? You tweak a chart here, adjust a formula there, and ...

Create a report using charts: Select Insert > Recommended Charts, then choose the one you want to add to the report sheet. Create a report with pivot tables: Select Insert > PivotTable. Select the ...

A CRM report is an analytics tool built into a customer relationship management (CRM) system that provides users with data and insights into their customers, activities, sales, and performance. It ...