No. ScanWriter’s pre-created Power BI models use specific columns from ScanWriter. Custom or manually-created columns will not populate in those Power BI models. If you have any special requests regarding Power BI visualizations, please contact the ScanWriter team to request a customized model. Yes. You can save all PBI Excels into one folder to combine all the data into one analytical model. Choose Export PBI Data for all exports (except the last file) and save them into the same folder. When exporting the last file, choose Export and Run PBI, and it will run all the PBI Excel files in the folder. You must be logged in to post a comment. After clicking Export and Run PBI, ScanWriter will create an Excel sheet in the folder you select and export the data into PBI. So if the folder is not clean, PBI will show an error message when clicking Refresh. The data from ScanWriter will not be updated to the report. You must be logged in to post a comment. After getting the PBI report from ScanWriter, you can save a copy (Save As) and pass it to your teammates for analyzing data outside of ScanWriter. As long as they have the Power BI software installed on another computer, they will be able to see the report you pass them. You must be logged in to post a comment. Yes. You can use the “Business Name Normalization” feature in ScanWriter to normalize business names. So when exporting, they will be merged in Power BI. Ex: Walmart 1, Walmart 2, and Walmart 3 can be consolidated to “Walmart” so it shows up as one entity in Power BI. You must be logged in to post a comment. Microsoft Power BI is a data visualization tool. Through ScanWriter, you can access pre-created Power BI models created to visualize different types of data. Currently, there are four types of ScanWriter Power BI models: General Models, Models for Bank and Credit Card Statements, Models for Financial Statements, and Models for Special Reports. Models for Bank and Credit Card Statements are the most popular; some models include Flow of Funds and SAR Analysis. Here is a full list of our Power BI reports and their descriptions: You must be logged in to post a comment.
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