Event Category: EDUCATIONAL SESSION

Mastering Power BI Fundamentals: How to Build Interactive Sales Reports for JD Edwards

June 19, 2023 | by David Kettinger

Join us for a free Education Session on How to Build Interactive Sales Reports for JD Edwards.

In this workshop you will learn how to:

• Connect to JDE ERP data for sales reporting and analytics
• Create interactive data visualizations in the Power BI
• Effectively compare actuals to comparative measures like forecast and prior year to actively monitor performance
• Quickly distribute customer and sales insights across your organization
• And key terminology and Power BI concepts, navigation, and report development basics and best practices

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How to Connect Power BI to JD Edwards

| by David Kettinger

Power BI is the industry-leading tool for data analytics and visualization. Connecting to enterprise systems like JD Edwards could appear to be straight forward, but in practice there are an array of difficulties that even the most technical analysts and business intelligence professionals will need to address.

In this session you will learn:
• How to connect Power BI to your JDE ERP system.
• Common data modeling steps that must be addressed after you connect to make your JDE Power BI dataset a success.
• Review what an optimal JD Edwards integration with Power BI will look like and how it will benefit your business.
• Compelling examples of how Power BI can enhance your JDE analytics.

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AI Now: Leveraging Your JDE Data with Powerful Machine Learning

| by David Kettinger

Join us for a free Education Session on How to Build Interactive Sales Reports for JD Edwards.

In this workshop you will learn how to:

• Connect to JDE ERP data for sales reporting and analytics
• Create interactive data visualizations in the Power BI
• Effectively compare actuals to comparative measures like forecast and prior year to actively monitor performance
• Quickly distribute customer and sales insights across your organization
• And key terminology and Power BI concepts, navigation, and report development basics and best practices

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Power BI Office Hours — Overview of the Latest PBI Updates in 2023 – Part 1

June 14, 2023 | by Adam Crigger

The Power BI team constantly rolls out new features and enhancements to the Power BI platform including updates to the

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Automate Your ERP Reporting Workflows: Unlocking the Power of Modern Analytics with Power BI

May 30, 2023 | by Adam Crigger

Are the ERP reporting tools you are using enabling your company to make timely business decisions with confidence?  Running time-consuming ERP reports or query tools, exporting the results to Excel, and spending hours manipulating hard to manage spreadsheets every week or month is a recipe for failure. 

If this sounds familiar, attend this session to understand how Microsoft Power BI, the world’s most widely used data analytics system, combined with a solid data management platform can automate the traditional error-prone process outlined above to save employee’s time, breakdown data silos, and get more value from your organization’s data.

This demo-filled presentation will showcase the process of the future that leverages an up-to-date, easily governed, and centralized cloud-based solution.

In this session you will learn:

o The challenges and pain points of traditional ERP report development methods
o How to automate the data gathering, transformation, and modeling process using the latest cloud based technologies and a centralized approach that saves resources and delivers confidence in analytics
o Learn how Power BI can empower business users with an innovative and intuitive tools
o How to automate the distribution of insights to your entire organization with an easily governed approach

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Mastering Power BI Fundamentals: How to Build Interactive Financial Reports for JD Edwards

May 23, 2023 | by Adam Crigger

Join us for a free Education Session on How to Build Interactive General Ledger Reports for JD Edwards.

In this workshop you will learn how to:

• Connect to ERP data for financial reporting and analytics
• Create interactive data visualizations in the Power BI Service
• Effectively compare actuals to comparative measures like budget and prior year
• Quickly distribute financial insights across your organization
• And key terminology and Power BI concepts, navigation, and report develop basics and best practices

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Mastering Power BI Fundamentals: How to Build Interactive Sales Reports for JD Edwards

| by Adam Crigger

Join us for a free Education Session on How to Build Interactive Sales Reports for JD Edwards.

In this workshop you will learn how to:

• Connect to JDE ERP data for sales reporting and analytics
• Create interactive data visualizations in the Power BI
• Effectively compare actuals to comparative measures like forecast and prior year to actively monitor performance
• Quickly distribute customer and sales insights across your organization
• And key terminology and Power BI concepts, navigation, and report development basics and best practices

READ MORE >

Creating & Optimizing Calculation Groups

September 7, 2022 | by Adam Crigger

See how Preferred Strategies is using Cube Value functions in QuickLaunch 5.x to simplify time based calculations.  Learn how and

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Transform IT into a Strategic Business Advantage Using Your JDE Data

March 14, 2022 | by Preferred Strategies

To be successful and competitive in today’s landscape, organizations need to easily access, consume, and digest corporate wide data and information, and IT leaders are expected to deploy programs that ultimately deliver revenue growth, positive business outcomes, profitability, and innovation that result in corporate growth. In this educational session you will experience how simple it is to turn your JDE investment into one of your most valuable business assets.

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