Microsoft Power BI Financial Analysis for JD Edwards

Note: This financial report includes the following eight pages of analysis (1) GL Summary (2) Key Metrics (3) Revenue (4) Gross Profit (5) Net Income (6) Geography (7) Income Statement Consolidated (8) Income Statement Consolidating

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Who is this JD Edwards Financial analysis intended for?  CFOs, Finance Managers, Analysts, and Data Enthusiasts

This financial analysis is derived from the General Ledger (GL) JD Edwards ERP data and incorporates key performance indicators, visualizations, and interactive consolidated and consolidating Income Statements.  GL reports, such as the one below, focus significantly on variances in actual amounts versus budget and prior year activity in order to track the financial health and progress of the organization.  A well executed BI analysis can help uncover unknown insights in financial data that can reduce costs and risks while increasing profits and transparency.  Financial professionals depend heavily on reliable, up-to-date reporting so they can make time-sensitive decisions that are vital for driving corporate strategies.

Quickly address important business questions like:

  • How are your key financial metrics like revenue, gross profit and net income, performing compared to your budget and prior year actuals?
  • What areas of the company over or under performing?
  • Which divisions have the highest margins?


If you need help navigating this Power BI report for drill-down and filter analysis, download the Preferred Strategies Power BI navigation guide here.

This report was produced using Microsoft Power BI and QuickLaunch for JD Edwards over sample JDE General Ledger data.  If you are interested in taking a deeper dive into Power BI and QuickLaunch for JD Edwards, sign up for a Free Trial where Preferred Strategies will setup a trial account for you so you can create your own beautiful reports and dashboards in a Power BI JD Edwards sandbox environment.  Select the button below to sign up and Preferred Strategies will create your account and direct you on how to get started.

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