Specific Report for different client | Saas Business

Power BI
2

@ezenunez ,

Have you considered trying to get all of your clients on board with adhering to IBCS standards for financial reporting?:

This aims to solve exactly the problem you bring up. I’ve become a big fan of this approach as I think it produces extremely clear and easy-to-understand reports while simultaneously reducing development time and the inefficiencies inherent in producing the same product in inconsistent ways for different clients. I would recommend a number of resources to you:

  1. Solid, outlined, hatched: How visual consistency helps better understand reports, presentations and dashboards: Hichert, Rolf, Faisst, Jürgen: 9783982141404: Amazon.com: Books

This is the “bible” of IBCS, in the same way that the Definitive Guide… is for DAX. It looks dry, but is actually a beautiful and highly readable book.

  1. Zebra BI visuals - if your organization permits the use of custom visuals, the IBCS-compliant Zebra BI Charts and Zebra BI Tables visuals are as good as it gets. Allows you to quickly and easily produce beautiful financial reports consistent with IBCS standards. The tooltips on my Data Challenge 16 entry are done entirely using Zebra BI visuals, and I think they provide an astonishing amount of information in a clear and easy to understand way. They are also incredibly well-documented on YouTube and on the Zebra BI Blog.
  1. This podcast that Lars Schrieber did with Andrej Lapagne, the founder and CEO of Zebra BI about the IBCS standards. Really thought-provoking interview that first introduced me to IBCS.

I hope this is helpful. If you do take a look at this approach, please let me know what you think of it.

Thanks.

  • Brian