If you’ve come across Power BI/Fabric, you might be wondering whether the Copilot-driven storytelling and automation capabilities are what you need to propel your finance processes into the 21st century!

But if you’ve ever tried to use it you might have become quickly frustrated with the seeming lack of flexibility to control cell level inputs and produce the layouts your stakeholders are used to in Excel.

In this session for Plum Solutions run by Danielle Stein-Fairhust (one of the most influential people in the Excel community!), I showed how this lack of flexibility isn’t actually a bug, but rather a feature. A way to achieve “discipline at the core, flexibility at the edge” with your financial data. I went through top tips for using Power BI and Fabric on top of your finance data to get the results you need.