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Planning and Forecasting Resources

Building enterprise BI success requires a mindset for continual improvement. Learning best practices, strategies, and tactics from experts in the Power BI space is a great way to stay ahead of the game. This month we’ve got plenty of information-rich videos to support your quest for BI knowledge.

We recently launched our FP&A expert talk show, Collectiv Conversations. Microsoft’s Jesse Todd kicked off this series, talking about how Microsoft evolved to FP&A 2.0. In other tutorial videos, we took a look at Power Apps alternate row colors and Analyze in Excel.

Another exciting video addition? We are now sharing our in-depth Collectiv Academy trainings on YouTube after each event. In our most recent training, Jessica Jolly offers a Power BI crash course to help you review the basics and better understand the fundamentals of this powerful tool.

Subscribe to the Collectiv YouTube channel so you don’t miss any Collectiv Academy trainings, Collectiv Conversations, and other videos covering tutorials, best practices, and Microsoft Power Platform feature releases.

Power BI Crash Course with Jessica Jolly – Collectiv Academy

Join our experts as they review the basics of Power BI in preparation for a year of working with and learning about this tool. Join Collectiv Academy every Thursday to learn how to transform your organization into a data-centric powerhouse. Collectiv’s team of experts will be live weekly to share their deep knowledge and experience in Power BI, FP&A, and a lot more.

How do I Alternate Row Colors in Microsoft Power Apps?

Learn how to power up your Power Apps design with this quick tutorial by Collectiv Crew member, Yusuf. Get step-by-step instruction on how to effectively create alternating row colors in Microsoft Power Apps.

FINALLY RELEASED: Analyze in Excel + Power BI

Analyze in Excel is finally here and it’s awesome! Learn how to bring Power BI datasets to Excel and start interacting with your Power BI datasets like you would with Excel features including PivotTables, charts, slicers, and more.

How Microsoft Evolved to FP&A 2.0 – Collectiv Conversations

Learn how Microsoft transformed their finance department through implementing agile data-centric strategies. Hear from Microsoft’s Group Finance Manager Jesse Todd as he shares his 13-year journey transforming the finance department accompanied by Collectiv Conversations host, FP&A Principal Chris Ortega.

Up next on Collectiv Conversations is Tejas Parikh, Lead Consultant and Director of Ashkar Business Consulting. Tejas discusses the importance of making insights understandable to stakeholders and transforming insights into business decisions.

Remember to subscribe so you never miss Collectiv Conversations.