A non-profit organization had a financial manager who had to work on financial calculations in Excel every month during the weekend to reconcile received subsidies with expenditures. The objective was to automate the process so that this financial manager would no longer have to sacrifice weekends to reconcile these financial statements.
This solution consisted of an underlying database with a scheduled process to import data from PeopleSoft exports (XML), process it, perform calculations, and generate a comprehensive Power BI report with all the desired calculations and figures.
The financial manager no longer had to sacrifice a weekend each month.
