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Looking for a Business Intelligence Software Recommendation - No Vendors Please

Mollie Mossman's Profile

We have a legacy AS 400 (Microsoft) and a newly created data warehouse but need to get a quick to implement dashboard up for ourpresentations to the CEO. What software have you evaluated and can recommend? Thank you, proformative peers. --Fellow CPA CMA & CFO from Texas


S McDowell
Title: Controller
Company: SCI Electronics
LinkedIn Profile
(Controller, SCI Electronics) |

Power Pivot. It's free, but learning it will take some time. Look it up on MS website. Also look at this website:

J Mankal
Title: BSA
Company: [email protected]
(BSA, [email protected]) |

it's powerpivotpro.

Topic Expert
Jaime Campbell
Title: Chief Financial Officer
Company: Tier One Services, LLC
(Chief Financial Officer, Tier One Services, LLC) |


PowerPivot (watch the typo in the URL provided above) may do the trick, but it may not be needed or possible. It is a slick tool when it's called for, and when you have the right teacher it doesn't take more than 15 minutes to learn.

Normally I recommend tweaking the accounting system to be able to produce a dashboard. In this case it may make sense to export to Excel, update from your last data dump, and have a tool standing at the ready which automatically produces the KPIs and trends that you need.

Before I recommend Excel tools and techniques, I'd want to know more about the structure of your data, your KPIs, and how you like to view those KPIs. PowerPivot may be what you need, but its availability depends on what version of Excel you're using. You might find useful any combination of PowerPivot, regular PivotTables, formulas, graphs, sparklines, and formulas.

Let's talk, CPA to CPA.


Jaime Campbell, CPA, CGMA, MBA
Chief Financial Officer | Tier One Services, LLC
"Entrepreneurship Evolved"
jcampbellcpaattieroneservices [dot] net


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