How to Automate FP&A Dashboards in Power BI

Two years ago, I was drowning in spreadsheets.

Endless manual updates.
Data inconsistencies.
Hours wasted.

Today, everything runs on Power BI dashboards.

Automated. Accurate. Real-time.

It wasn’t overnight – but step by step, I transitioned:
→ Modeled data in Power Query
→ Built dynamic dashboards for stakeholders
→ Connected data from ERP & CRM systems
→ Set up automated refreshes to eliminate manual work

Now, I help finance teams do the same.

If you feel stuck in the manual loop – there’s a better way.

The guide I built walks you through it, one phase at a time.

Your future self will thank you.