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Title:Poslovno obveščanje z orodji power bi in microsoft fabric: optimizacija procesov finančnega poročanja
Authors:ID Kovacheva, Aleksandra (Author)
ID Perko, Igor (Mentor) More about this mentor... New window
Files:.pdf MAG_Kovacheva_Aleksandra_2026.pdf (2,08 MB)
MD5: 9995BF7F89C192808541D7597C86EE5E
 
Language:Slovenian
Work type:Master's thesis/paper
Typology:2.09 - Master's Thesis
Organization:EPF - Faculty of Business and Economics
Abstract:Magistrsko delo obravnava optimizacijo procesov finančnega poročanja z uporabo sodobnih rešitev poslovnega obveščanja Power BI in Microsoft Fabric. Izhodiščni problem predstavlja neučinkovitost tradicionalnih metod poročanja, ki temeljijo na Excelovih preglednicah in statičnih izpisih iz ERP sistemov, kar povzroča zamudno pripravo poročil, večjo verjetnost napak ter omejeno preglednost in prilagodljivost analiz. V raziskavi se osredotočamo na preučitev obstoječih procesov finančnega poročanja v izbranem podjetju, pregled potreb ključnih uporabnikov ter razvoj prototipa poročanja z uporabo Power BI in Microsoft Fabric. Na podlagi analiz ugotavljamo, do sodobna BI orodja omogočajo hitrejšo pripravo poročil, izboljšano kakovost podatkov ter večjo interaktivnost in vizualno preglednost finančnih kazalnikov, kot so P&L, ACT vs BUD in segmentne analize. Rezultati raziskave nakazujejo, da integrirana uporaba POWER BI in Microsoft Fabric predstavlja učinkovito rešitev za posodobitev finančnega poročanja ter pomembno prispeva k hitrejšemu odločanju in boljši podpori vodstvenim funkcijam v organizaciji.
Keywords:Power BI, Microsoft Fabric, finančno poročanje, poslovno obveščanje, KPI
Place of publishing:Maribor
Publisher:A. Kovacheva
Year of publishing:2026
PID:20.500.12556/DKUM-97539 New window
UDC:004.6/.7:657
COBISS.SI-ID:277836547 New window
Publication date in DKUM:12.05.2026
Views:144
Downloads:22
Metadata:XML DC-XML DC-RDF
Categories:EPF
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Licences

License:CC BY-ND 4.0, Creative Commons Attribution-NoDerivatives 4.0 International
Link:http://creativecommons.org/licenses/by-nd/4.0/
Description:Under the NoDerivatives Creative Commons license one can take a work released under this license and re-distribute it, but it cannot be shared with others in adapted form, and credit must be provided to the author.
Licensing start date:17.03.2026

Secondary language

Language:English
Title:Business intelligence by power bi and microsoft fabric: optimizing financial reporting processes
Abstract:The master's thesis examines the optimization of financial reporting processes through the use of modern Business Intelligence solutions, specifically Power BI and Microsoft Fabric. The core problem addressed is the inefficiency of traditional reporting methods based on Excel spreadsheets and static ERP outputs, which result in time-consuming report preparation, increased likelihood of errors, and limited flexibility and transparency. The research focuses on analyzing the existing financial reporting processes in the selected company, identifying the needs of key users, and developing a reporting prototype using Power BI and Microsoft Fabric. The findings indicate that modern BI tools enable faster report preparation, improved data quality, and enhanced interactivity and visual clarity of financial indicators such as P&L, ACT vs BUD comparisons, and segment analyses. The results suggest that the integrated use of Power BI and Microsoft Fabric represents an effective solution for modernizing financial reporting and significantly contributes to faster decision-making and improved support for managerial functions within the
Keywords:Power BI, Microsoft Fabric, financial reporting, business intelligence (BI), KPIs


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