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OneStream is a world-class Intelligent Finance Platform that empowers organizations to have confidence in their data and make decisions that maximize business impact. It is used by enterprises all over the world to streamline financial close, consolidation, planning, reporting and analysis, and drive effective business decisions - all based on near real-time data.The user experience is the point of contact with the platform, and while OneStream comes with a powerful standard UI, one of its greatest strengths is its ability to create bespoke reports and custom dashboards. Like our customers, each OneStream application is unique - whether you're a novice or have experience with CPM solutions, OneStream provides the flexibility to tailor a solution to meet your needs. Concepts discussed in this book are intended to help you understand the unlimited possibilities of designing your ultimate user experience.Written for administrators, dashboard and report designers, plus end users, and filled with background knowledge and step-by-step guides, this book deep dives into cube views, dashboards, reporting, and highlights the tools and tricks that will take user experiences to a new level.We examine how leveraging the full power of the OneStream Platform will help you move beyond the standard interface, align your end-user experiences with your business and process requirements, promote user adoption through efficiency and ease of use, and truly maximize the value of your OneStream implementation.By the end of this book, you will have a deep understanding of the components that drive the user experience and how and when to use them. You'll walk away with a plethora of tools and ideas to incorporate into your application to deliver your very own user experience.In this book, we will:Design and build cube views, based on data entry and reporting needs.Discuss the use of cube view extender business rules to expose advanced formatting capabilities.Explore how navigation links and drill to dashboard functionality provide intuitive analysis.Identify the benefits of configuring personalized home pages to ensure user adoption.Create working role-based dashboards inspired by real-world customer requirements.Note: The material in this book is based on Platform Version 7.3.1, which was current at the time of writing.

Take control of your business finance by using QuickBooks Online for US for your accounting, budgeting, and reporting.Key FeaturesLearn to use QBO from scratch following professional CPA advice, accompanied with fully-updated instructions and screenshotsTailor QBO to your specific business needs with customization and integrationStreamline your billing, expense tracking, and financial reportingBook DescriptionIn today's competitive business landscape, efficient financial management is crucial for success. QuickBooks Online has emerged as the go-to accounting software for small businesses, offering a user-friendly platform to manage finances, track expenses, and gain valuable insights. This new edition will help you use QuickBooks Online from scratch and customize it to suit your small business needs. Written by accounting expert Crystalynn Shelton, it takes you on an in-depth journey, from setting up your account to mastering advanced features and customizations.This book empowers you to conquer the latest features of QuickBooks Online 2024,;overcome challenges encountered during migration from desktop to online; plan cash flow, profits, revenue with precision; and streamline billing, expense tracking, and financial reporting. As you progress, you'll learn to manage sales tax, including how to set up, collect, track, pay, and report sales tax payments. You'll explore how to export reports to Google Sheets, use the custom chart builder, import budgets, and perform smart reporting with with using data sync with Excel.. You'll learn how to tailor QuickBooks Online to your specific business needs. By the end of the book, you'll master the art of QuickBooks Online and take control of your business financesWhat you will learnA crash course on basic accounting conceptsOvercome challenges encountered during migration from QBD to QBORecord income and expenses, pay vendors, and manage payrollStreamline client billing with invoicing and quoting templatesUse QuickBooks Online for tax filing and deadline managementPlan cash flow, profits, and revenue with the Report CenterCustomize financial reports and sales forms for your requirementsCalculate depreciation and automate workflows with QBO AdvancedWho this book is forThe book is for small business owners, bookkeepers, and accounting students who want to learn QuickBooks Online and understand how to implement it effectively. Whether you're a bookkeeping beginner or have some experience already, this book will help you learn to use Intuit QuickBooks Online confidently.Table of ContentsGetting Started with QuickBooks OnlineCompany File SetupMigrating to QuickBooks OnlineCustomizing QuickBooks for Your BusinessManaging Customer, Vendor, and Products and Services ListsManaging Sales TaxRecording Sales Transactions in QuickBooks OnlineRecording Expenses in QuickBooks OnlineReconciling Uploaded Bank and Credit Card TransactionsReport Center OverviewBusiness Overview and Cash Flow ReportsCustomer Sales Reports in QuickBooks OnlineVendor and Expenses Reports Managing Employees and 1099 Contractors in QuickBooks OnlineClosing the Books in QuickBooks OnlineHandling Special/Transactions in QuickBooks OnlineQuickBooks Online AdvancedShortcut and DrivesIntuit QuickBooks Online Certified User Exam Objectives

Enhance decision-making, transform your market approach, and find investment opportunities by exploring AI, finance, and data visualization with ChatGPT's analytics and Power BI's visualsKey Features:Automate Power BI with ChatGPT for quick and competitive financial insights, giving you a strategic edgeMake better data-driven decisions with practical examples of financial analysis and reportingLearn the step-by-step integration of ChatGPT, financial analysis, and Power BI for real-world successPurchase of the print or Kindle book includes a free PDF eBookBook Description:In today's rapidly evolving economic landscape, the combination of finance, analytics, and artificial intelligence (AI) heralds a new era of decision-making. Finance and data analytics along with AI can no longer be seen as separate disciplines and professionals have to be comfortable in both in order to be successful. This book combines finance concepts, visualizations through Power BI and the application of AI and ChatGPT to provide a more holistic perspective.After a brief introduction to finance and Power BI, you will begin with Tesla's data-driven financial tactics before moving to John Deere's AgTech strides, all through the lens of AI. Salesforce's adaptation to the AI revolution offers profound insights, while Moderna's navigation through the biotech frontier during the pandemic showcases the agility of AI-focused companies. Learn from Silicon Valley Bank's demise, and prepare for CrowdStrike's defensive maneuvers against cyber threats. With each chapter, you'll gain mastery over new investing ideas, Power BI tools, and integrate ChatGPT into your workflows.This book is an indispensable ally for anyone looking to thrive in the financial sector. By the end of this book, you'll be able to transform your approach to investing and trading by blending AI-driven analysis, data visualization, and real-world applications.What You Will Learn:Dominate investing, trading, and reporting with ChatGPT's game-changing insightsMaster Power BI for dynamic financial visuals, custom dashboards, and impactful chartsApply AI and ChatGPT for advanced finance analysis and natural language processing (NLP) in news analysisTap into ChatGPT for powerful market sentiment analysis to seize investment opportunitiesUnleash your financial analysis potential with data modeling, source connections, and Power BI integrationUnderstand the importance of data security and adopt best practices for using ChatGPT and Power BIWho this book is for:This book is for students, academics, data analysts, and AI enthusiasts eager to leverage ChatGPT for financial analysis and forecasting. It's also suitable for investors, traders, financial pros, business owners, and entrepreneurs interested in analyzing financial data using Power BI. To get started with this book, understanding the fundamentals of finance, investment, trading, and data analysis, along with proficiency in tools like Power BI and Microsoft Excel, is necessary. While prior knowledge of AI and ChatGPT is beneficial, it is not a prerequisite.

Go from the bare basics to implementing your own automatic trading algorithm and become a cryptocurrency trading pro Key Features:Excel at crypto trading with structured methodologies, practical examples, and real-time trading scenariosGo from the theoretical know-how to developing and testing your own strategyTransform manual trades into an automated algorithm for nonstop tradesPurchase of the print or Kindle book includes a free PDF eBookBook Description:In today's fast-paced digital age, cryptocurrencies have emerged as a revolutionary financial asset class, capturing the attention of investors and traders worldwide. However, navigating the world of cryptocurrency trading can be overwhelming for beginners. Zero to Hero in Cryptocurrency Trading acts as a guiding light to navigate this complex realm.This comprehensive guide to cryptocurrency trading empowers you to go from a novice trader to a proficient investor by helping you implement your own trading strategy. As you progress, you'll gain structured trading knowledge through hands-on examples and real-time scenarios, bolstered by trading psychology and money management techniques. You'll be able to automate your manual trades with an algorithm that works even while you sleep. You'll also benefit from interactive teaching methods, including screenshots, charts, and drawings to help decode market operations and craft your unique edge in the dynamic crypto world. As an added bonus, you'll receive ready-to-use templates to identify useful indicators, test your strategy, and even maintain a trading journal.By the end of this book, you'll be well-equipped to trade cryptocurrencies and automate manual trading to give you an edge in the markets.What You Will Learn:Master trading psychology and prevent emotions from sabotaging tradesManage risks by identifying and tailoring specific risk profilesInterpret, assess, and integrate technical indicators in your tradingGet to grips with trading on a centralized exchangeGet a deeper understanding of risk and money managementGain an edge by identifying trading patternsAutomate the patterns into a strategy for a bot that operates 24/7Who this book is for:This book is for finance and investment professionals, crypto market enthusiasts, and anyone new to trading who wants to kickstart their cryptocurrency trading journey. A basic understanding of cryptocurrencies is a must, but prior trading experience is not necessary.

Maximize the capabilities of Xero to achieve timely and stress-free accounting for your businessPurchase of the print or Kindle book includes a free PDF eBookKey Features:Become well-versed with the latest features of Xero to confidently manage all your bookkeeping tasks with easeMaster the use of Xero and implement best practices to avoid costly errorsLearn techniques for recording and managing financial data efficientlyBook Description:Xero empowers business owners to gain insights into their business and performance and collaborate seamlessly with their accountants and tax professionals. This book goes beyond the basics and explores the more advanced Xero features, techniques, and best practices for managing sales taxes, budgeting, and reporting.You'll begin by diving right into Xero, setting up a bank feed, and exploring its power while experiencing just how easy it is to use. The book will guide you in setting up Xero the right way to ensure that you succeed in each of your transactions. As you progress through the chapters, you'll learn what spend money and receive money transactions are and be able to easily send invoices and collect receivables or payments, collect and pay bills, and even track your business assets with Xero. Toward the end, you'll be proficient at producing powerful reports, giving you the keys to running or advising any business.By the end of this Xero book, you'll have gained the confidence to add a company to Xero, set up the bank feeds, reconcile the transactions, send invoices, and pay bills, ending up with beautiful financial statements.What You Will Learn:Understand why Xero is the best choice in accounting software for your SMBEasily set up or convert to Xero for a service- or product-based businessReconcile cash and related transactions effortlesslyTrack and depreciate capital assets purchased by and used in the businessProduce customized reports tailored to your specific needUse Xero to make informed and timely decisions and become a better business owner or advisorWho this book is for:This book is for small and medium business owners (SMBs) and bookkeepers or accountants who want to learn how to properly use and master Xero. Little to no knowledge of Xero is assumed. However, prior understanding of basic bookkeeping and accounting principles is required.

Master QuickBooks® with ease! This book covers company file setup, A/R and A/P reports, payroll setup, bank transactions, and more. Optimize your bookkeeping today!Purchase of the print or Kindle book includes a free eBook in the PDF format.Key FeaturesBecome proficient in QBO from a beginner level and implement the best practices to avoid costly errorsBenefit from over 500 pages of QuickBooks coverage, including detailed images and instructionsExplore advanced bookkeeping concepts such as managing payroll and handling end-year reportingBook DescriptionMastering QuickBooks® 2023 is a comprehensive guide that covers everything you need to know to master QuickBooks, from setting up your accounts and managing your transactions to generating reports and integrating with other software. With step-by-step instructions, real-world examples, and practical tips and tricks, this book is designed to help small business owners, independent contractors, and bookkeepers optimize their financial management and streamline their business operations.What you will learnCreate a company file and set up accountsCustomize forms and templatesManage customers and vendorsTrack inventory and sales taxReconcile bank and credit card accountsGenerate financial statements and reportsUse payroll features and integrate with other softwareSo why wait? Take control of your finances and transform your business with "Mastering QuickBooks® 2023."Who this book is forSmall business owners, bookkeepers, and accounting students who want to start using QuickBooks more effectively will all get plenty of practical know-how from this book.This guide is appropriate for beginners and also serves as an exhaustive resource for those with some bookkeeping experience and those studying to become a QuickBooks Certified User.Table of ContentsGetting Started with QuickBooks OnlineCompany File SetupMigrating to QuickBooks Online Customizing QuickBooks for Your Business Managing Customer, Vendor, and Products and Services ListsManaging Sales Tax Recording Sales Transactions in QuickBooks OnlineRecording Expenses in QuickBooks OnlineReconciling Uploaded Bank and Credit Card TransactionsReport Center OverviewBusiness Overview Reports Customer Sales Reports in QuickBooks Online Vendor and Expenses Reports Managing Employees and 1099 Contractors in QuickBooks OnlineClosing the Books in QuickBooks Online Finding Apps and Handling Special Transactions in QuickBooks OnlineQuickBooks Online Advanced Shortcuts and Test Drive QuickBooks Certified User Exam Objectives