Creating Dynamic Dashboards

Members discuss use of Power BI, Tableau and Qlik Sense and how to take treasury reporting to the next level (and score brownie points along the way). NeuGroup research has shown an increasing number of members using data visualization tools post-pandemic thus enhancing reporting and further highlighting the value of treasury. At this monthly meeting of the Global Cash peer group, we discuss helpful tools and tricks members may use to revamp their dashboards.

The Global Cash and Banking Group is an invitation-only group for senior cash management or treasury operations professionals. The group follows NeuGroup’s time-tested approach for membership peer groups, including facilitated agenda development, benchmarking surveys, and professional networking.

Interim meetings are meant for members of the specified peer group. These meetings originated in response to Covid-19 to keep members connected virtually in between semi-annual peer group meetings. They have a headline topic or topics presented for discussion, followed by an open forum for additional peer sharing and learning on other items.