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Financial Reports in Solver & Power BI: Which Is Best?
May 28 @ 11:00 am – 12:00 pm EDT
Finance teams have more than one option when it comes to designing and delivering financial reports, but understanding when to use Solver versus Microsoft Power BI can be challenging. Both tools are capable of presenting numbers and visual insights, yet they take very different approaches to getting there.
While Power BI excels at interactive dashboards and data visualization, Solver is purpose‑built for structured financial statements, consolidations, and Excel‑based reporting workflows. In this webinar, Forvis Mazars will walk through real‑world financial reporting scenarios to compare Solver and Power BI head‑to‑head. Attendees will see how core reports (such as income statements, balance sheets, and supporting schedules) can be created in each tool, highlighting the different processes that lead to the same goal of delivering reliable information that supports better decision making.
By the end of the session, finance leaders and reporting professionals will have practical guidance on which tool makes sense for specific reporting needs, helping organizations select a suitable approach that supports accuracy, scalability, and efficiency while leveraging existing technology investments.
Learning Objectives:
Upon completion of this program, participants will be able to:
- Compare Solver and Power BI for financial reporting use cases, including structured financial statements versus interactive analytical reporting.
- Recognize how core financial reports can be built in both platforms, using Solver’s financial reporting capabilities and Power BI’s matrix and paginated report options.
- Identify suitable scenarios for each platform to help support more informed decisions about designing, delivering, and scaling financial reporting across the organization.
CPE Information
1.00 CPE Credit(s) (pending approval)
1 CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance, during live broadcast.
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].
