Posts

Showing posts with the label Backgrounds

When One Agent Tried to DO Everything

-
Image
When One Agent Tried to DO Everything The second article in my Finance Agent series My first Collection Manager Agent worked well - until I kept giving it more jobs. What started as a customer-review assistant grew to hanle automated credit-hold analysis, collection-call preparation, and customer email drafting. Each addition made sense. Together, they created a problem. In my first article, I mentioned the importance of narrower scope. This time, I want to show you what happened when I ignored that lesson. Watch: Why I Split One Agent Into Three What the First Version Was Asked to Do The first Collection Manager Agent started with a simple job. Review a customer. Pull the aging, the credit limit, the open invoices. Tell me what to do next. It did that well. Then I started adding to it. • I wanted it to react automatically when a sales order was placed on credit hold. • I wanted it to prepare me for a collection call. • I wanted it to review disputes and promises to pay. • I wa...
Post a Comment
Read more

An easy way to create backgrounds for Power BI

-
Image
Trying to make your Power BI reports look nice can sometimes be a struggle.  Do you put a box around a visual?  What about shading in the background?  Maybe you want a header or some lines to break up the page.  Well you can certainly create boxes, lines and shading all within Power BI, but they become objects that people might click on and they are hard to line up and keep from moving, so there must be a better way. One feature in Power BI is the support for background images. When I first saw this option, I thought it was more for putting a watermark behind the report. However once I did some research and played with it, I discovered that I could really use it to create a great page layout. Now first thing to keep in mind, I am an accountant and not a graphic designer, so I need an easy way to create.the.backgrounds. That is where another Power product comes in. No not PowerApps, but PowerPoint. Wait, PowerPoint is for creating slide shows, not gra...
Post a Comment
Read more