Analyses & Insights

Automatic ratios and KPIs

Power BI Agent doesn't just return raw numbers — it automatically calculates relevant ratios and KPIs based on recognized data from the Power BI Connector or Davista Power BI Templates. Examples include:

• Liquidity and working capital — Current ratio, quick ratio, and net working capital.
• Profit margins — Gross margin, operating margin, and net margin.
• Revenue growth — Compared to previous periods or budget.
• Forecast and budget — Extrapolation based on actuals and budget.
• Fiscal — VAT check, WKR, or distribution test.

These ratios are calculated automatically when you ask a related question.

Standard skills

Power BI Agent uses "skills" — analysis modules tailored to specific domains. Each skill contains:

• The right DAX formulas for accurate calculations.
• Context about what the numbers mean.
• Norms and benchmarks where applicable.

When you ask a question, Power BI Agent automatically selects and executes the relevant skills and presents the results in clear language.

RGS standards

Power BI Agent's analyses are aligned with the Referentie Grootboekschema (RGS), the Dutch standard chart of accounts. When using a Davista Power BI Template with RGS this means:

• Financial terms and categories are recognized according to RGS.
• Ratios are calculated following established formulas.
• Results are consistent and comparable with industry standards.

Custom skills

Depending on your subscription, organization owners can also create custom skills. This allows you to add analyses that are specific to your organization or industry. See Add skills for the steps.

Next step

Go to Create a workflow for an explanation of automating recurring analyses.