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Business Intelligence (BI) Sneak Peek

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  Many investors today realize the power of Business Intelligence (BI) analytics. According to the most recent BARC survey, such as Data, BI & Analytics Trends Monitor (09/2021), BI analytics was highlighted by 60% of respondents and has also been among the top trends over the recent years; 47% of respondents confirmed that the establishment of a data-driven culture is having a significant impact on their investments. The present guide is aimed to design data-rich BI applications that convert market data and financial KPI’s from myriad financial sources (annual report, balance sheet, income or cash flow statement, etc.) into meaningful information for investment decision-making. Specifically, the focus is on open-source BI investment solutions as a low-cost alternative to major BI vendors such IBM, Oracle [14], and MS Power BI. These solutions compare baseline metrics against current ones (to target difference in both relative and absolute terms), identify credible trends and e...