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Aplicação de business intelligence à área financeira: estudo de caso com integração do ficheiro SAF-T (PT) no power BI
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A digitalização da contabilidade e a normalização dos seus formatos, como o ficheiro SAF-T (PT), têm transformado a forma como as organizações recolhem, tratam e utilizam a informação financeira. Neste contexto, a presente dissertação propõe o desenvolvimento de um dashboard financeiro interativo desenvolvido no software de Business Intelligence, Microsoft Power BI, baseado nos dados do ficheiro SAF-T (PT), com o objetivo de apoiar a tomada de decisão empresarial de forma mais eficaz e automatizada. A investigação centra-se na operacionalização técnica da ligação, modelação e visualização de dados contabilísticos extraídos do SAF-T (PT), procurando explorar o seu potencial analítico através de ferramentas de Business Intelligence. Com base na metodologia CRISP-DM, foi adotada uma abordagem aplicada, combinando análise documental com entrevistas exploratórias, de forma a compreender os desafios reais enfrentados pelas empresas no processo de integração de dados contabilísticos com sistemas de BI. O estudo apresenta um modelo de dashboard com indicadores financeiros relevantes (KPIs), alertas automáticos e visualizações orientadas para a gestão, validado através de testes com utilizadores em contexto empresarial. Os resultados evidenciam que a integração entre o SAF-T (PT) e ferramentas como o Power BI pode aumentar a transparência, a eficiência e a capacidade analítica das organizações, sobretudo nas PME. Esta dissertação contribui para a literatura ao demonstrar, de forma prática, como o SAF-T (PT) pode ser transformado numa fonte estratégica de informação para controlo de gestão, propondo ainda boas práticas para projetos futuros nesta área.
The digitalization of accounting and the standardization of data formats, such as the SAF-T (PT) file, have reshaped how organizations collect, process, and utilize financial information. In this context, the present dissertation proposes the development of an interactive financial dashboard using Microsoft Power BI, based on data extracted from the SAF-T (PT) file, with the goal of supporting more effective and automated business decision-making. This research focuses on the technical implementation of data connection, modeling, and visualization processes involving accounting information derived from the SAF-T (PT) file, aiming to explore its analytical potential through Business Intelligence tools. Guided by the CRISP-DM methodology, the study adopts an applied approach, combining document analysis with exploratory interviews to understand the practical challenges companies face when integrating accounting data into BI systems. The study presents a dashboard model that includes relevant financial indicators (KPIs), automated alerts, and management-oriented visualizations, validated through testing with users in a real business context. The results demonstrate that integrating SAF-T (PT) with tools such as Power BI can enhance organizational transparency, efficiency, and analytical capability, particularly in small and medium-sized enterprises (SMEs). This dissertation contributes to the existing literature by practically demonstrating how SAF-T (PT) data can be transformed into a strategic information asset for management control, while also providing a set of best practices for future initiatives in this area.
The digitalization of accounting and the standardization of data formats, such as the SAF-T (PT) file, have reshaped how organizations collect, process, and utilize financial information. In this context, the present dissertation proposes the development of an interactive financial dashboard using Microsoft Power BI, based on data extracted from the SAF-T (PT) file, with the goal of supporting more effective and automated business decision-making. This research focuses on the technical implementation of data connection, modeling, and visualization processes involving accounting information derived from the SAF-T (PT) file, aiming to explore its analytical potential through Business Intelligence tools. Guided by the CRISP-DM methodology, the study adopts an applied approach, combining document analysis with exploratory interviews to understand the practical challenges companies face when integrating accounting data into BI systems. The study presents a dashboard model that includes relevant financial indicators (KPIs), automated alerts, and management-oriented visualizations, validated through testing with users in a real business context. The results demonstrate that integrating SAF-T (PT) with tools such as Power BI can enhance organizational transparency, efficiency, and analytical capability, particularly in small and medium-sized enterprises (SMEs). This dissertation contributes to the existing literature by practically demonstrating how SAF-T (PT) data can be transformed into a strategic information asset for management control, while also providing a set of best practices for future initiatives in this area.