Accoounting Profit & Loss and Balance Sheet with Drill Down

[PaulBoyes]

I have an accounting application and I want to do a tabular report from the GL transactions.

The coding structure of the system is:

Company     NN

Cost Centre NNNN

GL Code      NNNNN

There is also a "group of ten" which is the first four characters of the GL Code plus a 0 as the fifth digit. 

I want to display tabular reports for Profit & Loss and Balance Sheet which starts at the Group of Ten level i.e. a summary of totals by groups of ten GL codes.  Then I want an expansion of that by all account codes.

I also want to drill down to quarterly and monthly figures.

Any help greatly appreciated.

Paul

[Eric_Zhang]

@PaulBoyes

Your requirement is not quite clear. Could you share more specific sample and the expected output?

[BhaveshPatel]

These two links  would provide detailed information on how to use PowerBI to create Balance Sheet and Income Statement.

Link1: Balancesheet

Link2: Income Statement