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Hi Folks,
has anyone had experience creating profit and loss accounts within Power BI ? We are currently using XL Connect but I would like to move across to Power BI. On inital investigation it looks as if BI will still be a bit cumbersome in terms of formatting, rolling up sub totals etc but there seems to be limited info online .
Many thanks
Richard
Solved! Go to Solution.
Hi Richard, have a look at Enterprise DNA on youtube.
I have found his guidance quiet helpful.
hopefully you can get some answer you looking for.
cheers
Ian
Hi @Richard76 ,
You can take a look at below links which about format financial statements:
DAX Formulas for Fiscal Year, Fiscal Quarter and Month Short Name
Four Types of Financial Statements
The Missing Generation: Accountants in PowerBI
Best Regards,
Amy
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Richard, try the ValQ visual for Power BI - it lets you report financial statements in Power BI without any DAX or writing code. A major benefit is that you have the option to also do planning & simulations based on it. You can download the sample .pbix file here
Thanks for your help folks
Hi @Richard76 ,
You can take a look at below links which about format financial statements:
DAX Formulas for Fiscal Year, Fiscal Quarter and Month Short Name
Four Types of Financial Statements
The Missing Generation: Accountants in PowerBI
Best Regards,
Amy
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi Richard, have a look at Enterprise DNA on youtube.
I have found his guidance quiet helpful.
hopefully you can get some answer you looking for.
cheers
Ian
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