Is this possible in Power BI?

[Shpongle]

Hi all,

I'm trying to recreate a financial review spreadsheet that we generate for our clients on a quarterly basis. I'm wondering if PowerBI is the right place to try and do this, or should I be building this somewhere else? Assuming I have access to all the data to create the report, here is what I'm trying to accomplish:

We manually create a report that shows the forecasted vs actual dollars being spent across all service categories. The example below only shows one flavor of the report: We usually show all four quarters, but break out the current quarter into months.

Is trying to force Power BI to create a spreadsheet object like this kind of crazy, or should I just find a new way to visualize the data? What you see above is "old school" but I think many clients appreciate seeing this format.

Before I plow a bunch of time into this, LMK what you think!

Thanks as usual!

[edhans · Accepted solution]

You can. You should google some of the financial reporting articles and videos in Power BI. Also, check out this custom visual just for financial reporting.

[Shpongle]

OK - That works! Thanks for pointing me in the right direction - Of course, as soon as I posted this I started googling and saw Enterprise DNA has loads of info on this as well. Looks like I'm in for some head scratching!

Thanks again, @edhans 

[edhans]

Also check out @MattAllington's recent blog on this exact issue @Shpongle