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Frequent Visitor
Posts: 4
Registered: ‎03-05-2018

Re: Traditional Financial Statements

can you explan how you were explain to create hierarchies, totals, calculations from summerized fields for financial reportings like P/L, BS, CA etc.

Some examples will help a lot as I am not very familiar to DAX expressions.

Frequent Visitor
Posts: 6
Registered: ‎07-03-2018

Re: Traditional Financial Statements

e81551bb-0265-49de-8d1b-b06471e7e2e9.jpgI strongly believe that Power BI isn't suitable for tradtional financial statements. I won't point you towards SSRS or Management Reporter neither since they are outdated products. I believe you should look into Jet Reports Professional. It is the best tool for building financial and operational reports in Excel. PFA a sample report for a financial statement build using Jet Professional in just 10 minutes. 

 

If you need any help on this, you can catch me on: haseeb.tariq@jetreports.com

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Frequent Visitor
Posts: 4
Registered: ‎07-25-2018

Re: Traditional Financial Statements

@bourquejeff , can you please provide more information on how did you managed to create " Income Statements by Period and Totals against previous year actuals and budget versions in Power BI" ?

 

Appreciate solutions and advices from the community as well !!

Regular Visitor
Posts: 21
Registered: ‎01-25-2017

Re: Traditional Financial Statements

Hi!

Imke, from The BIccountant developped some solutions with PowerBI for the P&L etc. 

It takes quite some work to implement it, but if you are looking for a solution that can handle lots of accounts i can only recommand it. Here is a part of her blog on that topic (there are several parts)

https://www.thebiccountant.com/2016/07/21/easy-profit-loss-account-scheme-reports-power-bi-power-piv...

 

Cheers.

G.