03-05-2018 06:40 PM
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.
07-03-2018 02:00 AM
I 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 I won't point you towards SSRS or Management Reporter neither since they are outdated products.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: firstname.lastname@example.org
08-06-2018 08:12 PM
@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 !!
12-17-2018 10:57 AM
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)