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hi,
m trying to generate simple tables for balance sheet & profit+loss statements roughly as appended below:
balance sheet
profit+loss
more importantly, i wish to be able to retrieve/list/group the financial items according to categories (e.g. curent assets, current liabilities, revenue, expenses etc) which is based on a chart of accounts table as given in the pbix file (here).
apprec any help, pls.
tks & krgds, -nik
@Anonymous , I will check pbix. I am assuming all formulas are there.
Meanwhile see if this can help: https://community.powerbi.com/t5/Desktop/Traditional-Financial-Statements/td-p/7223
many tks, @amitchandak.
actually, i'm looking a very simple solution that just allows us to list the items according to a selected level of the chart of account that allows us to show their sums / averages etc. it doesn't have to be in standard income statement (p+l) or balance sheet format(s). the most direct way may probably be 'grouping'/listing them according to the selected level of chart of account using the multirow card visual.
nonetheless, we'd b most grateful to see your creative solution.
and, yes all basic formulas are in there.
krgds, -nik