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Justas
Advocate I
Advocate I

Balance sheet & Cash flow statement (indirect method) in Power BI sample files

Hello everybody,

 

I am serching for balance sheet and CFS sample files. I found some instructions but without practice with sample files it is quite difficult to create a model.

 

Profit & Loss statement adopted from https://www.thebiccountant.com/2017/01/16/easy-profit-loss-and-other-account-statements-part2/

Thanks a lot to https://www.thebiccountant.com NOT only instructions how to build.

 

Any suggestions

 

Thank you

1 ACCEPTED SOLUTION
v-juanli-msft
Community Support
Community Support

Hi @Justas 

As searched, i didn't find any exsiting example files about Balance sheet & Cash flow statement.

You could share some example data and result you expect here so that we can provide the solution for you.

 

If you have difficulties create data model in Power BI, please refer to:

Building a Microsoft Power BI Data Model

 

Some similar threads for your reference:

Cash Flow

Cash Flow Statement in PowerPivot

https://www.youtube.com/watch?v=AeWgNBOXzlY

 

Best Regards
Maggie

 

Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
Aryna
Post Partisan
Post Partisan

You might find it helpful to look at a ready-made Profit & Loss dashboard and sample setup here: https://vidi-corp.com/profit-and-loss-dashboards/

 

It can serve as a practical reference when working with financial statements in Power BI and make it easier to understand how everything is structured.

 

Hope this helps!

v-juanli-msft
Community Support
Community Support

Hi @Justas 

As searched, i didn't find any exsiting example files about Balance sheet & Cash flow statement.

You could share some example data and result you expect here so that we can provide the solution for you.

 

If you have difficulties create data model in Power BI, please refer to:

Building a Microsoft Power BI Data Model

 

Some similar threads for your reference:

Cash Flow

Cash Flow Statement in PowerPivot

https://www.youtube.com/watch?v=AeWgNBOXzlY

 

Best Regards
Maggie

 

Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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