Best method

[Sdhn420]

What is the best way to create an income statement without using zebra and profitbase etc.

[Sdhn420]

@littlemojopuppy thank you!!

[littlemojopuppy]

That really comes down to how your data is organized.

I would want to have a Chart of Accounts table that is linked to a transactions table.  And txns table would be joined to the date table.  The measures to do this would be fairly basic time intelligence calculations (TOTALMTD, TOTALQTD, TOTALYTD) for line items.  A couple other basic measures for Gross Margin, Net Income, etc.

Displaying it...your only real option out of the box is a matrix without using the zebra or profitbase visualizations.

[littlemojopuppy · Accepted solution]

Hi @Sdhn420  I did a quick google search and found this.  Never tried it but maybe it can help???

If you can provide some sample data would be happy to try 🙂