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atin's avatar
atin
Advocate III
6 years ago
Solved

Finance Analytics Power BI

Hi All 

 

Please can anyone assist or point me in the direction of how to create the following reports in Power BI

Are there any channels on YouTube or Microsoft videos that one can follow to create these reports.

 

  1. Income statement  - showing the Rolling forecast & prior year forecast including variances ( showing both monthly. 1/4ly, YTD & FY analysis)
  2. Balance sheet for the year 
  3. Cash flow model

I can create this in Excel however I would like to do this in PowerBI 

 

Looking forward to getting feedback from the community 

 

Many thanks 

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3 Replies

  • v-juanli-msft's avatar
    v-juanli-msft
    Community Support
    6 years ago

    Hi atin 

     1. Income statement  - showing the Rolling forecast & prior year forecast including variances ( showing both monthly. 1/4ly, YTD &    FY analysis)

          Forward Forecasting Techniques in Power BI with DAX, 

          Running Increase of Forecast based on Actuals       

          Creating a Rolling Average Graph with Power BI  

          Calculating MTD, QTD, YTD, Running and Cumulative Total in Power BI

     

       2. Balance sheet for the year 

           Calculate balance of account with accunt transactions table

           Balanced Scorecards in Power BI

        

       3. Cash flow model

           Cash flow statement

     

    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.
  • edhans's avatar
    edhans
    Community Champion
    6 years ago

    There are two resources you may want to check out.

    • ProfitBase has a custom visual called "Financial Reporting Matrix" and is designed for financial statement presentation. I haven't dug deep enough to see how it does a cash flow statement though.
    • Browse the Power Pivot Pro site. They have been around almost a decade posting great content on Power Pivot for Excel, and Power BI is just an outgrowth of that, so everything they show will work in Power BI. This is an old article on a Cash Flow Statement with Power Pivot. I'd disagree with their way to many tables in the model vs one closer to a Star Schema, but that is an easy thing to fix in the design phase, and in 2011, I'm not sure it was so well understood for Power Pivot users how important a Star Schema was. That site also has other financial reporting articles as well that will help with measures and possible ways to display data.
  • PBIdashboards's avatar
    PBIdashboards
    Post Patron
    2 months ago

    Worth a 2026 update to this thread  the options have expanded significantly since these replies.

    For financial statement structure (P&L, Balance Sheet, Cash Flow), the current best practice is a Chart of Accounts dimension table with hierarchy + SWITCH measures per calculated line. SQLBI has detailed write-ups on "The Financial Layout Pattern" that covers this well.

    For the self-service layer   where Finance users need to add variance columns (Actual vs Budget, MoM, YoY) themselves without IT  Flexa Tables on AppSource is the current go-to option. More actively maintained than ProfitBase and Microsoft-certified