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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 crea...
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
Best Regards
MaggieCommunity Support Team _ Maggie Li
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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.