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atin
Resolver I
Resolver I

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 

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

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.

View solution in original post

2 REPLIES 2
v-juanli-msft
Community Support
Community Support

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
Super User
Super User

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.


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