Forum Discussion
Financial statements
Hi Folks,
has anyone had experience creating profit and loss accounts within Power BI ? We are currently using XL Connect but I would like to move across to Power BI. On inital investigation it looks as if BI will still be a bit cumbersome in terms of formatting, rolling up sub totals etc but there seems to be limited info online .
Many thanks
Richard
Hi Richard, have a look at Enterprise DNA on youtube.
I have found his guidance quiet helpful.
hopefully you can get some answer you looking for.
cheers
Ian
Hi Richard76 ,
You can take a look at below links which about format financial statements:
DAX Formulas for Fiscal Year, Fiscal Quarter and Month Short Name
Four Types of Financial Statements
The Missing Generation: Accountants in PowerBI
Best Regards,
Amy
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
5 Replies
Hi Richard76 ,
You can take a look at below links which about format financial statements:
DAX Formulas for Fiscal Year, Fiscal Quarter and Month Short Name
Four Types of Financial Statements
The Missing Generation: Accountants in PowerBI
Best Regards,
Amy
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi Richard, have a look at Enterprise DNA on youtube.
I have found his guidance quiet helpful.
hopefully you can get some answer you looking for.
cheers
Ian
Thanks for your help folks
Hi Richard76 , yes, I have developed multiple accounting reports in Power BI. Here is an example: https://vidi-corp.com/cases/accounting-metrics-analysis/
You can also find some free accounting Power BI templates here: https://vidi-corp.com/product-connect-quickbooks-online-to-power-bi/
