General Ledger to Balance Sheet Financial Statement

This would be such a simple thing for Microsoft to publish and help out the PowerBI Community. I don't understand why Microsoft hasn't made the way the calculations are done for the Quickbooks Online content pack made avaialble publicly. They aren't selling the content pack, so they wouldn't be losing any money. The poster is correct in that there is much more you can do by using Power BI Desktop to connect to the Quickbooks Entities and do your own calculations. The big problem with the Content Packs is you can't see what is behind their calculations, and you also can't bring in an additional data sets (a great example is financial targets for your organization) to extend the content pack reports.

In general, you could create a measure like:

Measure = SUM([Activity])

You put that in a tale along with GL ID and probably use a slicer on Trans Date or Timeline slicer custom visual.

As for your #2 issue, not sure what you are looking for here, is the problem that you do not have the Beg Balance?

dstramilov - did you read this article on sqlbi.com? It explains a bit about balance calculation and how you can make use of the new bidirectional relationship to improve performance.

If you need to calculate Retained Earning you will need to add this to your account table and make some kind of many to many relationship between your account table and GL transaction table to get what you want.