Forum Discussion
Helper IIGeneral Ledger to Balance Sheet Financial Statement
Solution Sagedstramilov - 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.
Helper III do appreciate above your suggestions, may be there is easier way to do this, like it was done in QuickBooks Online model way back?
v-qiuyu-msftCommunity Support
Hi dstramilov,
Actually, I'm not very clear about what you want. But if you connect to QuickBooks Online data from Power BI, actually you can get a Power BI dashboard and Power BI reports that provide insights about your business cash flow, profitability, customers, and more. See:
QuickBooks Online content pack for Power BI
If you have any question, please feel free to ask.
Best Regards,
Qiuyun Yu- dstramilov
For Quickbooksonline we are getting data model only online, desktop version get's raw tables.
I need to General Ledger to Balance Sheet Financial Statement from different accounting system not quickbooks or QB online.
If someone can reveal secret how Quickbooksonline model measures was created would be great.
- dstramilov
I am asking how "Balance Sheet Incl Retained Earnings" measure is created, what is DAX formula?