Forum Discussion
Post ProdigyOpen Bid - Power BI Visual for Financial reporting - How much would you charge?
Post ProdigyNot even Close,
I work with Financial users all day long. That new Visual is more confusing and not usable for the Executive staff or any of the Financial report users. I got laughed right out of the meeting room when I showcased the new Microsoft Visual.
The Hiearchy Slicer works exactly perfect, except it does not allow values to be added to it. If Someone could get Values added to it and formating correctly with the ability to have a link column , it would solve 100% of all the financial reporting needs.
Every one of the executives and report users agreed that the Hiearchy Slicer is exactly perfect and all it needs is to allow values be added so that it would be a financial friendly visual in which all users could immediatly understand and use.
Microsoft EmployeeAfter re-reading your original post and carefully looking at the screenshots you provided, I fail to see how the new matrix visual doesn't satisfy your need. Can you please elaborate on why it doesn't work for your use case?
- lcasey
# 1 - There are no expand collapse buttons in the new Visual
# 2 - Senior Executives at our organization pointed out that using the drill buttons on the top of the visual either expand all the layers down, but they do not have the ability to simply select one specific expand collapse buttion as the entire visual then filters immediatly loosing sight of all others. Like if you JUST want to expand Dues under Revenue, you dont want to Filter only that, you just want the revenue \ dues to be expanded showing all other collapsed categories along with this single expanded category. In the new Visual its all or nothing.
# 3 - There is no Subtotals or Grand Totals making it useless to financial folks. There is a subtotal at the Top of the Visual , but this is completely backwards from what true financil reporting does and thats subtotal and Grand Total all results in the grouping.
# 4 When selecting a sub selection , the Total of the Category above is wrong. So if I drill in to just dues, the grid shows the same amount for Dues as for all Revenue. It does not calculate properly as it forces a filter and not a TRue expand Collapse function.
Again, The HIEARCHY SLICER is the perfect solution if it would display Values.
- lcasey
Here is a sample of a true Expand/Collapse function:
1. Notice I Expanded Dues
2. All other categories stay collapsed,
3. I can see subtototals of all Revenue
- dkay84_PowerBI
You can in fact expand just one category (for both row and column headers), but you are correct that the other categories will not be displayed in their collapsed state.
Read more here: https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-march-feature-summary/#matrix
The other aspects you point out are valid. Have you looked at ImkeF's blog? She has some articles on creating financial reports in PBI that may be useful (http://www.thebiccountant.com/). It would be nice if this kind of functionality was easy and natively available from PBI desktop (and hopefully they will add to the functionality to get it closer). What you are describing sounds like a classic pivot table, so you would think it would be "easy" to replicate this functionality in PBI.
Specifically regarding financial reporting, take a look at the following: http://www.thebiccountant.com/2017/01/16/easy-profit-loss-and-other-account-statements-part2/
- ImkeF
Community Champion
Thx for the reference dkay84_PowerBI , but unfortunately my techniques also don't enable selective drill down. The closest to this request I can think of at the moment is this:
https://twitter.com/tommartens68/status/839072650211262465
Show the details of your selection in a separate window. (Just adjust the separate "Detail"-report with the other measures/columns as well - the cross-fitering-feature should be able to do this).
