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nicky_b's avatar
nicky_b
Regular Visitor
5 years ago
Solved

Power BI Desktop with QuickBooks Online - Income vs. Sales

I have created a connection between Power BI Desktop and QuickBooks Online which brings several tables into Power BI. In QuickBooks I am interested in two reports, one about sales by client and one a...
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  • Anonymous's avatar
    Anonymous
    5 years ago

    Hi nicky_b ,

     

    Assuming that after importing all the data into Power BI, the result is as follows

     

    You can create the following measure

    NET INCOME = SUM('Table'[INCOME])+SUM('Table'[EXPENSES])

     

     

    Best Regards,

    Stephen Tao

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

     

Anonymous's avatar
Anonymous
Not applicable
5 years ago

Hi nicky_b ,

 

You can try to create a measure using ALLEXCEPT function.

 

The measure is like

Measure = CALCULATE(SUM('Invoice'[Amount]),ALLEXCEPT('Invoice','Invoice'[Client]))

 

Best Regards,

Stephen Tao

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

nicky_b's avatar
nicky_b
Regular Visitor
5 years ago

This seems to calculate the sales total as I have been able to. The issue I'm facing is that there are separate sales and income reports in QuickBooks and I would like to show the totals from the income report in Power BI. The sales and income totals often differ due to the expenses being factored into the income total. Do you know if this is possible to show/calculate based the tables that can be pulled into Power BI from QuickBooks?

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    Hi nicky_b ,

     

    Do you mean that you still have tables in QuickBooks that have not been imported into Power BI?

     

    Best Regards,

    Stephen Tao

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • nicky_b's avatar
      nicky_b
      Regular Visitor
      5 years ago

      Based on the connection between Power BI and QuickBooks, I believe I have all the tables imported into Power BI. Still I have not been able to idenitfy if or where the expenses associated with each customer lives in these tables.

      • Anonymous's avatar
        Anonymous
        Not applicable
        5 years ago

        Hi nicky_b ,

         

        Sorry, I don't quite understand what you want. Do you want to ask how the data is calculated with measure after the connection or is there a problem when connecting to the data?

        If you are calculating with measure, please provide sample data and expected results.

         

        Best Regards,

        Stephen Tao

         

        If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.