Forum Discussion
Power BI Desktop with QuickBooks Online - Income vs. Sales
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
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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.
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.
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.
My apologies for the confusion. I am simply trying to understand if the necessary data is available in Power BI to show income by customer. I know that the necessary information to calculate sales by customer is present in the data I have ( sum('Invoice'[Total_Amount]) ). The necessary data that I am interested in would be expenses and any other costs related to specific customers. I see these expenses in total in the income by customer report in QuickBooks and at the item level in the profit and loss report in QuickBooks.
So I am asking:
- Should I be able to import the necessary data to calculate the income by customer?
- If yes, what table(s) will I be able to find this information?
If I don't have the necessary tables, then I can work through importing what might be missing.
For context on what I am looking at in QuickBooks, in this example I AM able to calculate a value of $481,887.50 in Power BI. I AM NOT able to calculate a value of $481,287.50 because I am not able to locate the $600 expense in the data in Power BI.
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.