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FarhanMalik
Frequent Visitor

Traditional Financial Statement Tables in Power BI by using Python Visuals is possible?

Hi All,

I adopted using power BI as go to tool for financial planning and reporting purposes. As part of the routine work, our stuff involves making lots of pivoted tables instead of graphs. Coloumns like PY, BP, Actual, Actual vs PY etc. Each line has seperate formatting requirement. For example revenue would be a whole number, Earning per share would be a decimal number and Gross Profit margin would be a %age. Similarly their variances have different formatting requirements. Like when a an abs number is compared, comparison number should be in % but when a margin is compared comparion should be formatted as "x.x p.p". All variances need to be color coded (green good & red bad). 

Currently i am using mix of calculation groups, matrix visuals (infact two visuals grouped as one) with power BI conditional formatting applied to the output. Its not elegant & has performance issues sometimes but its working. 

However, I would be greatful if you can suggest that how Python visuals (sorry i am totally oblivious of python funcationalites) specially the famous pandas can help create such visual? Since python can do anything a spreadhseet can & producing such table is everyday excel stuff - so if there is a technique or direction i should look into, please do advise.

Thanks a lot in advance for your help. 

1 ACCEPTED SOLUTION
aj1973
Community Champion
Community Champion

Hi @FarhanMalik 

Power bi can do you good if you are not familiar with Python. In Power Bi you can get visuals or customize your own visuals https://docs.microsoft.com/en-us/power-bi/developer/visuals/power-bi-custom-visuals

 

I made a Financial statements report, please take a look

Microsoft Power BI

 

Regards
Amine Jerbi

If I answered your question, please mark this thread as accepted
and you can follow me on
My Website, LinkedIn and Facebook

View solution in original post

4 REPLIES 4
v-deddai1-msft
Community Support
Community Support

Hi @FarhanMalik ,

 

Here are some documents for your reference:

 

https://docs.microsoft.com/en-us/power-bi/connect-data/desktop-python-visuals

https://towardsdatascience.com/using-python-in-power-bi-ee95a6b71443

 

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

 

Best Regards,

Dedmon Dai

FarhanMalik
Frequent Visitor

Hi thanks for sharing. Have you used custom visual in your sample income statement report? 

Hi,

I had quick tried it once but never used it. Didn't need to.

   

Regards
Amine Jerbi

If I answered your question, please mark this thread as accepted
and you can follow me on
My Website, LinkedIn and Facebook

aj1973
Community Champion
Community Champion

Hi @FarhanMalik 

Power bi can do you good if you are not familiar with Python. In Power Bi you can get visuals or customize your own visuals https://docs.microsoft.com/en-us/power-bi/developer/visuals/power-bi-custom-visuals

 

I made a Financial statements report, please take a look

Microsoft Power BI

 

Regards
Amine Jerbi

If I answered your question, please mark this thread as accepted
and you can follow me on
My Website, LinkedIn and Facebook

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