Income Statement Analysis: Part 1 of 5
In this 5 part series, we walk through the steps required to build out the first page of the Income Statement Report here. The topics covered in these walkthroughs include: - Part 1: Connecting to Data (Folder Containing CSVs), Importing into Power BI - Part 2: Creating the base measures and an Income Statement Matrix visual - Part 3: Adding advanced measures e.g. based on the period selection (covering use of disconnected parameter tables) and variances - Part 4: Adding KPI cards and Waterfall charts with dynamic axis/Arrow performance indicators and measures to identify good/bad performance for advanced conditional formatting - Part 5: Creation of a fixed format Income Statement (With running total measures) and creation of bookmarks to switch between the income statement formatsDrill-up Drill-down Capability Using Bookmarks in Power BI
Power BI has got an amazing functionality to change the hierarchy of the hierarchical data using DRILL-DOWN and DRILL-UP icons provided on the visuals. We can create a different view for the similar functionality which may look better from user's perspective. In my following article, I will take you through the steps of creating a drill-action on the hierarchical data by using Bookmarks.
