How To Set Up Your Financial Data in Power BI

Financial reporting is a very essential tool to communicate past successes as well as future expectations in a company. When you need to complete a financial analysis, you need to set up your financial data in Power BI in a compelling way. It doesn’t matter if your data is from the revenue side, the expense

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Cumulative Totals Based On Monthly Average Results In Power BI

Today, I wanted to cover a unique technique around cumulative totals based on monthly average results in Power BI. To set the date range for the calculation of monthly average results, we will be using a date slicer. A Power BI slicer is an alternative for filtering which narrows the portion of the dataset shown in

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DAX Function Review: Using PARALLELPERIOD In Power BI

Let’s really go deep into DAX formula with the Power BI PARALLELPERIOD function. We’ll look into this amazing DAX function and see how to use this in quite an effective way inside some calculations. You might also find some other usages different to what I’m going to demonstrate in this DAX function review. I’m going

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Power BI Grouping Technique: Aged Trial Balance Using DAX

We’re going to explore a really unique Power BI grouping or segmentation example in this tutorial. We’ll create an aged trial balance grouping inside Power BI. This technique involves re-using many of the grouping and segmentation patterns that we already learned. Utilizing Power BI grouping patterns for this unique example is no different. The idea

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Power BI Budgeting Technique: Allocating Monthly Budgeting Sensitivity Table

In this blog, I talk about a technique around Power BI budgeting, working out a way to allocate calculations across different time frames or months, for example. In most cases, budgets are in a yearly basis. However, it’s so much better to narrow it down to a monthly basis and see the allocation of our

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