Category: Financial Reporting

How To Allocate Results To Templates At Every Single Row Using Power BI

Allocating Results To Predetermine Table Templates Inside Of Power BI

Here I want to showcase a unique idea around allocating results to predetermine table templates inside of Power BI. Many of you who have been working with Power BI tables will know and understand that there’s not a huge amount of flexibility around what you can actually place into tables. So when you have a

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Power BI Tips & Techniques For Accounting & Finance

Power BI Tips & Techniques For Accounting & Finance

When completing financial reporting analysis in Power BI, it is highly likely that you will need to integrate data from many different tables into a format or data structure that works well within the Power BI data model setup. Getting your data model right is essential. To get your data model right for financial reporting

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Multiple Currency Logic In Power BI – LOOKUPVALUE Example

Handling Multiple Currencies in Power BI w/DAX

A really common scenario within financial analysis is having to integrate currency rates across your transactional data. Most of the time, sales data is actually recorded regardless of the currency and the currency name or code is just placed inside a column. And it could be either USD, AUD, GBP, but it isn’t actually adjusted

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Compare Performance vs Forecasts Cumulatively w/DAX

Enterprise DNA Video Tutorial on How to Compare Results to Yearly Budget in Power BI using DAX

Showcasing results cumulatively is, in my opinion, the best way to showcase trends in your data. When comparing data versus budget or forecasts, showing the trends or divergence in trend is essential. You want to make sure you can identify when your performance is breaking down as soon as possible and by viewing this cumulatively

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