Category: Financial Reporting

Multiple Currency Logic In Power BI – A LOOKUPVALUE Example

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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Forecasting in Power BI: Compare Performance vs Forecasts Cumulatively w/DAX

Compare Performance vs Forecasts Cumulatively with 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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Compare Actual Results to Budgets Using Power BI Forecasting

Budgeting-Examples-in-Power-BI-and-DAX

Budgeting in Power BI is just not that easy to implement. I wish it was as easy as bringing in your actuals and budgets and then like magic you would be able to see the insights you need visualized in a compelling way simply by using Power BI forecasting. That’s why I created this blog

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Using Iterating Functions SUMX And AVERAGEX In Power BI

One of the most crucial topics for any Power BI beginner to know about is iterating functions. So before you dip your head in working with complex calculations, I will share with you some simple iterating functions in this article. Why Use Iterating Functions? I get this question all the time as I do live

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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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