Get your MONEY under CONTROL | Building a FINANCIAL STATEMENT with Calculation Groups in Power BI

Рет қаралды 18,745

Күн бұрын

In this video I show you how to create a financial statement using calculation groups. A feature that opens up many possibilities within Power BI and allows you to work more efficiently.
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⏱️ TIMESTAMPS ⏱️
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00:00 Intro
00:55 Creating the main structure
05:15 Adding minus signs in front of expenses
05:55 Creating a breakdown over time
06:24 Adding percentage and difference columns
09:48 Improving the design
12:43 Add conditional formatting
17:16 Adding empty lines
19:10 End
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Пікірлер: 33

@cammac57 2 жыл бұрын

Is there any way to then drill down into a given row like sales? Loving these financial reporting videos!Currently trying to build my own for work, but with added complexity of multiple companies (filterable) and also to drill down into transaction level data.

@swebber2825 Жыл бұрын

This video is so great :) Thank you! I'm trying to pull in budget values as well. Any ideas on how to do this?

@jonatasfranklindemelo6015 2 жыл бұрын

As always a great video! Thanks for sharing all this knowledge

@DrumingSession 2 жыл бұрын

Excellent as always, good to see it done in a couple of different ways! Thanks!

@HowtoPowerBI 2 жыл бұрын

Thanks Kyle!

@cathrerinezetadrones3169 10 ай бұрын

This is the best approach!

@PedroCabraldaCamara 2 жыл бұрын

this is great Bas! Thanks a lot

@ulyanasuhanova2760 9 ай бұрын

thx for your videos. just the best trader on yt

@sedneyf 7 ай бұрын

Thanks for the video. Question for you... Is there a way to have conditional formatting for the background or icons using 2 calculation groups?

@kananparmar9656 2 жыл бұрын

Hi Bas! I have been following your advance matrix video but what if we want to add a additional columns in an Matrix visual like if the in my matrix I have groups the days from (0-30 days,31 -60 days so on) the addition of (overdues) appears at last but I just wanna add a column to it call (not due) and finally want to add the both (Overdues and Not due ) column into a (Total Receivable column) all measures are been evaluated I just want to add this 2 (Not due and total receivable to Matrix visual what I have made) Hope you got what I'm trying to explain. I'm preparing a Receivable Dashboard.

@FACTANOVARBA11 2 жыл бұрын

This video is amazing , thank you the explanation it is very useful for me , I like your video

@jayguilloty6560 2 жыл бұрын

Than you for this

@aatsw 2 жыл бұрын

If I need to coach a team of inexperienced PowerBI users to build/maintain their financial statements (I might leave for another job), what's the simplest and easiest way to build FS? Thanks

@user-qz2kd8ib9k 7 ай бұрын

Really enjoying series. However I would like to understand how you would also add a Budget column into the statement rather than calculating values off just a single Value column. I've had to duplicate all the base level calculation items in order to have the 2 base measures. I'm pretty sure there must be a more efficient way to do this than that..

@AshokSankarVarmaChekuri 2 жыл бұрын

I have blank rows in both my first date & last date. Also I have a condition for my second date where, if its blank then I need to consider another date column. on top of it, I need to remove the Saturdays and Sundays. Also my start date is greater than end date. Can you suggest any solution for this.

@mohammedabdulwahab4152 5 ай бұрын

Hi Bas, Awasome video, Very informative and your style of explanation with energy is unique. i followed each and every step and was able to reach till the creation of layout with space, I have created measure for first line item of Financial Structure, My first item on my layout is Sales volume instead of Sales and i was able to get the figures in my report. Since i am having sub category for sales, hear i am stuck. her, i created measure and also incorporated in Financial value, the out put in report is not showing the value, i cross check the measure. but i am not able to figure out, appreciate if you can make video for creation of sub-category and also for balance sheet it will be great.

@zchase6631 2 жыл бұрын

How can i make use of the new field parameters to do the same?

@zchase6631 2 жыл бұрын

How can i make the structure more flexible? Allowing for different views when presenting to different groups

@wajdimatoussi 2 жыл бұрын

Merci beaucoup :)

@sjetterboks 3 ай бұрын

I used your video about building a financial report and now watching this. Is it possible to make different values bold? I use format within the switch function to create percentages e.g, but to make them stand out in the rows I would like to use more format options.

@HowtoPowerBI Ай бұрын

making values conditionally bold is still not possible :(

@kananparmar9656 2 жыл бұрын

Can you please attached the previous tutorial video link you mentioned in the Video.

@HowtoPowerBI 2 жыл бұрын

here you go kzfaq.info/get/bejne/gJpjZJqDmqjao3U.html

@mienzillaz 2 жыл бұрын

Hi Bas, i did something similar for my task, but then i was asked to make it as hierarchy. I kind of have what they asked now but it is soooooo slow. And advice how to approach this differently? My matrix is mixing things from different hierarchies in the model (and different levels in these hierarchies). For that I'm using "contain string" on path column in each hierarchy. 2 hierarchies are running smoothly, but third one is the biggest and slows everything to the point that I can't go with that into production.. Help?:)

@cathrerinezetadrones3169 10 ай бұрын

That search is going to be expensive. I would add something to the model to make it easier

@zchase6631 2 жыл бұрын

if unable to use tabular editor in office environment, can i download pbix file to a home pc and use tabular editor on that to create calculation group and later replace the office one.

@HowtoPowerBI 2 жыл бұрын

sure, will work. However, I'm not sure if you are breaking then some data/it policies of your company

@KaleshKaduum 2 жыл бұрын

There is a portable version of tabular editor. You should be able to use that one as you don’t have to install it. I do the same thing. You can not start it from the external tools menu but that is the only downside. You can still connect to your model from the menu in tabular editor.

@zchase6631 2 жыл бұрын

Nvm i manage to get portable version of tabular editor.

@jugarGV 2 жыл бұрын

OMG I've been dealing with that formatting problem for so long "Type text something.." ¿how can I find more documentation about ?

@krishnakusal2296 Жыл бұрын

Hai sir and all viewers , any one plz guide me i want percentages each line below (row based) example operating expenses below row % operating expenses on sales