This post is part 1 in my series on creating financial statements in Power BI! I’m starting with creating an Income Statement. The source data and Power BI file used in the example below can be found here.
I loaded the source data into the Power BI report. It consisted of three tables:
– Fact table: contains dollar amount of transactions
– GL table: contains categorization of transactions
– Calendar table: contains date information for the data model
This will be interesting to watch, especially because this kind of task is generally handled in a tool like Reporting Services instead of Power BI.