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Handling Balance Sheets in Power BI

Imke Feldmann performs a balancing act:

This article presents a method to automatically plug or balance your balance sheet in Power BI. You can use it if your bookkeeping system doesn’t contain the Profit and Loss (PnL) bookings yet. Or for planning or financial modelling purposes when your calculated balance sheet figures don’t add up.

Click through for the example, which pertains to including a current year profit/loss on the reporting breakdown.