EASY Financial reporting that will make both IT and the business happy 😃

Do you find financial reporting complex? Would you like to be able to combine the best features of Power BI with the best features in Excel to be able to do easy financial reporting? Then click play and let me show you!

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[filipwinski]

Very nice solution Ruth! Thanks for sharing. Anyway, please vote for the idea ​​"When showing subtotals at the bottom, show the attributes there as well and not on top" in MS Power BI Ideas. And a quick note to MS: Profit and Loss Account is one of the most important, if not the most important, statement in business, so why, why, why… we need to do work arounds with a tool called Power Business Intelligence?

[GopiNath-fply]

Explanation about financial people using Excel is absolutely correct.

[wayneedmondson]

Awesome! Thanks for sharing this Ruth. Thumbs up!!

[sukoi]

That's very smart. I also done such excel-power bi solution. But last 5 minute is fresh. Glad to be your follower.

[annarozyc]

it is great to have such possibility, to know it is, thank you Ruth!!!!

[manjuiyer]

This is a great solution thank you for sharing. Previously I have used the method that Enterprise DNA had where they create a template in excel to match the P&L layout
and then create DAX measures to populate it in the template.

[darylellis]

Potential of integrating PBI and excel is greatly understated. Please clarify the part in embedding link, and what piece of the link you are pasting back into the service. Are there learning resources with a little deeper explanation.

Thank you, your videos are greatly appreciated!

[joseagundis]

Very, very interesanting, thanks Ruth for sharing it. Regards

[controloverreports]

Nice, thank you for sharing this solution. I think in some cases it will be a livesaver for financials on power bi projects to speed up time to production.

[msbi]

Hi Ruth, thats informative !!Can we bring filters to slice the report. If that is possible, then its a big game changer.

[aatsw]

Please can you do a video on how to produce those 3 measures of Actual/Budget/Forecast that contain all relevant account balances? Thanks.

[sarva]

Awesome...This solves multiple formatting workarounds done in powerbi using dax

[blueguy]

Thanks for this ! I'm working on a P&L report for a client and this gives me the recipe on how to do it i think.

One question. When we schedule a Refresh on our Power BI report on Power BI Service.
Will everything update PBI and the Excel file ? Or do we have to update the excel file for the Power BI report to update ?

[dilipkumar-cknc]

Very nice and make a video how read the project document before making report and how to know what are the major insights in the project

[MonsieurSchue]

Another wonderful video Ruth! Is the pbi file in the download center? (couldn't seem to find it..) Thanks!

[bendreessen]

Thank you for providing great content. I was following your steps but ran into a problem when I tried to convert the pivot table to formulas. I get an error that the values are defined in Excel and not on the server or service. I'm not sure how to change this because I built the report in Power BI, uploaded it to the service, and then clicked the Analyiz in Excel button to download the information to an Excel file and create the pivot table. Have you come across this issue before or do you know a solution?

[AndresLopez-eesu]

Thanks for sharing this, is there a way to print from Excel Online (as the Excel sheet is in the final published BI app)?

[joffrimpong]

I mean does it work on power bi desktop free account?

[Phoenixspin]

Don't know how I missed this one. This is highly applicable to me. I haven't tried that cubevalue technique before. This could be a game-changer. How did I miss possibly the most important video of my life?

[joffrimpong]

Please is it workable on power bi desktop, as I can't see the update App button to proceed? Thank you