Integrated Financial Reporting – Power BI Techniques For Accounting & Finance


Many times your financial information sits in different data locations and is not summarized as you need.

This is especially true for PnL statements where you sales/revenues will usually sit with a transaction table and all your expenses will sit in other tables.

In this example I walk through how by using your imagination you can combine these data sources and create integrated financial statements which are entirely automated.

There will be an entire session dedicated to financial reporting at the next Enterprise DNA Learning Summit.

You can register here –


***** Video Details *****
03:23 – Using SUMX For Integrated Power BI Financial Reporting
03:34 – Using Query Editor For Integrated Power BI Financial Reporting
06:09 – Using SUMMARIZE For Integrated Power BI Financial Reporting
07:44 – Using The UNION Function

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***** Related Links*****
Expanding On Financial Reporting Templates, Next Enterprise DNA Member-Only Event –
New Financial Reporting w/Power BI Official Course Launch –
Customer Analysis In Power BI; Reviewing Performance Over Time –

***** Related Course Modules*****
Scenario Method Workshops –
Advanced Financial Reporting w/Power BI –
Advanced Analytics In Power BI –

***** Related Support Forum Posts*****
Financial Reporting Template Formatting –
RAQuery Editor-Financial Reporting-Data Transformation Issue –
Financial Reporting With Power BI –
For more financial reporting support queries to review see here –