Bob Duffy
prodata.ie/author/bob
Bob Duffy is a SQL Server MVP, currently working as Database and Solution Architect in Dublin, Ireland. He has over 28 years experience in the database sector, with MCA, MCM and Maestro certification.
SQLBits 2023
Financial Statements with Power BI - Part 1 P&L/BS
I will show the “secret sauce” to financial modelling for General Ledger (GL) structures such as Profit and Loss and Balance Sheet.
included is PBIX so you can follow.
I've been involved in taking Financial Models from paper based to highly dynamic analytics models in Microsoft BI for many large enterprises.
Building Successful Financial Models based of a Chart of Accounts and General Ledger can be difficult for a number of reasons:
- Dynamic/Growing Chart of Accounts
- Many to Many Structure
- Parent Child
- Ragged Hierarchies on financial reports
- Unary Operators such as running sums
- Entity Attribute Value structures
- Forecasting and Budgeting
- Modelling Profit Variations like EDBITA
We will show the “secret sauce” to financial modelling for General Ledger (GL) structures such as Profit and Loss and Balance Sheet.
Building Successful Financial Models based of a Chart of Accounts and General Ledger can be difficult for a number of reasons:
- Dynamic/Growing Chart of Accounts
- Many to Many Structure
- Parent Child
- Ragged Hierarchies on financial reports
- Unary Operators such as running sums
- Entity Attribute Value structures
- Forecasting and Budgeting
- Modelling Profit Variations like EDBITA
We will show the “secret sauce” to financial modelling for General Ledger (GL) structures such as Profit and Loss and Balance Sheet.