In this session Rishi will show how to build an Income Statement in Power BI end-to-end, looking at: • Capturing requirements for the report and scoping/designing a data model with scattered/inconsistent transaction data • Use of an “FS Lines” table to have metadata-driven financial statements including custom calculations • Creating Dataflows to ingest data from an on-premise database/files/Web API (for exchange Rates) • Shaping the data in Power BI Desktop into a General Ledger/Trial Balance with corresponding dimensions and currency conversion • Creating base measures for Revenue/Profit and corresponding ratios including time-based variations (MTD/QTD/YTD) and Current vs Prior Year calculations • Defining DAX measures for Running Totals, Category Totals, and Custom Calculations • Applying different number formats for viewing the income statement in reporting currency (USD) vs local currencies (GBP/AUD/EUR) • Applying conditional formatting for the Income Statement matrix to highlight sub-totals/custom calculation lines differently.
