How to Build a Financial Report in Power BI

get 1 free month of Skillshare: https://skl.sh/3QwbRUQ - and you can check out my brand new Excel Bootcamp classes there too! In this video I show you how to build a financial report that's easy to set up, allows for full customization, and doesn't rely on custom visuals. This technique is interesting for any table that needs a custom structure, no matter if it is a balance sheet or income statement. Enjoy this video and subscribe to always stay updated on my favorite Power BI tricks! Download file here https://datatraining.io/powerbi-how-to -------------------------------- 📊 TRAININGS 📊 --------------------------------- Power BI Design 4 Weeks Transformation Program https://my.datatraining.io/pages/powerbidesigntransformation Power BI Essentials https://datatraining.io/powerbilearningpath Business User Training https://datatraining.io/powerbi-business-users For Custom Trainings and Consulting email directly [email protected] --------------------------------- ⏱️ TIMESTAMPS ⏱️ --------------------------------- 00:00 Intro 00:32 Why financial statements are quite tricky 01:28 Creating a template for the financial statement 03:05 Turning a table into an income statement 05:02 Adding the financial measures 08:12 Dealing with positive / negative values 10:12 Applying conditional formatting 11:44 Comparing different periods 13:14 Creating a financial statements based on a matrix 15:56 Adding a hierarchy for row items 20:08 Refining the financial statement 22:29 End --------------------------------- 😍 JOIN 😍 ---------------------------------- Join https://bit.ly/4b453bi Subscribe https://bit.ly/31MnQGO​ Insta https://www.instagram.com/howtopowerbi/ LinkedIn https://www.linkedin.com/in/basdohmen/ TikTok https://www.tiktok.com/@how.to.power.bi X https://twitter.com/HowToPowerBI fb https://www.facebook.com/groups/howtopowerbi Threads https://www.threads.net/@howtopowerbi Newsletter https://datatraining.io/newsletter --------------------------------- 👇 CHECK THIS OUT! 👇 --------------------------------- 💻 My gear https://amzn.to/47F21Yc 📚 Power BI books MUST READ! https://amzn.to/3tUfFcj 💡 General books I recommend https://amzn.to/48YNo33 🎶 Music for my videos https://www.epidemicsound.com/referral/8pjcbj 🚀 For growing on YouTube: https://www.tubebuddy.com/bas 🏄 Stuff I use daily https://amzn.to/3HqfMQ2 * Above are affiliate links, which means at no additional cost to you, if you make a purchase using these links we will receive a small commission. It supports us and helps us to continue making more How to Power BI videos! Thanks for being a part of this channel and all your support! 💪 🙏 #HowToPowerBI​ #PowerBI​ #DataTraining​ #powerbidesktop​ #powerbitraining​ #powerbideveloper​ #DAX