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Calculating each line on a Profit & Loss (P&L) statement separately with DAX in Power BI is not considered best practice for several...

A common source of frustration is that totals in business intelligence (BI) don't add up. In the above example, we've drilled down from...

Now that we have the inputs ready, there are four key steps to build the solution: Power Query Modelling DAX Visualization Let's dive...

Understanding the Components of a Sankey Diagram When working with a Sankey diagram, there are four key measure components to understand:...

Level Sorting From To Colour Code Justification 1 1 B2B revenue Revenue 1 left 1 2 B2C and other revenue Revenue 1 left 2 1 Revenue Gross...

In this blog post, we cover: Layout - 5 steps to understand how the Sankey chart is structured Actuals and comparisons - understanding...

When communicating profitability to those who aren't accustomed to looking at financial data, I believe the 𝐬𝐚𝐧𝐤𝐞𝐲 𝐝𝐢𝐚𝐠𝐫𝐚𝐦...

Typically finance teams want to know the posting date in relation to the fiscal period close, that is, postings: Between 1 and 3 days...

Disclaimer! This blog post contains my thoughts surrounding using prime numbers for performance optimisation. I am not advocating you do...

Mixed Grain Fact Tables Granularity is determined by the number of foreign keys in the fact table. For instance, the grain of your...

Statement of Cash flows With the Statement of Comprehensive Income (SOCI) and Statement of Financial Position (SOFP) there are no...

The first part of this series examined the TRANSACTIONAL fact table as the optimal solution for Statement of Comprehensive Income (SOCI)....

How the Kimball methodology aligns with Power BI for the Statement of Comprehensive Income

How using the organisational hierarchy to set security rules saves time & creates a more maintainable, scalable and transparent solution

Getting started with Power BI and the Financial Statements