Sample Financial Reports for Adventureworks (Updated)

I updated my AdventureWorks Sample Report to include CashFlow, so we now have the three core areas of GL in one PBIX. Profit and LossBalance SheetCash Flow You can download the PBIX from below link https://1drv.ms/u/s!Aquy5jaDyEyihsVDWoQ9TKyGRzwWSA?e=O4VkYr You can also download the source files from below linkhttps://prodata365-my.sharepoint.com/:u:/g/personal/bob_prodata_ie/EVnrkBMz0atFqswf16Pe6uUB3FHm_qcjDFVnJvop9LaTrA?e=n8du0z To see my sessions on Creating Financial Reports in … Continue reading Sample Financial Reports for Adventureworks (Updated)

Using Many to Many for Running Sum

There are some well known design patterns and blogs for handling running sum commonly used on reports such as Profit and Loss Statements.https://www.daxpatterns.com/cumulative-total/ I’ll show here an alternative approach that I commonly sue when we have a Many to Many table such as:- A table mapping account codes to Financial Reporting Ranges - A Date … Continue reading Using Many to Many for Running Sum