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BI, Financial Reporting, Power BI

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

BI, Power BI

Using Many to Many for Financial Reporting

1) For multiple Reports and Report Variations As discussed in a previous blog article, simple Profit and Loss may assume a single reportinghierarchy rolling up account numbers into a reporting line and heading.As this starts to break down we may have a Many to Many mapping between Account Codes and Reporting Lines. Like below, and … Continue reading Using Many to Many for Financial Reporting