Sample Financial Reports for Adventureworks (Updated)

** Update 29/05/2021 - Newer samples are now available on GitHub at https://github.com/ProdataSQL/FinancialModelling The PBIX is preloaded, so you don;t need to load files, but if you don want to, you will need to change file locations to match where you ahve downloaded files too ** I updated my AdventureWorks Sample Report to include CashFlow, … 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