Power bi report builder download
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I’ve used variables ( VAR) to simplify this measure because if this was written out as one straight formula, it would be quite confusing. First, let’s focus only on the last part of the formula. I’ve used the power of the SWITCH TRUE logic in the calculation. So depending on what slicer selection (Actuals, vs Last Year or % to Revenue) we have, we want to feed through a particular result. Then, we need to integrate this into a formula. To do this, we need to first create a table to create the slicer. This is a really simple table with our Actuals, vs Last Year, and % to Revenue. This is a very good insight and being able to see it in a really quick and dynamic way is quite exciting. So there was a solid increase in our revenues from year to year. What we can do is check the Actuals this year, which is 11 million, and then we quickly flip back to 2015 and see that it was 8 million before. However, why is it positive in the third and fourth quarter? For instance, we’re looking at the Total Gross Profits in quarter 1 and 2, and we can say that we’re poor-performing here. I’ll take you through the core of this technique, which is to enable the selection to find really good insights. Automated And Dynamic Reporting Technique
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We can totally automate dynamic financial reports.
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This is quite an advanced technique, but it just shows you how incredible Power BI is for this type of analysis and reporting. So here, we’re creating a dynamic interior of a table in a templated form. Then in the second quarter (Q2) it’s 27.25%, and so on. This is quite common in financial reporting.Īs I’ve created a dynamic calculation, we can see here that the Cost of Goods Sold (COGS) is 30% of Total Revenues in the first quarter. I’ve also incorporated this % to Revenue, which enables us to see what each result we have in the table (COGS and Expenses) is the percentage of the revenues. We can also select vs Last Year, which will then change the report, showing us the difference between last year and this year. In this template example, we can look at Actuals across each different quarter. This is very applicable to many different visualization scenarios. You can actually manipulate particular results to go in a table and have your data in whatever way you want to by utilizing this template technique. It doesn’t have to be the standard Power BI formatted table that we get by dragging and dropping. The template I created is customized, which I showed in another tutorial. It doesn’t have to be a financial report you can also use this technique for tabular reports, but this example is financial in nature. In this tutorial, I want to go deeper into dynamic reporting and show you a specific technique to develop automated reports can help you.