New Generation Finance – Accounting – Controlling using Microsoft BI stack

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New Generation Finance,  Accounting & Controlling using Microsoft BI stack

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Posts in Category ‘Accounting’

Create list of accounts from NAV account schedules or COA totaling syntax

In this blogpost I’ll show you how to create a list of account numbers from the totalling syntax that you find in Dynamics NAV account schedules or chart of accounts (…) Read more

  • 2018-10-27
  • Comments 10
  • Filed under: Accounting, M, Power BI, Power Query

Unravel cumulative totals to their initial elements in Power BI and Power Query

Recently I came across an interesting request where someone wanted to un-cumulate their quarterly YTD-figures (green) into their single quarters values (red) like so (“Unravel cumulative totals”): Task Method To (…) Read more

  • 2018-08-31
  • Comments 2
  • Filed under: Accounting, Excel, M, Power BI, Power Query

Stretching and Compressing Time Series with Power Query and Power BI

The good folks from SumProduct have published a challenge for Excel that I find worth doing in Power Query instead: The Challenge Stretching or compressing a forecast so that the proportion of (…) Read more

  • 2018-04-30
  • Comments 2
  • Filed under: Accounting, Excel, Power BI, Power Query

Right Aligning Text in Power BI: Format Improvements for Easy Profit&Loss Reports

Edit 14-Dec-2017: Now that we can right-align text measures in PowerBI, a SWITCH-measure like here: http://www.thebiccountant.com/2017/04/24/kpis-in-easy-profit-and-loss-for-powerbi/#comment-719 is the best alternative in my eyes. No need to read on 🙂 As (…) Read more

  • 2017-10-29
  • Comments 14
  • Filed under: Accounting, Data Modelling, DAX, M, Power BI, Power Pivot, Power Query, SSAS

Non-linear Break-Even Analysis in PowerBI

A break-even analysis tells you at which value of the parameter in question your profit-calculation will turn positive (link). Here we need to sell at least 173 at a given (…) Read more

  • 2017-07-11
  • Comments 4
  • Filed under: Accounting, M, Power BI, Power Query

Import multiple files from Dropbox folder into PowerBI and Excel (via PowerQuery) at once

Edit 2nd October 2021: Unfortunately this method doesn’t work any more, as Dropbox now requires proper OAuth authentication. Below you’ll find a video where you can see how easy it is to (…) Read more

  • 2017-06-25
  • Comments 33
  • Filed under: Accounting, Excel, M, Power BI, Power Query
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