This article presents a method to automatically plug or balance your balance sheet in Power BI. You can use it if your bookkeeping system doesn’t contain the Profit and Loss (PnL) bookings yet. Or for planning or financial modelling purposes when your calculated balance sheet figures don’t add up. The problem to plug or balance … Read more
While Excel and DAX have native functions to calculate the payment amount for a loan, Power Query lacks it still. As this is a very useful function, it’s time to create our own Payment function (PMT) for Power Query: Excel’s payment function (PMT) for Power Query Excel’s PMT function returns the payment for a loan … Read more
While Excel and DAX have native functions to calculate the future value of a payment series, Power Query lacks it still. So it’s time to create our own function for the Future Value (FV) for Power Query: Excel’s function for the Present Value (FV) for Power Query Excel’s FV function returns the future value of … Read more
Finally 2023 is here, the year we expect Power Query function libraries to ship. This will make it so much easier to re-use ready made function than M-extensions. So let’s start collecting some fodder for it, by creating a function to calculate the Present Value (PV) for Power Query: Excel’s Present Value (PV) function for … Read more
I like Power BI scorecards a lot, as they give a really nice interface and look to your and your teams goals. However, entering all goals manually can become a bit tedious, especially if you have your goals already sitting in an Excel file. This is often the case for example with Budget figures. In … Read more
While Power Query provides a convenient method to fill values from selected columns up- and downwards, there is no native option to do this to the right or left. So this article provides a custom function to do so. Table.FillRight in Power Query https://gist.github.com/ImkeF/d2031e6f6f401f22703334166cf1cae7 Usage to fill values to the right (or left) in Power … Read more