This is the third article where I have covered building a P&L in Power BI. My first 2 articles here and here focused on how to use the DAX language to solve some of the common problems with P&L reporting, such as adding sub totals into the visual, % of totals, etc. You can read those articles if you are interested. In the article today I will show you how to use the new Info River Financial custom visual to achieve essentially the same outcome without any DAX at all (and I mean none!).
Info River Financial Custom Visual
This custom visual is currently in development by Visual BI. You can visit the Info River Website here and download a beta copy of the custom visual I have used in the video today.
Here is my final P&L Statement
Here is the final copy of the P&L statement I built using Info River Finance – zero DAX.
The best way for me to show you how to do this is simple to show you in a video, so here is the video.
Pricing and GA
At this stage I do not have any information about the pricing of the InfoRiver Financial custom visual or any of the other 2 visuals that will be coming in the future. The Financial custom visual is currently in Beta, so it is free for you to try. If you think this visual could help you with your Power BI reporting, then why not give it a go.