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Dynamically Group Receivables Based On When Cash Is Expected – Power BI Accounting

During this unique accounting focused example I’m going to showcase how you can create some incredible analysis of your receivables within your organization.

We are going to review some dynamic grouping formula techniques that I believe will amaze you in their ability to showcase information in new and interesting ways.

This scenario can also be referred to as an ‘aged trial balance’

This is also a short break out session from the financial reporting course now available at Enterprise DNA Online.

Sam

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Further Help

I offer limited consulting services to potentially assist you with data challenges, whether it's designing a complex Excel formula, writing a macro or building a whole new process for data capture, modeling and analysis.  Contact me if you have a need.