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Financial Reporting Techniques For Power BI – Complete Table Customization Tips

For today’s video, I’d like to go over a little bit of financial reporting. I’ve already created a few videos for this back in a couple of years now, so I think it’s time for an update. I want to show how you can create customized tables to showcase financial data dynamically and effectively as I think this technique is relevant today as it ever was.

Sam

***** Video Details *****
00:00 Introduction
01:43 Table template
03:30 Creating a formula
07:39 Overlay results into templates

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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.