Many times your financial information sits in different data locations and is not summarized as you need. This is especially true for P&L statements where your sales/revenues will usually sit with a transaction table and all your expenses will sit in other tables. In this video, Sam walks through how you can combine these data sources and create integrated financial statements which are entirely automated.
***** Video Details *****
00:00 Introduction
03:23 Using SUMX
03:34 Using Query Editor
06:09 Using SUMMARIZE
07:44 Using UNION
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