Historically, BI Systems have lacked Financial Report Writers. But that’s not the case anymore. Visual Planner’s Financial Report Writer allows users to create comprehensive reports, including: Power BI Financial Reports; Power BI Profit & Loss Statements; Power BI Cash Flow Statements; and Power BI Balance Sheets. The platform is built on 4 concepts:
- Row Definitions – Define the lines and calculations in your report. Take advantage of advanced DAX formulas or client side calculations.
- Column Definitions – Users can define QTD, YTD, Monthly, Budget vs Actual, Actuals to Current data, and Forecast for the remainder of the year. These Power BI cash flow calculations are user-defined.
- Report Definitions – 1 row and 1 column definition make up a Report. You can reuse both the Row and Columns in unlimited Reports.
- Style Definitions – Underline/bold/font size/single line/double line/italic/font that can be re-user on one or many rows OR columns.
Pay attention to:
- Both $, Headcount and % in the same column
- Free layout
- Client-side calculations
- Respects any Power BI Slicer
- Dynamic columns based on selected year, and month in year
- Expand-Collapse rows
- Running Totals.
Cash Flow Report:
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Self-service budgeting, planning & forecasting for Power BI & Power Pivot.