Building Income Statements in Power BI
Power BI enables you to create flexible, dynamic reports that surface both granular financial activity and high-level summaries. The Details table includes line-item metrics mapped to your chart of accounts, while the Totals table captures calculated subtotals and grand totals, such as Net Operating Income or G&A roll-ups. This video demonstrates how to combine both in a matrix-style report, apply slicers by asset, book type, or year, and structure financial scenarios like actuals vs. budget side by side.
In this video, we walk through how to build powerful income statement reports in Power BI using Pereview’s Income Statement Details and Income Statement Totals tables.