2-way, integrated Income Statement and Balance Sheet report with pre-transformed sample data.You can try out its functionality here:<div class="iframe-wrapper"><iframe src="https://app.powerbi.com/view?r=eyJrIjoiZjkzMDFjMTQtZGM5Yy00NGFlLWE3NGEtY2E1ODc3MzNlNjUyIiwidCI6IjA0NmZlOGZmLTMzZWMtNDkzZC1iYjg3LWU2MDY2ZDI1ZjZkNiIsImMiOjh9&amp;pageName=ReportSection3a5d524b6cc31dc8ac48" frameborder="0" allowfullscreen="true"></iframe></div>The template is a .pbit file and Excel workbook with pre-transformed data.Included features:<ul><li>Seven-page income statement report, as per the demo above, plus drill-through and transaction detail tooltip</li><li>Four-page advanced balance sheet as per the demo above, with floating categories (configurable), opening, closing, maximum, minimum and average balances, movements and drill through</li><li>Fully-working example of using DAX Dates Measures to provide simple, highly-intuitive selection of dates ranges by the user - set up with Month, YTD and rolling 12-month dates selection.</li><li>Dynamic matrix columns, based on slicer selection (PY or Budget)</li><li>Budget/PY to Actual Bridge visuals</li><li>YTD-plus view with actuals YTD and the remainder as Budget/PY</li><li>Two working Charts of Accounts</li></ul>Suitable forThis template is ideal for someone who wants to examine a finished working example of an integrated Income Statement and Balance Sheet. All the DAX code is visible and can be modified. Note: the dataset is already pre-transformed and optimised for this kind of report. If your intention is use this with a typical, untransformed accounting dataset, then the “<a target="" href="https://www.accountinginsights.pro/product-detail/pandl-plus-balance-sheet-template-fully-configurable/6758">fully configurable</a>” product is more likely to be a better fit for your needs, as this that template includes all the transformations from a typical accounting dataset.

P&L plus Balance Sheet Template - with pre-transformed sample data

Integrated Income Statement + Balance Sheet with pre-transformed dataset.

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P&L plus Balance Sheet Template - with pre-transformed sample data

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P&L plus Balance Sheet Template - fully configurable