Fully-functioning, configurable Power BI Profit &amp; Loss template with sample dataset (&gt; 300k transactions), plug and play with Sage 50 Accounts data plus ability to configure additional charts of accounts and summary rows and ratios.Try the demo below:<div class="iframe-wrapper"><iframe src="https://app.powerbi.com/view?r=eyJrIjoiMDIzODk5ODAtYzY2Mi00OGQ4LWFkODUtYTEyYjMyOTViYzc3IiwidCI6IjA0NmZlOGZmLTMzZWMtNDkzZC1iYjg3LWU2MDY2ZDI1ZjZkNiIsImMiOjh9" frameborder="0" allowfullscreen="true"></iframe></div>The template is a .pbix file and Excel workbook with typical accounting data and metadata to control the presentation of the report.Included features:<ul><li>Six-page income statement report, as per the demo above, plus drill-through and transaction detail tooltip</li><li>Fully-working example of using DAX Dates Measures to provide simple, highly-intuitive selection of dates ranges by the user</li><li>Example Power Query dates-table generation, configurable to any fiscal year (that ends at the end of a month)</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>Configurable Chart of Accounts via an external metadata spreadsheet</li></ul>Suitable forThis template is ideal for someone who wants quickly to create an intuitive, functional income statement based on:<ul><li>Journal entries list (AUDIT_JOURNAL)</li><li>List of general ledger accounts (NOMINAL_LEDGER)</li><li>Customer list (SALES_LEDGER)</li><li>Supplier list (PURCHASE_LEDGER)</li><li>Chart(s) of accounts groupings (CAT_TITLE)</li><li>Chart(s) of accounts account categories (CATEGORY)</li></ul>We can provide assistance, if required, to provide an automated connection to these tables in Sage 50 Accounts.Using the external metadata spreadsheet you can:<ul><li>Create new summary totals and ratios, and determine where they appear in your Chart of Accounts</li><li>Create totally new charts of accounts that are not set up in Sage.</li><li>Control the presentation of expenses as positive or negative values</li><li>Define which income accounts to include in a % of sales calculation</li></ul>Example Budget workbooks are also provided, which you can adapt to your own accounts list.

Power BI Income Statement Template - fully configurable

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

P&L plus Balance Sheet Template - fully configurable

Power BI Income Statement Template - configurable

Power BI Income Statement Template - Sage 50 Accounts

A fast start to a truly flexible income statement that can work with your Sage 50 Accounts system

Power BI Income Statement Template - Sage 50 Accounts

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Power BI Income Statement Template - fully configurable

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

P&L plus Balance Sheet Template - fully configurable

Power BI Income Statement Template - configurable