Back in October of 2015, I posted a blog about how to modify Jared Hall’s awesome Excel Financial Dashboard that you can download here. The problem with his solutions is that most Dynamics GP environments are multi-company setups making these dashboards not very functional without navigating and opening multiple Excel spreadsheets to view each company’s dashboard. So, I took it upon myself to modify the one provided by Jared Hall to work in a multi-company Dynamics GP setup, but that was so 2015!
This is 2017, so let’s create our Financial Dashboard in Power BI. The best part about using Power BI over Excel is that we can make is available through the Power BI service and via the iOS and Android Apps. Making it a much better option for mobility and availability.
The Parts to the Solution
For my solution, I choose to use the following tools:
- A Small DataMart
- Power BI Designer
- Power BI Service
I chose to implement a DataMart to simplify the importing of the tables into the Power BI Designer. I created the following tables to implement my Financial Dashboard:
- DimHeader – to summarize the report layout
- FactFinance – General Ledger data from the GL20000 and GL30000 tables of each company
I imported the above tables into Power BI Designer rather than using the DirectQuery mode. Using the Import option will allow for the full functionality of DAX and more importantly the Time Intelligence functions of DAX. Your table relationships should look like the screen shot below after you import the data.
The DAX Measures
The Profit & Loss Statement layout is handled by several DAX measures, the DimHeader table and the Sign and Report Sign columns within the Account table. I created the following DAX measures in the order listed below:
- Header Order
- Dollars with Sign
- Dollars with Report Sign
- Running Dollars with Sign
- Current Period
- Cumulative Sales (Selected)
The code for the DAX measures can be downloaded here from the Finance Dashboard template.
An easy to use modern multi-company cloud-based or mobile app Finance Dashboard that shows your critical data, so you can spot trends, share insights, and make smart decisions.
I’m loving the Power BI Service and all the modern cloud-based analytics that it can bring to your dashboards and reports.