How to create accounting reports with DAX

From trial balances to profit and loss statements, reporting sits at the centre of modern finance.

This episode explores how finance professionals can use DAX (Data Analysis Expressions) formulas and Power Pivot to build more powerful accounting reports in Excel.

Learn how to create scalable, maintainable reporting models using Excel's data model, while applying techniques that can also be used in Power BI.

Some of the key learnings:

• Understand the relationship between Power Pivot and DAX

• Build accounting reports using multiple related tables

• Overcome financial year limitations in pivot tables

• Correct debit and credit sign issues in trial balances

• Test and validate DAX measures using pivot tables

• Use AI to write, explain and review DAX formulas

Listen now to improve your Excel skills.

Host: Neale Blackwood CPA. He has more than 20 years of experience as a Microsoft Excel educator and is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants.

For more, check out the accompanying YouTube video of this episode.

Read more of Neale's Excel articles on INTHEBLACK, including this story that explains DAX in further detail.

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