Hi Fellow Power BI Users -
Just got off the Financial Template members event and had a question. I need to get You Tube Channel I guess.
Anyway you mentioned doing the balance sheet template later which would be great.
My question is do you see bringing in a Trial Balance with YTD figures more useful in doing both a BS and Income Statement or monthly figures for the BS as well. Obviously, you would have to calculate monthly figures at some point. But, the BS requires YTD/Life to Date figures anyway.
I’ve been stumped on the best way and wanted your thoughts.
Great presentation tonight by the way! Much easier than other solutions.