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Financial Reporting Matrix

Financial Reporting Matrix — Reuse reports

Create amazing financial statements in Power BI.

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Overview
P&L reports ++
Easy to use
Reuse reports
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Do it once, and it sticks with every report

Custom tweaks directly in the model

Define custom calculated lines and custom format specifications directly in the data model using a JSON string.

  • Embed formatting, styling and calculations in your data model 
  • Decide which report lines you want to include in your statements, and in which order 
  • Freedom to choose formatting and styling type
  • Automatically generated subtotals (e.g. gross margin) that are based on embedded formulas

Custom tweaks directly in the model

Consistency

A set of report row structures that can be reused gives you the consistency you need throughout your reports.  

  • Reuse the same structure across multiple reports after setting up once in JSON
  • Your data for Actuals of Budget can be different in each report, but using the same JSON-layout, the report will always have the same structure
  • If you change a calculation or formatting in the JSON structure, that change will carry through all reports built on that structure, ensuring consistency 
  • Reusability of report structures will drastically reduce the time it takes to build reports 

Consistency

Theme templates

Our visual and in properties can be set in a theme-file that can be imported to your reports, making sure you get the look you want.  

  • The theme template contains properties for all 12 styles, column headers, row headers, values, and more 
  • Specify colors, font sizes and styling according to your Company Brand Book  
  • Done once and reused keeps all reports looking the same and saves a lot of time on the formatting 

Theme templates
Customers Success

Minimal support required

Lars Vedøy review
Previously, it took a lot of time and human labor to produce the results that the Financial Reporting Matrix can do in just a fraction of the time.
Lars Vedøy
Ferda AS
SR Bank
Toma
AGR
Advania
Akva Group
Den Nationale Scene
Atlantic Offshore Management
Bergen Røde Kors Sykehjem
Birger N. Haug
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Profitbase
  • Products
    • Budsjett og prognose
    • Risikostyringssystem
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    • Power BI Visuals
      • Financial Reporting Matrix
      • Financial Reporting Matrix — Power BI Gantt Chart
  • Customers
    • Våre kunder
    • Kundehistorier
  • Partnere
  • Ressurser
    • Guides
    • Profitbase…d on a true story
    • Videoer
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  • Norsk Norsk
    • en EN
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