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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 line to include in your statements, and specify the 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 throughout your reports for maximum consistency.  

  • Reuse the same structure across multiple reports after initial setup 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
  • A change in the JSON structure will be carried through all subsequent reports built on it, ensuring consistency throughout
  • More efficiency for report building through reusing existing structures

Consistency
Theme templates

Styling and properties can be set in theme-files and be imported to your reports, making sure you get the desired look.

  • 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  
  • Templates can be reused to keep consistency throughout your reports for efficiency and clarity

Theme templates
Customers Success
Tailored numbers for effective reporting
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
    • Budgeting & Forecasting
    • Risk management
    • Consolidation
    • Power BI Visuals
      • Financial Reporting Matrix
      • Power BI Gantt Chart
  • Customers
    • Our customers
    • Customer Success
  • Partners
  • Resources
    • Guides
    • Videos
  • About Us
  • Blog
  • Careers
  • EN EN
    • no Norsk
Profitbase
  • Book a Demo
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