https://store-images.s-microsoft.com/image/apps.62896.1ab8aea6-bf0d-4178-a6bd-04c80f662585.185ba587-705f-44b4-9026-42c72654ef5a.ba1be819-8bd7-4633-b9c2-33bc716430ab

Financial Reporting Matrix by Profitbase

by Profitbase AS

Microsoft PBI Certified
(59 ratings)
Download SampleInstructions

Easily build financial reports with line formatting, conditional formatting, subtotals and more.

The Financial Reporting Matrix custom visual provides calculations and conditional formatting for matrix style reports. It provides a number of features not available in the standard matrix visual, including line formatting, conditional formatting, subtotals and more. Custom calculated lines and custom format specifications can be defined directly in the data model.

Fully integrated with the Microsoft Power BI developer experience, the visual is configured via the standard fields and formatting pane. It's particularly suited for financial reports.

FEATURES

  • Subtotals
  • Line formatting
  • Export to Excel
  • Set measure placement
  • Hide empty columns
  • Specify thousand and decimal Separator
  • Cross-highlighting/cross-filtering
  • Multiple column headers/pivoting
  • Expand/collapse columns and rows
  • Ragged hierarchy
  • Sticky column and row headers
  • Conditional formatting
  • Configure via fields and formatting pane
  • Supports formatting and calculations from the data model
  • Custom columns with calculations

 

NOTE:

All users (viewers and developers) will need a license to use the visual.

Financial Reporting Matrix is available as a free visual with limited features. Full features are available with Premium license.

To view the list of Premium features, visit us at:

https://www.profitbase.com/power-bi-pl-statement/buy-now/https://www.profitbase.com/power-bi-pl-statement/

If you need any help or have any feature requests, please contact us at:

https://github.com/Profitbase/PowerBI-visuals-FinancialReportingMatrix

You can also contact us at https://www.profitbase.com/talk-with-us/ or pbi.visuals@profitbase.com

 

PS: If you want to use premium features in Power BI Embedded or Power BI Report Server, get in touch with us!

Visual capabilities

This visual is certified by Power BI

At a glance

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https://store-images.s-microsoft.com/image/apps.62607.1ab8aea6-bf0d-4178-a6bd-04c80f662585.c9d29cd4-c721-4caf-b43e-f5107b6ed54c.5a44b914-ea9b-4f24-8257-b8ad6c4b65c1
https://store-images.s-microsoft.com/image/apps.31781.1ab8aea6-bf0d-4178-a6bd-04c80f662585.185ba587-705f-44b4-9026-42c72654ef5a.7599fd64-faea-4d05-abf8-4375dc5fa6a7
https://store-images.s-microsoft.com/image/apps.30419.1ab8aea6-bf0d-4178-a6bd-04c80f662585.185ba587-705f-44b4-9026-42c72654ef5a.1c13e7f4-0156-482e-b2b7-f8a7b97759ff
https://store-images.s-microsoft.com/image/apps.32127.1ab8aea6-bf0d-4178-a6bd-04c80f662585.185ba587-705f-44b4-9026-42c72654ef5a.e3f6f293-fb05-41eb-a244-cf9d93ee109f