Power BI Financial Reporting:
Transform Your Financial Analysis With Data-Driven Insights
Create amazing financial statements in Power BI with the Financial Reporting Matrix.
Power BI Financial Reporting
Power BI transforms financial reporting by helping organisations understand and interpret data. Integrating Power BI with Profitbase’s no-code Financial Reporting Matrix enables CFOs, finance managers, accountants, and analysts to shift from static Excel sheets to dynamic dashboards.
Power BI consolidates data, creates tailored financial reports, and visualises trends with up to eight daily updates. Executives and analysts use these insights for strategic decisions, while IT teams ensure seamless integration. Profitbase enhances this with its no-code Financial Reporting Matrix tools for designing precise reports and P&L statements, enabling smarter, data-driven decisions.
Discover actionable insights on improving Power BI financial reporting and data visualisation by integrating Power BI with Excel.
P&L Reports ++
Start Creating Power BI Financial Reports Today
Struggling with moving financial reporting from Excel to Power BI? With the Financial Reporting Matrix you will be up and running in no time!
- Create financial reports and p&l statements with a proper layout in Power BI
- Build your reports exactly as envisioned
- Build your reports exactly as envisioned
Key Features of Power BI for Financial Reporting
Power BI streamlines financial reporting with key features designed to improve efficiency and provide actionable insights. Power BI enables businesses to consolidate data from ERP systems, cloud platforms, and Excel files for comprehensive financial analysis.
Interactive dashboards empower users to build dynamic, drill-down reports for uncovering deeper insights. Customisable visualisations allow teams to tailor charts, graphs, and layouts to highlight key financial metrics. Automated updates ensure reports remain current with real-time data syncing, and collaboration tools facilitate the effortless sharing of financial insights with teams and stakeholders.
These features simplify financial analysis, helping businesses maintain a clear and comprehensive view of their financial performance. Profitbase’s Financial Reporting Matrix maximises these capabilities by offering tools such as custom dashboard solutions and financial reporting workflows, to complement Power BI.
These solutions complement Power BI’s features, ensuring more streamlined and precise financial reporting.
Key Features of Power BI for Financial Reporting
Power BI streamlines financial reporting with key features designed to improve efficiency and provide actionable insights. Power BI enables businesses to consolidate data from ERP systems, cloud platforms, and Excel files for comprehensive financial analysis.
Interactive dashboards empower users to build dynamic, drill-down reports for uncovering deeper insights. Customisable visualisations allow teams to tailor charts, graphs, and layouts to highlight key financial metrics. Automated updates ensure reports remain current with real-time data syncing, and collaboration tools facilitate the effortless sharing of financial insights with teams and stakeholders.
These features simplify financial analysis, helping businesses maintain a clear and comprehensive view of their financial performance. Profitbase’s Financial Reporting Matrix maximises these capabilities by offering tools such as custom dashboard solutions and financial reporting workflows, to complement Power BI.
These solutions complement Power BI’s features, ensuring more streamlined and precise financial reporting.
Power BI expands beyond traditional reporting with advanced capabilities that enhance financial reporting and decision-making. These capabilities include:
- Predictive analytics: Identify trends and patterns using AI-powered tools, enabling CFOs and financial analysts to make proactive, data-driven decisions.
- What-if scenarios: Simulate financial outcomes to support strategic planning for finance teams and business leaders.
- Time intelligence functions: Analyse data over time with built-in filters and calculations, helping accountants and operations managers uncover performance trends.
- Custom DAX formulas: Develop advanced calculations for bespoke insights tailored to the unique needs of compliance officers and auditors.
Profitbase’s Financial Reporting Matrix enhances the accessibility of advanced Power BI features for non-technical users, empowering CFOs and analysts to leverage predictive analytics and DAX calculations for deeper insights and strategic planning.
Advanced Capabilities in Power BI
Easy to use
Power BI Visualisation Tools: A familiar interface with Power BI UI
Use the most basic features in the native Power BI visuals setup. The powerful formula engine lets you create complex calculations.
- Fully integrated Power BI developer experience with visual configured via the standard fields and formatting pane
- Fully integrated Power BI developer experience with visual configured via the standard fields and formatting pane
- Fully integrated Power BI developer experience with visual configured via the standard fields and formatting pane
Power BI visualisation tools improve financial reporting with an intuitive interface that supports seamless transitions for Excel users. These tools include heatmaps, KPI trackers, and drill-through pages, allowing users to highlight performance trends, monitor key metrics such as revenue and profitability, and analyse data subsets for deeper insights. By enhancing data comprehension, Power BI enables financial professionals to create impactful reports with minimal learning curve, ultimately supporting better decision-making.
Profitbase enhances these capabilities with its specialised visualisation tools within the Financial Reporting Matrix, enabling tailored financial statements within Power BI for improved analysis and efficiency. Comprehensive documentation and tutorials further support users in implementing these tools effectively.
Power BI Financial Reporting for CFOs and Financial Analysts
Profitbase’s Power BI Financial Reporting Matrix further empowers CFOs, finance teams, and financial analysts by offering:
Speed
Generate accurate reports instantly, enabling financial teams to respond to time-sensitive demands.
Control
Customise reports to align with your organisation’s strategic goals, supporting decision-making for finance managers and operations directors.
Collaboration
Streamline sharing insights with teams, stakeholders, and board members to improve transparency and align strategic objectives.
These tools address reporting challenges and enable financial leaders, compliance officers, and business analysts to gain actionable insights, make informed decisions, and demonstrate organisational value effectively.
Choose Profitbase for Power BI financial reporting to access advanced solutions that redefine financial management and reporting. Profitbase’s offerings are tailored to meet the diverse needs of CFOs, financial analysts, and finance teams, delivering ease of use, enhanced functionality, and unmatched customer assistance from our team at Profitbase.
Our Power BI financial reporting solution offers no-code simplicity, enabling CFOs, financial analysts and finance teams to build advanced reports effortlessly. Customisation ensures financial reports align with organisational objectives and industry needs, supporting stakeholders and compliance officers. Fast implementation supports a smoother transition from Excel to Power BI, allowing teams to adapt quickly. Our team’s expert support empowers finance teams with hands-on guidance from setup to advanced analysis. Scalable tools within Profitbase’s Financial Reporting Matrix help organisations adapt to growing demands with future-ready solutions.
Profitbase’s Financial Reporting Matrix is more than a tool—it is a comprehensive solution designed to maximise Power BI’s potential. With efficient licence key integration, customisable reporting tools, and industry-specific applications, Profitbase empowers CFOs, compliance officers, and decision-makers to excel in financial reporting. Explore our feature pages, read reviews on AppSource, and discover real-world use cases to see how Profitbase delivers exceptional results in Power BI financial reporting.
Why Choose Profitbase for Power BI Financial Reporting
Reuse reports
Overview of the Profitbase Financial Reporting Matrix
Profitbase’s Financial Reporting Matrix introduces a comprehensive, no-code financial reporting solution designed to use Power BI to enhance financial reporting. Built to maximise efficiency and user autonomy, this tool empowers businesses to streamline their financial reporting workflows while leveraging the full potential of Power BI.
Key Features include:
- Financial consolidation: Enable data aggregation from multiple entities for unified financial views, excluding advanced consolidation features like eliminations.
- Reporting accelerators: Streamline reporting workflows by enabling users to create and repurpose their own templates for accuracy and professionalism.
- No-code solution: Empower finance teams and analysts to create and customise financial reports without the need for coding expertise.
Financial Reporting Matrix License Terms
These license terms are an agreement between Profitbase and the customer (“Customer”). They apply to the Financial Reporting Matrix by Profitbase Power BI visualization downloaded from the Office Store or from the official Profitbase project site, including any updates or supplements for the visualization (the “Visualization”).
By downloading or using the Visualization, or attempting to do any of these, you accept these terms. If you do not accept them, you have no right to and must not download or use the visualization.
If you comply with these license terms, you have the rights below.
You may install and use the Visualization for use with a product or service that supports the Power BI visual interface under the following terms:
– You may use the Visualization for personal and educational projects, operations within your own organization or organizations that you do contract or consultancy work for.
– You may not bundle or resell the Visualization as part of a commercial or paid software product, solution or framework without an explicit license agreement with Profitbase.
Consent for Internet-Based or Wireless Services. The Visualization connects to computer systems over the Internet, which may include via a wireless network. Using the Visualization operates as your consent to the transmission of standard device information (including but not limited to technical information about your device, system and Visualization software, and peripherals) for internet-based or wireless services.
Misuse of Internet-based Services. You may not use any Internet-based service in any way that could harm it or impair anyone else’s use of it or the wireless network. You may not use the service to try to gain unauthorized access to any service, data, account or network by any means.
The Visualization is licensed, not sold. This agreement only gives you the rights to use the Visualization under the terms outlined in section 1.INSTALLATION AND USE RIGHTS. Profitbase reserves all other rights. Unless applicable law gives you more rights despite this limitation, you may use the Visualization only as expressly permitted in this agreement.
You may not:
– Work around any technical limitations in the Visualization.
– Reverse engineer, decompile or disassemble or otherwise attempt to derive the source code of Visualization.
– Make more copies of the Visualization than specified in this agreement
– Publish or otherwise make the Visualization available for others to copy.
You may copy and use the documentation for personal reference purposes.
Profitbase is not obliged to provide support services for the Visualization without an explicit support license agreement.
This Agreement, together with the attached exhibits that are incorporated by reference, constitutes the complete agreement between the parties and supersedes all prior or contemporaneous agreements or representations, written or oral, concerning the subject matter of this Agreement and such exhibits. This Agreement may not be modified or amended except in writing signed by a duly authorized representative of each party. No other act, document, usage or custom shall be deemed to amend or modify this Agreement.
The laws of Norway shall govern this Agreement and all matters arising out of or relating to this Agreement.
To the fullest extent permitted by law, (a) the visualization is licensed “as-is,” “with all faults,” and “as available,” and you bear all risk of using it; (b) Profitbase, on behalf of itself, Microsoft, and each of our respective affiliates, vendors, agents, and suppliers, gives no express warranties, guarantees, or conditions in relation to the visualization; (c) you may have additional consumer rights under your local laws that this agreement cannot change; and (d) Profitbase and Microsoft exclude any implied warranties or conditions, including those of merchantability, fitness for a particular purpose, and non-infringement.
To the extent not prohibited by law, you can recover from Profitbase only direct damages up to the amount you paid for the visualization. You will not, and waive any right to, seek to recover any other damages, including consequential, lost profits, special, indirect, or incidental damages from Profitbase.
This limitation applies to
– Anything related to the Visualization or services made available through the Visualization; and
– Claims for breach of contract, breach of warranty, guarantee or condition, strict liability, negligence, or other tort to the extent permitted by applicable law.
It also applies even if
– Repair, replacement or a refund for the Visualization does not fully compensate you for any losses; or
– Profitbase knew or should have known about the possibility of the damages.
