Balance Sheet Visual – Basics
The Balance Sheet custom visual for Power BI is quite simple to use, we still wanted to summarize the main functionalities in one knowledge base article to give our users a place to start.
Let’s assume that we are loading data as shown in the table below
The column Side shows to which side of the balance sheet (Assets or Liabilities) a record belongs.
The column Group contains a group of accounts. In most cases, this level gives a good overview of the balance sheet data. If more details are needed, a level Account can also be added. In general, the side must be included in the visual and at least one granularity level below. It’s also important to know that there can only be 2 sides. If the added column contains more than 2 elements, the visual will return an error message.
The Value contains the amount. Please be aware that only positive values are displayed in the visual
The columns Account Sort and Group Sort are needed in case a custom sort order logic should be used. If there’s no specific sort order, then the visual can either be sorted by value or alphabetically.
Adding fields to the placeholders
It’s important to add the fields into the Categories placeholder in the correct order. The least granular column (Side) should be on top, followed by Group and then the lowest most granular level (Account).
You can either add a value column into the Values placeholder or create a measure and add the measure into the visual.
Now you have displayed a very basic Balance Sheet
The default look of the Balance Sheet might not be what you want to display in your report. Luckily, we have added a lot of formatting options to the visual. Keep on reading in the Knowledge Base to find out how to format the visual so it fits your needs.
Please be aware that additional formatting options are only available with a valid license. What you can use without the license are the arrow buttons to expand or collapse the view. Also, clicking on a value will change it from absolute to relative. Give it a try.