#EiEFreshTalk – Creating Income Statement (P&L) using Power BI by Mark Walter

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Creating Income Statement (P&L) using Power BI by Mark Walter

Business Analytics Manager & Power BI Blogger at StoryBI.com


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Key Takeaways:

  • Custom subtotals into the Power BI matrix visual,
  • Custom Time Intelligence that keeps the P&L current for users.
  •  Matrix detail that provide manger with easy to access insights.

About Speaker:

Mark Walter is an Accounting professional passionate about data modeling and storytelling in Power BI. Mark is an Oregon Certified Public Accountant with a Finance degree from Western Washington University. He has multiple qualifications including an Accounting degree from Central Washington University, Advanced Modeling in DAX, and Power Query ETL training. Mark is an Accounting and Analytics Manager at Industrial Finishes and Systems, Inc. (IFS). He is responsible for financial data modeling and data storytelling both internal and external to the organization. Outside of IFS, Mark enjoys speaking with local finance groups and blogging at StoryBI.com. He develops and shares financial and supply chain insights that support his company’s divisions His goal is to empower the business to make better decisions through data and dialogue. His areas of expertise include Business Intelligence, and Finance and Accounting. He has experience in multiple areas like Distribution/Supply Chain, Healthcare, services relating to the Federal contacts and Local Government.

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