How to create accounting reports with DAX

From trial balances to profit and loss statements, reporting sits at the centre of modern finance.  This episode explores how finance professionals can use DAX (Data Analysis Expressions) formulas and Power Pivot to build more powerful accounting reports in Excel.  Learn how to create scalable, maintainable reporting models using Excel's data model, while applying techniques that can also be used in Power BI.  Some of the key learnings:  Understand the relationship between Power Pivot and DAX  Build accounting reports using multiple related tables  Overcome financial year limitations in pivot tables  Correct debit and credit sign issues in trial balances  Test and validate DAX measures using pivot tables  Use AI to write, explain and review DAX formulas  Listen now to improve your Excel skills.  Host: Neale Blackwood CPA. He has more than 20 years of experience as a Microsoft Excel educator and is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants.  For more, check out the accompanying YouTube video of this episode. Read more of Neale's Excel articles on INTHEBLACK, including this story that explains DAX in further detail.  Loving this content?  Don't forget to subscribe to EXCEL TIPS and share this episode with your colleagues and friends in the business community.  Would you like to listen to more Excel Tips and other CPA Australia podcasts like INTHEBLACK and With Interest? Head to CPA Australia's YouTube channel.  And don't forget to subscribe to the channel.  You can find a CPA at our custom portal on the CPA Australia website.  CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance and accounting:  With Interest  INTHEBLACK  Excel Tips  INTHEBLACK Out Loud  Search for them in your podcast platform.  You can email the podcast team at [email protected]