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 Posted in Accounting/Financial Techniques

Moore’s Law and Inflation
March 13, 2012 by powerpivotpro
SQL Rockstar, aka Tom LaRock (Blog | Twitter) sent me a fascinating data set the other day:  a table of different computing devices over the years, their “horsepower” in calculations per second, and how much they cost:   Source:  The Rise of the Machines The Cost of a Million Calcs per Second, Over History Tom […]
Lookups based on date ranges
February 7, 2012 by powerpivotpro
Another one from the Mr. XL Forum! …and the word “forum” gives me an excuse for a blast from the past… “What you are about to witness is real. The participants are not actors.  They have agreed to dismiss their tech support cases and have their questions settled here, in our forum: THE POWERPIVOT COURT […]
Prepayments & Deferred Revenue
January 24, 2012 by David Churchward
Guest Post by David Churchward  You’ll often hear us Accountants referring to things like adjusting for timing differences or prepaying costs or deferring revenue.  This is often interpreted as “massaging the numbers”, but, believe me, there is a very reasonable theory behind it.  These sort of adjustments can be made for a number of […]
Data of Different Grains: A Followup
January 19, 2012 by powerpivotpro
Sales Measure Returns the Same Value for Everything:  We Solved the Calendar/Periods Problem But Now We Have a Products/Category Problem Quick Recap:  We Created a Separate “Periods” Table In last week’s post, I explained how PowerPivot can very easily help you solve the “Budget vs. Actuals” problem or any other problem where you have […]
Sales/Budget: Integrating Data of Different “Grains”
January 12, 2012 by powerpivotpro
Latest Article for CIMA Insight Some of you know that I’ve been writing a series of articles for the Chartered Institute of Management Accounts, aka CIMA.  Up until this point those articles have either focused on the organizational impact, the “why” of PowerPivot.  Things like how it contrasts with traditional BI and traditional spreadsheets.  […]
Switching Subtotals On & Off Dynamically Using DAX in PowerPivot
January 5, 2012 by David Churchward
Guest Post by David Churchward Subtotals on or off for a field – They’re the options that you get.  That’s probably great for a lot of situations, but I would put money on the majority of readers of this post having had a situation where they’ve asked “where’s the option to not display a subtotal […]
Cash Flow Statement in PowerPivot
December 15, 2011 by David Churchward
Guest Post by David Churchward There’s few, if any, reports that I consider to be more important than the Cash Flow Statement.  Every business needs one, probably above any other report.  There’s numerous different versions of Cash Flow reports and, in reality, it can become a very personal thing to a company so I’m […]
Trended Moving Averages
November 8, 2011 by David Churchward
Guest post by David Churchward I’ve always been a firm believer that moving averages probably give a better insight into trends within a business than a simple trend line associated to a set of values such as monthly sales (although I tend to review these two values together).  The reason for this is that a […]
Profit & Loss (Part 3)–Return On Sales and Variances
October 27, 2011 by David Churchward
Guest Post by David Churchward PART 1 and PART 2 of this series on Profit and Loss posts covered the basic layout of the P&L together with some time intelligence and filtering to display relevant numbers to cover actual, budget and prior year for both a selected period and the equivalent year to date.  […]
Profit & Loss (Part 2)–Compare and Analyse
October 20, 2011 by David Churchward
Guest post by David Churchward In my recent post, Profit & Loss-The Art of the Cascading Subtotals, I went through a basic P&L layout with some relatively complex DAX measures to display and hide row headings as appropriate together with calculating accurate values.  In order to make this report more meaningful, it needs comparatives and […]
Slicers For Selecting Last “X” Periods
October 11, 2011 by David Churchward
Guest post by David Churchward Using Time Intelligence in PowerPivot can appear scary when you first start using it and I’ve seen some weird and wonderful ways of attacking it, some that look like we’re calling into question the validity of the global phenomenon that is time and others that are quite simply brilliant. […]
Profit & Loss–The Art of Cascading Subtotals Workbook
September 15, 2011 by David Churchward
For those of you who want to look into “The Art of Cascading Subtotals” further, you’ll no doubt find the workbook useful.  I’ve added a link into the original article, but for those of you who have read through and didn’t find the workbook first time around (because it wasn’t there until the first request […]
Profit & Loss–The Art of the Cascading Subtotal
September 15, 2011 by David Churchward
I occasionally look through the logs of what people were Googling (or Binging etc.) when they found their way to the blog.  Turns out that there’s a lot of accounting and finance related topics.  And while I know my way around Excel and PowerPivot pretty well, I have never directly worked in those industries.  I […]
Building a cash flow statement in PowerPivot using dynamic measures in DAX
June 1, 2010 by Kasper de Jonge
Posted by Kasper de Jonge UPDATE FROM ROB:  You can now find all kinds of Accounting