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The Financial Reporting Matrix is a Power BI custom visual by Profitbase for building P&Ls, balance sheets, variance reports, and other finance-ready matrix reports — with custom columns, custom subtotals, conditional formatting, and theming.

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Getting started	Install the visual and bind your first dataset.
Video tutorials	Short YouTube walkthroughs.
FAQ	Answers to the most common questions.
Get help	Contact support or open a discussion.

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Getting started	Install the visual and bind your first dataset.
Get the visual	Install from AppSource or the Partner Center.
Use Premium features	Activate and manage Premium / paid features.
Video tutorials	Short YouTube walkthroughs.
Get help	How to contact support and open discussions.
Add as Organizational Visual	Deploy the visual across your Power BI tenant.
Find visual version	Check which version of the visual you're running.
Testing beta versions in Developer Mode	Try pre-release builds before they ship.
Data limit	Row count and dataset size limits.
Security	How the visual handles data and privacy.

Adding data to the visual	Bind rows, columns, and values to your fields.
Measure placement	Control where measures appear in the matrix.
Treat columns as measures	Use a data column as if it were a measure.
Ragged hierarchies	Handle unbalanced hierarchies with missing levels.
Drill down	Enable and configure drill-down behavior.

Row expansion (overview)	How row expand and collapse works.
Default expand rows	Set which rows are expanded when the report loads.
Expansion indent size	Control indent width per expansion level.
Show / hide expansion icons	Toggle the +/− icons on expandable rows.
Row expansion direction	Expand rows downward or upward.
Expanded rows auto styling	Automatically style child rows when expanded.
Allow or deny expansion per row	Lock specific rows from expanding.
Expand / Collapse all	Add a toolbar button to expand or collapse everything.
Stepped layout	Indented hierarchy display, similar to Excel.
Row grand totals	Show and style grand total rows.
Custom subtotals (rows)	Define subtotals that aren't based on the hierarchy.
Customize row styles	Per-row fonts, colors, borders, and backgrounds.
Update all row styles, with or without conditions	Bulk apply styles, optionally filtered by rule.
Update multiple rows	Bulk edit properties across several rows at once.
Row Options	Per-row configuration panel.
Hiding rows	Hide individual rows from display.
Hide Row and Hide Row Hierarchy	Hide a single row or an entire sub-tree.
Hide empty rows	Automatically hide rows where all values are empty or zero.
Add custom indent	Manually add extra indentation to specific rows.
Sorting rows / columns	Control default and interactive sort behavior.
Banded row style	Alternate row background colors for readability.

Column styling (overview)	Overall approach to styling columns.
Column headers style	Style the column header row.
Column header grid lines	Toggle grid lines in the header row.
Individual column styles	Per-column fonts, colors, and alignment.
Column expansion (overview)	How column hierarchies expand.
Enable column expansion	Turn on the column expand / collapse feature.
Default column expansion	Set which columns are expanded by default.
Column subtotals	Show subtotals for column groups.
Row & Column totals	Configure grand totals and the total aggregation type.
Custom columns (overview)	Introduction to custom calculated columns.
Add custom columns	Create a new calculated column with a formula.
Styling custom columns	Appearance options specific to custom columns.
Hide column	Hide a specific column from display.
Hide Empty Columns	Automatically hide columns with no values.
Overriding column calculations	Replace the default aggregation for a column.
Pin columns	Freeze columns so they stay visible while scrolling.

Values options (overview)	Numeric display options for cell values.
Scale units	Divide numbers by thousands, millions, etc.
Negative values formatting	Display negatives in red, in parentheses, or with a prefix.
Zero values format	Display zeros as blank, a dash, or another value.
Default formatting	Default number format applied across the visual.
Thousand and decimal separators	Configure separators used in numbers.
Formatting (overview)	Overview of formatting options.
Conditional formatting	Apply formatting rules based on cell values.
Cell formatting using Format function	Apply format strings to individual cells.
Invert sign factor	Flip the sign of specific rows (e.g. income-statement credits).

Calculations (overview)	How the formula engine works.
Using functions in column calculations	Call functions inside custom column formulas.
Most used functions	Quick reference to the most common functions.
Financial functions	Finance-specific functions such as NPV and IRR.
Date functions	Date and time functions.
Logical functions	IF, AND, OR, and related logic.
Math functions	Arithmetic and numeric functions.
Text functions	String manipulation functions.
Table functions	Functions that operate over tables and rows.
Statistical functions	Aggregations and statistical functions.
Operators	Arithmetic, comparison, and text operators.
Keywords	Reserved keywords available in formulas.
Offset	Reference other rows, columns, or prior periods.
Custom measures (Add measure)	Define reusable measures inside the visual.

Commenting	Add comments to cells.
Data bars	Show inline bar visualizations inside cells.
Export to Excel	Export the matrix contents to Excel.
Web URL	Turn cell contents into clickable links.
Applied steps	Track and replay configuration changes.
Copy cell value	Copy a single cell's value to the clipboard.
Tooltip	Configure hover tooltips.
Title	Configure the visual's title bar.

Theming (overview)	How themes work in the visual.
Theme template v3	Theme JSON template, version 3 format.
Theme template v6	Theme JSON template, version 6 format.

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