Getting started - Profitbase/PowerBI-visuals-FinancialReportingMatrix GitHub Wiki
Financial Reporting Matrix is a Power BI custom visual for finance-style matrix reports such as income statements, balance sheets, cash-flow reports, variance reports, and KPI scorecards. It is most useful when you need custom subtotal rows, report-specific calculations, per-row styling, or more control over row and column hierarchies than the native Power BI matrix provides.
You need:
- Power BI Desktop or access to edit a report in the Power BI service.
- A data model with at least one field for Rows and one numeric field or measure for Values.
- Optionally, one or more date or category fields for Columns.
For a finance report, a typical model uses a chart-of-accounts hierarchy for Rows, a date hierarchy for Columns, and an Amount or Actuals measure for Values.
Follow Get the visual to install from AppSource or use an approved Organizational visual.
After installation, add Financial Reporting Matrix to a report page and select it on the canvas.
In Build visual, add fields to these buckets:
- Add a hierarchy or label field to Rows.
- Add a numeric column or measure to Values.
- Optional: add a date or category hierarchy to Columns.
For example:
- Rows: Account group → Account
- Columns: Year → Month
- Values: Actuals
See Adding data to the visual for detailed guidance, including multiple measures and sort order.
Confirm that:
- Rows appear in the intended business order. If they sort alphabetically instead, configure Sort by column in the Power BI data model.
- Numeric values aggregate as expected.
- Row and column hierarchy levels expand and collapse correctly.
- Filters and slicers produce the expected report context.
It is easier to resolve data-model and field-placement issues before adding custom calculations or formatting.
Financial Reporting Matrix has two configuration surfaces:
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Use this for visual-wide settings.
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Use this for specific rows, columns, or cells.
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As a rule: if the setting applies to the whole visual, look in the Format pane. If it applies to a selected row, column, or cell, enter Edit mode and use the context menu.
Once the basic matrix is correct, continue with the feature that matches your report:
- Custom subtotal rows for report lines such as Gross Profit or Operating Profit.
- Conditional formatting for variance and threshold rules.
- Custom columns for report-specific calculations such as Variance and Variance %.
- Row expansion and Column expansion for hierarchical reports.
- Formatting for number formats, styles, and conditional formatting.
The visual can be installed and used without a Premium license, but some capabilities require one. Premium features are identified in their individual articles. See Use Premium features for licensing and activation.