DAX Balance Sheet Recreation
Budget: $2 – $8 USD
Create a Power BI balance sheet report that exactly matches
Requirements
Data Source
Use the provided dataset containing financial transactions: balance_sheet_export.xlsx
Dataset includes fields: Credit, Debit, Value, Period, Month FYFY, Section, Balance Sheet Group, MonthYearSort
Core Deliverables
Balance Sheet Report - Recreate the exact balance sheet shown in the sample image
Interactive Slicer - Implement Month FYFY as a slicer for period selection
PBIX File - Submit completed Power BI file
Technical Requirements
DAX Calculations Needed
You should create DAX measures to calculate:
Current balances for each balance sheet line item
Proper grouping and subtotals matching the sample
Accurate financial calculations using Credit/Debit/Value fields
Suggested Fields to Create
Note: These are suggestions - you may need to create additional calculated columns or measures as required
Balance calculations
Period-specific filters
Grouping hierarchies
Running totals where applicable
Report Structure
Match the exact layout and values shown in the sample balance sheet
Ensure all subtotals and totals are accurate
Maintain proper balance sheet formatting and structure
Success Criteria
Accuracy - All values must exactly match the sample balance sheet
Functionality - Month FYFY slicer must work correctly
DAX Quality - Use efficient and proper DAX formulas
Report Design - Clean, professional presentation matching the sample
Submission
Submit a single .pbix file
File should open and display the balance sheet correctly
All slicers and interactions should be functional
Notes
Pay careful attention to the relationship between Credit, Debit, and Value fields
Consider how different Balance Sheet Groups should be calculated and displayed
Ensure your DAX handles different time periods correctly
The sample data shows various account types - make sure your calculations work for all of them
Requirements
Data Source
Use the provided dataset containing financial transactions: balance_sheet_export.xlsx
Dataset includes fields: Credit, Debit, Value, Period, Month FYFY, Section, Balance Sheet Group, MonthYearSort
Core Deliverables
Balance Sheet Report - Recreate the exact balance sheet shown in the sample image
Interactive Slicer - Implement Month FYFY as a slicer for period selection
PBIX File - Submit completed Power BI file
Technical Requirements
DAX Calculations Needed
You should create DAX measures to calculate:
Current balances for each balance sheet line item
Proper grouping and subtotals matching the sample
Accurate financial calculations using Credit/Debit/Value fields
Suggested Fields to Create
Note: These are suggestions - you may need to create additional calculated columns or measures as required
Balance calculations
Period-specific filters
Grouping hierarchies
Running totals where applicable
Report Structure
Match the exact layout and values shown in the sample balance sheet
Ensure all subtotals and totals are accurate
Maintain proper balance sheet formatting and structure
Success Criteria
Accuracy - All values must exactly match the sample balance sheet
Functionality - Month FYFY slicer must work correctly
DAX Quality - Use efficient and proper DAX formulas
Report Design - Clean, professional presentation matching the sample
Submission
Submit a single .pbix file
File should open and display the balance sheet correctly
All slicers and interactions should be functional
Notes
Pay careful attention to the relationship between Credit, Debit, and Value fields
Consider how different Balance Sheet Groups should be calculated and displayed
Ensure your DAX handles different time periods correctly
The sample data shows various account types - make sure your calculations work for all of them