Hi Mahbub,

Please try uploading the file again. After selecting your file you need to click the 'Start Upload' button and wait for the file to complete uploading.

Mynda

This is actually not uploading problem. Problem is application of measure on the column like BS has based on the filtered rows like (Assets , liabilities). Can not apply measure like ratio analysis Current assets/Current liabilities??? Why ?? Do I need to change the data from rows to column?? Please see my attached file. 

Hi Mahbub,

Sorry, I was referring to your Power BI desktop file that didn't get uploaded to the forum in your first message.

Firstly, creating a P&L and Balance Sheet reports in Power BI is not a trivial task because Power BI is not designed to work like an accounting system. If you take your measure 'Total Assets' with the formula = SUM(SOFP_EFL[Current Month]) you'll see that this actually returns the sum of all accounts at the row level filter context, not just assets. Therefore, using it in any other measure is going to give erroneous results.

You also can't add the % of Total Assets formula to a column in the data table, because it will calculate for the liabilities as well as the assets i.e. every row in the data table.

Unfortunately, you can't simply create a measure that calculates the percentage an asset account balance is of the total assets because Power Pivot measures are designed to apply the same formula to all fields in the visual, whether that's a table or a chart. And what you want is a different measure on each row of the table visual depending on whether they're assets or liabilities.

As this topic is not covered in my course, I recommend you find a tutorial for financial reporting in Power BI like this one and work through it ensuring your data set up is the same.

Mynda