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you want to build a financial statement in power bi the template approach is flexible relatively easy to set up and suitable for smaller data sets start by building a template of the financial structure you need in excel with the line item number description and the descriptive identifier this you then need to import into power bi here you first sort the line item description by the line item id number to ensure all items show in the right order and add it to a table or a matrix visual now that the structure is there create the separate measures that return the values for each corresponding line item and create one master measure that pulls in the right measure values for each item using the switch function and the format function to control how each value is formatted add the master measure to the visual adjust the formatting and show items with no data you can make use of additional columns in the template file to apply conditional formatting and adjust the size of the values displa
