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Aider Matrix

by Aider

Download SampleInstructions

Build board-ready P&L statements with sections, formula rows, drill-down, and Excel export.

Turn Power BI into a financial reporting tool. Aider Matrix renders profit & loss statements the way finance teams actually design them — not the way a generic matrix decides to. Define report sections with their own column layouts, insert calculated rows, control every visual detail, and export the finished statement to Excel. Sections — split the statement into independently configured blocks (e.g. Revenue, COGS, OPEX), each with its own column fields, filters, and totals. Formula rows — add subtotals, margins, and ratios computed inside the visual (Gross profit, EBITDA %, coverage ratios) with full control of sign handling, so costs display positive but subtract correctly. Hierarchical drill-down — expand and collapse account hierarchies to any level, with per-level display rules and empty-row hiding. Full styling control — independent styles for normal rows, subtotals, totals, and three custom styles: fonts, colors, borders, indentation, number formats per measure. Excel export — one click exports the statement as styled .xlsx, preserving layout, formats and totals. Honest numbers — non-additive measures (Distinct Count, Average, Min/Max) are never silently mis-aggregated: the visual uses model-computed subtotals where available and shows a dash rather than a wrong number where not. Built by Aider, an accounting company, for real monthly reporting workloads: tested against reports with tens of thousands of rows, multi-year column hierarchies, and dozens of measures. Aider Matrix is provided to Aider's clients as part of their reporting engagement; licences for the Section Editor are provisioned by Aider. Viewing, drill-down and Excel export are free for everyone. Getting started: add your account hierarchy to Rows, periods to Columns, and measures to Values, then open Edit (⋯ menu) to design sections. See the sample report for a complete P&L setup.

Visual capabilities

This visual is certified by Power BI

At a glance

https://catalogartifact.azureedge.net/publicartifacts/aider.aider-matrix-1d6b2466-1ddf-4368-a04c-60a29c29cf3f/image2_01plstatement.png
https://catalogartifact.azureedge.net/publicartifacts/aider.aider-matrix-1d6b2466-1ddf-4368-a04c-60a29c29cf3f/image4_02drilldown.png
https://catalogartifact.azureedge.net/publicartifacts/aider.aider-matrix-1d6b2466-1ddf-4368-a04c-60a29c29cf3f/image3_03monthlycolumns.png
https://catalogartifact.azureedge.net/publicartifacts/aider.aider-matrix-1d6b2466-1ddf-4368-a04c-60a29c29cf3f/image0_04hintsandtips.png
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