Easily build financial reports with line formatting, conditional formatting, subtotals and more.

The Financial Reporting Matrix custom visual provides calculations and conditional formatting for matrix style reports. It provides a number of features not available in the standard matrix visual, including line formatting, conditional formatting, subtotals and more. Custom calculated lines and custom format specifications can be defined directly in the data model.

Fully integrated with the Microsoft Power BI developer experience, the visual is configured via the standard fields and formatting pane. It's particularly suited for financial reports.

FEATURES

Subtotals

In-cell commenting

Custom measures

Stepped layout

Line formatting

Export to Excel

Set measure placement

Hide empty columns

Specify thousand and decimal Separator

Cross-highlighting/cross-filtering

Multiple column headers/pivoting

Expand/collapse columns and rows

Ragged hierarchy

Sticky column and row headers

Conditional formatting

Configure via fields and formatting pane

Supports formatting and calculations from the data model

Custom columns with calculations

Licenses:

🟢 1 month free trial starts once the checkout has been completed. First charge is after the trial.

👥 Each user (all viewers + all developers) needs a named license that needs to be assigned like Power BI Pro licenses.

🛑 AppSource Licensing is not supported for these unsupported environments.

✖️ This purchase will not supply you with a license key. After purchase, the licenses needs to be assigned in Microsoft Admin Center

Contact us at pbi.visuals@profitbase.com to purchase the license for these environments/use cases:

Embedded use cases (Public Web URL, App Owns Data embed, etc.)
Commercial OEM Embedded use cases (using Profitbase Visuals to sell your template apps or your industry solutions)
Report Server (On-Premise) environment
National/Regional Cloud

Support: https://github.com/Profitbase/PowerBI-visuals-FinancialReportingMatrix

Financial Reporting Matrix by Profitbase

avtor: Profitbase AS