Data Analysis Expression (DAX) for accountants

April 20, 2022

Free PDF of DAX functions designed specifically for accountants and finance professionals

Download your free PDF of DAX functions designed specifically for accountants and finance professionals:

Download Data Analysis Expressions (DAX) Functions

PowerBI and PowerQuery use the DAX language to allow accountants to analyse and query financial data.

Speak to our team about converting your management accounts into an online financial dashboard.

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Why is PowerBI important for Accountants?

As an accountant, you may find yourself referring to multiple sources to track the performance of your client’s cash flow, profitability, business trends and even bookkeeping cycle. What if you could access those results and comparisons automatically refreshed, on-demand, from your tablet, smartphone, PC, or even wearable device? Business intelligence and data visualisation systems can provide accountants with – the critical data and organisation summary in a custom format in one (or more) visuals or a dashboard. One of these powerful business intelligence tools is PowerBI.
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Power BI: What is DAX?

DAX (Data Analysis Expressions) is a formula expression language developed by Microsoft to interact with data in different analysis services and visualisation tools platforms like Power BI, PowerPivot and SSAS tabular models. DAX can seem familiar to competent excel users as the language uses similar formulas and expressions.
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How to call your profit and loss account reports from Xero to AccountingBi

We have outlined a step-by-step process of calling your profit and loss report data from your Xero account to AccountingBi - article and video.
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We have outlined the steps of calling balance sheet reports from Xero to AccountingBi in a video (watch below) and an article.
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How to connect Microsoft excel to Xero through AccountingBi

This video and article provide steps for connecting Xero to PowerBi through AccountingBi. It assumes that you've already pulled the Xero API from accounting BI for your various reports.
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