Model Summary
The QQube Profit and Loss by Job and Class Flexible Period Data Model contains only Profit and Loss accounts and is aggregated by account, class, and day. It is designed for dynamic reporting in Power BI and Excel Power Pivot across any number of years.
| Model Type | Flexible-period Profit and Loss by Job and Class |
|---|---|
| Date Coverage | Any number of years |
| Aggregation | Account, class, and day |
| Primary Values | Actual Amount, Budget Amount, and Actual Amount (Foreign) |
| Primary Use | Analyze Profit and Loss results by job and class using dynamic reporting periods |
Best Used For
- Analyzing Profit and Loss by job and class across dynamic date ranges.
- Comparing actual and budget amounts by job and class.
- Reviewing daily, weekly, monthly, yearly, or full-job totals.
- Comparing classes within individual jobs.
- Analyzing home-currency and foreign-currency actual amounts.
- Building Power BI and Excel Power Pivot reports without a fixed three-year period structure.
Key Capabilities
- Contains only Profit and Loss accounts.
- Aggregates financial activity by account, class, and day.
- Supports any number of years.
- Includes actual, budget, and foreign-currency actual amounts.
- Supports dynamic date grouping in Power BI and Excel Power Pivot.
- Adds Class analysis to the Profit and Loss by Job model.
- Replaces the earlier Profit and Loss by Job by Class Freestyle model.
- Loads more efficiently than the earlier Freestyle model.
Flexible Period Logic
This model does not use fixed monthly columns.
Amounts are aggregated by day so Power BI and Excel Power Pivot can group them into daily, weekly, monthly, quarterly, yearly, or full-job reporting periods.
QuickBooks Data Scope
This model contains only Profit and Loss accounts.
Use the Job Cost Details Data Model when balance-sheet accounts used for expense accruals are also required.
Primary Model Fields
The flexible-period model contains three native amount fields.
Native Fields (3)
| Actual | Budget | Foreign Currency |
|---|---|---|
|
|
|
Power BI and Excel Power Pivot Measures
The prepared Profit and Loss by Job and Class Flexible Period examples include 202 visible DAX measures in nine display folders, plus four Power BI company-filter measures without a display folder. Hidden measures are not included.
Power BI company filtering
The four measures without a display folder filter the Account, Class, Customer, and Job slicers by the selected company in Power BI. Excel Power Pivot handles company filtering automatically.
- View all Profit and Loss by Job and Class Flexible Period DAX measures
- Learn how QQube DAX measures are constructed
Included Dimensions
Calendars
| Job End Date | Job Projected End Date |
| Job Start Date | More Info on Calendars |
Lists
| Account (Profit and Loss) | Class | Company |
| Customer | Customer Rep | Job |
| Job Rep |
Technical Details
| Model Structure | One prepared Profit and Loss by Job and Class table with related dimensions and relationships |
|---|---|
| Financial Model Type | Flexible-period financial model |
| Account Scope | Profit and Loss accounts only |
| Aggregation | Account, class, and day |
| Date Range | Any number of years |
| Application Availability | Power BI and Excel Power Pivot |
| Excel Worksheet Availability | Not designed for the Excel Add-In worksheet model |
| DAX Support | 202 visible measures |
Expected Result
Customers can immediately analyze Profit and Loss by job and class using dynamic daily, weekly, monthly, quarterly, yearly, or full-job reporting periods.
The prepared table, dimensions, relationships, native amount fields, and visible DAX measures are already included.
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