Model Summary
The QQube Profit and Loss by Class Flexible Period Data Model provides a traditional Profit and Loss by Class structure aggregated by account and day. It supports dynamic reporting across any number of years in Power BI and Excel Power Pivot.
| Model Type | Flexible-period Profit and Loss by Class |
|---|---|
| Date Coverage | Any number of years configured in the QQube Configuration Tool |
| Aggregation | Account, class, and day |
| Primary Values | Actual, Budget, Forecast, and Foreign |
| QuickBooks Availability | QuickBooks Enterprise |
| Primary Use | Build dynamic Profit and Loss by Class reports without fixed monthly columns |
Best Used For
- Building traditional Profit and Loss by Class statements with dynamic reporting periods.
- Analyzing daily, weekly, monthly, quarterly, and yearly results by class.
- Comparing actual, budget, and forecast values by class.
- Reviewing foreign-currency results by class.
- Calculating EBITDA and percentage-of-sales comparisons.
- Reporting across more than three years.
Key Capabilities
- Aggregates Profit and Loss activity by account, class, and day.
- Supports any number of configured years.
- Includes Actual, Budget, Forecast, and Foreign base measures.
- Supports dynamic calendar reporting in Power BI and Excel Power Pivot.
- Provides current, previous-period, previous-year, and comparison measures.
- Adds Class analysis to the flexible-period Profit and Loss model.
- Replaces the earlier Profit and Loss by Class Freestyle model.
- Loads more efficiently than the earlier Freestyle model.
Flexible Period Logic
This model does not use fixed monthly columns.
Values are aggregated by day so Power BI and Excel Power Pivot can group them into daily, weekly, monthly, quarterly, yearly, or other dynamic reporting periods.
QuickBooks and Application Availability
This model is available only for QuickBooks Enterprise users.
It is specifically designed for Power BI and Excel Power Pivot. It is not available through the regular QQube Excel Add-In worksheet model.
Primary Model Fields
The flexible-period model contains four base measures.
Base Measures (4)
| Actual | Planning | Currency |
|---|---|---|
|
|
|
Power BI and Excel Power Pivot Measures
The prepared Profit and Loss by Class Flexible Period examples include 229 visible DAX measures in eight display folders, plus two Power BI company-filter measures without a display folder. Hidden measures are not included.
Power BI company filtering
The two measures without a display folder filter the Account and Class slicers by the selected company in Power BI. Excel Power Pivot handles company filtering automatically.
- View all Profit and Loss by Class Flexible Period DAX measures
- Learn how QQube DAX measures are constructed
Included Dimensions
Lists
| Account (Profit and Loss) | Class | Company |
Technical Details
| Model Structure | One prepared Profit and Loss by Class table with related Account, Class, and Company dimensions |
|---|---|
| Financial Model Type | Flexible-period financial model |
| Aggregation | Account, class, and day |
| Date Range | Any number of configured years |
| QuickBooks Edition | QuickBooks Enterprise |
| Application Availability | Power BI and Excel Power Pivot |
| Regular Excel Availability | Not available through the QQube Excel Add-In worksheet model |
| Base Measures | 4 |
| DAX Support | 229 visible measures |
Expected Result
Customers can immediately build dynamic Profit and Loss by Class reports using Actual, Budget, Forecast, and Foreign values across any configured number of years.
The prepared table, Account, Class, and Company dimensions, relationships, four base measures, and visible DAX measures are already included.
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