Model Summary
The QQube Balance Sheet Standard Period Data Model provides a traditional three-year Balance Sheet with Actual and Budget values. It includes fixed shortcut measures and 36 configured monthly periods.
| Model Type | Three-year Balance Sheet Standard Period financial statement |
|---|---|
| Period Coverage | 36 monthly periods controlled in the QQube Configuration Tool |
| Primary Values | Actuals and Budget |
| Prepared Excel Measures | 122 |
| Visible DAX Measures | 158 |
| Primary Use | Prepare and compare traditional Balance Sheet results across three financial years |
Best Used For
- Preparing a traditional three-year Balance Sheet.
- Comparing Actual and Budget values.
- Reviewing monthly, quarterly, and yearly balances.
- Using fixed shortcuts such as Current Month, Last Month, and Previous Year Month.
- Analyzing current assets, current liabilities, working capital, and current ratio in Power BI or Excel Power Pivot.
- Building Excel PivotTable, Power BI, and Excel Power Pivot financial reports.
Key Capabilities
- Includes 36 monthly periods across three years.
- Provides 20 current, prior-period, and previous-year shortcut measures.
- Includes monthly, quarterly, and yearly Actual and Budget measures.
- Includes 122 prepared Excel measures.
- Provides 158 visible DAX measures for Power BI and Excel Power Pivot.
- Includes prepared DAX comparisons and liquidity calculations.
- Includes the Excel Add-In Presentation Clean-Up Tool.
Three-Year Period Logic
The 36 monthly periods are controlled in the QQube Configuration Tool.
The displayed month and year labels change with the configured financial reporting range. The prepared model retains the same measure structure for Periods 01 through 36, Quarters 1 through 4 for each of three years, and Years 1 through 3.
Prepared Excel Measures
The Excel and Excel PivotTable model includes 122 prepared measures. Repeating monthly, quarterly, and yearly measures are summarized below instead of listing every dated field separately.
Shortcut Measures (20)
| Current and Prior-Period Measures | Previous-Year Measures |
|---|---|
|
|
Specific Monthly Period Measures (72)
| Actuals | Budget |
|---|---|
|
|
Specific Quarter Measures (24)
| Actuals | Budget |
|---|---|
|
|
Specific Year Measures (6)
| Actuals | Budget |
|---|---|
|
|
Power BI and Excel Power Pivot Measures
The prepared Balance Sheet Standard Period examples include 158 visible DAX measures in four display folders. Hidden measures are not included.
| Measure Folder | Visible Measures |
|---|---|
| Comparison Measures | 32 |
| Period/Month Measures | 84 |
| Quarter Measures | 32 |
| Year Measures | 10 |
Included Dimensions
Lists
| Account (Balance Sheet) | Company |
Technical Details
| Model Structure | One prepared Balance Sheet Standard Period table with related Account and Company dimensions |
|---|---|
| Financial Model Type | Three-year standard financial statement |
| Aggregation | Monthly |
| Period Range | 36 configured monthly periods |
| Excel Availability | Available for Excel and Excel PivotTables |
| Prepared Excel Measures | 122 |
| DAX Support | 158 visible measures for Power BI and Excel Power Pivot |
| Excel Add-In | Includes the Presentation Clean-Up Tool |
Expected Result
Customers can immediately build a traditional three-year Balance Sheet using Actual, Budget, monthly, quarterly, yearly, and shortcut values.
The prepared financial statement table, Account and Company dimensions, relationships, 122 Excel measures, and 158 visible DAX measures are already included.
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