Profit and Loss Class Advanced (Standard Period) Data Model

Modified on Sun, 7 Jul at 2:22 AM

Overview of QuickBooks Profit & Loss by Class (Standard Period) Data Model

Traditional Profit and Loss by Class Standard data model, but with the ability to show Budgets and Forecasts alongside Actuals. This capability is not available inside of QuickBooks, as it requires two different reports - one for Budget and Actual, and one for Forecast and Actual.

This report is only available to QuickBooks Enterprise Users

The 36 monthly period range is controlled in the QQube Configuration Tool.

If you want the same report, but with aggregation by day then use the Profit and Loss by Class Flexible Period data model designed for PowerPivot and Power BI.

Features

Aggregated by Month for 36 Periods
606 Pre-Calculated Measures including column arrangements not possible in QuickBooks
DAX measures for Power/Pivot and Power BI
Special Microsoft Access Views to get around 256 column limitations
Excel Add-In contains Presentation Clean-Up Tool

Output Examples

Traditional Profit and Loss by Class
Shortcuts for automating updating in Excel, e.g. Current Month, Last Month, Previous Year Month
Compare Actuals, Budget, AND Forecast, side by side, including % of Sales
Class side by side or in hierarchy

Schema

AVAILABLE FIELDS

DIMENSION DETAIL LINKS

Dates and Calendar Dimensions:

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Document Based Dimensions:

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Linked Information:

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