Model Summary
The QQube 52/53 Tax Year Data Model provides a three-year Profit and Loss statement for businesses using week-based accounting periods. It supports 4-4-5, 4-5-4, 5-4-4, and 13 x 4 reporting patterns.
| Model Type | Three-year 52/53 Tax Year Profit and Loss |
|---|---|
| Period Coverage | 36 configured periods for 4-4-5, 4-5-4, and 5-4-4; 39 configured periods for 13 x 4 |
| Primary Values | Actuals and Actuals % Sales |
| Primary Use | Produce Profit and Loss statements using week-based tax-year periods |
Best Used For
- Preparing a traditional Profit and Loss statement for a 52/53 tax year.
- Comparing current and previous tax-year periods.
- Reviewing period and year-to-date actuals.
- Analyzing Actuals as a percentage of Sales.
- Building Excel PivotTable, Power Pivot, and Power BI financial reports.
Key Capabilities
- Supports 4-4-5, 4-5-4, 5-4-4, and 13 x 4 reporting patterns.
- Provides current, previous-year, period, year-to-date, and full-year shortcuts.
- Includes up to 39 configured periods across three years.
- Includes period and year Actuals % Sales measures.
- Provides prepared DAX measures for Power BI and Excel Power Pivot.
52/53 Tax Year Configuration
The period structure is controlled in the QQube Configuration Tool.
The 4-4-5, 4-5-4, and 5-4-4 patterns use 36 periods across three years. The 13 x 4 pattern uses 39 periods. Period labels and ending dates change with the selected fiscal-year and week configuration.
QuickBooks Data Limitations
QuickBooks does not provide this 52/53 Tax Year Profit and Loss structure.
QQube prepares the configured week-based periods and related comparison measures outside QuickBooks.
Prepared Excel Measures
The Excel and Excel PivotTable model includes 182 prepared measures. The period-specific measures are summarized below instead of listing each configured period separately.
Shortcut Measures (20)
| Current Measures | Previous-Year Measures | Antecedent Measures |
|---|---|---|
| Current Period Actuals Current Period Actuals % Sales Current Year Actuals Current Year Actuals % Sales Current Year-to-Last Period Actuals Current Year-to-Last Period Actuals % Sales Current YTD Actuals Current YTD Actuals % Sales | Previous Year Period Actuals Previous Year Period Actuals % Sales Previous Year Actuals Previous Year Actuals % Sales Previous Year-to-Last Period Actuals Previous Year-to-Last Period Actuals % Sales Previous YTD Actuals Previous YTD Actuals % Sales Previous Year Last Period Actuals Previous Year Last Period Actuals % Sales | Last Period Actuals Last Period Actuals % Sales |
Specific Period Measures (156)
| Actuals | Year-to-Date Actuals | Percent of Sales |
|---|---|---|
| Periods 1-39 Actuals | Periods 1-39 YTD Actuals | Periods 1-39 Actuals % Sales Periods 1-39 YTD Actuals % Sales |
Specific Year Measures (6)
| Actuals | Percent of Sales |
|---|---|
| Years 1-3 Actuals | Years 1-3 Actuals % Sales |
Power BI and Excel Power Pivot Measures
The prepared 52/53 Tax Year examples include 190 visible DAX measures in six display folders. Hidden measures are not included.
| Measure Folder | Visible Measures |
|---|---|
| Antecedent Measures | 2 |
| Comparison Measures | 8 |
| Current Measures | 8 |
| Previous Year Measures | 10 |
| Specific Period Measures | 156 |
| Specific Year Measures | 6 |
Included Dimensions
Lists
| Account (Profit and Loss) | Company |
Technical Details
| Model Structure | One prepared financial statement table with related Account and Company dimensions |
|---|---|
| Financial Model Type | Three-year financial statement |
| Aggregation | Profit and Loss values by account and configured 52/53 tax-year period |
| Period Range | 36 or 39 configured periods across three years |
| Excel Availability | Available for Excel and Excel PivotTables |
| Prepared DAX Measures | 190 visible measures for Power BI and Excel Power Pivot |
Expected Result
Customers can immediately build a three-year Profit and Loss statement using configured 52/53 tax-year periods, current and previous-period shortcuts, year-to-date values, and Actuals % Sales.
The prepared financial statement table, Account and Company dimensions, Excel measures, relationships, and visible DAX measures are already included.
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