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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to display the net...
Small and medium business | Business Central, N...
Suggested answer

How to display the net income balance into the balance sheet from Power BI finance report

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Posted on by YC-19090515-0 21
I know the standard Power BI finance report shows the data from the posted G/L entry. For balance sheet, the net income value needs to be carried into retained earning. How can I set the net income value to be shown in the balance sheet? 
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Dynamics 365 Business Central
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  • Suggested answer
    Jainam M. Kothari Profile Picture
    Jainam M. Kothari 15,608 Super User 2025 Season 2 on at
    How to display the net income balance into the balance sheet from Power BI finance report
    Hello,
     
    To show Net Income in the Balance Sheet in Power BI for Business Central, you can either run the Year-End Closing in Business Central (which moves net income into the Retained Earnings account), or modify the Power BI report by creating a DAX measure that adds income statement totals to retained earnings, ensuring correct account categorization.
     
    This way, the Balance Sheet reflects net income without waiting for closing entries.
  • YC-19090515-0 Profile Picture
    YC-19090515-0 21 on at
    How to display the net income balance into the balance sheet from Power BI finance report
    Thank you for sharing how to show the net income! It looks like creating a DAX measure requires Power BI skill. Is there a document or link to explain about the step by step to create a DAX measure?

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