Power BI: Building a Trade Receivables Report from Accounting Entries

In this video, you’ll learn how to build a comprehensive accounts receivable report in Power BI using raw accounting entries. We’ll guide you through transforming journal entries into a structured and insightful report, perfect for tracking outstanding invoices, aging balances, and payment trends.

Timecodes:
0:00 - Intro
0:01 - Defining Technical Requirements
0:34 - Importing the Folder with Files
0:40 - Combining Files with Data
1:19 - Calculating Net Amount in Power Query
1:57 - Mapping Accounting Entries
2:39 - Creating a Calendar Table in DAX
2:53 - Linking Tables in the Semantic Model
3:14 - Creating a Cumulative Total with DAX
4:13 - Setting Up Basic Report Design
5:06 - Creating DAX Measures for Sales, Cash Payments, Collection Rate, and Days Sales Outstanding

You can access the data files to follow along and practice:
https://drive.google.com/drive/folder...