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QQube pandl act/bud/frcst for QuickBooks | CLEARIFY

Support Guides

Version 36

Profit and Loss - Act/Budg/Forecast

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QQube Profit and Loss w Actual/Budget/Forecast 

(QuickBooks Enterprise Only)

 

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

NOTE: For usage in Power/Pivot and Power BI use the Flexible Period Profit and Loss data model

Output Examples

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

Schema

AVAILABLE FIELDS DIMENSION DETAIL LINKS

Dates and Calendar Dimensions:

  • NONE

Document Based Dimensions: 

  • NONE

List Based Dimensions: 

Linked Information: 

  • NONE

Notes

Traditional Profit and Loss Standard data model, but with the ability to show Budgets and Forecasts along side 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.

36 Periods are controlled in the QQube Configuration Tool.

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