Profit and Loss by Class w Actual/Budget/Forecast Analytic (QuickBooks Enterprise Only)

Overview

• 606 Pre-Calculated Measures including column arrangements not possible in QuickBooks
• Special Microsoft Access Views to get around 256 column limitations
• 5 Additional Calculated Measures in Power BI
• Aggregated by Month for 36 Periods
• 3 List Dimensions with over 110 fields for Company, Account and Class
• Actual, Budget, Forecast, % Sales
• 6 Out-of-the box metrics using Power BI
• Power BI examples for cell phone readability
• Excel Add-In contains Presentation Clean-Up Tool

Purpose and Usage

Attributes and Fields

AVAILABLE FIELDS	LINKS TO MORE INFORMATION
	Dates and Calendar Dimensions: NONE
	Document Based Dimensions:  NONE
	List Based Dimensions:  Account (Profit and Loss) Company
	Linked Information:  NONE

Notes

Traditional Profit and Loss Standard Analytic, 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.

Filter or organize by Class

Shortcuts for periods e.g. Current Month, Last Month.  36 Periods controlled in the QQube Configuration Tool.

Measure Shortcuts were introduced in QQube Version 6.1

Available Application Shells

• Microsoft Excel
• Microsoft PowerPivot 2013-2016
• Microsoft PowerBI
• Microsoft Access
• SAP Crystal Reports
• Tableau