Generate Visual Report from excel sheet for specific year and month

Hi,

To generate a visual report in Power BI that displays credit and debit transactions for a specific month and year, you can follow these steps:

1. Data Import: Load your Excel sheet containing the credit and debit statements into Power BI.

2. Data Modeling: Ensure that both tables (Credit and Debit) are properly related. You may need to create a relationship based on a common field, such as Account ID.

3. Create a Date Table: It’s advisable to create a Date table that includes all the months and years you want to analyze. This can be done using DAX:

4. DateTable = CALENDAR(MIN('YourTable'[Date]), MAX('YourTable'[Date]))
   

5. Filtering Data: Use slicers for Year and Month. You can create slicers by dragging the Year and Month fields from your Date table onto the report canvas.

6. Visualizations: Create visualizations (e.g., bar charts or line graphs) to display the sum of credits and debits. Use the following DAX measures to calculate totals:

7. TotalCredit = SUM(Credit[Amount])
   TotalDebit = SUM(Debit[Amount])
   

8. Final Touches: Ensure that your visuals are filtered based on the selected Year and Month from the slicers.