Grouping based on Condition

Learn how to use dynamic grouping in Power BI for your accounts receivables so that you can understand when the cash is coming into the business.

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We are going to review some dynamic grouping formula techniques that I believe will amaze you in their ability to showcase information in new and interesting ways. This scenario can also be referred to as an 'aged trial balance' This is also a short break-out session from the financial reporting course now available at Enterprise DNA Online.

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Grouping based on Condition

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Sam McKay

CEO & Founder

Sam McKay

CEO & Founder, Enterprise DNA

Sam is the Founder of Enterprise DNA and a leading voice in data and AI transformation. He helps professionals and organizations become ‘Full Stack AI Professionals’ capable of mastering data, building intelligent tools, and driving innovation at scale.

Through platforms like EDNA Learn, Data Mentor, AI Builders, and KnowCode, Sam empowers teams to thrive in the AI-driven future. His mission: to democratize advanced analytics and make real-world AI application accessible to all.

He’s a strong advocate for practical, hands-on learning and believes AI is unlocking a wave of opportunity for builders, creators, and problem-solvers worldwide.

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