We provide financial reports to our clients at period end and are currently looking for help with a new report page to display an Aged Payables Summary in Power BI, similar to the format available in Xero. The report needs to be dynamic and respond to the period selected within the Power BI report.
The data source is Xero. We use an ETL service to extract the data from Xero and load it into a SQL database, which then serves as the data source for the Power BI report.
The report currently utilises the following Xero tables:
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