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mirkoslav's avatar
mirkoslav
Frequent Visitor
7 years ago
Solved

How to make P&L - beginner

Hi,

 

I'm a little bit advanced begginer with Power BI (working with measures, time and similar) and need help how to make report like one on picture below.

I need suggestions where to start and how to start, which existing solutions i need to tak into consideration as starting point for learning...

 

 

I already made something with real data, but stacked with calculation between rows (percentages).

 

Thanks in advance for help.

Need Help

3 Replies

  • v-danhe-msft's avatar
    v-danhe-msft
    Icon for Microsoft Employee rankMicrosoft Employee
    7 years ago

    Hi mirkoslav,

    Based on my test, you could refer to below formula, but I suggest you to import your excel data to Power BI:

    Sample data:

    Create a calculated column(if you want to show all the formulas, you need to add more if conditions in this formula):

    Formulas = IF('Table1'[Indeks]=1,CALCULATE(SUM(Table1[Total])),IF('Table1'[Indeks]=3,CALCULATE(SUM(Table1[Total]),FILTER('Table1','Table1'[Indeks]=5))/CALCULATE(SUM(Table1[Total]),FILTER('Table1','Table1'[Indeks]=2))))

    Result:

    You could also download the pbix file to have a view.

    Or you could calculate all the data in excel and import to the Power BI:

    Reference:https://docs.microsoft.com/en-us/power-bi/desktop-import-excel-workbooks

     

    Regards,

    Daniel He