Forum Discussion
Subtotals within P&L Structure
Dear all,
I am new to this forum and am hoping I am doing it the right way.
Atm I am trying to build a P&L report with several issues. I got a line structure for setting P&L lines which is structured by COEP Lines (direct filled by cost elements / Accounting data) and different levels of Subtotals likes Net Sales / Gross Profit / COGS and also lower level subtotals....It is a parent child hierarchy, because it is the only way I know how to get all elements in one column....
I know that I cannot get these subtotals in the same report like the coep lines as these must be measures.... The measures must be calculated differently by column typ. All are calculated by the lines above, e.g. IF3009 is the sum of IF3000 - IF3004. IF 3059 is the sum of IF3050 to IF3051. IF 3099 is the sum of IF3009+IF3059. What I want to say, not all elements are calculated by the same logic but I want to calculate the as easy as possible, maybe in one "Amount " measure if possible. Is there any idea to get it in a SWITCH Formula? I am really a beginner in that kind of DAX Topic....Could anyone please help me? Al
What I have done now is this one... I got all values in one column by using a single, but long measure.
9 Replies
- amitchandak
Super User
Anonymous , based on what I got. Seem like you want to change subtotal based on values. Isinscope should help, you can change sub total measure based on that
https://www.kasperonbi.com/use-isinscope-to-get-the-right-hierarchy-level-in-dax/
- TheoC
Community Champion
Great share amitchandak!
- v-chenwuz-msft
Community Support
Hi Anonymous
for short , no. Measures or fields in visual will take up a full column.
But you can control the measure to return the fact value.
I recommend use martix table visual .
Best Regards
Community Support Team _ chenwu zhu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
ArynaPost Partisan
It might be helpful to check this Profit & Loss dashboard template:
https://vidi-corp.com/profit-and-loss-dashboards/It can be a useful reference for structuring financial reports in Power BI and may help you avoid building the full logic entirely from scratch.
