P&L + financial statement account grouping

Hi,

Does anyone have any good links or tips to creating a good P&L account grouping structure? I am thinking that it could be a help file in Excel, but what is important is that it takes into consideration also sorting, changing of negative or positive values if needed and if the P&L grouping is a full value or a percentage.

This is my Excel spreadsheet which I was thinking of using to create a P&L account grouping structure:

The purpose of the columns are as follows:

Company - Company Key (can be used together with Account Key if there are reports from different companies)

AccountLine - Lowest level and has a range for accounts which creates an interval to match accounts between

AccountGroupingLine - Higher level, has to be hierarchy or joined to the lower level (notice that it is GroupingLevel2)

From - From account number

To - To account number

ReportType - Value to isolate which report type it is in measures

Sign - Used to correct negative or positive values if needed in front end

FormatLevel  - Can be used to do shading on background of rows in reports

GroupingLevel - Grouping 1 is the lowest level, Grouping Level 2 should be in a hierarchy above 1, and as you get account lines that needs a higher level, you incrementally add values

Type - Used in SWITCH statements if it is a percentage or whole number

Sorting - Row Sorting of the Account Lines.

Anyone seen or know of any examples of this that they can share? 

Or else know how I can:

• Store MAX values into parameters and use that in loops in Power BI?
• Load a table based on a previously loaded table?
• Use IF statements inside a loop in Power BI?

Any help is appreciated!

Best.

Ali A