topic Re: Custom income statement visual not displaying when adding Format statement in Custom Visuals Development Discussion

Custom income statement visual not displaying when adding Format statement

Joninthepnw — Mon, 01 Jul 2024 21:00:38 GMT

I have created a custom income statement and everything is working fine except for the three calculations that are percentages instead of dollars. The measure is formatted as percentage, but it's showing as dollars still. When I try adding a Format ([Bal_GrossMargin],"0.0%"), statement, the visual stops displaying any data and says "Couldn't load the data for this visual."

Please see image of the measure and below that the overall measure for all of the lines.

(I currently am multiplying by 100 to at least get the percentage to show something)

Re: Custom income statement visual not displaying when adding Format statement

lbendlin — Tue, 02 Jul 2024 12:15:33 GMT

using FORMAT converts the value to text. You would need to apply FORMAT to all your SWITCH choices.

Re: Custom income statement visual not displaying when adding Format statement

Joninthepnw — Tue, 02 Jul 2024 16:05:12 GMT

When I do this format shown below, it works fine. But the red highlighted boxes should be formatted "0.0%" and when I do that, it causes the visual to stop displaying.

Re: Custom income statement visual not displaying when adding Format statement

lbendlin — Tue, 02 Jul 2024 16:29:03 GMT

looks like your locale needs this to be "0,0%" ?

Re: Custom income statement visual not displaying when adding Format statement

Joninthepnw — Tue, 02 Jul 2024 16:37:45 GMT

Ok, I tried that: see results.

It looks like once I change a single format to %, it fails.

Re: Custom income statement visual not displaying when adding Format statement

Joninthepnw — Tue, 02 Jul 2024 16:43:52 GMT

I changed the three margin formats from "0.0%" to "0,0%" and the visual is still not loading.

See below

Re: Custom income statement visual not displaying when adding Format statement

lbendlin — Tue, 02 Jul 2024 17:42:27 GMT

I would consider using the dynamic measure formatting (you may have to enable this as it may still be a preview feature) or to collect the value first and the depending on the selected measure format it as currency or percentage.

Re: Custom income statement visual not displaying when adding Format statement

Joninthepnw — Tue, 02 Jul 2024 17:59:17 GMT

I have some more information. I have five columns on my visual. Line item description, current month of the Financial Value, prior month of the Financial Value, the variance between the two and the percentage change. When I exclude the percentage change column, the formatting of the margins works ok. But there seems to be a conflict when I add the last column of % changes.

Re: Custom income statement visual not displaying when adding Format statement

lbendlin — Tue, 02 Jul 2024 22:17:23 GMT

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).

Do not include sensitive information or anything not related to the issue or question.

If you are unsure how to upload data please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-p/963216

Please show the expected outcome based on the sample data you provided.

Want faster answers? https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

Re: Custom income statement visual not displaying when adding Format statement

Joninthepnw — Tue, 02 Jul 2024 22:34:18 GMT

I decided to create a column that takes the values as a % of revenue to calculate the margins instead of trying to add them to the same column. It's working just fine this way, so I'm just going with this. I appreciate your help thus far.