topic Re: Vertical aggregation (income statement) in DAX Commands and Tips

Vertical aggregation (income statement)

Brandaris — Sun, 20 Jun 2021 06:29:04 GMT

Hello Power BI user,

I have a challenge, which I couldn't quite figure out until now. Despite some videos about this, wherein the end result where I'm looking for can be seen, unfortunately I didn't succeed.

It seems so simple when I'm looking to the images of the end results on YouTube, for example, that I can hardly believe that I don't see the solution yet.....

It concerns here a financial overview, in which subtotals have to be made in a matrix, such as Gross profit and EBITA.

I work with ledger accounts, to which I have assigned multiple levels of aggregation. For example, at the highest level:

* Revenue
* Cost price
* Operational costs.
That works fine in a matrix.

But I would like to show the difference between Revenue and Cost Price in a subtotal Gross Margin (Revenue minus Cost).

The same for example Operating profit (Difference between Gross Margin and Operating Costs).

I look forward with great interest to your "golden" solution, for which I would like to thank you very much in advance.

Kind regards,

Hans

Re: Vertical aggregation (income statement)

Fowmy — Sun, 20 Jun 2021 10:14:31 GMT

Brandaris

I am not sure what sort of solution you are looking for in addition to the standard custom total lines in P&L.

Please refer to this video form Matt: https://exceleratorbi.com.au/build-a-pl-with-power-bi/

Re: Vertical aggregation (income statement)

Brandaris — Sun, 20 Jun 2021 13:55:22 GMT

Hi Fowmy,

Thank you very much for your quick reaction.

It was just as like at the denstist's room, after making an appointment, the toothache is gone......

I've found one hour ago a video, with a similar solution in it, but your suggestion is surely useful also. I'll keep it in my "video-library"!

Kind regards,

Hans