Power BI Formatted Profit and Loss Statement

amitchandak — Mon, 05 Dec 2022 06:47:35 GMT

Power BI Formatted Profit and Loss Statement

Power BI how to create and format financial Profit and Loss (PnL) Statements. Traditional income statements, P&L, and Balance sheets have a format with blank rows in between, and custom totals across rows.

You can find the detailed steps below.

The purpose of this video is to show you how extended dimensions can help you to create a formatted financial statement, and how you can create custom totals if you are interested in obtaining that kind of format

How to get Pages 2 and 3

The source file is available at: https://github.com/amitchandakpbi/powerbi/blob/main/P%26L%20Data.xlsx

My Medium blog can be found here if you are interested

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Re: Power BI Formatted Profit and Loss Statement

Anonymous — Wed, 15 Nov 2023 10:02:04 GMT

Thank you for your effort, but I'm still amazed in 2023 with so many solutions in data viz, PowerBi offer on PL statement is so poor.

Re: Power BI Formatted Profit and Loss Statement

EugeneLebedev — Fri, 13 Mar 2026 10:01:10 GMT

there are ready-made templates in Power BI for P&L dashboards from Xero, QBO and Zoho Books. It might be wise using them to save you time having to find the right formulas through all the trial and error - https://vidi-corp.com/profit-and-loss-dashboards/

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Power BI Formatted Profit and Loss Statement

Power BI Formatted Profit and Loss Statement

Re: Power BI Formatted Profit and Loss Statement

Re: Power BI Formatted Profit and Loss Statement