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Anonymous's avatar
Anonymous
Not applicable
2 years ago
Solved

How can I make calculations in a visual table for Income Statement/ P&L

Hi All,

 

This is a visusal I have creating using GL and Account Tables

Kindly let me know how can I make the calculations for missing rows.

 

Gross profit = Revenue - Cost of Sale

GP Margin = Gross Profit/Revenue

EBITDA =  Gross Profit+ Other Income - SQ&A

 

 

Thanks in advance

powerbi
  • Jihwan_Kim's avatar
    Jihwan_Kim
    2 years ago

    Hi,

    Please share your sample pbix file's link, and then I can try to look into it.

    Thanks.

  • Jihwan_Kim's avatar
    Jihwan_Kim
    2 years ago

    Hi,

    I am a bit confused about the logic, but please check the below picture and the attached pbix file.

    I hope you can try to amend the formula if I misunderstood the logic.

     

    expected result measure: =
VAR _revenue =
    CALCULATE (
        [Total Actuals],
        'Account Mapping'[Row Index] = 1,
        REMOVEFILTERS ( IsStructure )
    )
VAR _cost =
    CALCULATE (
        [Total Actuals],
        'Account Mapping'[Row Index] = 2,
        REMOVEFILTERS ( IsStructure )
    )
VAR _grossprofit = _revenue + _cost
VAR _gpmargin =
    DIVIDE ( _grossprofit, _revenue )
VAR _otherincome =
    CALCULATE (
        [Total Actuals],
        'Account Mapping'[Row Index] = 6,
        REMOVEFILTERS ( IsStructure )
    )
VAR _sga =
    CALCULATE (
        [Total Actuals],
        'Account Mapping'[Row Index] = 5,
        REMOVEFILTERS ( IsStructure )
    )
VAR _ebitda = _grossprofit + _otherincome - _sga
RETURN
    SWITCH (
        SELECTEDVALUE ( IsStructure[Row Index] ),
        3, _grossprofit,
        4, FORMAT ( _gpmargin, "#.00%" ),
        7, _ebitda,
        [Total Actuals]
    )

11 Replies

  • Jihwan_Kim's avatar
    Jihwan_Kim
    Icon for Super User rankSuper User
    2 years ago

    Hi, I am not sure how your datamodel looks like, but please try to write an additinoal measure something like below whether it suits your requirement.

     

    SELECTEDVALUE function - DAX | Microsoft Learn

     

    SWITCH function (DAX) - DAX | Microsoft Learn

     

     

    expected result measure: =
SWITCH (
    SELECTEDVALUE ( tablename[Description Profit & Loss Statement] ),
    "Gross profit",
        CALCULATE (
            [Total Actuals],
            tablename[Description Profit & Loss Statement] = "Revenue"
        )
            - CALCULATE (
                [Total Actuals],
                tablename[Description Profit & Loss Statement] = "Cost of Sale"
            ),
    "GP Margin",
        DIVIDE (
            CALCULATE (
                [Total Actuals],
                tablename[Description Profit & Loss Statement] = "Gross Profit"
            ),
            CALCULATE (
                [Total Actuals],
                tablename[Description Profit & Loss Statement] = "Revenue"
            )
        ),
    "EBITDA",
        CALCULATE (
            [Total Actuals],
            tablename[Description Profit & Loss Statement] = "Gross Profit"
        )
            + CALCULATE (
                [Total Actuals],
                tablename[Description Profit & Loss Statement] = "Other Income"
            )
            - CALCULATE (
                [Total Actuals],
                tablename[Description Profit & Loss Statement] = "SQ&A"
            ),
    [Total Actuals]
)

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      2 years ago

      Hi Jihwa,

       

      Thank you for the quick answer.

       

      I tried the Switch function, However I'm not getting the results.  Kindly advise

       

       

      • Jihwan_Kim's avatar
        Jihwan_Kim
        Icon for Super User rankSuper User
        2 years ago

        Hi,

        Please share your sample pbix file's link, and then I can try to look into it.

        Thanks.

    • Jihwan_Kim's avatar
      Jihwan_Kim
      Icon for Super User rankSuper User
      2 years ago

      Hi,

      I think the link directs to the power bi service, not to the file.

    • Jihwan_Kim's avatar
      Jihwan_Kim
      Icon for Super User rankSuper User
      2 years ago

      Hi,

      I am a bit confused about the logic, but please check the below picture and the attached pbix file.

      I hope you can try to amend the formula if I misunderstood the logic.

       

      expected result measure: =
VAR _revenue =
    CALCULATE (
        [Total Actuals],
        'Account Mapping'[Row Index] = 1,
        REMOVEFILTERS ( IsStructure )
    )
VAR _cost =
    CALCULATE (
        [Total Actuals],
        'Account Mapping'[Row Index] = 2,
        REMOVEFILTERS ( IsStructure )
    )
VAR _grossprofit = _revenue + _cost
VAR _gpmargin =
    DIVIDE ( _grossprofit, _revenue )
VAR _otherincome =
    CALCULATE (
        [Total Actuals],
        'Account Mapping'[Row Index] = 6,
        REMOVEFILTERS ( IsStructure )
    )
VAR _sga =
    CALCULATE (
        [Total Actuals],
        'Account Mapping'[Row Index] = 5,
        REMOVEFILTERS ( IsStructure )
    )
VAR _ebitda = _grossprofit + _otherincome - _sga
RETURN
    SWITCH (
        SELECTEDVALUE ( IsStructure[Row Index] ),
        3, _grossprofit,
        4, FORMAT ( _gpmargin, "#.00%" ),
        7, _ebitda,
        [Total Actuals]
    )
      • Anonymous's avatar
        Anonymous
        Not applicable
        2 years ago

        Hi Jihwan,

         

        It is working as expected (I have edit the code for NPBT and NPAT).

         

        Thank you a lot for the quick support!!

        Quick question: How can highlight only the EBITDA and EBITDA Margin row. (Tried with formating but didnt work)

         

        Many Thanks

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Thank you a lot for the support!