Creating a Profit and Loss (P&L) statement in Power BI might seem straightforward, but anyone who has tried using the Matrix visual knows that it can be quite complex. P&L reports require a specific layout, including custom row ordering, calculated subtotals, and business logic that often doesn't align with the structure of your data model when you simply drag and drop columns into Power BI.
If you're interested in learning how to create a P&L statement yourself, I have some resources for you! I’ve developed a step-by-step tutorial that you can follow, and you can also download an example file to see how I did it. I’ll guide you through creating a structured P&L statement in Power BI using only the Matrix visual, a helper table, and some DAX measures.
You can read the step-by-step tutorial & download the .pbix file here: Profit and Loss Statement in Power BI
Want to follow the tutorial step-by-step? I recorded a video:
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