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Krishna1992's avatar
Krishna1992
Helper I
7 years ago

Add separate column to create statement

Hi Everyone,   I am trying to implement income statement like below, I have KPI data with actuals, and so. But I don't know how to create a category of account type to aggreagate the mesaure...
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v-piga-msft's avatar
v-piga-msft
Resident Rockstar
7 years ago

Hi Krishna1992,

 

I have KPI data with actuals, and so. But I don't know how to create a category of account type to aggreagate the mesaures.

 

I have a little confused about your requirement "create a category of account type to aggreagate the mesaures". 

 

From my understand, the data in the image is your data sample?

 

If it is, could you share your desired output so that I can understand your requirement better and get the solution quickly?

 

Best Regards,

Cherry

Krishna1992's avatar
Krishna1992
Helper I
7 years ago

Hi v-piga-msft,

The data is not same given in the figure.

 

I have KPI data like revenue which is a measure etc.

 

But I dont know how to create the category/dimension in the acount type column.

 

Eg. Where can I create a column whether by using seperate table or query editor or creating a column, which step can I take to create a dimension of rows like rev, accounts rcvbl, expenses, etc.

 

Thanks