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marsclone's avatar
marsclone
Helper IV
4 years ago
Solved

Build Balance and P&L

Hi!   For our organization, with the help of fellow forum members, I have built a P&L and a Balance Sheet in recent years. However both are put together separately and in their own way.   The P&L...
Need Help
  • v-janeyg-msft's avatar
    v-janeyg-msft
    4 years ago

    marsclone 

     

    I modify your final code:

    IF (
    MAX ( 'Report Balance'[Betreft] ) = "Balance",
    SWITCH (
        TRUE (),
        MAX ( 'Report Balance'[Sortgroup] ) = MAX ( 'Report Balance'[Group 1] ), [GROUP_1],
        MAX ( 'Report Balance'[Sortgroup] ) = MAX ( 'Report Balance'[Group 2] ),
            CALCULATE (
                SUMX ( ALLSELECTED ( 'Report Balance'[Sortgroup] ), [GROUP_1] ),
                FILTER (
                    ALL ( 'Report Balance' ),
                    'Report Balance'[Subtotal?] = 1
                        && 'Report Balance'[Sortgroup] < MAX ( 'Report Balance'[Sortgroup] )
                        && 'Report Balance'[Sortgroup] > Pre_Group2
                )
            ),
        [Total Balance]
    ),
    IF (
        MAX ( 'Report Balance'[Subtotal?] ) = 1,
        SUMX (
            FILTER (
                ALL ( 'Report Balance' ),
                [Betreft] = "P&L"
                    && [Sortgroup] < SELECTEDVALUE ( 'Report Balance'[Sortgroup] )
                    && [Subtotal?] = 0
            ),
            [Total Balance]
        ),
        [Total Balance]
    )
)

    Did I answer your question ? Please mark my reply as solution. Thank you very much.
    If not, please feel free to ask me.

     

    Best Regards,
    Community Support Team _ Janey

Anonymous's avatar
Anonymous
Not applicable
4 years ago

Hello marsclone 

Could you please confirm is it working properly or not? If there is any issue could you please share the pbix file after removing the sensitive information? Also, please share the updated file and expected result.

marsclone's avatar
marsclone
Helper IV
4 years ago

Hello Anonymous 

 

The expected result should look like this

 

 

You are correct that there are no values for Net Income, the values for "Gross Profit","EBITDA", .... , "Net Income" have to be calculated first. The current measure is not working properly, when this works then your measures come in place i think?

 

Kind regards

Marcel