Calculate Gross margin in Profit and Loss statement

[ahamdan]

Dear Expert,

I need to do following in Power BI, I need to have the calculation as below, any one can help.

	Total
Revenue	100
Cost	90
Gross Profit	10
Gross Margin	10%

Equation as below: 

Gross Profi = Revenue - Cost

Gross Margin = (Gross Profit / Revenue ) * 100

Regards,

[Aryna]

Hi @ahamdan 

Alternatively, you might also consider using a ready-made template instead of building everything from scratch. There are Power BI templates designed specifically for P&L reporting from Xero, QuickBooks Online and Zoho Books.

They can save a lot of time figuring out structure and formulas: https://vidi-corp.com/profit-and-loss-dashboards/

[dineshksh]

Hello All,

Kindly can you help to create simple profit and loss table in power bi by row wise and data is exported from excel as below,

Accounts        Amounts

Cost                 50000

Revenue        100000

Gross Profit     50000

% Profit               500

[Anonymous]

Link https://community.powerbi.com/t5/Desktop/Profit-Loss-on-Matrix-Table-in-power-BI/td-p/508365.

Example

A_SwitchedMeasures_GroupPKR = sumx(ListMeasure_Group,

SWITCH([Selected_Measure_Group],

1,[A_Tot_Rev_PKR],

2,[A_COR_PKR],

3,[Margin_A_PKR],

4,Divide([Margin_A_PKR],[A_Tot_Rev_PKR])*100,

5,[A_Practice_OH_PKR],

6,([Margin_A_PKR]-[A_Practice_OH_PKR]),

7,[A_Sell_PKR],

8,[CM_A_PKR]-[A_Practice_OH_PKR],

9,Divide([CM_A_PKR]-[A_Practice_OH_PKR],[A_Tot_Rev_PKR])*100,

10,[A_AdminExpenses_PKR],

11,[A_OIncome_PKR],

12,[A_Donation_Group_PKR],

13,([A_Net Profit_PKR]+[A_OIncome_PKR]-[A_Donation_Group_PKR]),

14,Divide(([A_Net Profit_PKR]+[A_OIncome_PKR]-[A_Donation_Group_PKR]),[A_Tot_Rev_PKR])*100

)

)

Ghulam Abbas

03065297514

[dineshksh]

sorry i need in column wise pls

[v-xjiin-msft]

Hi @ahamdan,

Based on your sample data, the Revenue and Cost are in one same column. So is it true as they are truly in one same column? 

If so, the formula for Gross Profi can be like this:

Gross Profi =
CALCULATE ( MAX ( Test[Value] ), Test[Column] = "Revenue" )
    - CALCULATE ( MAX ( Test[Value] ), Test[Column] = "Cost" )

And Gross Margin can be:

Gross Margin =
DIVIDE (
    [Gross Profi],
    CALCULATE ( MAX ( Test[Value] ), Test[Column] = "Revenue" )
)

If the Revenue and Cost are came from other measures. Please don't be lazy to share use your acutal situation. Since we can't see your real data, it'll help us a lot to understand your requirement if you can share us your actual sample data and the measure formulas.

Thanks,
Xi Jin.

[ahamdan]

Thank you Sir, 

Yes Cost and Revenue are in the same column.

Simply, I am trying to do P&L and I need it to be in the same format as I mentioned.

[v-xjiin-msft · Accepted solution]

Hi @ahamdan,

=> Simply, I am trying to do P&L and I need it to be in the same format as I mentioned.

So did you mean that you want to make the Gross Profi and Gross Margin also in the same column with Cost and Revenue? If so, I'm afraid it cannot be achieved in Power BI.

You should know that Power BI is a data analytics tool. We can create a new calculated column or a measure to calculate value based on the source table. However it is not possible to insert the calculated value into the source table. This should be done at data source side.

Thanks,
Xi Jin.

[ahamdan]

Thanks for your reply.