Forum Discussion
Helper IComplicated Financial Reporting in Power BI
Hi mgiusto ,
Yes, this is definitely possible in Power BI, though it requires a more customized setup.
One approach is to create a separate measure for each line item in your financial statement, including calculated rows like Net Revenue and Net Profit. Then, instead of placing fields in the rows of your Matrix visual, you'll:- Leave the Rows section of the matrix blank
- Add all of your custom measures to the Values section
- Keep your existing fields (e.g., Month) in the Columns section
- Navigate to the matrix visual settings and toggle the option "Switch value to rows"
This will display each of your measures as a row in the matrix, which matches the layout you're looking to achieve and includes custom calculations that do not exist in the underlying data.
If this helped, please mark it as the solution so others can benefit too. And if you found it useful, kudos are always appreciated.
Thanks,Samson
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Super UserHi mgiusto ,
Yes, this is definitely possible in Power BI, though it requires a more customized setup.
One approach is to create a separate measure for each line item in your financial statement, including calculated rows like Net Revenue and Net Profit. Then, instead of placing fields in the rows of your Matrix visual, you'll:
- Leave the Rows section of the matrix blank
- Add all of your custom measures to the Values section
- Keep your existing fields (e.g., Month) in the Columns section
- Navigate to the matrix visual settings and toggle the option "Switch value to rows"
This will display each of your measures as a row in the matrix, which matches the layout you're looking to achieve and includes custom calculations that do not exist in the underlying data.
If this helped, please mark it as the solution so others can benefit too. And if you found it useful, kudos are always appreciated.
Thanks,
Samson
Connect with me on LinkedIn
Check out my Blog
Going to the European Microsoft Fabric Community Conference? Check out my Session
mgiustoSamson,
Would this mean just having Gross Revenue, Net Revenue & Net Profit as my measures and I would lose the ability to have a matrix with the hierarchy shown in my screenshot?
We would like to maintain that hierarchy, but if it's not possible maybe what I can do is create what you are talking about as another visual below my matrix just showing these new calculated measures with the values that do not exist in the data???
Is this how I should go about it or is there a way to do what you are saying within the matrix?Michael