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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Helper ISamson,
You my friend are amazing! You nailed it exactly!
The only issue is I lose the hierarchy ablility to expand or collapse out the rows like I was able to before in this matrix. I also have no way of formatting the total rows like Gross Revenue and Net Revenue to make them stand out. Unless you know how to do what I am looking for. Let me know.
But really happy I can show something close to what we are looking for. Thank you so much!
Michael
- SamsonTruong
Super User
Hi mgiusto ,
Unfortunately, with this method, you do lose the ability to expand or collapse rows. However, you are still able to apply some formatting to make the total rows standout. You can apply formatting in the visualizations pane in the "Specific column" section. While the formatting options are more limited in this layout, what I've done in the past is change the font color for key rows to make them more visually distinct.