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frankhofmans's avatar
frankhofmans
Icon for Helper IV rankHelper IV
4 years ago

Create a financial statement in PBI

hi PBI experts,

 

I want to create a financial statement (P&L) dashboard in PBI, but i don't know how to start. After watching multiple "how to" videos i created the following data:

 

1) P&L statement: the way PBI has to sort the P&L

2) GL list: all of our GL number classified to a level 1, level 2 and level 3 classification

3) Values: the output from our accounting system

 

I have added a sheet (P&L in PBI dashboard - my wish) with the P&L in the preffered layout. The main challenge for me is to add the calculated rows (gross margin, gross profit, ebitda etc), highlight these rows (with a colour or an underline), but still remain the option to downdrill from level 1 to level 2, level 3, or even to GL number.

 

I hope someone can help me with the solution, or with a basis to start with.

 

the link to the file: https://www.dropbox.com/scl/fi/oljlwtaacewy2gp9ngy6c/P-L-wishes-for-PBI-community.xlsx?dl=0&rlkey=vejyczsxilp3399z7ld3vwztf

 

Many thanks in advance,

 

Regards, Frank

 

 

https://www.dropbox.com/scl/fi/oljlwtaacewy2gp9ngy6c/P-L-wishes-for-PBI-community.xlsx?dl=0&rlkey=vejyczsxilp3399z7ld3vwztf