Forum Discussion
Creating R&E reports in Power BI Desktop and Formatting
Hi All,
I am recreating my organization's R&E reports in Power BI(So far they have been using Excel to do this.)
The issue that we are facing is -
-With the formatting of columns, runtime alignment of columns
-The duplicate "Total" rows in a Matrix visual.
-Fitting all the categories in a Matrix(the available categories are Revenue, Expenses and Non Operating Activities as you can see in the screen shot)
-A horizontal scroll bar appears and the headings "Current Month" and "YTD" do not hold good.
-Alignment of each category table in run time.
I have highlighted couple in the below screen shot! and have also attached an Excel R&E screen shot.
As the Managers are use to seeing the formatted Excel reports, they are a bit reluctunt to accept the latest Power BI reports!
Let me know if anyone has a better idea for building R&E in Power BI.
Also, is there a R&E template in Power BI.
Thank You.
1 Reply
Hi Anonymous
-With the formatting of columns, runtime alignment of columns
do you mean to format the color of values in some columns?
-The duplicate "Total" rows in a Matrix visual.
Go to "format"->subtotals->turn off "row total" and "column total"
-Fitting all the categories in a Matrix(the available categories are Revenue, Expenses and Non Operating Activities as you can see in the screen shot)
what do you mean by this?
-A horizontal scroll bar appears and the headings "Current Month" and "YTD" do not hold good.
Is the headings "Current Month" and "YTD" text boxes or column added in the matrix?
-Alignment of each category table in run time.
Which do you mean by this?
Could you send me an example dataset or pbix via privacy message so taht i can edit for you?
Best Regards
Maggie
