Forum Discussion
Custom Rows Say Gross Profit in Matrix Table
Hello Everyone, I will really appreciate it if someone could help me in following regards.
Here's the situation
Account | PL Category | Amount |
Sales of x | Revenue | 1000 |
Sale of Y | Revenue | 1000 |
COGS | DirectCost | 500 |
Freight | DirectCost | 500 |
Investment Income | Other Income | 100 |
Interest Income | Other Income | 100 |
Consulting | Overheads | 100 |
Advertisement | Overheads | 100 |
Eletricity | Overheads | 100 |
Matrix Table Right Now Shows
Particulars | Amount |
Revenue Sale of X Sale of Y Total |
1000 1000 2000 |
Direct Cost COGS Freight Total |
(500) (500) (1000) |
Other Income Investment Income Interest Income Total |
100 100 200 |
Overheads Consulting Advertisement Electricity Total |
(100) (100) (100) (300) |
TOTAL | 900 |
I’m not being able to Rename the Totals individually. I have following issue.
- If I do Row Per Header if I change one into Total Revenue and all of them turn into Total Revenue except from the last one.
- Also, I’m not being able to add calculated row of gross profit after the Total of Direct Cost. I did it in measure, but its I’m not being able to bring it as a Row.
- Similarly, I cannot add say “Profit before Overheads” after the total of Other Income and before Overheads.
Things I tried:
- Adjusting my relational database model to include separate table for Revenue, Direct Cost, Other Income and Overheads relating them to transaction table
- Added Measure to see if I could use it as row in matrix table, which I couldn’t.
In, one of Youtube Video, I saw someone just calculate gross profit by an ‘EDIT’ option in Matrix table and added a row and put formula in it just like excel. I can’t seem to have that function.
I want to create my matrix table as follows:
Particulars | Amount |
Revenue Sale of X Sale of Y Total Revenue |
1000 1000 2000 |
Direct Cost COGS Freight Total Direct Cost |
(500) (500) (1000) |
Gross Profit | 1000 |
Other Income Investment Income Interest Income |
100 100 |
Total Other Income | 200 |
Profit Before Overheads | 1200 |
Overheads Consulting Advertisement Electricity |
(100) (100) (100) |
Total Overheads | (300) |
Net Profit | 900 |
Note: I'm using Desktop Version Right Now
Thank You
3 Replies
- amitchandakSuper User
ImkeF , can you help
- v-lionel-msftCommunity Support
Hi Shekhar1993 ,
It's impossible to achieve your idea in current version(2.78.5740.721 64-bit (February 2020)).
You can submit your idea .
This is the closest effect:
Best regards,
Lionel ChenIf this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
- v-lionel-msftCommunity Support
Hi Shekhar1993 ,
Maybe you can refer to this case.
Best regards,
Lionel ChenIf this post helps, then please consider Accept it as the solution to help the other members find it more quickly.