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Rahp
Helper I
Helper I

Data Restructuring

Rahp_1-1752751596480.png

Need to structre the traditional horizontal balance sheet & P&L into above given structure in Powerbi 
Like Ennumbers of competitors data, in traditional B/s & P&L.
need to strcuture in 
Major category :Total Liabilities
Category: shareholder's fund 
Sub Category: equity, reseve & Surplus 
Companies : different 
period : last 10 years 22-23,23-24
Amount : Respective amount 
guide for the same as the data will loaded in powerbi 

 

1 ACCEPTED SOLUTION
v-nmadadi-msft
Community Support
Community Support

Hi @Rahp ,
Thanks for reaching out to the Microsoft fabric community forum.

If your raw data is in a wide format for example, with each company represented as a separate column you can use Power Query in Power BI to unpivot it. First, load your table into Power BI and open it in Power Query. Then, select all columns except for Major Category, Category, and Sub Category, and click Transform and then Unpivot Columns. If the resulting Attribute column contains combined values you can split it into separate Company and Period columns. This transformation reshapes your data into a long format, making it suitable for use in matrix visuals and easier to analyse across companies and periods.

 

I hope this information helps. Please do let us know if you have any further queries.
Thank you

View solution in original post

5 REPLIES 5
v-nmadadi-msft
Community Support
Community Support

Hi @Rahp 

As we haven’t heard back from you, we wanted to kindly follow up to check if the suggestions  provided by the community members for the issue worked. Please feel free to contact us if you have any further questions.

 

Thanks and regards

v-nmadadi-msft
Community Support
Community Support

Hi @Rahp 

May I check if this issue has been resolved? If not, Please feel free to contact us if you have any further questions.


Thank you

v-nmadadi-msft
Community Support
Community Support

Hi @Rahp 

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions.


Thank you.

v-nmadadi-msft
Community Support
Community Support

Hi @Rahp ,
Thanks for reaching out to the Microsoft fabric community forum.

If your raw data is in a wide format for example, with each company represented as a separate column you can use Power Query in Power BI to unpivot it. First, load your table into Power BI and open it in Power Query. Then, select all columns except for Major Category, Category, and Sub Category, and click Transform and then Unpivot Columns. If the resulting Attribute column contains combined values you can split it into separate Company and Period columns. This transformation reshapes your data into a long format, making it suitable for use in matrix visuals and easier to analyse across companies and periods.

 

I hope this information helps. Please do let us know if you have any further queries.
Thank you

amitchandak
Super User
Super User

@Rahp , Need more information, check if this can help 

Power BI How to get the P&L formatting right: https://youtu.be/C9K8uVfthUU
Power BI How to get two columns format Profit and Loss Statement(P&L) right: https://youtu.be/WLg85yiMgHI
https://medium.com/microsoft-power-bi/power-bi-formatted-p-l-with-custom-sub-totals-and-blank-rows-e...

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