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Hi,
I have system driven data laid out like the below;
Month | Salesman | Invoice | Sales | Direct Consumables | Direct Payroll | etc |
Jan | X | 12345 | ||||
Jan | Y | 12346 | ||||
Jan | Z | 12347 | ||||
Jan | AA | 12348 | ||||
Jan | AB | 12349 | ||||
Feb | ||||||
Mar |
I may be wrong but to create a P&L matrix table I need the data to be like this;
Category | Jan | Feb | Mar | Apr |
Sales | ||||
Direct Consumables | ||||
Direct Payroll | ||||
Contribution | ||||
Other Costs | ||||
Other Payroll | ||||
Contribution | ||||
Overheads & Non Direct Payroll | ||||
EBITDA |
Is there any way to achieve this in power BI? I have over 5,000 lines each month so I need something with minimal manual intervention.
Thanks!
Solved! Go to Solution.
Yes, It is possible in Power BI. Please do follow the below steps,
Here you go!
Let me know if you have any issues.
Appreciate your kudos!
Regards,
Siva Mani
Check out this demo from Enterprise DNA
And a "how to" video on PnL satements, also from Enterprise DNA:
Creating PnL Statement
Proud to be a Super User!
Paul on Linkedin.
Yes, It is possible in Power BI. Please do follow the below steps,
Here you go!
Let me know if you have any issues.
Appreciate your kudos!
Regards,
Siva Mani
Thanks so much!
Glad that it helped you!
Hi,
Is to possible to do something similar to a table that has been created in PowerBI rather than imported as a query? I've had to import a table, add several calculated columns, etc to get my desired values but I need to get it laid out like the above to create a P&L.
Thanks,
Paddy
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