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Financial P&L - How to Layout Data
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 ...
Yes, It is possible in Power BI. Please do follow the below steps,
- Go to Transform Data (aka Query Editor)
- Select the categories which are plotted as columns like below,
- Click the Unpivot Columns option (under Transform tab) --Highlighted in the above image.
- Select Month Column and click the Pivot Column option (under Transform Tab). A dialogue window will appear to choose the value field.
- Choose your value field and aggregation. Click Ok
Here you go!
Let me know if you have any issues.
Appreciate your kudos!
Regards,
Siva Mani
Yes, It is possible in Power BI. Please do follow the below steps,
- Go to Transform Data (aka Query Editor)
- Select the categories which are plotted as columns like below,
- Click the Unpivot Columns option (under Transform tab) --Highlighted in the above image.
- Select Month Column and click the Pivot Column option (under Transform Tab). A dialogue window will appear to choose the value field.
- Choose your value field and aggregation. Click Ok
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