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pedanticpad's avatar
pedanticpad
Helper II
6 years ago
Solved

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     ...
Need Help
  • SivaMani's avatar
    SivaMani
    6 years ago

    pedanticpad,

     

    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