Forum Discussion
Financial statement
Dear experts,
I am trying to build a financial report to show in below format using matrix:
Note that the revenue has no children
So far, below is the format that I managed to get:
and this is the data structure that I am currently using
Any help is appreciated. Please note that I need expand/collapse to work as well (the actual statement is huge with much more financial items)
Thanks,
hcze
Hi hcze ,
it seems you're looking for a ragged hierarchy where drilldown/level expansion stops once there are no more children:
This isn't natively supported in Power BI and you need some data modelling and DAX sorcery to achieve this.
I've blogged about this method here: https://www.thebiccountant.com/2019/10/03/parent-child-hierarchies-with-multiple-parents-in-power-bi-with-power-query/
But realized that a dedicated blogpost for your kind of task would be helpful as well, as the data has to be prepared in a special way. Hopfully I find the time to write this up soon.
However, I'm enclosing a sample file that hopefully helps you to apply this to your data.
6 Replies
hcze - Take a look at this: https://community.powerbi.com/t5/Quick-Measures-Gallery/The-New-Hotness-Custom-Matrix-Hierarchy/m-p/963588#M428
I realize that your goal is slightly different. However, I think you should be able to achieve your goals by using the disconnected table trick to create a custom hierarchy as in the link above. It's just you would use that hierarchy on your rows instead of your columns.
Thanks Greg.
I used that trick before but unfortunately I still need to be able to collapse/expand and that trick doesnt address that.
I am sure I am not the only one having this issue 🙂
hcze , refer if this can help
https://community.powerbi.com/t5/Desktop/Traditional-Financial-Statements/td-p/7223
Hi hcze ,
Please check if the below screen shot is what you want. If yes, you can refer my sample pbix file to get it.
Best Regards
Rena
Hi hcze ,
it seems you're looking for a ragged hierarchy where drilldown/level expansion stops once there are no more children:
This isn't natively supported in Power BI and you need some data modelling and DAX sorcery to achieve this.
I've blogged about this method here: https://www.thebiccountant.com/2019/10/03/parent-child-hierarchies-with-multiple-parents-in-power-bi-with-power-query/
But realized that a dedicated blogpost for your kind of task would be helpful as well, as the data has to be prepared in a special way. Hopfully I find the time to write this up soon.
However, I'm enclosing a sample file that hopefully helps you to apply this to your data.
Awesome! That's exactly what I am looking for. Thanks!
