Financial statement

[hcze]

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

[Anonymous]

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

[ImkeF · Accepted solution]

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...

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.

[hcze]

Awesome! That's exactly what I am looking for. Thanks!

[amitchandak]

@hcze , refer if this can help

https://community.powerbi.com/t5/Desktop/Traditional-Financial-Statements/td-p/7223

[Greg_Deckler]

@hcze - Take a look at this: https://community.powerbi.com/t5/Quick-Measures-Gallery/The-New-Hotness-Custom-Matrix-Hierarchy/m-p/...

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.

[hcze]

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 🙂