Forum Discussion
Formatting Help for Profit & Loss Statement
Hello Power BI Community!
I'm looking for some guidance on whether or not this is possible in Power BI Desktop.
I currently have the following P&L statement created by using 5 levels of groups (the lowest level being account level)
The issue here is that this is actually created using 4 separate tables.
It looks like this otherwise:
My question for the community is:
Is it possible to something like the first image all in one table? I have tried to use a custom sort order but was not able to get it to work properly due to a combination of the groupings and lots of extra blank drill-downs that made it very messy.
Thanks in advance!
2 Replies
- amitchandak
Super User
binglis , Check
Approach 1
Power BI How to get the P&L formatting right: https://youtu.be/C9K8uVfthUU
Power BI How to get two columns format Profit and Loss Statement(P&L) right: https://youtu.be/WLg85yiMgHI
https://medium.com/microsoft-power-bi/power-bi-formatted-p-l-with-custom-sub-totals-and-blank-rows-e39ca822908aApproach 2
Power bi Excel for P&L , add in app
Curbal
https://www.youtube.com/watch?v=IISYzTaIyu4
Guyinacube
https://www.youtube.com/watch?v=1yJnmZRTNZg Hi binglis ,
Based on your description, you can try the following to produce your report:
First, if the data is spread across multiple tables, consider using Power Query to merge or append these tables into a single table. This can be done by choosing Home > Merge Query or Append Query in the Power Query editor.
Second, once the data is in a single table, a custom sort order can be implemented to maintain the grouping. This involves creating a column that represents the desired sort order for groups and accounts. This column can then be used to sort the visual objects.
Finally, to display a profit and loss statement and be able to drill down to the grouping level, consider using a matrix visual object. The Matrix visual object allows you to define rows and columns based on groups and accounts.Best regards,
Albert He
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