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edavila's avatar
edavila
Helper II
9 years ago
Solved

HIde Row in Visual

Good morning and awesome friday,

 

thanks for trying to help my questions as always

 

Im trying to figure a way to make a Profit and loss staement and unfurtunaly I dont know how to sort the table very well so I create another row to sort this P&L and now is on the Visual and can be remove, they are probably a DAX formula for doing this but not sure how to code it

 

link to the table

https://www.dropbox.com/s/2kl1gpq2wfab6zi/Financial%20Dashboard-032417.pbix?dl=0

 

 

Thanks like always

 

 

  • Sean's avatar
    Sean
    9 years ago

    edavilaYou have 3 Locations that shoud be changed from 21 to 24 and then you should be able to use the Sort By Column

    Look at the table below each Location should have only 1 Type of Account

    However 21 has 2 - it looks like those 3 should be 24  instead of 21

    Hope this helps! :smileyhappy:

  • Sean's avatar
    Sean
    9 years ago

    edavila

    Here's how you can change them in the Query Editor...

    Hope this helps! :smileyhappy:

9 Replies

  • dedelman_clng's avatar
    dedelman_clng
    Community Champion

    On the "Modeling" tab, try using "Sort by column" to sort "Type of Account" by the Loc-Pos column.  If you get error messages you might have to look at altering your data model a bit in order to get the relationship between Type and Pos to be correct for the re-sort operation.

     

    Hope this helps

    David

    • edavila's avatar
      edavila
      Helper II

      I try but get an error and I dont have any duplicate number on loc position as I list 1 by 1 by 1 until reaching 414

       

       

       

      • dedelman_clng's avatar
        dedelman_clng
        Community Champion

        Make sure you highlight "Type of Account" before clicking on "Sort By Column".  This looks like you are trying to sort the subtotal column?

  • Aryna's avatar
    Aryna
    Post Partisan

    If you’re just getting started, it might also be helpful to look at an existing setup for reference. You can check out some ready-made Power BI Profit & Loss templates here: https://vidi-corp.com/profit-and-loss-dashboards/

     

    They can give you an idea of how P&L structures and totals are typically handled.