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artfulmunkeey's avatar
5 years ago
Solved

Help needed to create new tables using existing tables and measures

Hi, 

 

I have been struggling with this for some time, and whilst I have been scouring the internet for solutions, I am not sure if I am phrasing the problem correctly in my searches, and would be very grateful if someone could offer some assistance.

 

I am attempting to build a report on my P&L data. It comes in the form of a report from our ERP resembling the following:

 

DepartmentAmountCurrencyPeriodReporting Code
CS EUR202001INC-LAB
    INC-SUB
    INC-OTH
    COS-SAL
    COS-BEN
    COS-BIL
    COS-NON
    SUP-IT
    SUP-MAR
    SUP-OFF
    SUP-INT

 

I then have a master reporting code table

 

Title 1Title 2Reporting Code
RevenueIncome LabourINC-LAB
RevenueIncome SubcoINC-SUB
RevenueOther IncomeINC-OTH
Direct CostsSalariesCOS-SAL
Direct CostsBenefitsCOS-BEN
Direct CostsBillableCOS-BIL
Direct CostsNon-billableCOS-NON
SupportITSUP-IT
SupportMarketingSUP-MAR
SupportOffice RentSUP-OFF
SupportInterest & chargesSUP-INT

 

a master department table

 

DepartmentDepartment (T)
CSCorporate Support
  
  
  
  
  
  
  
  
  
  

 

and of course a good date table...

 

I am able to create a matrix which reports on all the values in the Title columns, something like the following (filterable by date and department):

 

  Current MonthYTD
Revenue TOTAL €TOTAL €
 Income Labour€€
 Income Subco€€
 Other Income€€
Direct Costs TOTAL €TOTAL €
 Salaries€€
 Benefits€€
 Billable€€
 Non-billable€€
Support TOTAL €TOTAL €
 IT€€
 Marketing€€
 Office Rent€€
 Interest & charges€€

 

In order to calculate Gross Margin and Gross Margin as % of Revenue, I have created measures, however, I would like these measures to appear in my matrix (I currently can only display them in a separate visual). Ideally I want something like the following:

 

Title 1Title 2AmountPeriodDepartment
RevenueIncome Labour   
RevenueIncome Subco   
RevenueOther Income   
Direct CostsSalaries   
Direct CostsBenefits   
Direct CostsBillable   
Direct CostsNon-billable   
Gross MarginGross MarginMeasures
Gross MarginGross Margin % on Revenue
SupportIT   
SupportMarketing   
SupportOffice Rent   
SupportInterest & charges   

 

 

I suspect I need to create a new table, merging the data from the reporiting with the measures, and adding new rows in the tile 1 and title 2 fields to be able to map it and display it correctly in a matrix.

 

Is this possible? If so, how? Can someone please help, or point me in the direction of some online material which would guide me through it?

 

Thanks in advance!

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