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mirkoslav
Frequent Visitor

How to make P&L - beginner

Hi,

 

I'm a little bit advanced begginer with Power BI (working with measures, time and similar) and need help how to make report like one on picture below.

I need suggestions where to start and how to start, which existing solutions i need to tak into consideration as starting point for learning...

ReportStructure.jpg

 

 

I already made something with real data, but stacked with calculation between rows (percentages).

 

Thanks in advance for help.

1 ACCEPTED SOLUTION

I've found solution with post Create calculated row. But it is not working with custom sorted structure... new issue to solve. 🙂

 

 

View solution in original post

3 REPLIES 3
v-danhe-msft
Microsoft Employee
Microsoft Employee

Hi @mirkoslav,

Based on my test, you could refer to below formula, but I suggest you to import your excel data to Power BI:

Sample data:

1.PNG

Create a calculated column(if you want to show all the formulas, you need to add more if conditions in this formula):

Formulas = IF('Table1'[Indeks]=1,CALCULATE(SUM(Table1[Total])),IF('Table1'[Indeks]=3,CALCULATE(SUM(Table1[Total]),FILTER('Table1','Table1'[Indeks]=5))/CALCULATE(SUM(Table1[Total]),FILTER('Table1','Table1'[Indeks]=2))))

Result:

1.PNG

You could also download the pbix file to have a view.

Or you could calculate all the data in excel and import to the Power BI:

Reference:https://docs.microsoft.com/en-us/power-bi/desktop-import-excel-workbooks

 

Regards,

Daniel He

Community Support Team _ Daniel He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi,

 

here is excel file with my data I will be preparing.

 

 Excel file with data and structure

I've found solution with post Create calculated row. But it is not working with custom sorted structure... new issue to solve. 🙂

 

 

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