How to make P&L - beginner

[mirkoslav]

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...

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

Thanks in advance for help.

[v-danhe-msft]

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:

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:

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

[mirkoslav]

Hi,

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

 Excel file with data and structure

[mirkoslav · Accepted solution]

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