Forum Discussion
admin11
4 years agoMemorable Member
How to simplify P&L expression ?
Hi All
I like to know how to simplify P&L expression ?
Now my approach as below :-
I have below Table display correct result for Summary of P&L for 2021 :-
PnL_YTD_SGD = SUMX(VALUES('RATE'[SOURCE]),[PnL_YTD_SGD3])
PnL_YTD_SGD3 = DIVIDE([PnL_YTD], SELECTEDVALUE('RATE'[RATE]))
PnL_YTD = SUMX('_PnL_Table','_PnL_Table'[Switch_YTD REV&COGS_])*1
Switch_YTD REV&COGS_ = SWITCH(SELECTEDVALUE('_PnL_Table'[REV&COGS]),
"COGS",[_YTD_COGS],
"REV", [_YTD_REV],
"OTH", [_YTD_OTH_IN],
"EXP", [_YTD_EXP]
)
_YTD_REV = CALCULATE(CALCULATE(GL[AMOUNT_REV],DATESYTD('DATE'[Date],"12/31")), GL[1_REV] = "REV")
May i ask it there a simple way to get PnL YTD ?
Paul
If you are getting right result , above approach is absolutely fine!