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admin11's avatar
admin11
Memorable Member
4 years ago
Solved

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

 

1 Reply

  • VijayP's avatar
    VijayP
    Community Champion

    admin11 

    If you are getting right result , above approach is absolutely fine!