Forum Discussion
How to use PBI create P&L statement ?
Hi All
One week ago , VijayP share his you tube on AR analysis video.
https://www.youtube.com/watch?v=3bV9BfB3_Oc
I suggested to him , he should do a video for GL analysis , base on my GL problem statement on how to create a P&L financial statement.
With the help from forum following people :-
And many other I forget to mention who help me a lot in the past 2 month ....
Have finally Help create below P&L table ,
P&L item....Description ....Amount
REV.... Local Sales .............100
REV.... Oversea Sales .......210
REV.... Inter co Sales ......100
COGS..Cost of goods........200
COGS..Cost of goods..........20
Now I like to format the table , so that it will be look like traditional P&L table below :
P&L item....Description ....Amount
.REV....Local Sales ............100
.,,,,,,.... Oversea Sales ......200
......,,,,,,,Inter co Sales ......100
.................................................400
COGS..Cost of goods.....,,..200
..........,,,Cost of goods.....,,..200
..................................................400
Enclosed my PBI file :-
I have read the document, but still can not figure out how to do it :-
Hope below expert can help as well :-
Anonymous
Anonymous
Remark :-
I have Reporting Code , which is run in sequence numbering for all P&L items can sort In sequences
P&L item....Description ...Reporting Code
REV.... Local Sales ...........1
REV.... Oversea Sales .....2
REV.... Inter co Sales ......3
COGS..Cost of goods....,..4
COGS..Cost of goods....,,.5
Below is my sample PBI file :-
Paul
12 Replies
- aj1973
Community Champion
Hi to all participant.
I have made a complete Financial statements report:
Your feedback would really matters to me.
- VijayP
Community Champion
I am working on it. Not only P&L now I am making complete P&L and B/S also.
To discuss in detail I suggest you can send a test mail to [email protected]
Lets meet on MS Teams as well to make much more informative not only to you but also entire forum mates who may require this !
- parry2k
Super User
admin11 I worked on financial statements to meet my customers' requirements but there is nothing I can share. Somebody shared this amazing video that explains everything from start to end on the financial statement. I have briefly watched this video and I think it is good enough for anyone to meet their financial statement requirements using Power BI.
Good luck! - VijayP
Community Champion
Please find attached the Sample work where I have Craeted Annula Total and Few Line Level Breakups
You need to follow the same logic and build rest! however will be creating a complete video on it to make useful to many other users soon!
Let me know if you have any questions!