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admin11
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5 years ago

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  :-

aj1973 

amitchandak 

v-robertq-msft 

PhilipTreacy 

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 :-

 

v-cazheng-msft 

v-chuncz-msft 

themistoklis 

Anonymous 

parry2k 

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 :-

https://www.dropbox.com/s/tc830e19206wh7u/PBT%20GL%20VER0058_%20GL%20ANALYSIS%20PROBLEM%20STATEMENT%20V001.pbix?dl=0

 

Paul

 

 

 

 

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