Income Statement Matrix

[txpower]

Hello, I am having issues building an income statement using the Matrix table. I have provided sample data below and an end-goal picture. I am trying to achieve the below:

1) TOTAL REVENUE as a sepereate line, then TOTAL DIRECT COSTS as another line (the sum of wage, materials, equipment).

2) CONTRIBUTION MARGIN, CM %, etc on seperate total lines.

3) I would like to sort Wages first, Materials Second, Equipment third.

Trying to achieve this look:

Sample data:

Date	Amount	OBJ Account
Jan-20	1804.68	Revenue
Jan-20	243.3	Revenue
Jan-20	-1149.36	Revenue
Jan-20	0	Revenue
Jan-20	-1604.1	Revenue
Jan-20	-264.98	Revenue
Jan-20	-1804.68	Revenue
Jan-20	1149.36	Revenue
Jan-20	0	Revenue
Jan-20	1.3	Revenue
Feb-20	160.8	Revenue
Feb-20	160.8	Revenue
Feb-20	160.8	Revenue
Feb-20	44160.8	Revenue
Feb-20	160.8	Revenue
Feb-20	160.8	Revenue
Feb-20	200	Revenue
Feb-20	200	Revenue
Feb-20	200	Revenue
Mar-20	132.5	Revenue
Mar-20	132.5	Revenue
Mar-20	170	Revenue
Mar-20	170	Revenue
Mar-20	444436	Revenue
Mar-20	200	Revenue
Mar-20	200	Revenue
Mar-20	200	Revenue
Mar-20	70	Revenue
Mar-20	70	Revenue
Mar-20	60	Revenue
Jan-20	44475	Wages
Jan-20	63670	Wages
Jan-20	14803	Wages
Feb-20	1154	Wages
Feb-20	2133	Wages
Feb-20	26248	Wages
Mar-20	945	Wages
Mar-20	2000	Wages
Mar-20	945	Wages
Jan-20	41	Materials
Jan-20	2879	Materials
Jan-20	3599	Materials
Feb-20	5687	Materials
Mar-20	2807	Materials
Mar-20	2448	Materials
Jan-20	642	Equipment
Jan-20	45.47	Equipment
Feb-20	94.06	Equipment
Mar-20	219.08	Equipment
Mar-20	92.01	Equipment

[amitchandak]

@txpower , You need to create sort column and then use it. example

A new column in the table

Switch( True(),

[OBJ Account] ="Wages" ,1,

[OBJ Account] ="Material" ,2,

//// Keep on adding

)

Mark it as the sort column

Refer steps :https://docs.microsoft.com/en-us/power-bi/desktop-sort-by-column

[txpower]

Hi, I am not following. Do you have an example work you can attach? 

[Greg_Deckler]

@txpower - You will need to implement a Sort By column using an if then else statement in Power Query and then sort your column by this sorting column.