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Hello All,
I am looking for some general guidance. I need to create a financial statement, but I am struggling to get my data structured approprately to output what I need. I am working with one datasource with a relationship to a date table, but I will have 2 other files containing other necessary data for this report. I have added my sample data with my desired output. I am trying to do this in a matrix so that I can dynamically change my columns to reflect selected date fields.
Current Data:
| Location | Product Number | Date | Amount |
Desired Output:
| Location 1 | Primary Month | Secondary Month | 2 Month Total | |||
| Value | % of prev value | Value | % of prev value | Value | % of prev value | |
| Amount 1 | ||||||
| Amount 2 | ||||||
| Amount 3 | ||||||
| Net | ||||||
| Amount 4 | ||||||
| Amount 5 | ||||||
| Amount 6 | ||||||
| Net |
How can i structure my data to output like this? A calculated table? What would that look like?
I have manually created this in Power BI report builder with all my measures, but I want to do this in Power BI as well so we can filter at any moment on web and run reports. Any help would be appreciated!
Hi @datadmin-austin ,
Could you give me some sample data.
Best Regards,
Xianda Tang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
@Anonymous Of course! This is a sample of the data, I have a location_id column with a relationship to a location table and the date column has a relationship with a date table.
| location_id | location_name | product_number | invoice_date | total |
| 1 | Loc 1 | 10 | 1/1/2024 | $162,123.52 |
| 2 | Loc 2 | 30 | 1/3/2024 | $12,354.12 |
| 3 | Loc 3 | 10 | 1/31/2024 | $65,210.00 |
| 1 | Loc 1 | 10 | 2/3/2024 | $6,700.00 |
| 2 | Loc 2 | 10 | 2/5/2024 | $8,125.00 |
| 3 | Loc 3 | 30 | 2/6/2024 | $345.00 |
| 4 | Loc 4 | 10 | 2/8/2024 | $87,158 |
Let me know what else is needed and thank you!
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