P&L Custom Total Calculation/ Formating

[Anonymous]

Would like to ask for advise on the P&L - Budget vs Actual I need for our dashboard.

I need to show the bottom totals as "Total Cost of Goods Sold" (Income - Cost of Good Sold) and the total % of plan is (amount/budget amount).

is there anyway i can customize the bottom total? or can you suggest an alternative to get the calculations i need?

also, is it possible to show in 1 table the same information with the current month and year to date side-by-side?

thanks in advance.

[v-lili6-msft]

hi @Anonymous 

You may try to use ISINSCOPE Function to create a measure, see this blog for details:

https://xxlbi.com/blog/new-dax-function-isinscope/

Regards,

Lin

[FrankAT]

Hi @Anonymous ,

take a look at Matt Allington's blog post at https://exceleratorbi.com.au/build-a-pl-with-power-bi/

Regards FrankAT

[Anonymous]

@FrankAT  - Thank you for the link! i was able to do the Plan and Actual Column. the Variance column and % Variance is still giving me a hard time. not sure if it is because it is from 2 different tables.

[nandukrishnavs]

@Anonymous 

You can change the row subtotal position as the bottom.

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[nandukrishnavs]

@Anonymous 

Refer to this https://docs.microsoft.com/en-us/power-bi/visuals/desktop-matrix-visual#subtotals-and-grand-totals-with-matrix-visuals

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[Anonymous]

@nandukrishnavs  - would like to ask if you can show me? thank you