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Anonymous's avatar
Anonymous
Not applicable
5 years ago
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P&L Finance report

Hi,

 

I have a Finance report for which i need to calculate P&L, can you please help me in the calculation, below is the screenshot of my report. 

 

 

  • Anonymous 

    If you need the difference between Revenue and Expense, try:

     

    Difference = 
    VAR Rev = CALCULATE([Sum of Values], FILTER(Table, Table [Acct Type] = "Revenue")) 
    VAR Exp = CALCULATE([Sum of Values], FILTER(Table, Table [Acct Type] = "Expense")) 
    RETURN
    Rev-Exp

     

7 Replies

  • PaulDBrown's avatar
    PaulDBrown
    Icon for Community Champion rankCommunity Champion

    Anonymous 

    If you need the difference between Revenue and Expense, try:

     

    Difference = 
    VAR Rev = CALCULATE([Sum of Values], FILTER(Table, Table [Acct Type] = "Revenue")) 
    VAR Exp = CALCULATE([Sum of Values], FILTER(Table, Table [Acct Type] = "Expense")) 
    RETURN
    Rev-Exp

     

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi,

      Thank you for the reply but can you be precise and explain me what values go for 

      CALCULATE([Sum of Values]

      also I need running totals for my data 

      • PaulDBrown's avatar
        PaulDBrown
        Icon for Community Champion rankCommunity Champion

        Anonymous 

        Apologies for being vague...

        [Sum of Values] refers to the measure you are using in your matrix in the values bucket (so whatever measure you are using)

        As for the running totals, can you please provide more info? (a depiction of what you expect to see, the strucure of your model, the fields you are using in the matrix visual as rows/columns...). Running totals depend on the filter context, so the pertinent info is essential.

    • Anonymous's avatar
      Anonymous
      Not applicable

      Thank you so much this worked