Forum Discussion
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
Community 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- AnonymousNot 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
Community 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.
- AnonymousNot applicable
Thank you so much this worked