Forum Discussion
P&L Finance 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
Community ChampionAnonymous
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
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
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.
Thank you so much your DAX for Rev-Exp worked.
I will be grateful if you help me in achieving the P&L report like the one below, where the Revenue is summed up like thefirst row in the table, rather than showing subtotals like the my previous image
Thank you so much this worked