Forum Discussion
P&L Layout if Calculated Table
Hi,
I have a table laid out out like the below. It is a table combining multiple sources and has many calculated columns to get the desired results;
| Month | Salesman | Invoice | Sales | Direct Consumables | Direct Payroll | etc |
| Jan | X | 12345 | ||||
| Jan | Y | 12346 | ||||
| Jan | Z | 12347 | ||||
| Jan | AA | 12348 | ||||
| Jan | AB | 12349 | ||||
| Feb | ||||||
| Mar |
I may be wrong but to create a P&L matrix table I need the data to be like this;
| Category | Jan | Feb | Mar | Apr |
| Sales | ||||
| Direct Consumables | ||||
| Direct Payroll | ||||
| Contribution | ||||
| Other Costs | ||||
| Other Payroll | ||||
| Contribution | ||||
| Overheads & Non Direct Payroll | ||||
| EBITDA |
I know I can do this by unpivoting in query editor if this was a query, but as my table is a calculated table is there any way to achieve this in power BI and retain all my calculations? I have over 5,000 lines each month so I need something with minimal manual intervention.
Thanks!
Hi pedanticpad
Now you need to add all your Measures to Value section of the Matrix and Change the settings as below.
Best Regards,
Mariusz
If this post helps, then please consider Accepting it as the solution.
Please feel free to connect with me.
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3 Replies
Hi pedanticpad
Just use Month on Columns and Category on rows in Matrix Visual
Best Regards,
Mariusz
If this post helps, then please consider Accepting it as the solution.
Please feel free to connect with me.
LinkedInHi pedanticpad
Now you need to add all your Measures to Value section of the Matrix and Change the settings as below.
Best Regards,
Mariusz
If this post helps, then please consider Accepting it as the solution.
Please feel free to connect with me.
LinkedIn
