P&L Layout if Calculated Table

[pedanticpad]

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!

[Mariusz]

Hi @pedanticpad 

Just use Month on Columns and Category on rows in Matrix Visual

Best Regards,
Mariusz

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[pedanticpad]

Hi @Mariusz ,

That only gets me the below?  Or am i doing something wrong?

[Mariusz · Accepted solution]

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.
LinkedIn