Hi Everyone,
I am trying to import our financial Data to create our P&L. I have tried pulling the data in two ways, with getting one to work so far to a point.
I was able to get the main accounts to show, but I need to add calculated row in the mix. Which Is below (copied out of excel but how it shows up in BI Matrix). What I need is too add a calculated Row for Net Sales, which is 01-Gross Sales - 02 SR&A. Which I have been able to create but it comes up as a seperate column, and not a new catergory. Is this possible to create in BI or do I have to change this in the raw data?
| Account category | 2020 |
| 01 - Gross Sales | 1,000.00 |
| 02 - SR&A | 25.00 |
| 03 - COGS Material | 500.00 |
| 04 - COGS Labor | 100.00 |
| 05a - COGS Direct OH | 100.00 |
My raw data that is pulled in, looks like such:
| Account Category | Account | Sub Acct | Account Description | Year | Month | Value |
| 01 - Gross | 9000 | 0 | SALES | 2020 | 1 | $ 500.00 |
| 01 - Gross | 9000 | 0 | SALES | 2020 | 1 | $ 500.00 |
| 02 - SR&A | 9000 | 0 | SALES | 2020 | 1 | $ 25.00 |
| 03 - COGS Material | 90001 | 0 | COGS | 2020 | 1 | $ 500.00 |
| 04 - COGS Labor | 90002 | 0 | COGS | 2020 | 1 | $ 100.00 |
| 05a - COGS Direct OH | 90003 | 0 | COGS | 2020 | 1 | $ 100.00 |
