P&L Rows Help

[Anonymous]

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

[amitchandak · Accepted solution]

@Anonymous , if this help

https://community.powerbi.com/t5/Desktop/Traditional-Financial-Statements/td-p/7223

[Anonymous]

Thank you, that should help me decied how to get this done. 

Thanks again