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Anonymous
Not applicable

P & L report, wireframe , doable? using powerbi / inforiver/ builder?

Hi All,

I have got a new reuirement wireframe , which is a P & L report.  I was not able to figure out , if teh requirement is achievable or not If yes, how? I tried with matrix & inforover visuals,  can anybody help me with my questions by taking a look at wirframe?

 

breifly , 

1. rows  will have upto 4 levels. highlighted in blue/green are level 1

2. the rest of the values on rows in wirframe are level 2 

3. on columns , I have to show MTD , YTD values for the selected month starting current year to last 4 years

4. YTD columns have to have expand /collapse option to go till month level (can see starting from N column)

5. columns H, I , J , AA, AB , AC are calcualted, formula : (G8-C8)/C8

6. Row no 16, is calculated row based on above category totals, I have many such calculated rows if I scroll down on the wireframe

 

 

link.jpg

 

Thanks in advance

Sandhya

2 REPLIES 2
Peter_Marsh
Regular Visitor

This is precisely the reason why it is important to create a dashboard wireframe before actually creating a proper dashboard. Wireframes help in making you understand if a dashboard actually conveys your ideas well or not. You can take help from powerful dashboard wireframing tools like Mokkup. With its drag and drop feature, youll be able to create a dashboard wireframe in minutes, and it will save you so much time and effort. Hope this tip helps!

MFelix
Super User
Super User

Hi @Anonymous ,

 

Check this blog post

 

https://blog.enterprisedna.co/how-to-create-profit-and-loss-statements-in-power-bi/

 

There are several examples online.


Regards

Miguel Félix


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