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JoycevanWijk's avatar
JoycevanWijk
Frequent Visitor
2 years ago
Solved

P & L statement with calculation groups, maybe I have made it too difficult

I used a tutorial to create calculation groups for my P&L,    I have a table FinancialData and it has realisation and budget lines. The type is R for realisation and B for budget.    I want...
Need Help
  • danextian's avatar
    danextian
    2 years ago

    Hi JoycevanWijk 

     

    If you want to exclude just the first month from showing YTD, you can just write

    IF (
    [Current Month Number] => 1,
    CALCULATE (
        CALCULATE ( SELECTEDMEASURE (), DATESYTD ( Dates[Date] ) ),
        SAMEPERIODLASTYEAR ( Dates[Date] )
    )
)

     

    I think my 'problem' is, that I don't have an entire column with percentages, but one row. And the row is for the structure. What do you mean? Isn't your calculation item supposed to return %?

danextian's avatar
danextian
Icon for Super User rankSuper User
2 years ago

Hi JoycevanWijk 

 

If you want to exclude just the first month from showing YTD, you can just write

IF (
    [Current Month Number] => 1,
    CALCULATE (
        CALCULATE ( SELECTEDMEASURE (), DATESYTD ( Dates[Date] ) ),
        SAMEPERIODLASTYEAR ( Dates[Date] )
    )
)

 

I think my 'problem' is, that I don't have an entire column with percentages, but one row. And the row is for the structure. What do you mean? Isn't your calculation item supposed to return %?

JoycevanWijk's avatar
JoycevanWijk
Frequent Visitor
2 years ago

I will try to make a dummy file of this with fake data, because it is hard to explain. 

 

Changing to => 1 results in only showing profit and margin every month and blanks on every other row item. 

 

I have two calculation groups:

 

FS Structure is on the row in the matrix and time intelligence is in the column of the matrix. 

 

 

I want the percentage on row level bruto marge % in every column cell. 

 

There is no % item in the time intelligence group.