Forum Discussion
P and L Matrix help
I'm creating a P and L matrix. I'm working on two methods, one using the Profitbase matrix, the other based on using the Power BI matrix itself (as this opens up other opportunities, eg tooltips, drill throughs).
I'm working towards having a standalone table to include my time periods (which will be used in columns), eg month, previous month, month last year, year to date etc. with P and L (income, revenue, trading profit etc) in rows and using SWITCH and SELECTED values to minimise the number of measures I need to build, particularly as I will have other matrices, eg showing actual vs budget vs forecast.
Feels like I'm reinventing the wheel, as many other people would have done this previously...are there any good resources, downloads that you can suggest I use ?
1 Reply
AndyDD_UK , calculation groups can help to reduce measures
Calculation Groups- Measure Slicer, Measure Header Grouping, Measure to dimension conversion. Complex Table display : https://youtu.be/qMNv67P8Go0
for formatting consider
Power BI How to get the P&L formatting right: https://youtu.be/C9K8uVfthUU
Power BI How to get two columns format Profit and Loss Statement(P&L) right: https://youtu.be/WLg85yiMgHI
https://medium.com/microsoft-power-bi/power-bi-formatted-p-l-with-custom-sub-totals-and-blank-rows-e39ca822908a
