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mapko's avatar
mapko
Icon for Helper I rankHelper I
10 years ago

PnL: Vertical Analysis % issue

All,   I need to implement vertical analysis to my PnL statement.    My DAX query to calcualte the percentage is as follows:   Vertical = 'Profit & Loss Measures 1 Company'[Profit & Loss Value]...
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v-haibl-msft's avatar
v-haibl-msft
Icon for Microsoft Employee rankMicrosoft Employee
10 years ago

mapko

 

If the result of following DAX measure is 0 or BLANK(), you will get NaN and Infinity entries for Vertical. Just to confirm, is it as expected that you get 0 or BLANK() with following formula in some rows?

 

CALCULATE (
            SUM ( 'Profit & Loss Statement'[Profit & Loss Balance] ),
            FILTER (
                'Profit & Loss Statement',
                'Profit & Loss Statement'[Profit & Loss Account Number] = 1
            )
        )
    )

0 / BLANK () = NaN

0 / 0 = NaN

4 / BLANK () = Infinity

10 / 0 Infinity

 

Best Regards,

Herbert

  • mapko's avatar
    mapko
    Icon for Helper I rankHelper I
    10 years ago

    v-haibl-msft, thanks for your reply. The expectation is that the DAX measure always returns sum of the Revenue account and then divide each account within the PnL statement with this measure. 

    Thank you!

    • v-haibl-msft's avatar
      v-haibl-msft
      Icon for Microsoft Employee rankMicrosoft Employee
      10 years ago

      mapko

       

      Is the sum of the Revenue account a dynamic value in different rows? For example, for Revenues row, its value is 128218, and for Cost of goods sold row, its value is 137317. The result of Vertical is 128218/128218 and 0/137317 for the first two rows? In that case, we need to know the calculation method of sum of the Revenue account. You’d better give some sample data of your table and the expected output.

       

      Best Regards,

      Herbert

      • mapko's avatar
        mapko
        Icon for Helper I rankHelper I
        10 years ago

        v-haibl-msft

         

        I actually resolved this. Happy to share my expression if its interesting for you. 

         

        Marko