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rahmad
Frequent Visitor

Profit & Loss Statement Plan Acutal Comparision with dynamic Plan Version selection

I am extracting data from SAP BW and wanted to create Profit & Loss statment.

I need to made comparision of Actual data with different Plan versions.

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@rahmad , You can have a slicer on different plans and use that, if the plan data is row-wise. If Plan data is in columns, You can create field parameters

 

If this does not help
Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

 

Power BI Field Parameters — A Quick way for Dynamic Visuals: https://amitchandak.medium.com/power-bi-field-parameters-a-quick-way-for-dynamic-visuals-fc4095ae9af...
Power BI Field Parameters- Measure Slicer and Axis/Dimension slicer: https://youtu.be/lqF3Wa1FllE
Switch TOPN with Field Parameters: https://amitchandak.medium.com/switch-topn-with-field-parameters-299a0ae3725f
Field Parameters- Conditional Formatting
: https://amitchandak.medium.com/field-parameters-conditional-formatting-517aacc23fdf
Power BI Field Parameters, Keep Axis Sort intact| Always Sort on X/Categorial Axis: https://youtu.be/GfBrB6czByw


Power BI- Compare Categorical Data Using Slicers, Compare Two Brands/Categories/Cities: https://youtu.be/exN4nTewgbc


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-e...

 

Appreciate your Kudos.

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3 REPLIES 3
rahmad
Frequent Visitor

How to do with following data

 

Account TypeValue typeVersionAcutalPlanDate
RevenueActual110000 01/07/2023
RevenuePlanP1 500001/07/2023
RevenuePlanP2 550001/07/2023
COGSActual16000 01/07/2023
COGSPlanP1 400001/07/2023
COGSPlanP2 450001/07/2023

 

 

amitchandak
Super User
Super User

@rahmad , You can have a slicer on different plans and use that, if the plan data is row-wise. If Plan data is in columns, You can create field parameters

 

If this does not help
Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

 

Power BI Field Parameters — A Quick way for Dynamic Visuals: https://amitchandak.medium.com/power-bi-field-parameters-a-quick-way-for-dynamic-visuals-fc4095ae9af...
Power BI Field Parameters- Measure Slicer and Axis/Dimension slicer: https://youtu.be/lqF3Wa1FllE
Switch TOPN with Field Parameters: https://amitchandak.medium.com/switch-topn-with-field-parameters-299a0ae3725f
Field Parameters- Conditional Formatting
: https://amitchandak.medium.com/field-parameters-conditional-formatting-517aacc23fdf
Power BI Field Parameters, Keep Axis Sort intact| Always Sort on X/Categorial Axis: https://youtu.be/GfBrB6czByw


Power BI- Compare Categorical Data Using Slicers, Compare Two Brands/Categories/Cities: https://youtu.be/exN4nTewgbc


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-e...

 

Appreciate your Kudos.

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

Thanks for your help,  

Issue resolved.

 

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