Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Find everything you need to get certified on Fabric—skills challenges, live sessions, exam prep, role guidance, and more. Get started

Reply
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.

View solution in original post

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.

Thanks for your help,  

Issue resolved.

 

Helpful resources

Announcements
Sept PBI Carousel

Power BI Monthly Update - September 2024

Check out the September 2024 Power BI update to learn about new features.

September Hackathon Carousel

Microsoft Fabric & AI Learning Hackathon

Learn from experts, get hands-on experience, and win awesome prizes.

Sept NL Carousel

Fabric Community Update - September 2024

Find out what's new and trending in the Fabric Community.

Top Solution Authors
Top Kudoed Authors