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

[rahmad]

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.

[rahmad]

How to do with following data

Account Type	Value type	Version	Acutal	Plan	Date
Revenue	Actual	1	10000		01/07/2023
Revenue	Plan	P1		5000	01/07/2023
Revenue	Plan	P2		5500	01/07/2023
COGS	Actual	1	6000		01/07/2023
COGS	Plan	P1		4000	01/07/2023
COGS	Plan	P2		4500	01/07/2023

[amitchandak · Accepted solution]

@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.

[rahmad]

Thanks for your help,  

Issue resolved.