Profit and Loss statement - help with hierarchy

It seem that you haven't used any of the both models Matt and I have referenced here.

Don't see how can help you on that basis unfortunately.

For my limited knowledge yours was amzaing to look at but I had no idea what was doing what! I just made a simplified one. I'll dig further for my sort order problems. Thanks for your time however!

Here's what we use in our Power BI for Accountants class. this is the "cascading subtotals" approach ... https://www.dropbox.com/s/pd5blba2c53kni8/Financial%20Reporting%20-%20Full%20Package.pbix?dl=0

Hi Austin, would you mind sharing your example work again? I just clicked into the link being shared and the content was deleted.

We are now desparately looking for solution to bring the total of each category from top to bottom, exactly like what the normal P&L Statement show instead of what the Power BI can offer.

It would be great if I can learn from you and your work.

Many thanks!

Roy

Hi Austin, would you mind sharing your example work again? I just clicked into the link being shared and the content was deleted.

We are now desparately looking for solution to bring the total of each category from top to bottom, exactly like what the normal P&L Statement show instead of what the Power BI can offer.

It would be great if I can learn from you and your work.

Many thanks!

Roy

In this post I am covering a reasonably simple approach for PL statements with example: https://www.managility.co/profit-loss-dynamic-sub-totals-in-power-bi-excel-dax/

Martin

Write-Back, Planning & Financial Models with Power BI -> https://www.acterys.com