Forum Discussion
Helper IProfit and Loss statement - help with hierarchy
Community ChampionIt 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.
Helper IFor 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!
- austinsense
Impactful Individual
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
- karaoan
Kudo Kingpin
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
