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Landcrab's avatar
Landcrab
Icon for Helper I rankHelper I
7 years ago
Solved

Profit and Loss with multiple Budgets

Hi there,

Pretty sure this is a straight forward thing to solve but I cannot figure it out.

I want to create a Profit and Loss report in Power BI. The table (GL Balances) contains both the Actuals and the Budget data, each Financial Year (FY) can have zero or more Budget associated with it.

Example of the issue, when I filter for 'FY25' I want to be able to select a Budget scenario (Budget1 or Budget3) and only see the 'Period Budget' column change in accordance to what Budget scenario was selected.

The Period Actual column should only filter based on 'FY' not the Budget scenario.

 

Here is the PBIX file in OneDrive.

https://1drv.ms/u/s!Ao4G1JQhVsM1lCi1xTp0Y7dbe3CY?e=HCo6vf

 

Any help is much appreciated.

 

 

 

 

Need Help
  • amitchandak's avatar
    amitchandak
    7 years ago

    I tried like this. Can you check if it give vlaues you want.

    Period Actual = 
    CALCULATE( 
        [Period Movement],
        'GL Balances'[Actual/Budget] = "Actual" ,all('GL Balances'[Scenario])
    )

     

2 Replies

  • amitchandak's avatar
    amitchandak
    Icon for Super User rankSuper User
    7 years ago

    I tried like this. Can you check if it give vlaues you want.

    Period Actual = 
    CALCULATE( 
        [Period Movement],
        'GL Balances'[Actual/Budget] = "Actual" ,all('GL Balances'[Scenario])
    )

     

  • Aryna's avatar
    Aryna
    Icon for Post Partisan rankPost Partisan
    6 months ago

    You can also check a ready-to-use Profit and Loss templates for Power BI here that may help save time and effort when building your report: https://vidi-corp.com/profit-and-loss-dashboards/

     

    It also integrates with accounting data sources like Xero, QuickBooks Online and Zoho Books, which can make setting up a P&L report much easier.