Forum Discussion
Profit and Loss
Morning, I am creating a profit and loss.
I have Indexed or categorised my amounts into income and expenses etc.
However how do I get subtotals to add or subtract.
Disclaimer - new to BI
Eg Sum index 1 plus sum index 2
6 Replies
- Babycakes
Helper II
See above
- v-zhangti
Community Support
Hi, Babycakes
Can you provide sample data for testing? Sensitive information can be removed in advance. What kind of expected results do you expect? You can also show it with pictures. I look forward to your response.
Best Regards,
Community Support Team _Charlotte
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
- Babycakes
Helper II
Thank you
I have attached.
I am trying to acheive the sub totals to appear for example Total Governtment Funding is B16 plus B15 in my template uploaded to Power bi but the matrix is not allowing the measure to add.
- Babycakes
Helper II
Total Government Funding B17 B16+B15 Total Income (B2:B12)+B17 Line Item Line Item Description Level Highlight Account Code 1 Income Income 1 2 A income Total Income 0 3 B Income Total Income 0 4 C Income Total Income 0 5 D Income Total Income 0 6 E Income Total Income 0 7 F Income Total Income 0 8 G Income Total Income 0 9 H Income Total Income 0 10 I Income Total Income 0 11 J Income Total Income 0 12 Total Income 0 13 14 Government Funding Government Funding 1 15 A Govt Total Government Funding 0 16 B Govt Total Government Funding 0 17 Total Government Funding Total Income 1 18 19 Total Income Total Income 1 20 - danextian
Super User
Hi Babycakes,
Out of the box, you cannot have the same format as what you have in your sample result. However, you can create hierarchy so your data shows the subtotal as well as the grand total similar to below
If you want an output that is similar to below, I'm attaching a sample pbix to help you get started. This will require some advanced DAX skills.