Forum Discussion

Babycakes's avatar
Babycakes
Icon for Helper II rankHelper II
4 years ago

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

  • v-zhangti's avatar
    v-zhangti
    Icon for Community Support rankCommunity 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.

  • 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's avatar
      Babycakes
      Icon for Helper II rankHelper II
      Total Government Funding B17 B16+B15
         
      Total Income (B2:B12)+B17

       

      Line ItemLine Item DescriptionLevelHighlightAccount Code
      1IncomeIncome1 
      2A incomeTotal Income0 
      3B IncomeTotal Income0 
      4C IncomeTotal Income0 
      5D IncomeTotal Income0 
      6E IncomeTotal Income0 
      7F IncomeTotal Income0 
      8G IncomeTotal Income0 
      9H IncomeTotal Income0 
      10I IncomeTotal Income0 
      11J IncomeTotal Income0 
      12 Total Income0 
      13    
      14Government FundingGovernment Funding1 
      15A Govt Total Government Funding0 
      16B GovtTotal Government Funding0 
      17Total Government FundingTotal Income1 
      18    
      19Total IncomeTotal Income1 
      20    
      • danextian's avatar
        danextian
        Icon for Super User rankSuper 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.