Forum Discussion
Babycakes
Helper II
Helper IIProfit 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 ...
BabycakesHelper II
Helper IIThank 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.
BabycakesHelper II
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.
