Forum Discussion
Alex_Berlin
Advocate I
Advocate IProfit loss calculation report in Matrix Visual
Hi everybody, We are currently trying to migrate a profit loss calculation report (as multi-level contribution margin accounting) to Power BI. So far, we have succeeded in creating a tabular view in...
Coming to think about it, there is actually a simpler solution:
GuV = if([IsDetail],[Act],[RT])
with
IsDetail = ISFILTERED('Kostenart zu DB-Zeile'[Konto ++]) || ISFILTERED('Kostenart zu DB-Zeile'[DB Unterzeile ++]) || ISFILTERED('Kostenart zu DB-Zeile'[DB Zeile ++])The measure "IsDetail" checks if one of the levels/groups that are considered as details is filtered. No need to adjust any tables then :)
Aryna
Post Partisan
Post PartisanHi, you may also want to take a look at a ready-made Power BI Profit & Loss template that already includes financial dashboards and P&L reporting: https://vidi-corp.com/profit-and-loss-dashboards/
It can help save significant time compared with creating the entire P&L structure and calculations manually in Power BI. Hope this helps!