Rank expenses in P & L matrix to allow funnel plot of top "x" expenses

[PeterDeGaris]

Hi All,

I am trying to rank by "type" in a P & L matrix (filtered by year or quarter or month) to allow me to use a funnel plot (or similar) for the top "x" expenses.  P & L matrix layout is as below for the first quarter of our current financial year.

Category   Account     Type            July 18  August 18  September 18 Total

 Expense    Expense    Accounting  -200     -600           -300               -1100

                                 Cleaning      -100    -200           -400                -700

Income       Sales         Product 1    200      200            200                 600

There are only two data tables - a date table and the P & L data in the format

Category  Account  Type  Date  Value

Thanks in advance

Peter

[PeterDeGaris]

HI,

The data is set out in the P & L matrix as in the first post.  "Type" is a column heading in the matrix (eg cleaning expense/accounting expense etc).  I wish to be able to rank the values (listed under column headings of July 18, August 18 etc) by the various items listed under the column with the heading "type".  The once each item is ranked, I want to be able to produce a visual such as a funnel plot only showing the items with the 10  highest or  10 lowest values.

I haven't figured out how to attach actual data or screenshots of the data to the post yet - any advice on this would also be appreciated.

Thanks

Peter

[v-yulgu-msft]

Hi @PeterDeGaris,

Please post some sample data of P & L data table. And what is your expected result? I could not understand how to "rank by type".

Regards,

Yuliana Gu