Static Matrix Structure (P&L)

[Anonymous]

Hello,

I'm migrating a P&L from Excel to Power Bi, but I found dificulties trying to organize rows not alphabetically (or other standard PBI possibilities), but in a static and custom sequence.

I know how to organize my first layer information as I want, but I have 6 Drill Down levels, and I want to make each level organized statically.

I want PBI organized like the excel above, regardless alphabetical order or values column.

I Have a DB of Financial Acounts like this:

Thank you very much.

[FrankAT]

Hi @Anonymous 

take a look at the following link: https://exceleratorbi.com.au/build-a-pl-with-power-bi/

With kind regards from the town where the legend of the 'Pied Piper of Hamelin' is at home
FrankAT (Proud to be a Datanaut)

[Anonymous]

Thanks @FrankAT ,

I didn't try the solution he proposed on the video, but I watched it and it could work.

I'll reply as soon as I make the test.

Thanks again for your help.

[PaulDBrown]

@Anonymous 

How about building the structure in Excel, creating the hierarchies by columns, and the importing into PBI to build the matrix from there?

[Anonymous]

Hi Paul, thanks for your answer.

That's what I tried to do when I created the "DB of Financial Acounts", wich is organized exactly as you said. The problem is when I create a Matrix visual and drag my Drill down levels into it, then PBI organize each line alphabetically as default, and if I use any other column to ordinate by value, I'll get my 1st level accounts all mixed.

[PaulDBrown · Accepted solution]

@Anonymous 

You could try adding an index column for each of your columns to use as  "sort column by" (each column by its own index) in the table view. 

Something like this:

and see if that maintains the sorting order.

[Anonymous]

Hey Paul.

Sorry for taking that long to reply, I'm involved with other projects so I wasn´t able to work on this for a while.

Apparently your solution is working very well, I'm still not able to dedicate much time to this project, but as far as I tested, you solved it. 

Thank you very much !!!