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pBur
Frequent Visitor

Transforming Data - Profit-Loss report

Hi everybody, I am quite new at this, however I hope someone could direct me to the right path for solving a little issue. I have a profit/loss report on my hand and I need to get the data in shape for PowerBI Currently the report is not BI friendly and the formatting of the data goes like this in excel file:

 

Figures USD)                                        01|            02| CompanyID

Net Sales                                  1,500,000| 2,000,000| XXX

Cost of Sales                               350,000|   375,000| XXX

Gross Income                           1,150,000| 1,625,000| XXX

Operating Expenses (SG&A)       235,000|   260,000| XXX

Operating Income                      915,000| 1,365,000| XXX

Other Income (Expense)               40,000|     60,000| XXX

Extraordinary Gain (Loss) -           15,000|      20,000| XXX

...........................

 

So I have income/expense types in the rows and month numbers in the column headers. So far it's just causing me a headache. Are there any simple way of getting the data in shape? I am hoping to see something like this in the result:

 

Net Sales | Cost of Sales | Gross Income | Date/Month | CompanyID

1,500,000 |          350,000|       1,150,000 |                 01 |              XXX

2,000,000 |          375,000|       1,625,000 |                 02 |              XXX

 

Maybe anyone has encountered such challenges and could share the best practice to solve it? 🙂

 

1 ACCEPTED SOLUTION
Vvelarde
Community Champion
Community Champion

@pBur

 

i made a video to show a way to do it this:

 

 

The audio es really bad but following the steps you can do it.

 




Lima - Peru

View solution in original post

2 REPLIES 2
Vvelarde
Community Champion
Community Champion

@pBur

 

i made a video to show a way to do it this:

 

 

The audio es really bad but following the steps you can do it.

 




Lima - Peru
pBur
Frequent Visitor

hi, Thanks for the video!!! Challenge solved 🙂

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