Join us for an expert-led overview of the tools and concepts you'll need to pass exam PL-300. The first session starts on June 11th. See you there!
Get registeredPower BI is turning 10! Let’s celebrate together with dataviz contests, interactive sessions, and giveaways. Register now.
Hello,
I would like to reproduce a P&L coming from a Database but I also want to integrate certain calculated fields into it.
For example, I want to reproduce this Excel Table in a matrix:
I had no problem reproducing the "gross margin" because it is only additions.
but iI want to add a line in the hierarchy "% External sales" ( Gross Margin / Sales - External )
My current table used to create my hierarchy is
Cat_1 | Cat_2 | Cat_3 |
Gross Margin | Sales - Financial Accounting | Sales - External |
Gross Margin | Sales - Financial Accounting | Sales - Intra group |
And the table with the book values look like this :
Cat_values | values | Year_Month |
Sales - Intra group | 5667 | 2024_02 |
Sales - External | 39461 | 2024_02 |
values= sum('book_values'[values])
How could i integrate another measure without breaking the hierarchy ?
Thank you
@amitchandak I have already added the row that I want to populate in the accounts table, however I cannot do a precise calculation for this line without impacting the others which are just a sum(values).
For example, I recover the Gross margin from my accounts but I want to add a row in my P&L "Gross Margin % External Sales" which would refer to :
@vneg , When you need P&L with additional column, you have add those in account to extended account table
refer
Power BI How to get the P&L formatting right: https://youtu.be/C9K8uVfthUU
Power BI How to get two columns format Profit and Loss Statement(P&L) right: https://youtu.be/WLg85yiMgHI
https://medium.com/microsoft-power-bi/power-bi-formatted-p-l-with-custom-sub-totals-and-blank-rows-e...
This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.
Check out the June 2025 Power BI update to learn about new features.
User | Count |
---|---|
81 | |
76 | |
61 | |
37 | |
33 |
User | Count |
---|---|
99 | |
56 | |
51 | |
42 | |
40 |