Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Join us for an expert-led overview of the tools and concepts you'll need to become a Certified Power BI Data Analyst and pass exam PL-300. Register now.

Reply
Anonymous
Not applicable

Data lives in columns but I want them as rows in a Matrix

I've been using Power BI for 4 years, but never for P&L reporting. The data I receive is in excel spreadsheets and I have separate columns for different types of revenue and expenses. I want to create a matrix table where the columns are month and YTD - I can do that easily, but I want rows of data that show the line items for various expenses and revenue with the totals for each by month. Right now, I'm just doing this in Excel, but it'd be much easier to just update each month's data as I receive it from finance, add it to the source files, and have it autopopulate in Power BI.

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Thank you! I finally figured out how to properly append and unpivot the columns from the spreadsheets I get from excel!

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Thank you! I finally figured out how to properly append and unpivot the columns from the spreadsheets I get from excel!

Anonymous
Not applicable

Hi @Anonymous ,

 

Are you looking for this? I hope this helps.
Power BI Formatted Profit and Loss Statement - Microsoft Fabric Community

Best Regards,
Gao

Community Support Team

 

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum -- China Power BI User Group

Helpful resources

Announcements
Join our Fabric User Panel

Join our Fabric User Panel

This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.

June 2025 Power BI Update Carousel

Power BI Monthly Update - June 2025

Check out the June 2025 Power BI update to learn about new features.

June 2025 community update carousel

Fabric Community Update - June 2025

Find out what's new and trending in the Fabric community.