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

[evanorden]

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.

[evanorden · Accepted solution]

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

[v-cgao-msft]

Hi @evanorden ,

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!

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