Organizing budget and actuals by month

[Anonymous]

I'm currently trying to build out a P&L analysis spreadsheet using power query to organize my budget, actuals, and forecasts. How would I go about doing this?

[PhilipTreacy · Accepted solution]

Hi @Anonymous 

You could use PQ for data gathering and preparaton but try using a PivotTable for the actual reporting. 

This should help Excel PivotTable Profit and Loss

Regards

Phil

[Anonymous · Accepted solution]

Hi @Anonymous 
According to your description, I looked up the documentation and here is the documentation for creating a P&L (Profit and Loss) analysis spreadsheet in excel or power bi
How do you do a P&L in Excel?| BeProfit - Profit Analytics Community
How To Create Profit And Loss (P&L) Statements In Power BI – Master Data Skills + AI (enterprisedna.co)
How to Do a Profit and Loss Statement in Excel | Smartsheet

Best regards,
Albert He

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

[PhilipTreacy · Accepted solution]

Hi @Anonymous 

You could use PQ for data gathering and preparaton but try using a PivotTable for the actual reporting. 

This should help Excel PivotTable Profit and Loss

Regards

Phil