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GuestUser's avatar
GuestUser
Icon for Helper V rankHelper V
6 years ago
Solved

Profit and Loss Reports

Hi All,   I need to create PnL statement . I have below tables   Table1 : Master table - Dimension   Rowid    Level 5           Level 6 1              Profit             Sales 2              ...
Need Help
  • mwegener's avatar
    mwegener
    6 years ago

    Hi GuestUser ,

     

    we call this a schema similar to Business Central.

     

    We use the following way.

    You may download my PBIX file from here.
    Hope this helps.

     

    The cool thing is that the values are calculated at runtime and so other filters, such as Calendar are taken into account.

     

    Regards,

    Marcus

    Dortmund - Germany
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mwegener's avatar
mwegener
Icon for Most Valuable Professional rankMost Valuable Professional
6 years ago

Hi GuestUser ,

 

it's not that easy, but it is possible.
You must add a row to the schema and an explicit calculation to the measure.

 

You may download my PBIX file from here.
Hope this helps.

 

Regards,

Marcus

Dortmund - Germany
If I answered your question, please mark my post as solution, this will also help others.
Please give Kudos for support.

mwegener's avatar
mwegener
Icon for Most Valuable Professional rankMost Valuable Professional
6 years ago

Hi GuestUser 


If I answered your question, please mark my post as solution, this will also help others.
Please give Kudos for support.

  • GuestUser's avatar
    GuestUser
    Icon for Helper V rankHelper V
    6 years ago

    Hi mwegener ,

     

    I am trying to add previous year sales with below query

     

    CALCULATE(sum('Fact'[Amount]),SAMEPERIODLASTYEAR('DATE'[Calender Date]))
     
    But blank Value is being displayed. Any suggesions pls?
    • mwegener's avatar
      mwegener
      Icon for Most Valuable Professional rankMost Valuable Professional
      6 years ago

      Hi GuestUser,

       

      You may download my PBIX file from here.
      Hope this helps.

       

      Regards,

      Marcus

      Dortmund - Germany
      If I answered your question, please mark my post as solution, this will also help others.
      Please give Kudos for support.