Help with Formatting a Matrix with Multiple Hierarchical Levels in Power BI
Hello everyone, I am working on a Power BI report that uses a matrix with 10 hierarchical levels to display my financial data. My goal is to create a P&L (Profit and Loss) presentation where data at lower levels aggregates correctly to higher levels. However, I am facing a sorting issue: for example, I find the "Profit Before Tax" appearing at the top, while I would like to reorganize it so that it fits properly within the structure of my P&L (exemple here) Here are a few specific points where I would appreciate your help: Custom Sorting: How can I define a specific sort order for my hierarchical levels so that they display in the desired order? Data Aggregation: Is there a method to ensure that values aggregate correctly at each hierarchical level? Matrix Formatting: What are the best practices for formatting a matrix with so many levels to ensure optimal readability? Thank you in advance for your help and suggestions. Any advice or resources would be greatly appreciated! Best regards,
Excluding that specific row amount from total amount from every single row calculation
Hello Group, I have an issue where I need to calculate overall profitability impact if I exclude that single product and in Excel it was easy but I need it as a visual in Power BI? In below screen shot, I need help on DAX on columns highlighted where In if Product A Net revenue is excluded from Total Revenue what would be my impact on overall profitability. Now I need that for each single row calculation where Prod B,C,D etc excluded and calculate its Impact? Please help on DAX calcualtion in regards to it?DAX subtotals P&L reporting Direct Query
Hello everyone, I am making a P&L in Power BI with a direct query connection with SAP data and a hierarchy from SAP. The situation is that the SAP hierarchy could not be changed. I want to format the hierarchy with some small changes. How do i fix this at the best way? Is it possible with DAX? In the attachment i have provided a p&L file and some example data. Revenue is a positive number and costs are negative. This two minus each other is the subtotal of the EBITDA. What i want to create is the following: GL_account_level 3 Revenue Gl_account_level 4 Revenue Revenue cars GL_account_level 3 Costs Gl_Account_level 4 Cost Loan costs EBITDA (subtotal) GL_account_level 3 Depreciation Gl_account_level 4 Depreciation Depreciation cars EBIT (subtotal) GL_account_level 3 Interest (Regular exploitationresult subtotal) GL_account_level_3 Extraordinary income and charge Subtotal result before tax The current situation is the following: EBIT (level 1) EBITDA (level 2) Revenue (level 3) Revenue cars (level 4) Costs (level 3) Loan costs (level 4) Interest and depreciation (level 2) Extraordinary income and charge (level 1) Extraordinary income and charge (level 2) Extraordinary income and charge (level 3) Total Power BI result before tax I am searching very long for a good way how to fix this, so if anyone can help me i'm very happy:)Simple Cost Ratio from GL Data
Hello all, pretty frustrated with what I feel should be a simple task I have a simple set of GL data, as seen below, where my amount is in one column, and my accounts are rows. I then do a very simple model where I have a GL Account class lookup table, which assigns the class "revenue" and "cost" to each account. I then just want to have a simple cost ratio at the account level, of cost/total revenue. the table should look as such below, but nothing returns at the account level for a margin. even the revenue accounts are wrong, as Revenue Reg should be 60% of total revenue, , and Revenue Spec should be 40% My measures are Value = SUM(data_table[Amount]) Total Revenue = CALCULATE([Value],gl_class[Class]="Revenue") Cost Margin = DIVIDE([Value],[Total Revenue]) any help would be greatly appreciated
