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atowriss1
Helper I
Helper I

Add Calculated Row PowerBi Matrix

I have pulled data from another reporting tools financials to put in a Matrix  in PowerBI.  I have tried varying options on how to organize in the upload sheet to allow me to add a % of Revenue row for OPEX and EBITDA, but have failed. I have attached the file, which has dummy data, but the layout and what I have thus far is the same.  I want to add a row below OPEX and EBITDA that shows them as a % of Revenue.  

 

If that is not possibe, how can I format my upload to include or allow me to calculate?

 

Thanks

FILE: https://1drv.ms/u/s!AtrPn7_C_8_IhB-o0gMYs2efz1nb?e=k6xW5q

1 ACCEPTED SOLUTION
v-yiruan-msft
Community Support
Community Support

Hi @atowriss1 ,

Do you want to some customized rows in the matrix to show % of OPEX and EBITDA? If yes, you can refer the following links to get it:

Multiple totals on matrix

Display original values and their difference in the same table

yingyinr_0-1664783972248.jpeg

 

If the above one can't help you get the desired result, please provide more raw data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share another simplified pbix file with detailed requirement. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
v-yiruan-msft
Community Support
Community Support

Hi @atowriss1 ,

Do you want to some customized rows in the matrix to show % of OPEX and EBITDA? If yes, you can refer the following links to get it:

Multiple totals on matrix

Display original values and their difference in the same table

yingyinr_0-1664783972248.jpeg

 

If the above one can't help you get the desired result, please provide more raw data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share another simplified pbix file with detailed requirement. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
amitchandak
Super User
Super User

@atowriss1 , I usually add a dummy account in the account table and the force calculation for for that values

 

Example

 

Switch(Max(Table[Account]) ,

"Ebita",[Ebita measure],

[Measure]

)

 

refer

https://www.thebiccountant.com/2016/07/21/easy-profit-loss-account-scheme-reports-power-bi-power-piv...

 

Some other alternative

Power bi Excel for P&L , add in app
Curbal
https://www.youtube.com/watch?v=IISYzTaIyu4
Guyinacube
https://www.youtube.com/watch?v=1yJnmZRTNZg

Thanks, but my data isn't that complex.  I simply have 1 line each for Sales,Opex and EBITDA.  No account numbers, as what I pulled is from aP&L in another tool.  The transactional data isn't in PBI.

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