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Brandaris
Regular Visitor

Vertical aggregation (income statement)

Hello Power BI user,

 

I have a challenge, which I couldn't quite figure out until now. Despite some videos about this, wherein the end result where I'm looking for can be seen, unfortunately I didn't succeed.

It seems so simple when I'm looking to the images of the end results on YouTube, for example, that I can hardly believe that I don't see the solution yet..... 

It concerns here a financial overview, in which subtotals have to be made in a matrix, such as Gross profit and EBITA.

 

I work with ledger accounts, to which I have assigned multiple levels of aggregation. For example, at the highest level:

* Revenue
* Cost price
* Operational costs.
That works fine in a matrix.

 

But I would like to show the difference between Revenue and Cost Price in a subtotal Gross Margin (Revenue minus Cost).

The same for example Operating profit (Difference between Gross Margin and Operating Costs).

 

I look forward with great interest to your "golden" solution, for which I would like to thank you very much in advance.

 

Kind regards,

Hans

 

2 REPLIES 2
Fowmy
Super User IV
Super User IV

@Brandaris 

I am not sure what sort of solution you are looking for in addition to the standard custom total lines in P&L.

Please refer to this video form Matt: https://exceleratorbi.com.au/build-a-pl-with-power-bi/


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Hi Fowmy,

Thank you very much for your quick reaction.

It was just as like at the denstist's room, after making an appointment, the toothache is gone......

 

I've found one hour ago a video, with a similar solution in it, but your suggestion is surely useful also. I'll keep it in my "video-library"!

 

Kind regards,

Hans

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