cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
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/


Did I answer your question? Mark my post as a solution! and hit thumbs up


Subscribe and learn Power BI from these videos

Website LinkedIn PBI User Group

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

Helpful resources

Announcements
PBI_User Group Leader_768x460.jpg

Manage your user group events

Check out the News & Announcements to learn more.

Get Ready for Power BI Dev Camp

Microsoft named a Leader in The Forrester Wave

Microsoft received the highest score of any vendor in both the strategy and current offering categories.

Get Ready for Power BI Dev Camp

Power BI Dev Camp - September 30th, 2021

Mark your calendars and join us for our next Power BI Dev Camp!

PowerPlatform 768x460.png

Microsoft Learn

Check out our new Discover Your Career Path blog post series and get all the details.