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P&L Question
Hi Amit
I have below raw data
GL_CODE AMT
1....................10
10..................10
20...................-5
30...................-5
40..............,.,,,2
50................,.,2
60..,,,......,,,,,,,,-3
70...,,,......,,,,,,-,3
How should I convert to below by add PNL Field :-
GL_CODE AMT PNL
1....................10.....REV
10..................10.....REV
20...................-5....,.COGS
30...................-5....,.COGS
40..............,.,,,2......OTH_INCOME
50................,.,2......OTH_INCOME
60..,,,......,,,,,,,,-3......EXP
70...,,,......,,,,,,-,3......EXP
So that I can get the final result :-
REV ..... .............20
COGS ...............10
OTH_INCONE....4
EXP .....................5
NP .......................1
Above table use straight table
My question is how to recode PNL from GL_CODE ?
Remark :-
NP = NET_ PROFIT = REV-COGS+OTH_INCOME-EXP
REV +value
COGS -ve value
OTH INCOME + ve vakue
EXP -ve value
The actual raw data for REV , GL_CODE is from 1 to 60 . But for example purpose to use 1 to 10
COGS CL_CODE is start from 100 and end 110 , but all run in sequence.
Paul
Solved! Go to Solution.
Hi AJ
I just test using GROUP for GL_CODE , i notice that this way is very good. because i need only set up once.
Paul
Hi All
Above is my PBI file
PAul
Hi Paul,
Group and name your Accounts by GL_Code
Regards
Amine Jerbi
If I answered your question, please mark this thread as accepted
and you can follow me on
My Website, LinkedIn and Facebook
Hi AJ
I just test using GROUP for GL_CODE , i notice that this way is very good. because i need only set up once.
Paul
Hi @Paulyeo11 ,
So did this issue have been solved? If so, you can accept the suitable reply as solution, that way, other community members could easily find the answer when they get same issues; if not, you can share more details about this issue for further discussion to let us help you better.
Best Regards,
Community Support Team _ Yingjie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi Ying
I still encounter one more issue on this question , i have posted below link , may be you can take a look.
https://community.powerbi.com/t5/Desktop/How-to-move-Rev-from-last-row-to-Top-row/td-p/1595798
Paul
Paul
Hi AJ
May i know how to move the Rev to the top row and move the COGS to 2nd top row ?
Hi AJ
Thsnk you very much , that is what I need .
But in my actual P&L daw data , my GL Code running number from 1 to 400.
and some time they will adding new GL CODE .
May I know it is possible to use another approach instead of by Grouping methods.
for example :-
if(GL CODE >1 and <10 , REV)
if(GL CODE >11 and <20 , COGS)
..........
as PNL
Paul
Paul,
Here is a formula you can use but I don't recommend it
Regards
Amine Jerbi
If I answered your question, please mark this thread as accepted
and you can follow me on
My Website, LinkedIn and Facebook
Hi AJ
Thank you very much for your help. Thank you for sharing with me the link below.
Can share with me the PBI file. as the design is very impressive.
Paul
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