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Hello Community Team,
We are trying to create the Profit and Loss statement in Power BI, I am doing this is first time and stuck at how to create the predefined total in P&L statement, Shall I use measure or calculated column.
Also would request you please help with dax, I have mark the filed below for your refernce.
Thnaks in advance.
Solved! Go to Solution.
Hi @Anonymous ,
I created an original data table like this:
(Notice that the value in the last row is empty.)
In Power BI , first I calculated the value of the last row with a column:
value of 'K+L-J' =
VAR x=
CALCULATE(
SUM(Sheet1[values]),
FILTER(
Sheet1,
[Main title] = "Operating Profit-HG" || [Main title] = "Operating Profit-PAA"
)
)
VAR y =
CALCULATE(
SUM( Sheet1[values]),
FILTER(
Sheet1,
[Main title] = "Fixed Cost"
)
)
RETURN
IF(
[Main title] = "K+L-J",
x-y,
BLANK()
)
Second, I merged [values] column and [value of ‘K+L-J’] column with a column:
Column =
IF(
[values] = BLANK(),
COMBINEVALUES("$", [value of 'K+L-J'], [values]),
COMBINEVALUES("$", [values], [value of 'K+L-J'])
)
Third, Transform data type:
At last, add column in a matrix:
Best regards,
Lionel Chen
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @Anonymous ,
I created an original data table like this:
(Notice that the value in the last row is empty.)
In Power BI , first I calculated the value of the last row with a column:
value of 'K+L-J' =
VAR x=
CALCULATE(
SUM(Sheet1[values]),
FILTER(
Sheet1,
[Main title] = "Operating Profit-HG" || [Main title] = "Operating Profit-PAA"
)
)
VAR y =
CALCULATE(
SUM( Sheet1[values]),
FILTER(
Sheet1,
[Main title] = "Fixed Cost"
)
)
RETURN
IF(
[Main title] = "K+L-J",
x-y,
BLANK()
)
Second, I merged [values] column and [value of ‘K+L-J’] column with a column:
Column =
IF(
[values] = BLANK(),
COMBINEVALUES("$", [value of 'K+L-J'], [values]),
COMBINEVALUES("$", [values], [value of 'K+L-J'])
)
Third, Transform data type:
At last, add column in a matrix:
Best regards,
Lionel Chen
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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